Zoho Books | Product updates | February 2026

Hello users,

We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience.

Introducing Advanced Reporting Tags

Advanced Reporting Tags in Zoho Books allow you to filter and track transactions with precision by creating tags and options that can be applied at both the transaction and line item level. You can organize options in a parent-child hierarchy, control their visibility by mapping them with other tags or locations, and restrict user access to transactions based on associated tags and locations. These tags can be associated with items, customers, vendors, and transactions. By using reporting tags, you can filter and compare reports to gain detailed insights, track performance, and make more informed business decisions.

Tax Calculation on MRP for Tobacco Products [India Edition]

To comply with Rule 31D of the CGST Rules, 2017, which mandates GST calculation on the printed Maximum Retail Price (MRP) for tobacco and other notified goods, we have introduced Tax Calculation on MRP. You can now define MRP for items and choose to calculate tax based on MRP for applicable HSN codes (2401, 2402, 2403, 24041100, 24041900, 21069020). When such items are used in transactions, the MRP and tax preference are automatically fetched from the item master, with the option to override them at the line-item level. If Tax on MRP is enabled, MRP becomes mandatory and tax is always calculated inclusively from the MRP. This feature is supported across multiple sales, purchase, and recurring transactions, with visibility in PDFs and support for import/export and e-Invoicing.

To enable MRP, go to Settings > Module Settings > General > Items > Field Customization. Click the dropdown next to the MRP field and select Mark as Active.

Multi-Vehicle Support in e-Way Bills [India Edition]

The e-Way Bill module now supports Multi-Vehicle transportation, allowing a single e-Way Bill consignment to be transported using multiple vehicles during transit. This helps businesses manage staged movements where goods are transferred between vehicles at different points before reaching the final destination.

To initiate a Multi-Vehicle Group for an e-Way Bill, go to Sales > e-Way Bills and open a generated e-Way Bill. In the e-Way Bill details page, click Initiate Multi-Vehicle Group. In the New Multi-Vehicle Group pop-up, enter the required details and click Save.

To add vehicles to the group, scroll down to Part-B in the e-Way Bill details page and click + Add Vehicle under Multi-Vehicle. In the Add Vehicle pop-up, enter the necessary details and click Save.

Enhancements in Invoice Management System [India Edition]

You can now keep eligible Credit Notes and other supported transactions in Pending status for one tax period. For Credit Notes, you can also manually enter the ITC amount to be reversed, allowing you to reverse the full amount, a partial amount, or none. If you do not declare the ITC amount manually, adding remarks becomes mandatory. The remarks added to transactions will also appear in GSTR-2B and IMS Outward Supplies.

Validate GSTR-1 Before Pushing to GSTN [India Edition]

We have introduced a pre-validation step before pushing GSTR-1 returns to the GST portal. When you click Push to GSTN, the system will first validate the return data using the government-provided schema validator. If any issues are detected, you can download an error report, correct the transactions, and push the return again, helping reduce push failures during GST filing.

Add Quick Reply Buttons in WhatsApp Message Templates

You can now add quick reply buttons to WhatsApp message templates, allowing recipients to take actions directly from the message. Currently, Quote/Estimate's Accept and Decline options are supported as quick reply actions. Once enabled, these options will be available while creating or editing templates. When a customer responds using these quick replies, users with the required estimate permissions will receive in-app notifications.

Manage Field-Level Access 

You can now configure field-level access for certain system fields to control how fields are accessed by different roles by setting permissions such as Read & Write, Read Only, or Hide, ensuring appropriate visibility and edit rights. This support is currently available for the Terms & Conditions field in Estimates, Retainer Invoices, Invoices, Sales Orders, Sales Receipts, and Credit Notes, and for the entity-level Discount field in Invoices. 

Mark Projects as Completed

You can now mark projects as Completed, making it easier to differentiate completed projects from active ones that are currently in progress.

To mark a project as completed, go to Time Tracking > Projects, select a project, click the More icon on the project details page, and select Mark as Completed from the dropdown.

Support for Partial Billing and Receiving in Purchase Transactions

You can now partially receive items from bills and partially create bills from purchase receives. This enhancement allows you to receive or bill quantities in stages and track the remaining quantities to be billed or received later, making it easier to manage phased deliveries and partial invoicing.

Zoho Inventory Add-On Updates

Inventory Turnover Reports by Amount and Quantity

We’ve introduced Inventory Turnover Reports to help you evaluate how efficiently your inventory is sold and replenished over a specific period. The Inventory Turnover by Amount report, calculates the turnover ratio using COGS ÷ Average Inventory Value, while the Inventory Turnover by Quantity report, calculates the ratio using Total Quantity Sold ÷ Average Inventory Quantity. These reports provide a comprehensive view of item movement within a selected date range and help identify fast-moving and slow-moving inventory. 

