Zoho Books' 2025 Wrapped

Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear look at the updates that shaped your accounting experience this year.

We’re taking a moment to look back at the major updates we delivered throughout 2025. Here’s a curated recap of the features and enhancements that shaped the product across the year. 

Bill Projects in Phases With Progress Invoicing

Progress invoicing lets you split a large project bill into smaller payments. With Zoho Books, you can bill customers at different project stages, keeping cash flowing and ensuring you get paid in manageable installments.

 Automate Sales Tax With Avalara [US & Canada Editions]

Zoho Books partnered with Avalara to automate sales tax. When you create or edit a sales transaction, it instantly applies the correct tax based on your registration, what you sell, and your customer’s location, while also handling exemptions.

 Simplify VAT on Second-Hand Goods With Profit Margin Scheme [UAE, Saudi Arabia, Bahrain & Oman Editions] 

The Profit Margin Scheme (PMS) helps you avoid double taxation when dealing with second-hand goods. Instead of calculating VAT on the full selling price, it applies VAT only on the profit you make from reselling the item. 

 Group Related Customers With Customer Hierarchy 

Customer Hierarchy lets you group related customers under a parent–child model. By grouping locations, departments, or projects under one parent customer, you can track transactions, streamline payments, and generate consolidated reports with ease.

Apply Multi-level Discount to Transactions [Global & India Edition]

You can now apply discounts at both the line item and transaction levels. You can even track and monitor discounts in separate accounts.

Introducing Partial Payments for Retainer Invoices [Global, US, and UK Editions]

You can now record partial payments for retainer invoices, allowing customers to settle their retainer balances in multiple installments. 

Print Self-Invoice [India Edition]

GST-registered businesses must issue a self-invoice within 30 days when buying from an unregistered supplier under RCM. With Zoho Books, you can quickly generate and print self-invoices, ensuring GST compliance.

Configure Threshold Limits for e-Way Bills [India Edition]

You can set a custom e-Way Bill threshold limit based on a transaction’s taxable amount for intra-state movements. 

Generate e-Way Bills for Intra-State Movement of Gold [India Edition]

You can generate e-Way Bills for intra-state movement of gold without needing Part-B or transporter details. 

eTIMS Integration for Seamless e-Invoicing [Kenya Edition]

Zoho Books integrated with eTIMS, making e-Invoicing effortless. You can sync items, customers, invoices, bills, and users to the eTIMS portal and upload them to the Kenya Revenue Authority (KRA) for accurate, seamless, and compliant tax reporting.

Import/ Export E-Invoices in the XRechnung and the ZUGFeRD Format [Germany Edition]

Zoho Books supports the e-invoicing formats XRechnung 3.0.2 and ZUGFeRD. You can import bills and vendor credits in both formats, and export invoices and credit notes as XML files in XRechnung.

Export Transactions in Factur-X Format [Global Edition - France as country]

Factur-X is a standard for e-invoicing in France that embeds an XML file within a PDF/A-3 document. In Zoho Books, you can export your invoices and credit notes in the Factur-X format.

 Reconcile Corporate Cards in Zoho Books 

You can reconcile corporate cards added in Zoho Expense directly from the Banking module in Zoho Books. If automatic bank feeds are unavailable, you can manually import or exclude statements as needed. 

 Quick Categorize [US Edition]

Quick Categorize in Zoho Books lets you categorize multiple bank transactions at once. withdrawals are auto-treated as Expenses and deposits as Deposit From Other Accounts, making reconciliation faster and easier.

 Axis Bank Connected Banking in Zoho Books [India Edition]

Zoho Books now supports Axis Bank Connected Banking, enabling you to initiate vendor payments directly from Zoho Books, fetch automatic bank feeds, and view live account balances. 

Direct VAT Filing With EmaraTax [UAE Edition]

Zoho Books now supports direct integration with EmaraTax, allowing you to fetch VAT returns and voluntary disclosures, review mismatches, and file your VAT returns directly from Zoho Books. This helps you stay fully compliant with UAE tax regulations.

GST TDS [India Edition]

With Zoho Books, you can manage GST TDS for applicable contracts when the total value of a supply under an individual contract exceeds ₹2.5 lakh. 

