Zoho Books | Product Updates | March 2025

Zoho Books | Product Updates | March 2025

Hello users,

We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these updates and stay tuned for more.

Create Workflow Rules for Manual Journals

You can now create workflow rules for manual journals and trigger workflow actions such as Email Alerts, In-app Notifications, Filed Updates, Webhooks, and custom functions.



Map Additional Fields in the DATEV Export File [Global, Germany Edition]

Your DATEV export file includes 'Zusatzinformation' (Additional Information) fields, which remain empty unless mapped to fields in your Zoho Books organization. You can create custom fields or map default ones to the Zusatzinformation fields. Once mapped, the field name will appear in the Zusatzinformation - Art n column, and its value in the Zusatzinformation - Inhalt n column of your DATEV file.



Clone Delivery Challans [India Edition]

You can now clone delivery challans.



To clone a delivery challan, go to Delivery Challans, select a challan, click the More icon, and select Clone from the dropdown.

Revenue Accounts Mapping [Germany Edition]

With Revenue Accounts Mapping in Settings, you can track revenue in Zoho Books by linking manually created accounts used for turnover tracking. When selecting an item in the Item Table of a transaction, the appropriate account is automatically chosen (e.g., "Revenue 19% VAT" for items with a 19% tax rate). Once configured, sales transactions will use the mapped accounts automatically. New users will have accounts pre-populated, while existing users will need to manually create and link accounts.



To enable Revenue Accounts Mapping, go to Settings > Preferences > Accountant. Enable the Map revenue accounts to track based on VAT rates, regions, and product types option under Revenue Accounts Mapping.

Pin Columns

You can now pin up to two columns to the left of a module's list page. The pinned columns stay fixed while scrolling horizontally, making it easier to compare values with other columns.



To pin columns, go to any module, click the Customize Columns icon, hover over the fields, click the Pin icon and then click Save.

Multi-Factor Authentication (MFA) for Customer and Vendor Portals

We’re enhancing security with Multi-Factor Authentication (MFA) for both Customer and Vendor Portals. MFA adds an extra layer of protection by requiring a Time-Based One-Time Password (TOTP) in addition to the login credentials.

Admins can enable MFA in the Customer Portal settings, making it mandatory for customers and vendors to configure it via an authenticator app. After setup, users must enter a TOTP code to log in. Admins can reset MFA if needed.

Note that users who have set up MFA must still enter the TOTP even if the feature is later disabled, and should contact admins for MFA resets if they lose access to their authenticator app.



To enable multi-factor authentication  for your customers and vendors, go to Settings > Preferences > Customer Portal. Check the Enable multi-factor authentication (MFA) option.

Other Feature Enhancements

  • We now support Total Cost and Profit columns in the Product Sales Report. You can customize an existing report to include these additional columns.
  • While exporting reports, you now have the option to Enter export file name, Display column headers in each page of the PDF and to Display report data in separate pages based on the Group By field.


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

    • Release Notes | January 2026

      We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability

    • Can Zia summarize fields?

      A great use case of AI for me would be summarizing company descriptions. We often get long winded descriptions from databases or scraping websites, then reduce them to a couple of sentences stating what a company actually does. Is there any way within

    • Product Request: Send email to Secondary email

      Guys, we should be able to send the campaign to the secondary email too.  Is this on the plans for Zoho Campaign? It looks like I can map the secondary email from the CRM to the Campaigs, but can not send the message.  

    • Introducing WhatsApp integration and quick editing capabilities in Zoho Sign

      Hi there, Zoho Sign already helps users collect signatures via email and SMS, and we're happy to announce that you can now send documents and authenticate recipients right through WhatsApp. Some of the key benefits include: Communication with recipients

    • Depositing funds to account

      Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then

    • Franchise

      Is there a solution of how to organize global franchise organisations?

    • Can multiple agents be assigned to one ticket on purpose?

      Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

    • Recording overpayment?

      So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?

    • Holidays

      Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we

    • Composite Product (kit) - Dynamic Pricing

      I am setting up Composite Products for item kits that I sell. I also sell the items from the kit individually. Problem is when pricing changes on an individual part, the Composite Product price does not change meaning when the cost of item # 2 in the

    • Urgent: Slow Loading Issue on Zoho Commerce Website

      Dear Zoho Support Team, I am experiencing slow loading times on my Zoho Commerce website, which is affecting its performance and user experience. The issue persists across different devices and networks. Could you please investigate this matter and provide

    • Need help with importing expenses

      I'm using the template downloaded from the application. When I try to import my expenses, I get the message: Duplicate entry in the Expense Date column. Ensure it contains unique values. None of the rows will import. There are duplicate dates, but they

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

    • Client Portal ZOHO ONE

      Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

    • Search not working!

