Zoho Books | Product Updates | October 2024

Zoho Books | Product Updates | October 2024

Hello users,

We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accounting experience. 

Introducing Zoho Payments for Zoho Books

Zoho Payments, our unified online payment solution, can be configured in Zoho Books to collect payments seamlessly from your customers. You can collect payments securely using multiple payment methods and get payouts daily, ensuring smoother transactions for your business and customers. Zoho Payments is available in India and on early access in the US. Learn more here

Associate an Applicable Period for TDS Taxes [India Edition]

The Income Tax Department of India regularly updates TDS rates. To manage these changes, you can set an End Date for the existing TDS rates as updated by the government. Once this applicable period expires, you won't be able to associate the TDS rates in transactions. You can create new TDS rates instead. This way, you can update the rates as mandated by the government.

To set an applicable period for the TDS rates, go to Invoices. Select an invoice, scroll down to the total section and select TDS. Click the Select a Tax dropdown and click Manage TDS. You can then select the tax rate that you want to edit, enter the required details, and click Save.

 

Minimized View for Web Tabs

We’ve introduced a minimized view for Web Tabs. You can now access other modules while keeping track of  your web tab simultaneously.

To minimize a web tab, go to Web Tabs. Select a web tab and click the Minimize icon.


Assign a Company ID to your Customers and Vendors [Global Edition]

We’ve introduced a new field, Company ID, in the customer and vendor modules. You can now enter a company’s unique identification number when creating a new customer or vendor. 

For example, the SIREN is a unique 9-digit number that identifies a business or organization in France. You can add the SIREN number as a Company ID when you create a customer or vendor with a SIREN ID.


Integrate your Zoho Books Organization with Envia

By integrating your Zoho Books organization with Envia you can streamline your shipping operations. You can generate shipping labels, view real-time shipping rates, track orders, manage stock levels, generate comprehensive reports, automate repetitive tasks and much more.



Note: This integration is only available for organizations that have the Zoho Inventory Addon enabled.

Search Manual Journals by Customer or Vendors 

You can now perform advanced searches in manual journals with Customer or Vendor Name. Additionally, you can create custom views with Customer or Vendor Name.



To search and filter manual journals based on a specific customer or vendor, click the Search icon. Select Advanced Search from the dropdown. In the pop-up that appears, select Journals in the Search field and select a Customer Name and Vendor Name.

Customize Workflow Triggers

You can now automate workflows in other applications based on events or actions that occur in your Zoho Books organization. This feature allows you to create personalized workflows ensuring that the configured actions happen promptly based on the triggers you set.

For example, you can set up a trigger in Zoho Books that automatically creates a lead in your CRM when an invoice is generated.
Additionally, you can now export your workflow logs in CSV or XLSX format.



To learn more about creating custom workflow triggers, refer to this help documentation.

Other Feature Enhancements

  • You can now associate TDS with transactions at the line-item level [India Edition]
  • You can now filter the Activity Logs and Audit Trail report with base currency adjustment and opening balances.
  • The AR Aging Summary and AR Aging Details reports now include support for advanced filters, exporting the current view, and grouping the report by invoices, credit notes, and journals.

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 byte-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


    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community



                                  Bootcamp
                                  Community
                                  Pricing
                                  Webinars
                                  What's New
                                  Integrations
                                  Contact Support
                                  Contact Sales
                                    Zoho Survey Resources
                                      Features
                                      Survey Templates
                                      Integrations
                                      Community
                                      iOS Mobile Surveys
                                      Pricing
                                      Android Mobile Surveys
                                      Insurvey Blogs
                                      Insight Blogs
                                      Tips & Tricks





                                                  Latest Feature Updates

                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts




                                                        Zoho SalesIQ Resources


                                                              Manage your brands on social media
                                                              Access Zoho Social

                                                                Zoho Pagesense Resources


                                                                    Zoho TeamInbox Resources

                                                                      Zoho DataPrep Resources


                                                                        Zoho CRM Plus Resources

                                                                          Zoho Books Resources


                                                                            Zoho Subscriptions Resources

                                                                              Zoho Projects Resources


                                                                                Zoho Sprints Resources


                                                                                  Qntrl Resources


                                                                                    Zoho Creator Resources



                                                                                        Zoho CRM Resources

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner







                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • 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:",

                                                                                                                • 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

                                                                                                                • Zoho Invoice Zapier Integration

                                                                                                                  Is there still a way to use Zapier with Zoho Invoice? I've read online that that migrated to Zoho Books or Billing but since I am just using Invoice I can not find a Zapier Connection anymore.

                                                                                                                • Conect chat of salesiq with zoho cliq

                                                                                                                  Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?

                                                                                                                • Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)

                                                                                                                  I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation

                                                                                                                • Zobot with Plugs

                                                                                                                  Hello, I am having a problem with Zobot using Plugs. Here is my current flow: When I run the flow, I should immediately see the messages from the initial cards (Send Message cards), then after running the plug, and finally, see the messages after the

                                                                                                                • Print a document from Zoho Writer via Zoho Creator

                                                                                                                  If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer

                                                                                                                • Is it possible to use HTML formatting in SMS messages sent from Zoho?

                                                                                                                  Hi everyone, I have a question regarding sending SMS from Zoho When we send emails from Zoho, we can include HTML code to format the message (like adding links, styling, etc.). Is it possible to do something similar when sending SMS messages through Zoho

                                                                                                                • Training for How can i Operate the Software Features

                                                                                                                  need to Help for Training of the ZOHO Billing Software

                                                                                                                • Automating Vendor Contract Management between Zoho Contracts and Zoho Books using Zoho Flow

                                                                                                                  Managing vendor agreements across procurement and finance systems often requires manually downloading executed contracts and attaching them to vendor records. This can become time-consuming and difficult to manage when dealing with a large number of contracts.

                                                                                                                • Problem applying batch operation error keeps looping that error

                                                                                                                  Problem applying batch operation error keeps looping that error an wont login

                                                                                                                • Shared Email Sending Duplicate Copies of Emails

                                                                                                                  Hi there, We recently have moved our info@ email to Team Inbox to trial. We set this channel up using the Microsoft setup which works fine and have 3 users. I am wanting to know: 1. When I send a new email, it will create a copy of that email and send

                                                                                                                • merhaba

                                                                                                                  merhaba sosyal medya paketimiz mevcut ama yorumları göremiyoruz ve o yüzden cevap veremiyoruz destek rica ediyoruz.

                                                                                                                • Teaminbox not working

                                                                                                                  We couldn't send or receive any mail within the team inbox. Displaying error 'Unable to process this request.'

                                                                                                                • Related lists New option in missing

                                                                                                                  hi I have created quite a few modules and added as related lists to my main module. Some have new, some dont I can not see why?

                                                                                                                • Cliq and ToDo integrations?

                                                                                                                  I'm a bit surprised not to find any way to open a Cliq chat for the current thread, or to create a Zoho Mail ToDo from a thread. Are these on the roadmap?

                                                                                                                • Reply-to names are mangled

                                                                                                                  Hello, I'm seeing an odd behavior in replies. Steps to reproduce: 1. Click reply to an email from "John Doe <doe.john@example.com> in TeamInbox Expected outcome: TO field pre-filled with "John Doe <doe.john@example.com>" Actual outcome: TO field pre-filled

                                                                                                                • Next Page