What's New in Zoho Books - June 2022
Hello users, We hope you are doing well. We at Zoho Books are constantly trying to enhance the app and bring in new features to meet your accounting needs. To achieve this, we are back with yet another set of updates to Zoho Books. Before we dive in
What's New in Zoho Books - April 2022
Hello, We hope all of you, and your loved ones are doing well. At Zoho Books, we try to make your accounting experience better with the latest features and updates that we add. Here's a quick look at what's new in April: Item Barcode Scanning Initially
What's New in Zoho Books - May 2022
Hello everyone! We've kickstarted this quarter with a range of new updates that would enhance your overall Zoho Books experience. Here's the list of updates we released over the past month: Generate QR Codes for Your Credit Notes When you send credit
Introducing the Free E-invoice QR Reader for Saudi Arabia (KSA)
Hello customer, As most of you know, the Zakat, Tax and Customs Authority (ZATCA) in the KSA had mandated businesses to adopt e-invoicing starting 4 December 2021. Using Zoho Books, businesses were able to stay compliant with these regulations and have
What's New in Zoho Books – February 2022
Hello, We're here to kick-start 2022 with the year's first What's New post! Let's dive in: Contextual Chat You can now chat about transactions and records with the users of your organization, from within Zoho Books. Contextual chat is powered by Zoho
What's New in Zoho Books – March 2022
Hello customers, Our primary focus during the last month has been to enhance Zoho Books' automation capabilities and to improve tax functionalities. Read on to catch up with all the updates we've released over the last month. Create Incoming Webhook We've
What's New in Zoho Books - July 2021
In the past six months, we at Zoho Books have focused on enhancements that helped improve your accounting experience. This time around, we’ve come up with a lot of new features that will help you keep up with the latest regulations, stay connected with
Zoho Books: Looking back at 2021
View all the changes we made during the last year in our What's New Timeline.
What's New in Zoho Books - December 2021
Hello! We have arrived at the last month of 2021! And we at Zoho Books are back again with a fresh set of updates to enhance your accounting. Let's take a quick look at what's new this December: Multiple Transaction Number Series You can now create
What's New in Zoho Books - November 2021
Hello customers! As we are inching closer to the end of this year, our team at Zoho Books is as thrilled as ever to bring you the latest round of new features and enhancements. From adding reporting tags for credit and debit accounts to revamping the
What's New in Zoho Books - September 2021
This month, we've launched a new set of enhancements that will help you create more informative transactions and save time by skipping repetitive tasks. Let's see how: Save Custom Reports Previously, you would have to customize your report view to your
What's New in Zoho Books - October 2021
Hello, As the last quarter of the year arrives, we are back with yet another set of updates to make your accounting simpler. Let's see what's new this October: Connected banking with HSBC (India) We're excited to announce the HSBC connected banking integration,
What's New in Zoho Books - August 2021
Hello Users, We're back with some exciting new features this month, just for you! Here's what's new in Zoho Books this month: IOSS (Import One-Stop Shop) Scheme [UK] Earlier, goods imported to Europe were taxed at Zero Rate and was subject to Import VAT
What's New in Zoho Books - June 2021
Hello customers, We hope you and your businesses are doing well. We're back again this month with a few enhancements that we’ve made to Zoho Books. Let's take a look at what's new this June. Zia Search Zoho Books has always provided strong search
What's New in Zoho Books - March 2021
Hello customers, We are always building new features and enhancing existing ones to provide the best accounting experience for you and your clients. This month is no exception. Let's take a look at all that's new this March 2021. Introducing Developer
What's New this May 2021 in Zoho Books
Hello Users, As India is going through the dreadful second wave of the coronavirus pandemic, we hope you and your loved ones are safe. Please take all necessary precautions and stay vigilant during these times. Here are a few enhancements we have made
What's New in Zoho Books - December 2020
Hello! We're back again this month with a fresh set of enhancements and features to make your accounting experience better. We can't wait for you to use them and let us know your thoughts. Let's take a look at what's new for December 2020. Configure
What's New in Zoho Books - April 2021
We've been making continuous efforts to enrich your Zoho Books experience by paying attention to the details. This April, we've made several new enhancements and included suggested features to make your accounting process more efficient. Advance Search
What's New in Zoho Books - October 2020
Hello, everyone, It has been a pretty productive month for all of us here at Zoho Books. From working on iOS14 ready updates to agent filing, we've rolled out multiple features. Here's a rundown of all that's new: Agent Filing (UK) Now provide access to your accountant to file returns on your behalf at HMRC. All you'll have to do is first authorise your Agent with their ARN at HMRC (from Zoho Books) and then approve the agent's request. You will then be redirected to HMRC where you can grant authority
What's New in Zoho Books - February
Hi, users! We've come with a bunch of new updates and enhancements for a fresh start to 2021. Here’s what’s new this February: Zoho Books - SurePayroll Integration (US) Automate your payroll accounting with the Zoho Books - SurePayroll integration.
