[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics

[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics

Dear Customers,
 
As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books integration. 
 
Please note the below changes which will occur as part of the migration process.
 
1. "Branch" Module Renamed to "Locations"
 
The "Branch" module in Zoho Books will be renamed as "Locations". This new module will consolidate both Branches and Warehouses data into a single unified Locations module.
 
2. "Warehouse" Module Deprecation for New Users
 
The Warehouse module will no longer be available for new Zoho Books users. Existing users, however, will retain their warehouse data, but moving forward, all data will also be stored and updated in the "Locations" module.
 
3. Updates to Lookup Columns in Related Modules
 
All references to "Branch ID" in lookup columns across various modules such as "Accrual Transactions", "Invoice Items", and others will be renamed to "Location ID".
 
Impact on Zoho Analytics Queries and Reports:
 
Post-migration, any existing reports or queries in Zoho Analytics that use the "Warehouse ID" column must be updated to reference the "Location ID" column.
Notes
Please note the impact is only for existing Zoho Books-Zoho Analytics users who want to migrate to Locations module in Zoho Books and are currently using Warehouses and Branches.
 
Recommended Actions for Zoho Analytics Users
 
1) Review Existing Queries and Reports: Identify all queries and reports where the "Warehouse ID" or "Branch ID" columns are being used.
 
2) Update Columns: Replace these references in query tables and reports with "Location ID" in your Zoho Analytics workspace.
 
 
We are committed to providing a smooth transition for all users. If you need any assistance or have questions about this update, please don’t hesitate to reach out to our support team at support@zohoanalytics.com.
 
Regards,
Ganesh Radhakrishnan
Product Management | Zoho Analytics


      • Sticky Posts

      • Announcing Agentic AI - Ask Zia!

        We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.

      • Invitation-Based User Access in Zoho Analytics

        Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security

      • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

        Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you

      • [Webinar] Evolving BI & Analytics in the Age of AI

        Artificial intelligence is redefining how data is collected, analyzed, and leveraged across industries. As businesses strive to become more agile and insight-driven, traditional BI and analytics must transform to meet new demands. AI-first organizations

      • Geo-Powered Retail Intelligence with Zoho Analytics

        In today’s highly competitive retail landscape, data-driven decisions are no longer optional — they’re essential. While businesses collect vast volumes of data across regions, stores, and customer segments, the real value lies in how effectively this

        • Recent Topics

        • Color of Text Box Changes

          Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and

        • Condition to skip recipient signature

          Is there a way, alone or with a Zoho Form integration, to skip a recipient signature when a condition is set? This happens because in this template, not always all the recipients need to sign it. Sometimes its just a few. We are using a Zoho Form integration

        • Mail Merge Stuck in Queue

          I am trying to send Mail Merge's and it never sends out to the full list. It always hits a portion and the rest remain in the "Queue" - the emails I am sending are time sensitive, so I need this to be resolved or have a way to push the emails through

        • Is Zoho tables still being developed?

          Has this product been abandoned? I haven't seen any useful new features or stability improvements over the past six months or more. I think Tables is a great concept, filling a niche between spreadsheets and full database tools, but the current implementation

        • Zoho CRM sync

          Just wondering if the plan is for the Zoho CRM implementation to always be just an import and not a sync? At the very least, a one-way sync that kept the data in Tables up-to-date would increase the amount of usecases, but ideally the option to two-way

        • How to create a directory report from one-to-many relationship

          Hi all, Newbie here. I'm converting an Access DB to Creator. I've learned Forms are tables and Reports are used to edit table rows, not Forms. I've got the data loaded and can maintain it with the Reports already done. I've done filtering and sorting,

        • How to Delete Old Tasks/Streams Assigned by Deactivated Users? 'Operation Not Permitted' Error

          Hello, I’m using Zoho Mail and have several old tasks assigned to me in Tasks and Streams. These tasks were created by former employees whose accounts are now deactivated. When I try to delete these tasks, I get an "Operation Not Permitted" error. These

        • Profile date settings

          At present I have "EEE, MMMM dd, yyyy" but this takes an exessive amount of column space, we should be able to input our own format. I would like to use "EEE, MMM dd, yy" - a much shorter version of the above but with the same abbreviated info, requiring

        • Wich version of Backstage is included in Zoho One

          Hello I am in the event business and i am considering Zoho One to replace my current tools. I will need Backstage to manage my events but I am wondering wich version of backstage will I get if I subscribe to Zoho One. Thank you Guillaume

        • How to restore deleted campaigns?

          I accidentally deleted my first campaign that went out today (08/21/18). How do I restore it?

        • Organize and Clone Task Custom Views

          We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:

        • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

          Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

        • Stock Count History in Product Details – Zoho Inventory

          Hello Zoho Team, When I perform a Stock Count for a product in Zoho Inventory, I would like to view the history of those stock counts later — especially from the product details page. Currently, I can perform the count and update the quantity, but I’m

        • Kits: Option to Hide Associate Items on Documents

          The new Kit type of Composite Item is very helpful, and we're already using it in several different ways. One problem is that there seems to be no way to hide the components on some documents, including Package Slips. There is an option given in settings

        • Pick List Issues

          I have created a pick list that looks at a table in a sheet, it selects the column I want fine. Various issues have come along. The option to sort the pick list is simplistic, only allows an ascending alphabetical sort. Bad luck if you want it descending.

