Unlocking New Horizons: A Year in Review

As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management, and fuel growth. 

Zoho Books brings you a comprehensive set of new features and updates designed to streamline your financial management. 

Fixed Asset Management 

Zoho Books allows you to monitor your fixed assets, automatically calculate depreciation, and manage their sale or write-off when they are fully depreciated or reach the end of their useful life. 

Progress Invoicing 

With progress invoicing, you can create and manage invoices for long-term projects by billing clients in stages rather than in a single payment.

Invoice Management System [India Edition]

The IMS allows you to review the transactions filed by your suppliers in their GSTR-1, GSTR-1A, or IFF. You can choose to accept, reject, or mark the transactions as pending to accurately claim Input Tax Credit (ITC).

TDS Payments [India Edition] 

You can now easily view all your TDS liabilities, and record challan under the TDS module.

GST TDS [India Edition] 

GST TDS allows you to deduct a portion of payments to suppliers, which is then remitted to the tax authorities.

Early Payment Discount [Global, Germany, & UK Editions]

You can offer discounts to customers who pay their invoices before the due date.

Payment Retention

With this feature, you can set a retention percentage for your invoices, automatically withhold a portion of payments, and track retained amounts easily. Once contract terms are fulfilled, you can release or adjust the retained payments with just a few clicks.

Note: This feature is not available for the India and Kenya editions of Zoho Books.

XML Import or Export [Germany Edition] 

You can import e-invoices in XRechnung and ZUGFeRD formats to ensure compliance with the EN 16931 standard. Additionally, invoices can be exported via email in either PDF or XML format.

XML Manager [Mexico Edition] 

You can now directly fetch and import e-invoices in XML format from the SAT Portal to Zoho Books and add them as transactions.

E-Invoicing via PEPPOL [Germany Edition] 

With Zoho Books, you can create, send, and receive e-invoices via the PEPPOL network.

CIS Filing [UK Edition] 

Zoho Books allows you to file your monthly returns directly with HMRC and record the payments.

BACS payments [UK Edition]

You can now generate and export BACS files for your bills. This feature allows businesses to pay multiple vendors directly via BACS without manual entry.

Profit Margin Scheme [UAE & Saudi Arabia Editions] 

The Profit Margin Scheme allows businesses to calculate VAT only on the profit margin, not the full sale price. It applies to businesses selling second-hand goods, used cars, or certain retail items. 

Push E-Invoices to ZATCA’s Fatoora Platform [Saudi Arabia Edition]

Zoho Books enables businesses in Saudi Arabia to effortlessly comply with the new e-invoicing regulations by pushing e-invoices to ZATCA’s Fatoora platform.

Combined Tax Returns [Canada Edition]

Businesses can now generate combined GST/HST-QST returns, in addition to federal GST/HST returns and provincial tax returns such as British Columbia PST, QST, Manitoba RST, and Saskatchewan PST returns.

Smart BillPay [India, Canada & US Editions] 

The BillPay feature simplifies and streamlines the entire accounts payable process by automating everything from vendor onboarding to setting up approval workflows. It makes paying vendors more efficient and hassle-free.

File T4A & T5018 Slips [Canada Edition] 

Easily generate and file your T4A & T5018 slips directly to CRA with Zoho Books.

Revenue Recognition [US, Canada, Mexico, UAE & Saudi Arabia Editions] 

Revenue recognition ensures that businesses report their revenue accurately, reflecting when it is earned rather than when the payment is made.

Manage 1099 & W9 [US Edition] 

With Zoho Books, you can easily collect W-9 forms from contractors, send 1099-NEC and 1099-MISC forms at year-end, and file them directly with the IRS, ensuring full compliance with IRS regulations. 

Retainer Invoices [Mexico Edition]

We now support the Retainer Invoices module. You can now easily stamp and submit e-invoices to the SAT portal as well as cancel them directly from within Zoho Books.

E-Accounting [Mexico Edition]

You can submit the Chart of Accounts, Trial Balance, and Journal reports in XML format to meet SAT regulatory requirements. The Account Group Code field has been added to the Accountant and Banking modules, which helps you add the unique identifier provided by SAT and categorize account types.

Charge a Late Fee to Your Customers [US &Global Editions]

A late fee is an extra charge for overdue invoices. You can charge a percentage of your customer's invoice total or a fixed amount and choose to exclude loyal customers.

Apply Tax to Your Purchase Transactions [US Edition]

You can now apply use tax and other applicable taxes to your purchase transactions and track them using the Tax Paid Expense account.

Assign a Company ID to your Customers and Vendors [Global Edition] 

We’ve introduced the Company ID field on the Customers and Vendors creation page to enter your company’s unique identification number.