Integrate Zoho Books with BobGo [South Africa Edition]

You can now integrate BobGo with Zoho Inventory to manage shipping operations directly within the application. It allows you to compare delivery options, fetch shipping rates, create shipments, generate shipping labels, and track deliveries seamlessly from within Zoho Books.

Associate Projects with Inventory Transactions

You can now associate projects with Assemblies, Inventory Adjustments, and Transfer Orders. Projects can be linked at the entity level for Assemblies and at the line item level for Inventory Adjustments and Transfer Orders. You can also create these transactions directly from the Project details page, where the project information will be automatically populated. Additionally, the Inventory tab in the Project details page displays all related Assemblies, Inventory Adjustments, and Transfer Orders, and project association is also supported in Import and Export for these transactions.

Draft Status for Sales Returns

You can now save sales returns in Draft status before marking them as final. As part of this change, the Approved status has been renamed to Accepted.

Filter Items with Non-Zero Stock in Reports

You can now use the Not Equal to Zero option in the Stock Availability filter to quickly identify items that have available stock. This filter is supported in the Inventory Summary, Inventory Valuation Summary, Location Details, and Warehouse Details reports, helping you easily focus on items that currently have stock.

Create Packages and Shipments Separately for Marketplace Orders

We have introduced an option which allows you to create packages and shipments separately for marketplace orders, in addition to sales orders. This enhancement provides more flexibility in managing order fulfillment for sales channels like Shopify and WooCommerce.

Default Preferred Bin for Items

You can now configure a default preferred bin for each Item. If no bin is specified during a transaction, the system will automatically populate the configured default bin for the respective location and item combination.

Barcode Generation with Price List Based Pricing Display

You can now generate barcode labels with prices based on a selected Price List instead of the default item price. This enhancement allows you to choose a Price List during barcode generation, ensuring that the printed label reflects the correct selling price for different pricing scenarios such as retail and wholesale pricing, location or region specific pricing, customer specific pricing, and seasonal price lists. The feature supports both All Items Price Lists and Individual Item Unit Pricing Price Lists.

Other Feature Enhancements 

1. You can now apply discounts at the transaction level. [UAE, Saudi Arabia, Bahrain, Oman, Qatar, Kuwait Editions]
2. You can push invoices with a 100 percent discount applied at either the line-item level or the transaction level. [UAE, Saudi Arabia, Bahrain, Oman, Qatar, Kuwait Editions]
3. You can now mark the Supply Date field as mandatory in invoices. [India Edition]
4. You can now use the Text Box (Multi-line) data type in custom fields at the line item level, allowing you to store up to 36,000 characters in a single custom field. 
5. The Balance Sheet drill-down view has been enhanced to show contact-wise balances for individual Accounts Receivable and Accounts Payable ledgers instead of a combined summary. 
6. You can now export TDS challan details. [India Edition]
7. You can now display the Total Amount in Words in any Zoho-supported language across all templates. 
8. You can now manage multiple transaction series for Self-Invoices. [India Edition]

---

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

• Topic Participants

• Madhumitha M

  

• Recent Topics

• Organization wide Account and Contacts Visibility/Sharing Capabilities?

  Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to

• Is there a way to configure dark mode for Campaigns emails that go out to customers?

  I've found a lot of information on how to configure dark mode for my (The user) personal Zoho workspace and email, but is there any way to edit dark mode settings on emails that we send out to customers via campaigns?  We sent out a test email the other

• When Does WorkDrive integrate with Books?

  When Does WorkDrive integrate with Books?

• How do I import Connected Records for a Deal?

  Can you point me to an example of the CSV file that would add related records to an existing CRM Deal? I imported a Deal, then tried importing a connected record using a unique ID that references the Deal ID, but it doesn't attach it to the Deal rec

• FSM integration with Books

  Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders

• How to close an estimate ?

  Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never be

• Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

  Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

• Sharing Tickets to a team within a department

  Hi there, We have a need for one department to be able to share tickets to a specific team within a department, I'm wondering if this is possible? All the shared tickets are going into the 'Shared Tickets' view for the whole department but is there a

• How do you print out the invoices comments

  I have some invoices where i need to print out the comments that show when reminders and etc were sent how do we print those out in Zoho Books.