      I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

    • ERROR CODE :550 - 550 5.1.1 Invalid email recipients

      This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. mustafa.ashraf@techlink-eg.net, ERROR CODE :550 - 550 5.1.1 Invalid email recipients

    • What's New in Zoho POS - February 2026

      Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how February went. Purchase and sell items on different units We have introduced a unit conversion functionality

    • Can i integrate bigin with google voice?

       I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad

    • POP/SMTP access authentication failed

      I am unable to log setup outlook for my zoho mail account. I am using these settings poppro.zoho.com port 995 SSL smtp.zoho.com port 587(tls)/465(ssl) username/password works on mail.zoho.com but not with POP access. Can you help?

    • Our Review Of Zoho CRM after 60 Days

      The purpose of this is to just share with Zoho why I love their product, but ultimately why I could not choose Zoho CRM for our next CRM. About two months ago we begun a CRM exploration process for our financial planning firm, based in Texas. We already

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • Enhancement in Zoho CRM: Control who gets to participate in a forecast by customizing the user hierarchy

      Include only users from the sales function; exclude the rest Dear Customers, We hope you're well! We started this year with a series of exciting enhancements to Zoho CRM and to this list, we are thrilled to add an enhancement to forecasting. Let's talk

    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

    • Possible to generate/download Quote PDF using REST API?

      See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?

    • Allow Admin to Configure Report > More Options Button

      As an Admin, I want to configure the options of the Report > More Options button to improve UX and reduce Developer overhead. See attached screenshot. Original question posted here: https://help.zoho.com/portal/en/community/topic/modify-standard-rep

    • Generate a link for Zoho Sign we can copy and use in a separate email

      Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

    • Multiple Zoho One accounts

      Hello. I'm searching for a solution to run multiple organizations under 1 Zoho One account or have a different Zoho One account for each organization and still be able to easily login to each. Currently Zoho One doesn't allow the same email address to

    • Manage Every Customer Conversation from Every Channel inside Zoho SalesIQ

      Your customers message you from everywhere. But are you really able to track, manage, and follow through on every conversation, without missing anything? With interactions coming in from websites, mobile apps, and messaging platforms like WhatsApp and

    • You cannot send this campaign as there is no contact in the selected mailing list.

      We have synced contact lists and sent campaigns just fine prior to today.  Now no matter what list I upload when I go to send the campaign it gives an error "You cannot send this campaign as there is no contact in the selected mailing list." And now it

    • Custom view inconsistencies

      Why is "is not" missing from criteria, along with other comparison operators ??? It makes it almost impossible to build required custom views, I don't want "void" invoices listed & why on earth would "Void" invoices be showing when the criteria includes

    • Pivot Report Formula - using a today() variable

      Is it possible for me to use a value of today() in a formula on a pivot table? I'm trying to identify where the end date of a project is greater than the current date if("10. Projects (Zoho Projects).End Date" > today(), 'Yes', 'No') I get the error that

    • Cannot connect IMAP to outlook

      Hello I have followed the instructions to connect my zoho account to Outlook IMAP but get this message: Session Id: bba118fb-151c-824f-9512-3ad1e91b109d Timestamp: 1708976566964 Error code: INVALIDCREDENTIALS INTERACTIONREQUIRED I'm using the exact configeration

    • Department Overview by Modified Time

      We are trying to create visuals to show the work our agents do in Zoho Desk. Using Zoho Analytics how can we create a Department Overview per modified time and not ticket created time? In order for us to get an accurate view of the work our agents are

    • Where is the settings option in zoho writer?

      hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

    • Enhance Sign CRM integration

      Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

    • Zoho Workdrive download was block by security software

      Hi Team, Recently workdrive download was blocked by huorong security. Could you please advise how to put zoho workdrive as white list? every time we put "*.zohoexternal.com" or "workdrive.zohoexternal.com", the warning msg will still pop in next dow

    • Choosing a portal option and the "Unified customer portal"?

      I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

    • General feedback

      I think Zoho is at the moment (potentially) the best, or perhaps the only, real online solution, for business, and not just business. Surely the only one that has all the features that I need (and I've probably tried everything, at least all that has a cost-free option). It has still got lots of bugs and imperfect features, so I do hope it keeps developing and becomes a really professional platform. Lots of people (including me) want to use such one platform for all scheduling/mail/note-taking...

    • How to add SSL to Short URL custom domain?

      Hi, I've added a custom domain the the URL Shortener Domains. It's creating the short URL fine, but when clicking through, firstly I get an SSL warning, then a 400 Bad Request warning.

    • Single Portal for Multiple Apps

      Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me  access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentation

    • Next Page