Zoho Books: 2020 in Retrospect
View all the features we made during the last year in our What's New Timeline.
What's New this June 2018 in Zoho Books?
Hello Everyone, June is here and we're back with a hoard of new updates to Zoho Books. Read on to know more about them. GDPR and Zoho Books With the GDPR season hitting the town, Zoho Books has also updated its features to help your business stay GDPR compliant. So, you can now: I) Set limits on your users’ access to the sensitive data of your contacts. You can do this by enabling or disabling the option Provide access to Personally Identifiable Information in the Users and Roles section. II) Choose
What's New in Zoho Books - November 2020
Hi users, Cheers to overcoming another month in this pandemic together! As always, we are here with yet another set of updates to simplify accounting for you. e-Invoicing (India) Push your invoices, debit note or credit note to the IRP (Invoice Registration
What's New in Zoho Books - September 2020
Hello everyone! Here at Zoho Books, we're always working to build new features and enhance our existing ones for you. This month is no exception. Let's look at what's new this September 2020. Use business performance ratios to track organizational progress Monitor your organization's financial health with business performance ratios. These metrics help you understand the financial results of your business so you can stay on top of your cash flow. You can view: Current Ratio: The comparison of your
What's New This June 2020 in Zoho Books
We are back again with a set of new features and enhancements lined up for you this month. From introducing the ability to lock individual modules during the end of an accounting period to adding a wide range of enhancements for reports, read on to know
What's New in Zoho Books - August 2020
Hello, everyone, At Zoho Books, we're always trying to simplify your accounting and provide you a hassle-free experience while you manage your finances. Here's a quick round-up of the updates we've made to Zoho Books in the last month: New reports: Reconciliation status report Get a detailed report of your reconciliation in the Banking section of the Reports module. You can view the reconciliation summary and statement lines, filter for matched, unmatched or categorized transactions, and export each
What's New this July 2020 - Zoho Books
We are back with another set of updates to enhance your accounting experience. Let's take a look at the updates for the month of July. Update tool to accommodate the 15% VAT hike in KSA (Saudi Arabia Edition) The government of the Kingdom of Saudi Arabia has announced a raise in the VAT rates from 5% to 15%. To help you stay compliant with the revised VAT rates, Zoho Books has come up with an update tool. You can change the VAT rates of your items, recurring bills, recurring invoices, and recurring
What's new this February 2020 in Zoho Books.