        • Zoho Books CREDIT LIMIT is completely USELESS due to a BUG!!! Please fix it ASAP!!

          Credit Limit should not be taken into account if payment terms on the Invoice are without credit. If selected Credit 0 days (Prepayment) why in this world would a notification pop up saying credit limit is exceeded and not allowing to create an invoice?

        • Show item Cost value on Item screen

          The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item

        • Show all items making up the composite item in transactions

          Dear Zoho, Currently, when we select a composite item in Zoho Inventory for a transaction, we do not receive a breakdown of the individual items that make up the composite. This makes it challenging for our team to accurately pick, pack, and ship the

        • Is it possible to adjust the web browser tab title (when a ZoHo Desk ticket is opened)

          Hi All, When I open a ZoHo Desk ticket in a web browser, the tab title (text that appears at the top of the browser tab) uses the logic: *company icon picture* (xxxx) #ticket number - company name See below (highlighted in red) for reference. Company

        • Configure ChatGPT in Zoho Cliq | Now with GPT-4!

          Updated for GPT-4 Support: The post and scripts has been revised to take advantage of the new GPT-4 model's capabilities. Please use the updated version for enhanced performance and accuracy. If you have been on the internet for the past few months, you

        • Editing the text on the Help Center home page

          Is it possible to edit the "Welcome to Help Center" message anywhere? This one: We'd like to be able to tailor it a little more ourselves.

        • Upcoming Changes to LinkedIn Parsing in Resume Extractor

          Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browser

        • How to Initiate WhatsApp Message on SalesIQ?

          I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.

        • Have completed Zoho Sign documents attach automatically to contact and/or account

          Hello, Just used ZohoSign for the first time to get an e-signature on an important document. Setting up the template was nice and easy and configuring the request to go to the right people and training a member of staff was also very easy. HOWEVER Why

        • Rich Text For Notes in Zoho CRM

          Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

        • "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

          @Dr Saurabh Joshi @Haiku Technical Support @Ishwarya SG @Sparrow Hill President @Hugh Marshall "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

        • Using email "importance" as workflow-criteria

          I'd like to set up a workflow that triggers if an incoming email has been flagged as "high importance" but I'm not seeing any way to do that. Hopefully I'm just missing something obvious...?

        • Send emails directly via Cases module

          Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organization

        • Currency transition

          We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.

        • Update Lead Status in Zoho CRM When a Meeting is Booked via Microsoft Bookings

          Hi everyone, I’m trying to streamline our lead management process and would like to automatically update the Lead Status in Zoho CRM whenever a meeting is booked through Microsoft Bookings. Has anyone successfully implemented this kind of integration

        • How to link web sales payments through Stripe to invoices?

          I have just set up an online shop website which accepts payments through Stripe.  The payment appears in Zoho Books through the Stripe feed as 'Sales without invoices'.  In order to keep Zoho Inventory in step, I manually (for now) create a Sales Invoice

        • Zoho Website Site Speed Up & Setting

          We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >

        • Kaizen #199: FAQs on Multi-Select Lookup (MxN) Field in Zoho CRM

          Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. Got

        • NFC Support

          Hi, I would like NFC Support like Zoho Creator, to pre-fill field values by scanning an RFID device. Zoho Creator NFC here: https://www.youtube.com/watch?v=F4JoMWnF82I Both on a Field's User Input (Mobile Apps), in additon to QR Code & Barcode today,

        • Zoho Desk Android app update: Enhanced UI of the History tab.

          Hello everyone! In the latest Android version(v2.9.10) of the Zoho Desk mobile app, we enhanced the UI of the 'History' tab within a ticket. Also, we have introduced a filter option to easily search the history based on the actions performed on the ticket.

        • UK Registration for VAT with existing stock/inventory

          We have an existing inventory of stock and are investigating how to handle the conversion from a UK VAT unregistered company to a UK VAT registered company. Enabling VAT registered status looks extremely easy, but we cannot find any way within Books to

        • Blueprint - Mandatory file upload field

          Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we

        • Is Zoho Marketing Plus part of Zoho One?

          Hi, Is the new fancy Zoho Marketing Plus part of the Zoho One package? Is there any benefit in using this rather than the standalone products? Many thanks Jon

        • Is it possible to Bulk Update 'Product Name' in Zoho Desk?

          Is it possible to Bulk Update 'Product Name' in Zoho Desk? I cannot see that option now. Kindly help how we can do it.

        • Trigger action after workflow

          I would like to trigger a deluge function after the approval workflow is complete. Is this possible? The objective is to take the approved document and move it over to Zoho Contracts to send out to our customer for review and signature. The reason we

        • Next Page