Making Tax Digital for Income Tax [UK Edition]

Zoho Books supports Making Tax Digital for Income Tax, helping sole traders maintain digital records and comply with HMRC quarterly reporting. You can connect to HMRC, view submissions, map accounts, and submit updates directly within Zoho Books.

Manage TDS Payments Effortlessly [India Edition]

The new TDS module lets you track monthly TDS liabilities, generate reports, and manage challans in one place. You can create challans, link or override transactions, auto-allocate payments, record partial amounts, and update challan details easily.

Record Income TDS Without Linking It to an Invoice [India & Global Editions]

You can now record income TDS payments separately, without linking them to a specific invoice. These payments are posted directly against the related transactions, making it easier to handle cases where the TDS payment date differs from the invoice payment date.

Input Service Distributor [India Edition]

Zoho Books now supports ISD, enabling businesses to allocate ITC from centralized services across multiple locations efficiently.

Map Additional Columns in Your DATEV Export File [Germany Edition]

Your DATEV export file includes additional columns that remain empty unless mapped to fields in your Zoho Books organization. By mapping relevant fields to these columns, you can ensure their values are included in the export.

General Ledger (GL) Audit Numbering [Global Edition - France as country]

General Ledger (GL) Audit Numbering enables you to generate unique, sequential, and gap less audit numbers for your transactions in Zoho Books. 

Customize Exchange Rate Gain & Loss Tracking Account

You can choose how exchange rate differences are recorded in Zoho Books. You can use the default Exchange Gain and Loss account or set separate income and expense accounts for clearer, detailed reporting.

Revenue Accounts Mapping [Germany Edition]

Revenue account mapping in Zoho Books lets you automatically track revenue under specific accounts. Selecting an item in a transaction auto-assigns the correct account, ensuring accurate revenue recording.

Chart View for Reports

With Chart View in reports, you can quickly turn your data into visual charts instead of viewing it in a plain table format. This makes it easier to understand trends, compare values, and gain insights at a glance.

Fichier des Écritures Comptables - FEC Report [Global Edition - France as country]

If your business operates in France, you must file the FEC report, which includes all accounting entries for the fiscal year. You can now generate it directly from Zoho Books.

Track Inventory Adjustments With New Reports

We’ve introduced Inventory Adjustment Summary and Inventory Adjustment Details reports to give deeper insights into inventory adjustments. Both reports support customizable columns, filters, multilevel grouping, custom reports, and scheduling.

Self-Employment Summary Report for Sole Traders [UK Edition]

The Self-Employment Summary report in Zoho Books helps sole traders track income and expenses for Self Assessment. It provides the figures needed to complete and submit SA103F or SA103S forms to HMRC, simplifying tax filing and ensuring accuracy.

Introducing Sales Summary Report

The Sales Summary Report gives you a clear overview of your daily sales activity. It shows the total number of invoices and sales receipts created each day, and includes credit notes issued, their amounts, and outstanding balances. 

 Advanced Reporting Tags 

Advanced Reporting Tags let you track and filter transactions at both transaction and line-item levels. You can organize tags in a parent-child hierarchy, control visibility, restrict user access, and associate them to items, customers, vendors, and transactions for detailed reporting and better business insights.

Introducing Locations

We have introduced Locations in Zoho Books by merging the Branches and Warehouses features. With Locations, you can track the financial performance of different operational locations of your business and manage their inventory in one place. You can monitor stock and profits across branches with Business Locations, while Warehouse Locations allow inventory management at the line item level.

Configure Approvals at Module Level

You can set approvals at the module level for transactions like Quotes or Bills. Employees submit transactions for review, and approvers can edit and approve them, ensuring accuracy and preventing errors.

 Blueprints

Blueprints let you define, automate, and streamline your business workflows in Zoho Books. While every module has a default life cycle, Blueprints help you create custom processes that match your business needs. 

Enhancements to Record Locking 

We’ve enhanced record locking and added a dedicated tab for it under Settings. Instead of being limited to a single rule, you can now create multiple locking configurations. 

Webforms

Web Forms let you collect information from anyone inside or outside your organization through a simple, shareable form. In Zoho Books, you can create web forms for your custom modules, publish them, and share the form’s URL with others. 