• Unable to load a specific image

  Hi I am trying to upload an svg file, which reports that there is "a problem with the file", but does not say what sort of problem. I can't find anything which says which files are supported, so it may be it does not support svg. (which would be a real shame) The file itself will open in either Firefox or Chrome without problem. For the moment I am using a png file, which does not zoom well of course. David

• Why does the Address field show the wrong map location even with a correct Pincode?

  I am noticing an issue with the Address field map in Zoho Creator. When I enter a city name that exists in multiple locations within the same state, the map sometimes points to the wrong area even if I have entered the correct Pincode. Currently, it seems

• Uploaded files are not included when using "Include user submitted data" in Email Notification

  In Send Email notification workflow in Zoho Creator, there is an option called "Include user submitted data" which allows the email to contain all the form submission details. However, when this option is enabled, files or images uploaded through File

• Books <-> CRM synchronisation with custom Fields

  Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync

• CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

• Archive Option in Conversation View

  Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just

• Outlook/Hotmail Blocking Zoho SMTP IPs (S3150)

  We are currently facing a serious deliverability issue with Zoho SMTP while sending transactional OTP emails for our production application. Emails sent to Outlook / Hotmail addresses are being rejected with the following error: 550 - 5.7.1 Unfortunately,

• Outlook is blocking incoming mail

  Outlook is blocking all emails sent from the Zoho server. ERROR CODE :550 - 5.7.1 Unfortunately, messages from [136.143.169.51] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150). It looks

• Track Marketing Automation Campaigns in Zoho CRM

  Hello, I've been searching but haven't found the exact answer to this question. I am looking to track Marketing Automation email campaigns and activities inside of Zoho CRM. Use Case: Action: Prospect Submits A Lead Form Outcomes: Prospect created in

• Zoho Social API for generating draft posts from a third-party app ?

  Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.

• Temporarily rate limited due to IP reputation.

  We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster

• Incorrect Functioning of Time Logs API (Version 3)

  We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation the

• IMPORTANT: It doesn´t search for letters with portuguese characters.

  Some of my articles have for example the word "vídeo". But if I search for "vídeo" it doesn´t find them. If I search for "video" it does find them. Idealy, it should find the articles either way. But if I have to choose, it would be better to find the

• IMPORTANT: It doens´t show full article name on search - Should add line break

  When we search for articles, it doesn´t show the full name. There should be a line break so the user can see the full article name, otherwise the user can´t know if that´s the article he/she is looking for. This is very important, otherwise the user has

• Zoho Books - Payment Gateway - Revolut

  Hi Books Team, My feature request if to include the popular platform Revolut as a payment collection option on invoices in Zoho Books. Please upvote if you are also looking for this option.

• Zoho Books | Product updates | January 2026

  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the

• Kaizen #233 - Generating AI-powered Follow-up Emails Using CRM Functions and Widgets

  Hey everyone! Welcome back to another interesting post in the Kaizen series! Sales teams regularly capture interaction notes in CRM after speaking with prospects. However, drafting a follow-up email that reflects the conversation context can be repetitive

• Connect Bank in Zoho Books

  Can I connect UOB or Ariwallex in Zoho Books?

• Using MPN across multiple SKUs and inventory tracking

  I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I

• Extend Zoho Canvas Customization to Zoho Creator Forms and Reports

  Currently, Zoho Canvas allows users to design and customize the UI of Zoho CRM modules with a much better visual experience. This helps organizations create cleaner layouts, improve usability, and design interfaces that match their workflows. However,

• Marketing Tip #1: Optimize item titles for SEO

  Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly

• Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

  Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).

• ZOHO Books Query

  Good day, Can someone please advise. I recently migrated from ZOHO Invoice to ZOHO Books. No that I want to use the inventory on Books I cant as all my items have transaction history. The person I spoke to at ZOHO said I need to create a new Company profile

• Best way to schedule bill payments to vendors

  I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

• ZOHO.CRM.UI.Record.open not working properly

  I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

• Removing To or CC Addresses from Desk Ticket

  I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results

• inventory removal at packing list or shipment.

  currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.

• How to add employee and not invite them to log in?

  I want to add 50 employees, but invite them only when everything will be configured and ready. Is it possible? Should we create employee profiles and then convert them later? Thank you,

• How is Your eCommerce Experience w/Zoho Inventory?

  First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to

• Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)

  I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have

• Zoho Desktop App- Unable to Minimize/Freezes

  I'm having issues with my Zoho Mail desktop app (PC). When go on my desktop and open the app this is what happens: - Unable to minimize and close app (in the screenshot attached you can see at the top right there is no option to minimize/close) - Unable

• Next Page