Zoho Books | Product updates | March 2026

Zoho Books | Product updates | March 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

    • Recent Topics

    • Follow-Up: No Response to Previous Inquiry on Workplace Plan Scalability

      I have previously sent a few emails to your support address but have not received any response. I am unsure whether my messages are being delivered successfully or possibly filtered as spam. My most recent inquiry was regarding clarification on user scalability

    • Unable to receive any email

      Hello I have several problems. I am unable to receive any emails sent to my Zoho account. Also, when I send an email, my account appears in the spam folder, and my profile picture doesn't appear; instead, a question mark appears.

    • Block opening tickets vía email DESK

      Hello, I want to block the functionality of opening tickets when someone send an email to our support email address. Actually everybody in the world can open a ticket in our systen just sending an email to our support email address I don´t want this feature!!!! Please help! Thank you, Unai

    • Edit a previous reconciliation

      I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.

    • Not able to receive mails

      Am able to send mails. But not able to receive. The mail bounces back saying Your message wasn't delivered because the address couldn't be found, or is unable to receive mail.

    • Loading Zoho Webmail

      Zoho Webmail don't work. Yesterday webmail works in the same web browser (Firefox). Webmail works on google chrome. Try to repair for Firefox.

    • Account blocked

      My account contato@fernandovarella.com.br was blocked due to suspicious login activity. I am the owner of the account and domain. Please unblock web access and outgoing mail.

    • Can anyone tell me my setup right or wrong?

      Tell me about this, my root domain not receive mails from other senders, only receiving from mails connected with zoho network , i have to need sender.net camp... also For MX MX | dandakaranya.com | mx3.zoho.in | 50 | Auto MX | dandakaranya.com | mx2.zoho.in

    • Cannot sign up customer for Zoho Mail

      I tried last morning to sign up a customer for Zoho Mail, but it says it is unable to create the account right now. I contacted the support, but did not get any response yet. I am located in Iceland, if that helps. Anyone else experiencing this as well?

    • Subject: Issue creating temporary mailbox due to OTP verification requirement

      Hello Zoho Mail Support, We are following your recommended approach for email migration and need clarification on how to proceed correctly. Our intended migration approach is: Create a temporary mailbox katja.migration@nellajanuttu.fi Copy all emails

    • The response from the remote server was: 554 5.7.1 : Relay access denied

      Team I am getting the below error when i send email from gmail to my zoho email. I am receiving few emails from other domains. Can you please verify attached config and let me know how to fix this issue ?

    • Zoho mail not working from yesterday

      Zoho mail for server ninjamedia.in not working from yesterday. Please look into it. Error

    • First Response Time, Where to find?

      Hi Currently I'm building a feeder file that auto-fetch ticket details when created/updated. On my table headers, apart from custom fields, I'm specifically looking for First response time. Currently I'm checking capabilities using Zoho Flow but couldn't

    • Issue with Zoho Emails Going to Spam Despite Verified DNS Records

      Dear Zoho Support Team, I am writing to report an issue with my Zoho email account. All emails sent from my domain are consistently being delivered to recipients' spam folders, even though all required DNS records have been correctly configured and verified.

    • Delink of mail id from one auth

      Hi , Please help me to do delink my email id from one auth , the phone is not supporting the higher version i would like to have options with ease process Please help and unable to view the inbox due to the same issues Regards Rekha

    • Outgoing blocked for almost a week – ticket #2472334 – no response yet

      Hi, My Zoho Mail account has been blocked for outgoing messages due to “unusual activity.” The reason is that I forwarded all of the messages from my website contact form (95% spam) from my ZOHO to my personal Gmail. I submitted a support request (Ticket

    • Límite archivo adjunto

      Buenos días Actualmente tengo el plan mail lite, 7 usuarios de 10gb de almacenamiento para correos, quisiera saber cuáles son los límites para adjuntar un archivo adjunto, exceptuando la opción de archivo pesado, ya que últimamente tengo problemas para

    • Lead Email Mandatory in “Add Lead to Journey” Action

      We are currently using the Zoho Marketing Automation Add lead to journey action inside Zoho Flow. We noticed that the field “Lead email address” is mandatory when adding a lead to a journey. Our concern is: Many of our CRM leads do not have an email address.

    • How to prevent users from switching price lists in an order?

      Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other

    • Undelivered Mail uncategorized-bounce errors when sending invoices

      Recently we have been getting Undelivered Mail bounce notification when sending invoices. Reason: uncategorized-bounce Some go through no problem some bounce back. We recently sent 10 invoices, 6 received bounce notifications. After reaching out to the

    • Unable to activate orphaned accounts on a existing domain.