Configure Custom SMTP With Email Relays

You can configure email relay in Zoho Books using custom SMTP, allowing you to send emails directly from your own domain with improved reliability. 

Enable Multi-Factor Authentication for Customer and Vendor Portals

Zoho Books lets you enable Multi-Factor Authentication (MFA) for your customer and vendor portals, adding an extra layer of security beyond just a username and password. 

Replenishments

Replenishments in Zoho Books help you automatically restock low-stock items based on parameters like Reorder Level, Maximum Stock Level, and Order Type. Tasks are generated according to your configured schedule and can be used to create Purchase or Transfer Orders. 

Introducing Kit Items 

Kit Items in Zoho Books let you bundle multiple individual items and sell them as a unit without requiring manufacturing or assembly. Each kit has its own selling price, SKU, and tax settings, while stock is deducted from the individual components when sold. 

Introducing the New Assemblies Module

Zoho Books now offers a dedicated Assemblies module, replacing the former Bundles feature. Assemblies come with customizable columns, support for custom views, advanced search, quick create functionality, and dedicated assembly reports.

The Zoho BillPay add-on gives businesses full control over accounts payable. From onboarding vendors and managing approvals to matching POs with bills, reconciling payments, and handling batch transactions, BillPay streamlines the process, saving time, reducing errors, and improving efficiency.

Zoho Books offers plan-based trials, letting you explore five different plans: Standard, Professional, Premium, Elite, and Ultimate. By default, new organizations are assigned the Premium trial plan.

We've launched the Singapore edition of Zoho Books, tailored specifically for businesses operating in Singapore. This edition comes with GST-compliant invoicing, and features designed to help Singaporean businesses manage their finances seamlessly and stay compliant.

iOS

1. At WWDC 2025, Apple unveiled iOS 26, iPadOS 26, macOS 26, and watchOS 26. We’ve integrated these updates into Zoho Books to upgrade your bookkeeping experience across all your Apple devices.
2. Create invoices in stages based on your project’s progress with progress invoicing.
3. Accept contact less payments instantly using Tap to Pay.
4. Securely send, sign, and manage documents digitally with seamless Zoho Sign integration.
5. Offer customers a smoother payment experience with integrated Paytm payment gateway support.
6. Sync your sales pipeline with your finances by integrating Zoho Books with Bigin.

Android

1. Easily request and collect W9 forms directly through email.
2. You can now manually create bank accounts.
3. Payment approvals are now supported with a streamlined approval workflow.
4. Bulk download and print options are now available for invoices.
5. Apply multiple discounts effortlessly within a single transaction.
6. Stamp details are now captured in payments received for the Mexico edition.
7. We now support the Singapore edition of Zoho Books.
8. Accept contact less payments instantly with Stripe Tap to Pay.
9. Added support for managing and validating CSG Forte credentials.

Windows

1. Create invoices in phases as each stage of your project is completed with progress invoicing.
2. Add an extra layer of control by approving vendor payments before they’re processed.
3. Track and manage your stock across multiple warehouses or locations effortlessly.
4. Override taxes while editing transactions.
5. Stay compliant with updated e-invoicing requirements for Spain and Belgium.
   

1. Across the globe, we ran over 100 webinars in 10+ regional languages, making it easier for users everywhere to understand and get more out of Zoho Books.
2. We also hosted 50+ events across global cities, giving users practical, hands-on learning of the latest Zoho Books features and updates

---

Thank you for being part of our 2025 story. With every release, we aim to make your accounting experience more intuitive and impactful. We look forward to shaping an even stronger, smarter Zoho Books in the year ahead. Here’s to the progress we made together in 2025 and to the innovations waiting ahead.

Cheers to a bright and productive 2026 ahead!

