What's New in Zoho Books - July 2024

What's New in Zoho Books - July 2024

Hello users,

We are back with a bunch of new features and enhancements this month to make your accounting experience seamless. Keep reading to learn more about them.

Explore An Enhanced Reports Module

We've streamlined the Reports page to increase efficiency and accessibility. The new layout features a user-friendly list view, sidebar, and search options for effortless navigation. You can now enjoy a cleaner layout of the list page with simplified filters and a card-based design. You will also be able to customize and export your reports exactly as they appear on your screen.


Transaction Posting Date for Bills [India, Canada, and Global Editions]

Transaction posting date is the date on which the journal entry of your bill is posted. Note that the posting date should be greater than the bill date. If you are using the India edition of Zoho Books, you will be able to claim ITC for the items in the bill based on the posting date instead of the bill date.

To enable the Transaction Posting Date for your bills, go to Settings > Purchases > Bills. In the Field Customization tab, click the dropdown next to the Transaction Posting Date field and select Mark as Active.



Introducing the Free Plan [Germany Edition]

We have introduced the Free plan for users using the Germany edition of Zoho Books. This plan includes features like SKR standard of accounting, correction invoices, DATEV exports, VAT-compliant invoices, and more. Visit our pricing page to learn more about the features available in this plan.

Payment Form for Invoices [Mexico Edition]

In Mexico, a payment form is a mandatory field in e-invoicing used to specify how the transaction will be settled. Common payment forms include cash, credit card, and bank transfer. This field must be included in the invoice to meet the standards set by the Mexican tax authority (SAT).

To add a payment form in Zoho Books, go to Sales > Invoices. Create or edit an invoice, select PUE or PPD as the Payment Method, and choose the appropriate Payment Form.


Export Your Chart of Accounts in XML Format [Mexico Edition]

To comply with SAT (Servicio de Administración Tributaria) regulations from the Mexican government, we have enabled the Account Group Code field for your chart of accounts. You can enter the code provided by SAT and export your accounts in XML format for electronic accounting.

To enter the Account Group Code for an account, go to Accountant > Chart of Accounts. Create or edit an account and enter its Account Group Code or select it from the dropdown.


Other Feature Enhancements

Estimates to Quotes Migration

You can now migrate "Estimates" to the term "Quotes" as it accurately reflects the module's function of offering fixed pricing for items and sending legally binding documents. Only the module's name, "Estimates", will change to "Quotes", and the actions such as creating, sending, and managing your estimates will remain the same. Once you've made this change, all the new templates will be named "Quote", and you can edit the existing estimate templates to reflect the same.


Enhanced Keyboard Shortcuts

We have made some improvements to the shortcut feature in Zoho Books, with an enhanced interface so you can customize your shortcut keys, disable preferred shortcuts, and reset any edited keys to their original settings. Note that the customizations made to your keyboard shortcuts will not be applicable for other users in your organization.


Quick Create Menu for Custom Modules

We have now included the Custom Modules group in the Quick Create menu on the top band so you can create records in your custom modules from any page in Zoho Books directly.

To create a new record for a custom module, click the Quick Create icon on the top band. In the Custom Modules group, click the Add icon next to the custom module you want to create a record for. This will redirect you to the respective creation page where you can enter and save the details of the new record.


Overwrite Imported Data Based on Custom Fields

You can now overwrite imported file details based on custom fields created for the corresponding module. This option is available when you import items, customers, vendors, or custom modules.


That's it from us for this month's product updates! We hope the latest enhancements are helpful for your business. You can also visit the What's New timeline for byte-sized information about our previous feature updates and enhancements.

We'll catch you in next month's product updates. Until then, if you require any assistance or need clarifications, feel free to write to us at support@zohobooks.com, we'd be happy to help!

Best regards,
The Zoho Books Team






        • Recent Topics

        • Default in fields on Form B based on the user selection in Form A

          Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.

