Ticketbai! en el Pais Vasco
Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estas
Auto Charge Recurring Invoices on their due date vs issue date
Requesting to auto charge recurring invoices on their due date. We are B2B and a lot of customers want terms net 30, 60 or 90 but want the convenience of auto pay and it's in our benefit as well. Is this something that could be implemented fairly quickly?
Cryptocurrency acceptance
Hi there...a suggestion for Zoho Books: We would like to accept Bitcoin / BitCoinCash / Ethereum as a payment method, and have it automatically show up as payments on invoices. Thanks!
Zoho doesn't integrate with Wix??
I purchased many of the Zoho modules (Books, CRM, Projects, Invoices, etc etc) as I heard that they were great systems, but there is virtually NO parts of Zoho that integrates with Wix (outside of my email), which leaves me with the decision of either
ZOHO Books Magento Intergration
I would like to see a Magento integration for Zoho books. Xero did this with Fooman and it works great http://www.magentocommerce.com/magento-connect/fooman-connect-xero.html
invoice number should only increment when going from draft to open status
avoid issues such as: * you make 5 draft invoices * the last invoice is converted to open and sent to customer * the other 4 drafts are deleted -> tax authorities will notice 4 invoice numbers missing.. why? -> difficult discussion
Option to allow Reconcile to include Uncategorised transactions
Hi If I want to reconcile my imported bank transactions with my bank statements, it seem I must categorise all transactions as the Reconcile function does not include Uncategorised transactions. That's bizarre. Could you perhaps add an option to include
Zoho Books time tracking & user permissions suggestions
Hello, I am starting to finally utilize the Zoho Books time tracking functionality with employees. While a novel endeavor that I want to continue using, I find it very limiting at the moment and have some suggestions. 1) Why does all time entry have to be tied to a project? I work with sub contractors that need to be enter time for invoices they work on without having a project/invoice setup yet in the system. This also leads me to go onto my second item... 2) How come there cannot be more granular
Converting an expense in to a bill
A feature to convert a recorded expense in to a bill would be great. A recorded expense may later become a bill may be because the expense is very large or it was recorded as an expense and given a bill later. Then this option would make it seamless
Feature Request: More flexibility in templates
We are beginning to use the sales orders module in Zoho Books. It would be nice to be able to add a blank column or two that I can create my own headers for. I'd like to see this in multiple templates, but I'm thinking about the sales orders in particular
Stripe as Bank Account
I really like that I can look at my PayPal account as a Bank Account under the Banking tab. I really wish I could look at my Stripe account likewise as a Bank Account. I understand the Stripe developers are really responsive to app developers. It would be great if you can work with them to make this happen quickly. I'm using Stripe a lot and would find this very, very useful. I suspect many others would, too.
Document Comments enhancement
Allow us to keep important comments visible when activity scrolls them out of view - see attached.
Practice file
Be great for new users to be able to copy their file to a "practice" file automatically. Took me 3 hours today to set this up to train staff, best way for them to learn is to make mistakes on a practice file :-)
Open more chart of accounts
Hi, team zohobooks, I suggest that you should leave the chart of accounts more open, I mean the accounts that are standard in zohobooks, I say this because the chart of accounts of each country is different so to not have many problems nothing better
Add Location code to Timesheets
We need a location code to be added to Timesheets. Our employees may work in multiple states for a single client and/or project and for tax reporting we need to be able to capture the location where the work is performed. We would also need the field
Zoho Books Contacts: Need an 'other'
Hi, We have several contacts that we issue or receive payments to who are not a Customer or Vendor. While we can categorize as such, tax authorities-banks-misc. would need an 'other' category to be tracked correctly. We would like to see this implemented.
View of categorized bank transactions
When reviewing uncategorized transactions in the Banking account feed, we are able to see the details on the list. However, in the transactions list next to it (All, manually added etc.) the details on the list are not in view. We would like to see the
Allow Accounts to be hidden in reports
It would be great if you would make it so we can HIDE (with a toggle switch) any of the accounts listed in the Chart of Accounts from all totals and reports. I use Bill Me Later and Paypal to buy most of my ingredients, but sometimes I have a personal
Estimates Reminders
Dear Support we use the Estimates module, and we found that we need to have automatic Estimates Reminders that remind the customer the date of expiry of the Estimate,
ability to flag entries for future review
I would like to flag certain items so when I sit with staff re: their expenses or with clients: re questions about invoices I'll be able to find those particular items quickly.
Wish List - Tab with dotted line option within the description field Estimate/Invoice
We would like to have the ability to use the tab function with dots in order to organize our description area. Can this be done? I was thinking that the option to add this function could be within the template options. Below is a couple of Item descriptions:
Announcements
E-Invoicing in Belgium with Zoho Books
Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. This means that invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing
Function #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,
Introducing VeriFactu Support in Zoho Books
Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de Administración
Zoho Books | Product updates | November 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital
Function #11: Apply unused credits automatically to invoices
Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
Most Discussed Topics
E-Invoicing in Belgium with Zoho Books
Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. This means that invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing
Request for Auto PO - Min–Max based Automated Purchase Feature
Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:
How to get Quickbooks Desktop Info into Zoho?
Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do
Converting Customer Invoice to Purchase Bill
Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate
Zoho Books - New Interface keep details with PDF View
Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between