Integrate Uber with Zoho Books (India) Keeping track of your employees' Uber rides could be quite a task. With the Zoho Books and Uber for Business integration, it doesn't have to be. Choose a Bill to Company model in Uber, and pay for all your employees rides on a monthly basis. To start integrating: Go to Zoho Books > Settings > Integrations > Uber for Business Once you've set up the integration, Zoho Books will generate a unique email address. Copy the email address and paste it in your Uber for
What's New in Zoho Books - April 2020
Hello, everyone! First off, we hope you're all staying safe during this time. The COVID-19 pandemic has impacted all businesses, both small and large. At Zoho, we've been working remotely to ensure your business doesn't face any technical setbacks during these hard times. Our teams have been tirelessly working on providing technical assistance whenever required and making the necessary enhancements to the application. Here are some of the significant enhancements we've made while working remotely
What's new this March 2020 in Zoho Books
We've been making continuous efforts to enrich your accounting experience by paying attention to the details in Zoho Books. As a result, we have a lot of new enhancements in store for you this March. From releasing the long-awaited auto-forwarding of bank statements for all the editions of Zoho Books to launching a search tool for the folders in your documents, read up to know all the enhancements we've worked upon in the previous month. Auto Forwarding Bank Statements is Now Available for All Editions
Zoho Books in 2019: The Year That Was
Hello everyone, It has been a busy year here for all of us here at Zoho Books. We've launched new editions, rolled out our new logo, released 250+ features and enhancements to the product, and we're still working on more for the coming year. Our Android and iOS apps have also had multiple enhancements to ensure that we've got you covered while you're on the go! As we bid adieu to 2019, we would like to reflect on everything our team has done this year. We've compiled a bunch of our key updates in
What's New in Zoho Books this December '19
Hello, With just a month left to bid farewell to an eventful and productive year, we are back with new updates and integrations for Zoho Books. Let's take a look at what Zoho Books has to offer this month. Zoho Books - Zoho Sign Integration We're excited to announce the Zoho Sign's integration with Zoho Books. It helps the users from your organization to sign invoices and estimates before sending them across to customers. Similarly, your customers can sign the estimates in the Client Portals to accept
What's New this November 2019 in Zoho Books?
Hello, users! Last month, we came up with a number of updates to enhance your online accounting experience. Now let's take a look at all the new updates that Zoho Books has to offer this month. View template in a gallery pane You can now choose the templates to be associated with an invoice from the side pane which is in a gallery layout. Just hover over the template you wish to choose. We have also provided a search bar so that you can easily find your desired template. To associate a template:
What's new this October 2019 in Zoho Books?
Hello, everyone, Last month, we worked on multiple updates and enhancements to make Zoho Books finer. Read on to check out if we've added a feature that might make accounting easier for you. Plan and track your spending with Budgets A long-awaited feature--budgeting, is finally here. Preparing a plan of action for how you will be dealing with money in your organization can be quite demanding. It involves checking the previous years' performance, calculating how much it has grown, setting limits on
What's New in Zoho Books - September 2019
We've kickstarted September with a fresh set of feature roll-outs and enhancements. Let's take a look at all the new updates that Zoho Books has to offer for this month. Filter Transactions and Update Accounts If you had associated multiple transactions
What's New this July 2019 in Zoho Books?
Hello everyone, We're back with a set of new updates that we've released for Zoho Books. This month, we've focused on new reports and a lot of requested enhancements to make accounting easier for you. Read on to know more. Introducing New Reports: Daybook, Account Type and Account Transactions Report Account Type Summary Classifies and lists all accounts and their values based on the account type. You will be able to view their debit and credit values along with the opening and closing balance of
What's New this August 2019 in Zoho Books?
Hello, user, We are back with another set of updates to take your accounting experience to the next level. Let's take a look at the updates for the month of August. Individual and Business Customers - Zoho CRM Integration Differentiate between B2B and B2C customers by marking them as Individual or Business customers. All customers synced with the Accounts of Zoho CRM will be marked as Business customers and all customers synced with the Contacts of Zoho CRM will be marked as Individual customers.
What's New in Zoho Books this June '19
Hello users, May seems to have gone by in the blink of an eye! And here we are again, excited to serve you a fresh set of features and enhancements in Zoho Books. Ready to savour some new updates? Position Billing & Shipping Addresses in Invoices Adjust the position of the billing and shipping addresses in your customers' invoices. This will be helpful when you are sending them a hard copy of the invoice and are trying to position the addresses correctly in the window of the envelope. You'll be able
What's New in Zoho Books this May '19
We're back this month with a set of new features and enhancements lined up for you. We are always looking for ways to provide you with the best accounting experience. So without further ado, let's dive in and take a look at the features and updates we've worked on in the past month. Set Validation Rules for Estimates You can now set certain restrictions for the values allowed for different fields in an estimate. Just choose the field for which you want to set the restriction, select the required
What's New in Zoho Books this April '19
Hello users, March was an exciting month for us. We've released a wide new range of features to make business processes smooth for our customers. Let's dive right into them! Templates Gallery The templates in Zoho Books have been categorized based on their use and functionality. All the existing templates have been categorized into the Standard, Spreadsheet, Premium, Universal and Retail templates. To view these categories of templates: Go to Settings > Templates, select a module and click + New to
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