        • Tip #7: 5 formas de mantener tus listas de correo electrónico

          Tips and Tricks #7, adaptado de Susmit Sen ¡Hola, comunidad! Esta semana volvemos con nuestros Tips and Tricks para Zoho Campaigns. En esta ocasión, voy a darte algunos consejos para mantener limpias tus listas de correo electrónico, y empezar el 2021

        • How to setup pricing in Zoho

          Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,

        • create-a-purchase-receive API issues

          Hello all, I'm trying to use the create a purchase receive inventory API documented here (https://www.zoho.com/inventory/api/v1/purchasereceives/#create-a-purchase-receive) however when I do am getting the following error {"code":9,"message":"The purchase

        • Zoho Pagesense really this slow??? 5s delay...

          I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?

        • Heatmap: Missing Content Elements - Zoho Page Sense

          Hi there, I'm trying out Zoho Page Sense to generate heatmaps for my Wix pages. My problem: Some parts of my Wix pages don't show on my heatmap, the heatmap is just empty there. Maybe Wix default lazy loading setting causes this error? Is there a way

        • Marketing Tip #3: Use social proof to build trust

          People trust people. Showcasing reviews, testimonials, or “bestseller” badges on your product pages can nudge hesitant buyers toward purchase. Try this today: Add one customer testimonial or highlight your top-selling product on your homepage. Or, do

        • Microsoft Teams now available as an online meeting provider

          Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

        • Are Environments Worth It?

          In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from

        • Enhancing Zia's service with better contextual responses and article generation

          Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

        • Client scripts for Zoho Books ?

          Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function

        • External download link limit

          Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files in

        • Make CAMPAIGNS email look as simple as possible

          Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)

        • Has anyone integrated SMS well for Zoho Desk?

          Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing

        • Introducing Zoho Creator's 2025 Release Projection 2

          Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities

        • Zoho Sign Reminder email template

          Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template

        • how to edit the converted lead records?

          so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try

        • Object required error

          Hi, I am getting an 'Object required' error on the line Call HideColumnsOutsideRange(ws, startOfWeek, endOfWeek) when I run the ShowCurrentWeek macro but not when I run the ShowCurrentMonth macro. Any ideas? Regards, GW Option Explicit Sub HideColumnsOutsideRange(ws

        • CRM for email in Outlook: how to ignore addresses?

          We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To

        • Zoho Books | Product updates | October 2025

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

        • 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

        • Preview an upload PDF or File

          I have a form where the customer has to upload a file (normally PDF - never jpeg)  When in report view I want to be able to preview the uploaded file without having to download it.  If I click on the upload it downloads to my computer, I want to be able

        • How to filter emails by Reply-to field?

          I receive a very particular newsletter from an association A registered on a website W (that is used by many associations), and the emails fields are not great: the From just contains the generic website's W's email, while A is only mentioned in the Reply-to

        • CRM and Campaigns- tags not integrating?

          Hi! I am setting up an automation in zoho campaigns and it says the crm is integrated...but when I want to use a trigger of a certain tag I created for people in the crm to denote those who purchased, it doesnt have that tag available as an option in

        • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

          Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

        • How to invite friends on other social media platforms to one of my group chats in arattai?

          Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to

        • Line spacing

          I coudn't decrease the line spacing to space smaller then a single line. There is too much space between the lines that make the document look ugly. Please fix that. Liran. fonar

        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

        • Google Fonts Integration in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

        • Control Position of “X” (Close) Button in Popup Editor

          Hello Zoho PageSense Team, We hope you're doing well. We would like to request a customization improvement in the PageSense popup editor. Current Limitation: Currently, the position of the “X” (close) button is fixed and cannot be customized in the popup

        • Add Standalone “Save” Button in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to save

        • Text Direction Control in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)

        • Autosave in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance the Pagesense editor with an autosave functionality. Current Limitation: Currently, changes made in the Pagesense editor must be manually saved. In

        • HEX/RGB Color Input in Visual Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to improve the color selection options in the Pagesense popup editor. Current Limitation: Currently, to set text colors, users must move the color slider manually.

        • Billing frequency is not displayed correctly.

          Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to

        • Creating Secret via Vault API

          Hi I am trying to create a secret through vault api.  This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? {     "operation": {         "result": {             "error_code": "",             "message": "Sorry, we are unable to process your request.",

        • Zoho CRM custom fields not showing in zoho creator

          Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products

        • Auto-sync field of lookup value

          This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

        • Contact's title in "Contact Role Mapping"

          When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?

        • Is It Possible to Hide Menu Option from Main Navigation?

          Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuser

        • Next Page