Zoho Books Product Road Map
I am planning to look into Zoho Books to maintain my Company's Account Books. Is the roadmap of Zoho Books Development available online? What happens if you product dies, without an export feature to other popular Accounting softwares like Tally or Quickbook. Are we going to be left in lurch? Do you have a product road map? Regards, Vishal.
Zoho Books bill pay option not available with zoho one
Why isn't Zoho Books bill pay add-on not available for Zoho one customers not even as a purchasable option. I think this is very inconvenient for companies wanting to use this feature all in one system
Changing Base Currency to USD (we are based in the UAE)
Hello everyone, Good day. We are based on the UAE and our bookkeeping is in USD. I followed the online resource that I select the country first where the currency I want as base is native then later on changed the country once the whole setup is done.
Please Enter Valid Amount
Where to enter amount while importing file in journal.?
How to create a custom motorbike rental contract based from the customer list and print it.
I would like to enter the customers information and then print out the contract with there name and information needed. how can I do this. I have the Zoho Books only. I'm just starting. Thanks
LAST YEARS TRANSACTIONS
How do I obtain a statement for transactions from last year - 2025
Missing Company Name on Estimate
Hi there, I noticed that On some of my estimates (either new or old) the Company name disappeared and not shown neither on Zoho Book Client page nor on the estimate. Please note that on the PDF generated months ago, the estimate contains the company name.
Recurring Invoices not generating – "Next Invoice Date" has passed despite "Active" status
Hi everyone, We are currently experiencing an issue in Zoho Books where our recurring invoice profiles are not generating invoices/drafts as scheduled. The Problem: As shown in the attached screenshot, the "Next Invoice Date" (Nächstes Rechnungsdatum)
UK payroll entries
Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems
Zoho Book - Banking Module - Cash Credit account
I have a CC account with a bank. I initially added the account as a 'Bank Account' under the banking module in Zoho Books. However, this CC Bank Account is showing as an asset instead of a liability. I have added the account as a credit card account but
Ability to turn off "Would you like this amount to be reflected in the Payment field?" message
Team, Is there any way to turn off the message" Would you like this amount to be reflected in the Payment field?" when I make a payment? This is so annoying. This happens EVERY TIME I put an amount in the Payment Made field.
US State abbreviations in Address fields
In regards to all Address fields within Zoho, Is there a way to change the State field to be the 2 letter abbreviation vs the full spelled out US State name? Example: "Washington" should be WA. I am able to type in the abbreviated state, but it's not
Should Bank Charges Be Included in VAT Return in UK? How to Enter Bills for Reverse Charge?
Hi Zoho Team, I've just moved to Zoho books recently. Everything works till i started to prepare for my VAT return. 1. Bank charges in VAT return I'm in the UK. I am quite sure ordinary bank charges are VAT exempt. My understanding is derived from government
Financial manger
why is transaction locking for zoho I Can't closing period
API usage
My application has bad implementation and code that is resulting in very high API usage. This is my first time experiencing something like this. Does anyone know how I can troubleshoot and fix this?
Disabled page
Hello, When I try to to run Inventory Valuation Summary and FIFO Cost Lot Tracking reports, I get This page is disabled error. I tried everything in settings, cant find the settings to enable. Help me.
Simple Totals on all pages?
Hi there. I'm surprised this isn't implemented yet (since most other software has this by default). Can you display a simple total at the bottom of all invoice lists? ie: I click in SALES tab, select INVOICES and on that page please show us a simple total? Yes, I realize I can go the long way around and generate reports and select my date options and select the type of invoices etc...but honestly that shouldn't be necessary when just viewing a list of unpaid invoices and how much total is outstanding.