      When I attempt to tag this customer through the partner portal, the Check Availability step first indicates the email is available, but on submission returns this error: "This user does not have account in this service or this user is not an admin. Please

    • Ability to Edit the "Current Job Title" dropdown field

      Current experience/Issue: When a user (candidate) uploads resume to Zoho Recruit candidate portal, some fields are prefilled with the info from the resume/cv correctly. However, we've observed that; 1. the "Current Job Title" dropdown field is usually

    • Unable to Add Users - Zoho Mail Restriction

      I am trying to add new users to my Zoho Mail organization, but I am getting the error: "This user is not allowed to add." We are a legitimate business using Zoho Mail for email hosting only. Our company is based in Saudi Arabia, and we may be accessing

    • Bigin Forms Enhancement: Acknowledge visitors via WhatsApp

      Greetings, We hope all of you are doing well! We're excited to share a new enhancement to Bigin's forms. Let's take a look at it in detail. Acknowledge visitors via WhatsApp The Acknowledge Visitor option in Bigin Forms means visitors receive an instant

    • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

      Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s

    • No Ability to Rename Record Template PDFs in SendMail Task

      As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and

    • Zoho Customer Grievance Escalations Matrix

      We have been with Zoho for little over a 24 months having several licenses for Zoho One and with standalone license for Zoho Commerce Advanced Plan along with their so called "Premium Support" for which they charge you a pretty hefty amount. It's been

    • Data entry and automatic barcode sticker printing

      Hello there I am very new to Zoho.. and not sure if it can do, or should I say, I can easily set it up to do, or first basic requirement. We take in up to 1000 unique used products every week. They come from up to 50 regular suppliers. The are used household appliances. We try to fix most of them. For waste regulation purposes we have to track every machine from the source/supplier it cam from to if it was repaired and put back on the market? or stripped and scrap for material recovery. Is it possible

    • Inventory Barcode Creation - Add Picture of Item

      Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?

    • Setting up a barcode system with Zoho Creator

      Hello! I am researching how to set up a barcode inventory system that is compatible with Zoho Creator. I am working with an art inventory, and I want to be able to refer to each piece of artwork with a barcode. My goal is to be able to generate a barcode, store that barcode in a Zoho Creator database, be able to print out a barcode label from that database, and have the database pull up a record when the barcode associated with that record is scanned. I understand that there are barcode generating

    • New Built In QR/Barcode Generator Print Settings

      I'm trying out the new QR/Barcode generator field in Creator. I would think most people will want to print these, like I do. I am not seeing any way to control the height or width of the barcode for printing (inside the print/pdf template builder). The

    • Inventory SKU barcode printing

      Hi I am a developer and am wondering if zoho creator or even zoho inventory have the capability to print barcodes upon submitting a form. I have been researching the forums and have not been able to find any way to do this natively in Zoho. Can someone

    • PRODUCT LABEL MUST HAVE MORE FIELDS AND OPTIONS - VOTE NOW!

      The Zoho Inventory Product Barcode generator is unfinished, very limited, and unusable for most companies that need to generate informative product labels. Companies must be able to generate labels for products they receive to control inventory, so the

    • Ability to "Add Additional Guest" to Bookings

      When using other calendar booking services such as Calendly, there is an option to "Add Additional Guest" to a booking. For example, imagine User A is making a booking on my company's booking calendar and would like to invite their spouse (User B) to

    • Modify logo on exported PDF article

      Hello, I have to 2 Help Center with 2 different brands. If I try to download an article from Help Center Brand #2 as a PDF file, I see the Brand #1 logo on it. Is there a way to modify or hide the logo in the pdf? Thank you Antonio

    • Get Files Associated to Data Template via API

      I have a data template with multiple files associated to it, and trying to write a Deluge script that will fetch files associated with this data template. I created the script below based on the WorkDrive API documentation, one request uses the data templates

    • Pasting Images in Zoho Desk ignores cursor location

      My team has reported an issue which started recently where when we paste an image into a new or existing reply or comment, the pasted image seems to ignore the current cursor location instead paste itself at the last character present in the reply/comment,

    • Push conversation to operator in guided conversations

      I really would like to push the conversation to an operator from a specific deppartment in guided conversations, just like Zobot in sales iq. It would help a lot. For me it does not make sense to use sales iq for messenger, instagram and others, because

    • Lost the ability to sort by ticket owner

      Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?

    • Zero Customer Support

      I have been a paying customer on Zoho Mail Premium, which clearly advertises a 40MB attachment limit. However, for a long time now, I have been experiencing ongoing issues sending PDF attachments over 10MB. Instead of sending properly as attachments,

    • Next Page