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Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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6968 results found

  1. Test features mode

    I created 2 fake contacts to test features before sending to actual clients. Now I can't delete them because of the "transactions"

    4 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  2. There needs to be a link to create a project from an accepted Estimate. There is no reason to create a project when the estimate may not be

    Create a Link in the Estimate area to create a project when an estimate is accepted.

    4 votes
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?

  3. vat entry before gst

    before gst, vat invoice is not generating

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  4. Skip to Page

    Please add a skip to page at the bottom of pages, so it is easier to sort through 100 pages to get to the one I need. Also, I don't like how when I change something in chart of accounts and it sends me to the top. Why can't the page just stay where it was so I don't have to go all the way back down the page.

    4 votes
    3 comments  ·  Admin →
    How important is this to you?

  5. Administrators connection to Client Portal's to validate data displays corrently

    As an administrator with several clients it is ridiculous for me to have to create separate email accounts for myself to attach to my client contact list in order to see what displays in their portal.

    I have had (2) situations where data didn't display correctly in my client's portal and THEY had to inform me. After adding my personal email accounts to their profiles using different passwords i STILL WAS UNABLE to see each client's portal. Zoho support instructed me to create separate email accounts and link them to my client contact profile.

    Sounds simple with 1 or 2…

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  6. Balance Sheet

    When we take Balance sheet in reports, Even Zero accounts are appearing. If the account balance is Zero no need to display. Please check.

    4 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  7. kotak bank integration needed

    The same way ICICI bank integration is done can kotak also be done as we are planning to open a kotak account

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  8. create retainer invoice from sales order

    There needs to be a way to show the trail Estimate (Retainer Invoice) to Sales Order (showing retainer payment) to Invoice.

    Currently, you can set auto accept to invoice, but not sales order and there needs to be a way to show the retainer payment on the sales order.

    4 votes
    1 comment  ·  Admin →
    How important is this to you?

  9. Operating Profit

    Is it possible to include operating profit / loss before the net profit in Zoho income statement

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  10. Inventory report client wise

    Please create inventory report customer wise, so that we can trace the inventory as what we sold to which customer Qty and price.

    4 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  11. American Express

    Zoho Books should include more details when syncing a CC / Bank Account. For example, All of the different credit cards and their transactions should come up separately in books to more accurately report data. Rather than just putting all of the transactions from my multiple amex cards into one general account.

    4 votes
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  12. Petty Cash

    Required running balance in Petty cash report for checking day to day balance.

    4 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  13. Bulk email

    Please create a bulk greetings mail option. which help us to send an email to multi clients at once to convey a certain message. Like Festival Greetings, Offers, Discounts and many more things.

    4 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  14. Aging report (Bills due) show "Bill Due Date" column

    From Dashboard- click on Recievables and in the "Aging Details By Bill Due Date" adding the Bill Due Date column. This is a bookeeper request for their workflow. A quick way to get into wehat is coming due, not just what is already due.

    4 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  15. STATE BANK OF INDIA Integration

    It would be great to see SBI Integrate with Zoho in a manner similar to how ICICI is currently integrated - for payments and auto reconciliation.

    4 votes
    2 comments  ·  Banking  ·  Admin →
    How important is this to you?

  16. There should separate column for total net amount for particular item no.

    e.g. item no. 1 has 4no. of camera @2012.72 CGST9% 144.16, SGST 9% 1449.16 Amount 8050.88 BUT There is one thing is missing Total amount with GST of that particular item. So my suggestion is to add one column for net amount for that particular item, Thanks

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  17. Financial reports should include all Co. details like logo,address,telephone.....

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  18. Add a billing method of "Per Item" in the Project and a number of items. You could do 10 items within the project at $100 ea.

    Add a billing method of "Per Item" in the Project and a number of items. You could do 10 items within the project at $100 ea

    4 votes
    0 comments  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  19. Have the option to share items between different organizations under the same account

    Have the option to share items between different organizations under the same account. This avoid the need to do duplicate work if both organizations provide the same items.

    4 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  20. Account type change for accounts ledgers having transactions

    Account type change for accounts ledgers having transactions should be enabled as it's not available once any transaction done in it.

    If account created in wrong head, it will reflect at wrong places in P&L and balance sheet which is not desirable. And such mistakes can happen from new users of zoho books

    4 votes
    0 comments  ·  Admin →
    How important is this to you?
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