Zoho Books | Product updates | April 2026

Zoho Books | Product updates | April 2026

Hello users,

Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly options. Read on to explore everything that’s new.

Profit Margin for Sales Transactions

We’re excited to introduce the Profit Margin for sales transactions, which provides real-time visibility into estimated gross profit while creating or editing transactions. The margin is calculated by considering the selling price, discount, and cost of the item or service, helping you make better pricing decisions and avoid low or negative margins. This feature is available in Quotes, Sales Orders, and Invoices. Profit margins are also available in receivable reports and supported in both import and export, with automatic calculation based on the provided cost.

To enable Profit margin for sales transactions, go to Settings > Setup & Configuration > General > Check the Enable Profit Margin estimation for a specific line item or transaction option.



Reconcile e-Invoices in GSTR-1 [India Edition]

If you are an e-Invoice-eligible business, the data pushed by IRP is auto-populated directly to GSTR-1. Pushing the same data again from Zoho Books could create duplicates or overrides on the GST portal. With the new Reconcile e-Invoices tab in GSTR-1, you can now pull e-Invoice data from GSTN, auto-match it with your Zoho Books data, review partial matches, and push only unmatched transactions. 


Record Deposits from Undeposited Funds

We’ve enhanced the way you record deposits from the Undeposited Funds account to make the process faster and more accurate. Previously, you had to manually calculate the total amount and create a separate deposit entry. Now, you can simply select the individual payments in Undeposited Funds and record a deposit directly to your bank account. You can then match the deposit with the bank statement. The payment will also be recorded in the Payments Received module.

To record a deposit from the Undeposited Funds account, go to Banking > select a bank account > Record Deposit. 

Apply Multi-level discount to Transactions [US & Canada Editions]

You can now apply discounts to transactions at line-item and transaction level simultaneously. 
NotesNote: This feature is available only in the Elite and Ultimate plans of Zoho Books.

To enable the multi-level discount for transactions, go to Settings> Setup & Configurations > General > Do you give discounts? > Select the option At Line Item Level and at Transaction Level > Click Save.



Associate Retainer Invoices to Final Invoices [Mexico Edition]

You can now associate retainer invoices to their corresponding final invoices, ensuring compliance with SAT requirements.


Insights in Reports

We’re are introducing Insights in Reports, a new capability that provides quick, descriptive analysis of your business data. You can use Insights to better understand trends and patterns directly within your reports. Powered by Zia Insights, this feature generates data-driven summaries to help you interpret report data more effectively. Insights are supported only with chart view enabled reports and are available in the Premium and above plans of Zoho Books. 
Notes
Note: This feature is available only if the organization language is set to English, Spanish, or French.
To view Insights in reports, go to Reports > select a report > Insights.

Enhancements to Self Invoice Summary Report [India Edition]

We have introduced a Branch/Location column in the report. You can also filter the report using additional filters such as Self Invoice Number, Vendor Name, Transaction Number, and Branch/Location. The report now supports export in multiple formats, including PDF, XLSX, XLS, and CSV.

Zoho Inventory Add-On Updates

Quick Assembly for Composite Items

We’ve introduced the Quick Assembly option for raw material composite items that are used as components of other composite items. If a required component is out of stock while assembling a parent item, you can now instantly assemble it from the same page, ensuring a seamless and uninterrupted assembly process.

Receive History By Item Report

We have introduced the Receive History By Item Report, which provides a comprehensive overview of all purchase receives within a selected date range. You can customize columns, apply advanced filters, group data at multiple levels, export the report, and schedule it.


Dimensions and Weight Support in Packages

You can now add dimensions and weight directly while creating packages. Dimensions and weight are also supported in package templates such as Standard and Business Letter.

Enhancement to Inventory Valuation Summary Report

A new column has been added to the Inventory Valuation Summary Report to display the inventory valuation method for each item. You can now view, filter, and sort items based on their valuation method (such as WAC or FIFO), providing better visibility into how your inventory is valued.

Bin Support in Transfer Order and Bills PDF

Bin location details are now supported in Transfer Order and Bills PDF templates. 

Attach Documents in Move Orders and Putaways

You can now attach up to 10 documents to move orders and putaways. 

Generate Barcodes in the Invoice Details Page

You can now generate barcodes for items directly within invoices. 

Shipment Sync in Sales Channel Integrations

We’ve updated the shipment synchronization process. Each fulfillment from the sales channel is now created as a separate package and shipment, enabling accurate tracking of both partial and complete fulfillments along with carrier and tracking details.