Apply Transaction Posting Date to Your Transactions [Global, US & Canada Editions] 

The Transaction Posting Date is the date when journal entries for transactions like invoices, bills, payments, receipts, credit notes, and vendor credits are recorded. 

Manage Tax Exemptions and Out-of-Scope Transactions [UK Edition] 

We have introduced the Tax Exemption and Out of Scope options to manage transactions that are either exempt from tax or fall outside the scope of VAT.

Apply TDS Surcharge and Cess to Your Bills [India Edition]

You can now create and apply TDS surcharge and cess to your bills. A surcharge is an additional tax applied to the existing tax, while cess is a tax imposed by the government for a specific purpose.

Apply Tax on Shipping Charge [US Edition] 

You can now associate tax or tax exemption with shipping charges, and the tax will be tracked in the Tax Payable liability account.

Associate TDS at Line-item Level [India Edition] 

You can now associate TDS at the line-item level. We have also introduced Direct Taxes under Settings, where you can select the TDS preference.

Minimized View for Web Tabs

This feature lets you access web tabs from anywhere within the app. In the minimized view, you can navigate between modules while keeping web tabs compact. 

Multi-criteria Workflow 

With this feature, you can now define multiple criteria and associate actions with a single workflow rule.

Alipay Payment Method 

You can now collect payments in CNY globally with Alipay as the payment method. You can also receive payments in various other currencies based on your Stripe account's location.

Klarna Payment Method 

Klarna offers the option to pay immediately, later, or in installments. Even if your customers choose installments or pay later options, Stripe transfers the full payment amount to the recipient right away.

Create Purchase Receives for Service Items

You can create a Purchase Receive for service items and verify if all your services have been fulfilled.

Set Opening Stock for Multiple Warehouses

You can set opening stock for multiple warehouses across different branches when creating or editing item groups with multiple products.

Select Items by Category in Bulk

You can now filter and select items from one or more specific categories when adding items in bulk to sales and purchase transactions.

Form 1099 Vendor Payment Report [US Edition]

Form 1099 is a report used to track payments made to non-employees like freelancers and vendors.

TDS Receivables Summary Report [India Edition]

You can view the total TDS deductions made on invoices, bills of supply, customer debit notes, and credit notes with this report.

Zoho Marketplace Extensions

Must-Have Zoho Books Extensions for 2024: The Best in Every Category!

Introducing the new South Africa edition of Zoho Books. This edition allows you to send and receive VAT-compliant transactions at SARS-approved rates, generate VAT201 and VAT Audit reports for returns, mark items as capital assets, and set standard rates for items and tax treatments for customers and vendors. 

iOS

• We've redesigned the app with a sleek design and simplified interactions, making your accounting experience smoother than ever! 
• You can now connect your bank account using Plaid. [US & Canada Editions]
• Personalize transaction PDFs by customizing color themes, adding bank details, and including your signature for a professional touch.
• We support adding reporting tags to transactions, customers, and items.
• You can correct and make adjustments to an invoice that is in the Sent status. [Germany Edition]
• You can now auto-generate customer or vendor numbers when creating customers or vendors.
  

Android

• Collect a percentage of the invoice amount or a fixed fee as a late charge when the payment is not made by the due date.
• You can now cancel or make corrections to sent invoices.
• We have launched the new South Africa Edition.
• You can now manually create bank accounts or automatically sync accounts with Zoho Books using Plaid and Yodlee. [US & Canada Editions]
• Provide discounts to customers who pay their invoices a certain number of days before the due date.

Windows

• We have now supported the Documents module.
• You can split and make payments on your invoices.
• You can now select French and Hindi as your language at the organization level in the app.
• We have launched the new South Africa and Germany editions.
• Configure your sender email preferences under settings.
• You can now format text (bold, italics) within the comments section.

• We conducted over 50 online webinars in 6 regional languages such as Marathi, Hindi, Tamil, Telugu, Malayalam, and Kannada, covering a wide range of topics and highlighting key features to help users navigate and make the most of Zoho Books.
• We organized 21 community meetups across 21 cities in India, where users learned about the new updates and features of Zoho Books, along with useful tips and tricks for better usage.
  

Rochelle Spence

Business Manager, Communications Consulting Group

For nearly a decade, Zoho Books has been an integral part of our business. The integration with our CRM has greatly streamlined our financial processes, providing us with enhanced visibility and efficiency. The customizable features, especially late fee invoicing, have significantly improved our bookkeeping. Zoho Books has truly made managing our finances easier and more effective. 