Using API for multiple organizations
I am busy building an app to load data from a retailer into Zoho Books. We are planning on selling the app to multiple organizations that use this retailer. Is there a way to get a single oauth app to access multiple organizations? From what I can find
T&C acceptance gate before estimate Accept, with audit trail
We had to settle a Florida small-claims case in 2025 because we couldn't prove our customer was bound to the venue clause in our Terms & Conditions. The estimate footer mentioned the T&Cs, and Zoho Books logged the customer's IP and timestamp when they
Contract to payment flow
Hi everyone, I’m trying to set up a contract-to-payment flow and want to avoid duplicating invoices or customers in Zoho Books. The flow should be: contract generated from CRM, sent via Zoho Sign, client signs, deposit is paid, and the invoice should
Adding options in the salutation drop down list (Books)
Hello, I am a new user still in the trial phase so I apologize if I have missed this. I did search the knowledge base and community first. I need to add a "Mr and Mrs" option in the salutation drop down options in Books. I have tried to find the edit
Google Drive shared folder
My deluge script has stopped working, no longer collecting files from Google Drive - have these connections finally been deprecated ?? They seem to be active but errors occur when updating them ?
Transaction Rule Matching
Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following
Zoho Writer extension is now available in Zoho Books!
The Zoho Writer extension is now available in Zoho Books. With this, you can design documents your way. Create custom templates with Zoho Writer in Zoho Books. Instantly generate multiple templates for invoices, estimates, and purchase orders. Easily
What is the different between Zoho invoice and Zoho book
Hi, both product do invoice and Zoho book having all function / feature Zoho invoice, please explain more, thanks
Accrual Data - Zoho Books API
Hi Team, When we integrate Zoho Books with Zoho Analytics, we usually receive a consolidated dataset called “Accrual Transactions,” which contains all types of transaction data. Could you please confirm whether it is possible to retrieve this same data
Bank Fees - Allow User to Choose Expense Account
Bank fees from Customer Payments can only be debited against the system Bank Fees account due to hard-coding. The user should be able to select which expense account those fees are debited against. The use case is pretty straightforward. A business like
Showing Cost Price and Profit Margin in PDF
Hi there, We use two different types of quotes in our company. One is a version for our clients that does not include cost or profit margin information, and the other is for our internal team that includes profit margin and cost. We are running into an
Side bar menu
It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !
Early Access: Check Printing in Zoho Books
Hello Everyone, Are you constantly writing checks to pay your vendors? We've got a great news to share with you! You can now pay your vendors by writing and printing a check directly from Zoho Books. The feature is ready and we'll be rolling it out to our customers in phases. It is available in the US Edition of Zoho Books and also in the Global edition, where the country is selected as USA and the currency is USD. Here’s a summary of what’s possible: 1. Write and print a check. 2. Make
HTML PDF Templates / Build From Scratch option not visible for Custom Modules
Hi everyone, I am working with Zoho Books Custom Modules and trying to create a custom 4x4 package label PDF template using HTML/CSS. According to the official Zoho Books documentation for HTML PDF Templates, there should be an option like: Settings →
How to Generate Separate Labels for Each Invoice SKU Line Item in Zoho Books?
Hi everyone, I’m trying to implement a requirement in Zoho Books where separate labels need to be generated for each SKU/item from an invoice. Scenario: One invoice can contain multiple products/SKU items Each item/box should have its own separate label
Partial refunds
I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this
Want to use Zoho Books in Switzerland. CHF support planned?
Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy
Need Easy Way to Update Item Prices in Bulk
Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices
Can Zoho Books support an Asset account as an item's purchase/COGS account? (Prepaid reseller use case)
Hi everyone, I run a prepaid digital plan reseller business where I fund a vendor account upfront and draw it down as I make sales — essentially a float-based model, similar to a gift card or prepaid airtime reseller. The correct accounting treatment
Zoho books - Project Module - Itemised expenses
Hi All, I heavily use the projects function in Zoho books and can work for one client for successive weeks, providing labour and incurring the occasional general expenses. As an example, during the one purchase, I purchase 10 widgets and of these 10,
A few Issues when using "Pay Bill via Check"
We have quite a bit of issues with how paying for Bills via Check works. Would love some feedback from the Zoho team in case we are doing something incorrectly. 1. When we go from a vendor and select "Pay Bill via Check" option, we see ALL the outstanding
Add Product Category to the filed mapping between Zoho Books and Zoho CRM
Currently there is no way of mapping the Product Category field in Zoho Books to Zoho CRM when using the Zoho Books Sync to CRM feature, which means CRM users are unable to filter, sort or access products by Category. Adding the Product Category to the
STATEMENT
IF THE CUSTOMER AND VENDOR SAME THEN HOW TO RAISE A STATEMENT.
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