Zoho Books | Product updates | January 2026

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 IRS From Zoho Books [US Edition]

Zoho Books lets you generate and e-file Form 1099 directly with the IRS from within the product. When you create or edit a vendor, you can enable the option Track payments made to this vendor for filing Form 1099. Once enabled, Zoho Books automatically tracks all payments made to that vendor and includes them in the Form 1099 report. When you’re ready to e-file, Zoho Books automatically generates the Form 1099 using your existing vendor and payment data. You can review the form, verify reported amounts, and check how transactions are categorized for federal and state reporting. Once reviewed, the form can be submitted electronically to the IRS directly from Zoho Books.

Corporation Tax & Final Accounts [UK Edition]

Corporation Tax is the tax that UK-registered limited companies pay on their profits. It must be calculated and filed with HMRC for every accounting period using the CT600 form, along with the year-end Final Accounts. With this feature in Zoho Books, you can automatically calculate your corporation tax liability based on your transactions and generate your Final Accounts and Corporation Tax return in the required format for submission to HMRC and Companies House.
Secondary Language & Bilingual Template Support [UAE, Oman, Bahrain, Kuwait, and Qatar Editions]
You can now add secondary language values for the specific fields. You can also use standard bilingual templates for invoices, credit notes, and retainer invoices.

Associate Invoice Numbers with Credit Notes [US & Canada Editions]

We’ve introduced support for associating invoice numbers with Credit Notes. With this enhancement, you can now link a Credit Note to an existing invoice that has been marked as Sent. Additionally, for organizations integrated with Avalara, associating an invoice number with a Credit Note ensures the tax rate is determined based on the original invoice date.
Introducing Compact Bilingual Template [UAE, Saudi Arabia, Oman, Bahrain, Kuwait, and Qatar Editions]
We’ve introduced the Compact Bilingual template, designed to display more line items in a space-efficient layout while presenting primary and secondary languages side by side. 

Zoho Inventory Add-On Updates

Xpressbees Shipping Integration [India Edition]

We’ve introduced the Xpressbees shipping integration. With this feature, you can manage shipments directly from Zoho Books without switching between platforms.

New Move Order Statuses

We’ve introduced statuses in Move Orders. The updated workflow now follows Draft → Confirmed → In Progress → Completed, giving you clearer visibility and control at each stage of the movement process. Additionally, you can now assign a user to a Move Order.

Other Feature Enhancements 

  1. You can now export GSTR-2B data for a selected range of return periods in XLSX format. You can also view reconciliation data for the chosen Start Period and End Period directly in the GSTR-2B Reconciliations tab. [India Edition]
  2. The Total field in transaction PDFs is now displayed in the official moneda nacional format. [Mexico Edition]
  3. You can now select which accounts to use for tracking incoming and outgoing transfer taxes from your chart of accounts. Simply choose accounts of the Input Tax and Output Tax types to record these taxes. [Mexico 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

      • vendors / customers with 2 different address and gst no

        Why can't we have option for more than one address and depending on the state option for more than 1 GST no. ? We have customers / vendors PAN india with different addresses and GST no. for different states.
      • Recurring Automated Reminders

        Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature
      • Fail to send Email by deluge

        Hi, today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update
      • Transitions do not update fields until the record moves to next stage

        We have a blueprint where a couple of stages have multiple transitions. If only some of the transitions are completed, but not all, Zoho does not update any of the fields impacted by the completed transitions. Is there any way Zoho can udate the fields
      • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

        Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
      • Zoho CRM - Kiosk Studio : Use action responses across your kiosks with sequential actions

        Hello Everyone, Imagine building a kiosk that gives you full control over how actions are executed in later screens in that same kiosk. What if you could use data from a previous action later in that kiosk—with no interruptions or data gaps? This is exactly
      • Ability to CC on a mass email

        Ability to CC someone on a mass email.
      • Get Cliq Meetings in my O365 calendar

        Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365
      • Custom Button to convert a Deal to a Custom Module?

