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Zoho Books

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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  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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6592 results found

  1. Ability to sort Uncategorized Transactions by other fields

    Need ability to sort Uncategorized Transactions by other fields such as Details, Deposits,Withdrawals in asc/desc order during reconciliation. Would also be great to have an Add link next to each transaction so it's easier to quickly add a transaction without the side panel popping up.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  2. Zoho books should notify us if our daily cash transactions exceed 20000.

    Zoho books should notify us if our daily cash transactions exceed 20000.

    4 votes
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    1 comment  ·  Banking  ·  Admin →
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  3. JOB SHEET for service organisation.

    We do sales and service so please give an option for creating the job sheet for repair systems

    4 votes
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    0 comments  ·  Inventory  ·  Admin →
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  4. Add feature of cancelling service related sales order items which are not to be billed, rather than amending the order.

    The feature of cancelling service order item can help in closing the order. Currently we have to maintain excel sheets to check which orders are completely billed and which are partially billed or not billed.

    4 votes
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  5. Combine Paypal Payment & GST Credit Card entries to one transaction

    With Australia now demanding that all online services collect GST Paypal have decided to add an additional transaction to collect GST

    i.e. Credit Card statement shows Charge from Vendor ex GST = $20.00
    Paypal charges an additional amount in a separate transaction = $2.00

    How to best enter this so that the GST charged is attributed to the correct BAS account & the Card Statement can be reconciled?

    4 votes
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  6. Subsidiary Management

    It would be very fine if you introduce the subsidiary Management feature. We can create multiple organizations in zohobooks, what you need to do is to make enable to integrate the organizations to be registered as subsidiary, so that we may have consolidated statements for both organizations as well as standalone statement for each organization.

    4 votes
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  7. round

    There should be an option of round off in expenses because most of the vendor or supplier issue us the round off total bill. Due to this we are unable to match the transaction with bank record in Zoho books.

    4 votes
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  8. Quantity as 1 without decimals when creating an bill

    When i have to create a bill in my phone or in the PC, I make errors because i have to delete all the four digits and then write the real quantity that my customers want. (im not talking about price, i talk about the amount of items my customers want)

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. 4 votes
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    2 comments  ·  Mobile App  ·  Admin →
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  10. gst total should be there in invoice

    the total amount of GST should be there in Invoice

    4 votes
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  11. Please provide a popup warning before cancelling a Invoice, Purchase order, Bills and Sales Order

    Please provide a popup warning before cancelling a Invoice, Purchase order, Bills and Sales Order.

    4 votes
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  12. convert retainer invoices to invoices

    Often times my bookkeeping customers perform services for customers even though their customers haven't yet paid their open retainer invoices. It would be nice to convert those retainer invoices to invoices instead of voiding retainer invoices and then creating an invoice.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Integrate Zoho Book & Zoho Creator customers portal

    Integrate the client portal of Zoho Books & the Customer portal of Zoho Creator. It'd give to the customer ONLY ONE platform to manage everything.

    4 votes
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  14. Grouping Line Items in consolidated Invoice from multiple Sales Order

    lets say we have monthly billing for the daily service rendered to a client. we provide similiar services every day to the client by creating Sales Order. At the end of the month, we create consolidated invoice (single Invoice for a month) aganst daily sales order created. Currently all the lines from sales order are append to the Invoice Lines. It would be fantastic if we can group the sales order line items at the Invoice lines so that we can reduce service line repetition.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. NEED TO DEBIT NOTE FOR VENDER

    HOW CAN I PUT DEBIT NOTE FOR VENDER

    4 votes
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    1 comment  ·  Admin →
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  16. I could not see Rack and Row concept in Inventory

    Rack and Row concept in Inventory

    4 votes
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  17. provide the option for bulk upload of Bill of Supply

    We have both Taxable invoices and Bill of Supply but you currently allow bulk upload of Taxable invoices and not Bill of Supply. This will greatly reduce our effort on a monthly basis.

    4 votes
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  18. Banck of Maharashtra (Corporate Account)

    i am unable to integrate Banck of Maharashtra (Corporate Account) please find link of https://www.mahaconnect.in/jsp/startnewcorporate.jsp kindly help regarding.

    4 votes
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  19. Logo placement in templates

    Though is set the category to email templates. This is actually for PDF templates and templates in general.

    WHe i was styling the template i noticed that when you add a logo without any white margin all the text below get cramped to the bottom of the logo.

    Im a graphic designer so i know some tricks to solve this. I also adjusted the email templates so it loads a logo cross domain.

    BUt the gross of the users of ZOho probably dont know how to adjust there own logo so it looks nice on the template. Though we can…

    4 votes
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    0 comments  ·  Templates  ·  Admin →
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  20. Filter Feature

    Having a filter option in Account Transaction report that will be able to view and update the Transaction per contacts.

    4 votes
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