Other Feature Enhancements

  1. You can now write off invoices in bulk from the Unpaid, Open, Partially Paid, Late Fee, and Custom View filters. [India Edition]
  2. You can now use base currency line item fields such as BCY Rate, BCY Tax Amount, and BCY Amount in Standard, Spreadsheet, and Custom templates to display both foreign and base currency values in your Invoice and Credit Note templates. [UAE, Saudi Arabia, Bahrain, Oman, Qatar, and Kuwait Editions]
  3. We have introduced Text Block in financial Reports, a customizable text section to include contextual notes and structured data with visual formatting in your reports.
  4. Date range filter is now supported in custom reports.
  5. MPN (Manufacturer Part Number) is now available as a column in the list view of the Items module.
  6. Customer and Vendor credits can now be applied across multiple Locations.
  7. You can now edit the total quantity of raw materials directly in the Assemblies module.
  8. WhatsApp notifications are now supported in Custom Modules.
  9. You can now set e-invoice attachment preferences at the customer level, allowing you to choose formats like ZUGFeRD or XRechnung for each customer. [Germany Edition]
  10. You can now import TDS challans directly into Zoho Books. [India Edition]
  11. You can now view activity logs in the Projects module through a dedicated Activity Logs tab.
  12. You can now set zero as the cost price in Quantity Adjustments. 
  13. You can now view the cost price for negative inventory adjustments directly in the Inventory Adjustment details page.


We hope you like the new features and enhancements in Zoho Books! Take some time to explore the latest updates. We'll be back next month with even more updates, as we continually strive to elevate your accounting experience.
You can also visit the What's New timeline for bite-sized information about our previous feature updates and enhancements. If you need any assistance, feel free to reach out at support@zohobooks.com.

Best regards,
The Zoho Books Team


    • Recent Topics

    • Zoho Books Support

      Dear Team, Zoho Books offers a demo before you purchase zoho books. But after that when he actually purchases the product he has to rely on toll free number or help documents. But this might get frustrated in the initial period. Specially in initial period.

    • How to add a fee based on payment method

      I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to create

    • Mirror Component in Zoho CRM: Access real-time related data without leaving your record

      Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having

    • What's New in Zoho Invoice | July – September 2026

      Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from July to September 2026. Here's what's new this quarter: Zoho Invoice is Now Available in Nigeria Introducing the Super Admin Privilege E-Invoicing

    • Convert MBOX to PDF Free on Mac and Windows

      MBOX files are widely used for storing email messages in email clients such as Thunderbird, Apple Mail, and other programs that support the MBOX format. Although this format is useful for handling emails, it can at times be inconvenient to access the

    • Notes - Reaction Buttons

      Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read

    • ZohoBooks - "Account transactions" report doesn't have any "Desciptions"

      Hi, I'd like to push for this to be included in ZohoBooks: In a "account transactions" report all the numbers are right, but I'd really like to see the "Description" as part of this report, i.e. the line-item-description as I would see it in the bank statement. Essentially all you see is a list of numbers adding up to the total. It is very difficult to see if things are right without being able to see what exactly each transaction refers to. Going into each transaction one-by-one is not a workable

    • Address limits per customer by edition

      I’m on the Standard edition and have reached a limit of 30 addresses under a single customer. Before I move to an annual Professional subscription, I need to confirm the following: What is the maximum number of addresses allowed under one contact, and

    • Cannot apply tags to multiple items at once

      It is very frustrating needing to apply tags to notes individually. Even worse that it takes multiple clicks to do it. Can there please be an update to: 1.) Allow us to apply tags to batches of notes in one go. 2.) Make it less clicks to add a tag 3.)

    • Get all hiring updates via Zoho Cliq bot notifications

      We’re introducing a new way to stay updated on recruitment activities: Cliq Bot notifications. Now you can receive Zoho Recruit notifications directly in Zoho Cliq—alongside your existing in-app alerts and emails. Whether it’s a candidate status change,

    • Notes Acknowledgement

      It would be great to have emojis that can be used for Notes. Emojis such as Thumbs Up to let someone know you agree with them or a emoji for thanks. It's a simple way to acknowledge that you read someone's note. Moderation update: Emoji reactions for

    • Is it possible to log text messages from iphone into Zoho CRM

      My team is more and more utilizing text messaging to communicate with clients. Does Zoho have a solution for logging these text messages when clicking "Send Text Message" from the Zoho app. Much like when you call, you get prompted to log a call, can

    • Project Finances: Fully Accessible within Projects

      Project finances and work items are now on the same screen and it transforms the way you run your project. Managing your project finances is now much easier and in the same screen as your work items. Access quotes, invoices, bills, sales orders, and purchase

    • zoho stream web notifications

      since im locked out of IMAP and cant use my mail app that lets my team collaborate and chat below emails, im trying out the zoho version of this... zoho streams. On the bottom of an email in the zoho mail web app, i "comment" and mention another user.

    • UI / UX Improvements

      Please consider changing the Dependency Details window from a column-based layout to a list-based layout, or allowing users to choose their preferred layout. The current column-based view uses screen space inefficiently and makes navigation difficult,

    • Zoho CRM and Desk sandboxes for testing native integration

      Hello team, We are evaluating the native integration between Zoho CRM and Zoho Desk, We have sandbox instances of both products and want to test the integration there, without any effect on our production CRM or production Desk data. While setting up

    • Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books

      Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor

    • Introducing Zoho Key Service, a simpler way to access LLMs without API keys

      Available in the Professional, Enterprise, and Ultimate editions in the US, IN, AU, JP, and CA DCs. Hello everyone, We are excited to bring Zoho Key Service (ZKS) in Zoho CRM, a simpler way for organizations to access and use third party LLMs. You can

    • Zoho Books | Product updates | August 2026

      Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,

    • Auto-Sync Field of Lookup Values When Parent Record Changes

      Hi Zoho Team, Currently, when you use a "Field of Lookup" in Zoho CRM, the value is captured as a snapshot at the time the lookup is set. If the parent record is later updated, the Field of Lookup value on the child record does NOT update and stays stale.

