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
Journal Entries Do Not Show Multiple Entries to the Same Account
Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially
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.
Split Bills/Expsense between multiple projects and/or clients
I need to be able to split vendor invoices/ expenses between multiple clients. Entering the bill multiple times is not only time consuming, it defeats the purpose of having a unquie identifity bill number and will allow for possible duplicated entry. Below is an example from Quickbooks Desktop. Splitting costs over various projects is a common job costing function that I am very sad and surprised is not an option in Zoho Books. Unless I am missing it somewhere? Thanks for your help!
Vendor bills cannot be assigned to a customer or a customer project?
I'm confused on how to handle outsourced contractor expenses on a customer project. Between my business and the contractor, the invoice they send me fits obviously into Zoho Books as a Bill. However, I need to be able record those expenses to the client
Anyone using Books to track Project Profitability? If so, I could use some guidance
Hello Zoho Community. I am a recent subscriber to Zoho, and its part of an ongoing evaluation. My company (and my clients) have extensive project-tracking needs. The Projects module seems to be good from a project management standpoint, but I am perplexed
Facturation électronique 2026 - obligation dès le 1er septembre 2026
Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
Zoho Books Create Invoice API
I am creating zoho invoices via the API. Now that zoho has released sub-accounts, i'd like to create invoices and link them to sub-accounts within "sales" account. For example; my chart of accounts looks like this; Sales ->Website Sales ->Campaign Sales ->Offline Sales However, when I try to pass these accounts to the API, I receive an error that only Bank accounts can be passed with the create invoice.
Bank Feeds
Since Friday my bank feeds wont work. I have refreshed feeds, deactivate and reactivate and nothing is working
Newby Questions
Q1. The top bar of Zoho Books has a "Search in Banking (/) " field. What is the proper use of this text box? - Searching for Amazon for example has no results but there are transactions. - Is the search case sensitive? - Are regular expressions allowed?
Add Custom Fields only in Customer module and not on supplier module!? Is not there a way to do that!?
I am trying to create custom fields on clients module but it also gets created on suppliers module; which of course does not make sense at all as a lot of custom fields are client or supplier specific but never both. I am missing something? This seems
Zoho books - Project Module - Itemised expenses
Hi All, I heavily use the projects function in Zoho books and can work for one client for successive weeks, providing labour and incurring the occasional general expenses. As an example, during the one purchase, I purchase 10 widgets and of these 10,
How to save custom report for future use ?
Dear, How to save custom report for future use ? Thanks & Regards Shamnad 94460055258
Need to be able to save Customized Reports
There are several standard reports in zoho books. Each of these can be 'customized' with various parameters - BUT, these cannot be saved for re-use later. In several of the zoho modules you can customize a search list (eg for Estimates or Invoices etc)
A few suggestions for Zoho Books
Hello. I've been evaluating Zoho Books for a small law firm practice. The interface is solid and I like the integration of accounting and time tracking, which is hard to find among cloud based services. I have a few suggestions that would be very helpful in determining whether we can adopt Zoho Books: 1. Be able to assign bills to clients/projects. Quickbooks desktop allows this and is very helpful in keeping track of bills that haven't been paid, but will be invoiced to clients as an expense. Creating
Project expenses in Zoho Books
Just the way timesheet is used to calculate labour cost for a particular project, how do i record other expenses against a project such as materials and consumables used for the project? So that under report, I can view the total amount expended on each
Supplier Purchase Orders applied to a Project
We are finding it difficult to decide the best way track project expenses in Zoho books and would like to know how other users are handling this task. We provide Professional Services and engage 3rd party Suppliers on most projects and provide them with
Zoho Books recurring invoicing link to a Zoho CRM Deal?
With the Zoho CRM Finance Integration setup, normally when creating an invoice via Zoho CRM Finance Integration on a Deal, it creates the invoice in Zoho Books with the CRM Deal *Potential link for that invoice. Alternatively, if you create the invoice
Need Easy Way to Update Item Prices in Bulk
Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices
Displaying Rate Inclusive of GST per unit
Hello, Currently when I enter the pricing of a line item it shows the overall amount (price including tax * quantity). I would like to see price/unit inclusive of GST. Is there any way to simplify this and to be able to view it? I've attached my current
Credit card transactions are backwards after importing statements
I am new to Zoho Books so I'm importing my firm's bank and credit card statements in. My credit card statements have a single column with negative numbers so that is the option I chose. But when I went to categorize the credit card transactions, I can
BMO bank connection not working with either Yodlee or Plaid
Been experiencing this issue for almost a month now. Anyone else?
How to reduce inventory valuation when not tracking individual items?
We purchase clothing items wholesale, embroider them with a company's logo, then resell. The garment style, size, color, etc. changes according to a customer's desire, so we don't track the individual item's purchase within Zoho Inventory unless there's
How do I automate my package and shipment process
Hey, I have a very basic problem regarding automating my package and shipment. My business does not require me to have those modules and manage them currently and since I'm new to zoho I want to start with just the basics. I just need to automatically
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
Can't View Project Names in Mobile App
I can't view project names on PO's in the app, nor can I add that as a viewable PDF field in inventory on the computer. I've attached screenshots showing that in the mobile version whether you are on the PO, editing the PO, or viewing the PO line items,
Looking for other Zoho users in Canada
I would like to find other users in Canada to share ideas and suggestions. To see if you are experiencing same issues re HST/taxes, banking, etc.
Zoho Books' 2025 Wrapped
Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
Intergrating multi location Square account with Zoho Books
Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.
Bank feeds not working properly
My bank feeds (connected with UK Natwest bank) only refreshes with yesterdyas transactions and not giving me the transactions of today since last week, anoyne with the same problem or solition?
Bank Fees - Allow User to Choose Expense Account
Bank fees from Customer Payments can only be debited against the system Bank Fees account due to hard-coding. The user should be able to select which expense account those fees are debited against. The use case is pretty straightforward. A business like
How can we get payment status updates for payment links in Zoho Books using webhooks?
When we create and share a payment link in Zoho Books, is there a way to know when the payment is updated? Can we use webhooks to get real-time updates for payment link status instead of checking manually?
Account Watchlist: Order of accounts in the watchlist
Is there a way we can sort the order in which accounts are shown in the accounts watchlist in Zoho Books dashboard?
GST composition scheme dealer - treatment for client expenses reimbursement
Hello, I am new to GST and need your help. I am registered as a composition dealer and attract 6% gst charges. In bill of supply, there are also expenses done on behalf of client for which I seek reimbursement AT ACTUAL with NO MARKUP. As I understand,
Zoho Books: tax is not automatically pulled from product-data anymore - why?
Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,
How do I change the account bank charges are charged to?
I want bank charges charged to my Credit Card Fees account. Is there a way to do this?
Accept credit card payment for multiple invoices
We have a problem with Zoho Books. While we can charge a customer's credit card for an individual customer invoice, we cannot charge a customer's credit card for more than one invoice. In our business, it is common for a client to phone up and say, "Here
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
Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details.
Hello Zoho Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details. Please clarify and fix the issues here. Thanks
Zoho Books Inter-company integration
We have an Indian parent entity, and its accounting is managed in Zoho Books. We also have a subsidiary company in Dubai under the same parent entity, for which we have procured a separate Zoho Books license. I want to understand whether Zoho supports
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