Hello Users,

We'd like to inform you of an upcoming update to the Account Type field values in the Zoho Books integration for Zoho Analytics from June 1, 2026.

What's Changing?

The following values under the Account Type field are being renamed to align with the conventions already in use within Zoho Books and its related reporting modules. This provides a more consistent and clear experience across all data channels.

There is no change to existing functionality or underlying data behaviour. This update is limited to the display names of these field type values.

What action do you need to take?

The current field values will be updated automatically. However, if you use exact field values ("Long Term Asset"/ "Long Term Liability") in query tables, filters, or formulas, you will need to update them manually on or after June 1, 2026.

• To check formulas: Go to Zoho Analytics > Data (left navigation) > Unified Metrics. Search for the relevant metrics using the field name to identify any formulas referencing these values.
  
  
  

• To check filters in reports, dashboards, and query tables: Open the Accounts table containing the Account Type field. Click the More options icon next to the table name and select Dependency Details. This gives you a consolidated list of all dependent reports, dashboards, and query tables — review the filters in each.
  

This will help you prepare in advance for the changes going live on June 1,2026.