    • How to Repair Corrupted Video Files?

      Repairing corrupted video files can be done using free media players, command-line utilities, or specialized video repair software depending on the severity of the corruption. Here are the most effective methods to fix unplayable videos: Method 1: Use

    • [Request] Pivot filter date option : from set date to relative value ie from 01Jan to LastMonth

      I don't think I can currently do this... but it's worth asking if it's possible. My use case is concerning annual leave which is calculated from the beginning of the calendar year (01Jan) then each month I want to have details of leave taken etc... In

    • Customer Statement Showing Incorrect Negative Balance Due to Unused Advance

      Dear Zoho Support Team, We are facing an issue with the Customer Statement in Zoho Invoice related to customer advances/mobilization advances. The issue is that when a customer has made an advance payment that has not yet been fully utilized against invoices,

    • Mois de la sensibilisation à la cybersécurité 2026 : faites de la sécurité un réflexe avec Zoho

      Imaginez : vos systèmes informatiques répondent aux normes de sécurité en vigueur et votre entreprise est assurée contre les cyberattaques. Pourtant, un matin, tout bascule. Vos données sont chiffrées et un message glaçant s’affiche à l’écran : « Si vous

    • Specifying time increments on a Date/Time field

      Hi all, Im using a Date/Time field in my CRM module. At the moment the increments are 30 minutes. How can I change these to be 15 minutes? Thanks

    • Read, View, Access, or Open an OST File Without Outlook

      Have you at any time needed to open an old OST file only to find that Microsoft Outlook is not installed on your computer? It is very annoying, particularly in the case where the file includes important emails, attachments, contacts, or calendar items.

    • What's new in Zoho Workplace | August 2026

      Hello Zoho Workplace community! Here's a roundup of all the new features and announcements that went live across Zoho Workplace applications in August. Zoho Mail Zoho Mail is now available in AWS Marketplace! AWS Marketplace users can access and subscribe

    • Read, View or Open MBOX File without Any Email Clients

      Since email messages are stored in a single file by MBOX files, they are useful for keeping email data in one location. Many email programmes, such as Thunderbird and other mail clients, support this format. However, if you have an old MBOX file and the

    • What's new in Zoho Social - Q3 recap

      Hello everyone, We've rolled out a bunch of exciting updates in Q3, and we're thrilled to walk you through them. Here's a quick look at everything we released in July, August, and September to help you experiment with content, automate engagement workflows,

    • The Social Wall: September 2026

      Hello everyone! This month, we’re bringing Snapchat to Zoho Social. You can now connect your Snapchat account and manage your content alongside your other social channels. Whether you want to reach a wider audience through Spotlights or share quick updates

    • How to Convert Apple Mac Mail to PST for Outlook for Free?

      Apple Mail is a widely used email program among Mac users, but what do you do if you want to transfer your emails to Microsoft Outlook? In such a situation—for example, when you are moving from a Mac to a Windows computer or when you need to use Outlook

    • Turning off the recorded welcome in Zoho Webinar

      Is there a way to turn off the recorded voice that comes up at the beginning of every webinar session? It devalues the experience for attendees from feedback, interrupting their connection with our brand and delaying webinar start unnecessarily.

    • Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

      Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,

    • Losing description after merging tickets

      Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.

    • Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)

      Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A

    • Account Blocked due to Suspicious Activity.

      Hello, Trying to get access to my account, I have found this message above in the subject of this message. I am unable to log back to my account (see err. mess. below.) and thus cannot get rif of this following the Zoho procedure : I followed the step

    • Zoho Recruit mailserver get blocked by Microsoft!

      Hi, We have experienced this issue twice now, where Zoho Recruit outbound IP addresses are being blocked by Microsoft. We are confident that Microsoft is the blocking party, as all outbound emails to candidates with @hotmail.com, @live.com, and @outlook.com

    • Months of WooCommerce–Zoho Inventory sync failures and repeated support requests – has anyone experienced this?

      Months of WooCommerce–Zoho Inventory sync failures and repeated support requests – has anyone experienced this? I run a small retail business using WooCommerce and Zoho One. For months, I have been trying to resolve recurring synchronisation failures

    • Name autocomplete

      Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is

    • How to Manage Two GST Numbers / Two Companies in a Single Zoho Inventory Organization?

      Hi Team, We currently have two separate legal entities: A Proprietorship Firm with its own GSTIN A Private Limited Company with a different GSTIN However, operationally, both companies deal with the same products, and we would like to manage the physical

    • Next Page