Naveedh V.V

Make Your Own Perfume

Running a business requires smart accounts management. Zoho Books simplifies everything from invoicing to inventory in one easy, cloud-based platform. Access your data anytime, anywhere!

As we close out this year, we hope you've enjoyed the updates that have enhanced your accounting experience. Thank you for being a part of our journey, and here's to reaching new heights in the year ahead. 

• Topic Participants

• Madhumitha M

  

• Storytelling BeanCounter - www.storytellingbeancounter.com

  

• wtkittani

• gainmobile1880

• Karl

• Recent Topics

• Is there a plan to integrate zoho voice with zoho books?

  Hello, Is there a plan to integrate zoho voice with zoho books? Right now we are using the Twilio SMS integration into zoho books, but have recently decided to switch to zoho voice for calls and sms. Is there a plan to integrate zoho voice natively into

• Zoho Tables is now live in Australia & New Zealand!

  Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

• Delivery and handling of documents e-stamped using Zoho Sign

  Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these

• Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

  We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update

• Sortie de Zoho TABLE ??

  Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

• Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin

  We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates

• How to install Widget in inventory module

  Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

• Zoho Social - Feature Request - Non-US Date Format

  Hi Social Team, I have noticed that there is no option to change the date format from US mm/dd/yyyy to others like dd/mm/yyyy. It would be great to see this added as the platform matures. Thanks for considering this feedback.

• Drop Down Value

  Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.

• Zoho CRM's mobile apps: A 2025 Recap

  2025 marked a year of steady progress for Zoho CRM's mobile apps. We rolled out several updates and features to improve usability and make everyday CRM work a lot easier to manage. Here’s a look back at some of the key releases from 2025. Android releases

• Facebook follower count doesn't match FB Analytics

  Hi all, I am wondering if anyone else has issues with follower counts for Facebook not matching FB's native analytics tool. On the Zoho dashboard, it's showing 1,007, but FB shows 1,060. All the other channels match up. Any insights are much appreciated!

• Meta and Facebook data report discrepancy

  I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way

• Develop and publish a Zoho Recruit extension on the marketplace

  Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

• Unlocking New Levels: Zoho Payroll's Journey in 2025

  Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.

• Can I export all attachments from Zoho CRM?

  Can I export all attachments from Zoho CRM?

• Please can the open tasks be shown in each customer account at the top.

  Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature

• What's new in Zoho Sheet: Simplify data entry and collaboration

  Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

• Community Digest — Noviembre y Diciembre 2025

  ¡Hola, Comunidad de Zoho en Español! Cerramos el año de la mejor forma con nuestro último Community Digest de 2025, donde podrás encontrar las últimas novedades de nuestros productos. ¿Todo listo para empezar 2026 con el mejor pie? ¡Vamos a ello! Zoho

• Zoho Projects Plus’ 2025- the year we launched

  We’ve been building project management tools for the past 19 years, and a question we often hear is: Different teams in our organization prefer different project management methods; while the development team prefers agile, the marketing and sales teams

• Why can't we change the Account type from an Expense to an Asset?

  Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to asset

• Zoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?

  Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). Impacted

• How do you print a refund check to customer?

  Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

• Data Import | Zoho Analytics Custom Query Window Size

  Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.

• Company Multiple Branch/ Location Accounting

  Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho  Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737

• Zoho Books Invoices Templates

  It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in

• Support for Developing Zoho Recruit Extensions via Zoho Sigma

  Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options like

• Email Administrators! Join our tips & troubleshooting series

  Greetings to all the admins out there! This announcement is exclusively for you. As we step into the New Year, we’re excited to start a dedicated series of admin-specific tips curated to support you. These posts will help you overcome everyday challenges

• Notes badge as a quick action in the list view

  Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

• Deprecation of the Zoho OAuth connector

  Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector

• Personalize your booking pages with Custom CSS

  Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,

• Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

  Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn

• No OR Filter for Views with a Related Modules Criteria

  We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between

• Import Function: ONLY update empty fields

  When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty

• Sales IQ Chat Widget is Only Displaying Last Name

  Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!

• Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

  Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join

• Begin the year with best practices in the Zoho Desk mobile app : Part 2

  In focus: Optimizing collaboration and supervision Let's begin 2026 with Part 2 of our tips series on driving your ticketing operations at your fingertips. In Part 1, we explored streamlining operations within tickets. This helped individuals at Omniserve

• Can we disable add to cart in Zoho Commerce?

  Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. However we would have to disable the possibility to purchase products in the shop. Is that possible? Sunny regards, Artjom

• How to update "Lead Status" to more than 100 records

  Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

• Zoho DataPrep and File Pattern configuration

  I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex

• JWT Token authentication problem that sometimes generates infinite redirect loops

  Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle

• Next Page