        Hello Community I am in process of building out a custom CRM for my team and part of this is looking at building out a Custom Button or function of some sort where when a Deal is marked Closed Won the system will allow for a "Convert to Job" option to
      • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

        Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
      • Emails Failing with “Relaying Issues – Mail Sending Blocked” in ZeptoMail

        Hello ZeptoMail Support Team, We are facing an email delivery issue in our ZeptoMail account where emails are failing with the status “Process failed” and the reason “Relaying issues – Mail sending blocked.” Issue Details Agent Name: mail_agent_iwwa From
      • Change eMail Template for Event-Invitations

        Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you
      • Workdrive Oauth2 Token Isn't Refreshing

        I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so
      • How can I import OLM to Yandex Mail easily?

        For migrating Mac Outlook OLM data to Yandex Mail efficiently, the Aryson OLM Converter is a reliable professional tool that ensures complete data integrity throughout the process. Unlike manual methods, which can risk inconsistent formatting or missing
      • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

        Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—
      • Is it possible to setup bin locations WITHOUT mandating batch tracking?

        Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.
      • Implementing Inventory Process

        I am just starting to create an inventory system through Zoho for a nonprofit. We receive in-kind donations of items for kids, and utilize them in 2 or 3 different programs. Then families come in and take the items. I'm thinking of this structure: Our
      • Best way to start zoho inventory with bulk openning stock

        We are already using zoho book since long time for cars trading company. Now to streamline more, would like to import the excel data of closing stock of inventory to zoho inventory and to start on. Since we need to track each VIN (unique vehicle id number)
      • Service Reports.

        Hello Team, I have a requirement to create multiple service reports for a single AP. That means, in one AP I have 5 service line items, and all line items are linked to assets. Once I complete the AP, I want to generate 5 individual service reports, one
      • Blueprint enhancements - Parallel and multiple transitions, and more

        Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
      • Item Bulk Edit - Allow for Reorder Level

        We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It
      • Zoho CRM || Unable to Bulk Assignment of Territories for Contacts

        Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encountered
      • What's New in Zoho Inventory | August – October 2025

        Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory
      • Disable Zoho Inventory Tracking / Delink Zoho Books & Inventory

        We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to
      • Allocating inventory to specific SO's

        Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
      • Tracking Non-Inventory Items

        We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we
      • Price Managment

        I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just
      • Set Warehouse based on Vendor

        Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.
      • How to add interviews through API

        I'm trying to add an interview without much luck. The documentation gives examples of adding just about everything except an interview. However, the issue might be the way I'm formatting it, because the documentation is unclear to me. It seems as if the xml should be passed in the url, which seems unusual. I've tried the data as both plain and character escaped, but nothing seems to work, nor do I even get an error response. https://recruit.zoho.com/recruit/private/xml/Interviews/addRecords?authtoken=***&scope=recruitapi&version=2&xmlData=<Interviews> <row
      • Auto tagging

        Some of the articles I enter into Notebook get there when I enter them in Raindrop.io and IFTTT copies the articles in Notebook. When this happens the notes are tagged but instead of useful one word tags with topic the tag pertains to the specific article
      • How do I save audio files to my PC that I record into Zoho Notebook from my phone?

        I was thinking of using Zoho Notebook as a way to store composition ideas, as well as for other things if it can handle this. For this to be useful for me though, I need to be able to have an easy way to download those audio files to my PC, either individually
      • Search mails in shared mailbox

        Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal
      • Kaizen #186 : Client Script Support for Subforms

        Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"
      • Writing SQL Queries - After Comma Auto Suggesting Column

        When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone
      • Introducing Multiple Sandbox Types and Support for Module's Data Population

        Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
      • Convert invoice from zoho to xml with all details

        How to convert an Invoice to XML format with all details
      • Importing into the 'file upload' field

        Can you import attachments into the file upload field. I would expect it to work the same way as attachments do, But can't seem to get it to work.
      • Sync your Products Module for better context.

        In customer support, context is everything. The integration between Zoho Desk and Zoho CRM helps your sales and support teams function as one, delivering better customer experiences. With the latest update to this integration, you can now sync the Product module in your Zoho CRM with your Zoho Desk portal. This feature enables products from Zoho CRM to reflect in the "product" field in Zoho Desk. This can save your support team valuable time and effort.    Some things to note when syncing the two:
      • Where is the desktop app for Zoho Projects???

        As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
      • CRM verify details pop-up

        Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it
      • Next Page