Best Regards,

The Zoho Books Team

• Topic Participants

• Madhumitha M

  

• David

• Zohoboy

  

• Chris P

• Recent Topics

• 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

• Seeking help to be able to search on all custom functions that are defined

  Hello I have a lot of custom functions defined (around 200) and i would like to search some specific strings in the content of those. Is there a way to accomplish that? If not, is there a way to download all existing custom functions in some files locally

• Totals for Sales Tax Report

  On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous

• Add Bulk Section / Grid Layout Duplicate Feature in Zoho Forms Builder

  Currently in Zoho Forms, users can only duplicate individual fields. There is no option to duplicate an entire section or two-column/grid layout with all internal fields. This becomes inefficient when building structured forms such as Family Details,

• Leistungsdatum in Rechnungen (Zoho Books)

  Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks

• Zoho Trident Windows - Streams Not Visible

  Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, is

• Sales IQ Chat Widget is Only Displaying Last Name

  Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!

• Shopify - Item sync from Zoho Inventory

  Hi team, We’ve connected Shopify with Zoho Inventory. We want that when an item is created in Zoho Inventory, it must create a product in Shopify. But currently, new items created in Zoho Inventory are not getting created in Shopify even after clicking

• Bulk upload image option in Zoho Commerce

  I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter

• 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.

• Kill zoho meeting

  Saying the quiet part out loud. Can zoho please just give up on the idea that they can make a meeting platform and just make our workplace licenses cheaper when you remove it so people can switch to zoom or teams. Tired of the excuses, you guys cant make

• Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

  Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.

• Unable to Create Task as a Support Administrator

  Hello! I want to ask for help regarding creating tasks within the tickets. I am by default the Support Admin. I should be able to create tasks or activities right? But there's a prompt that I need to contact the Administrator. See photos for reference.

• Introducing Forms in Zoho Sheet

  We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you

• Layout one survey question in a time & redirect next Page based on previous response

  I have doubt while, I am scripting survey on the Zoho where I redirecting to next page based on my previous response but didn’t get success on this. Please help me on this and tell me how I layout one survey questions in a time when I submit response

• Zoho Bookings form pre-filled with Zoho Forms in

  Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks

• Support “Other” Option with Free Text in Dropdown Fields

  Hello Zoho Bookings Team, Greetings, We would like to request an enhancement to the registration form fields in Zoho Bookings, specifically for dropdown fields. Current Limitation: At the moment, dropdown fields do not support an “Other” option that allows

• Sending automated messages that appear in the ticket's conversation thread

  Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waiting

• Introducing parent-child ticketing in Zoho Desk [Early access]

  Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

• Please verify my account

  Hi, We have just launched our website and received media coverage in our country. Hundreds of users are signing up for our platform every day. We would like to send them a welcome email, but we are unable to do so because our ZeptoMail account has not

• Payment Card or Identity form-fill from Vault?

  Hello! I'm working on replacing Bitwarden with Vault and one issue I've run into is that I can't find any option to fill address and payment forms from Payment Card or Identity info that has been saved in Vault. Is there a way to do this? Is it a planned

• Ability to add VAT to Retainer Invoices

  Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

• Time Log Reminder

  Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep

• [Early-access] Introducing Zoho's CommandCenter - Cross-Zoho business process automation

    Resources to help Webinar recording | Documentation  Feature Restrictions Currently available on early-access only for US data center accounts Features Role CommandCenter as a Service uses signals across Zoho services to propel the movement of records

• Tip #58- Accessibility Controls in Zoho Assist: Learning- 'Insider Insights'

  Learning should be clear and interruption-free for everyone. Timely feedback plays an important role in helping users understand actions as they happen, without breaking their focus. In this post, we’ll explore the final section of Accessibility: Learning.

• ZIA "Generate Content" action doesn't have contexual data from the ticket

  "Generate Content" action doesn't have contexual data from the ticket. I try to get AI to help me with this ticket but it doesn't seem to have any ticket information as context. Although the ticket has a lot of information in it.

• Zoho Desk - Zoho FSM Integration issue on Mobile and iPad

  Hello Team, I am trying to create a Work Order (WO) using the Zoho FSM integration (Add-on Service) that is integrated with Zoho Desk. The issue is that the integration is not working on mobile devices and iPads. While I am able to create the WO, Request,

• E-File Form 1099 Directly With the IRS From Zoho Books

  The Form 1099 filing season has begun, and businesses are required to e-file certain forms with the IRS to report payments made to vendors and contractors. If your business made qualifying payments during the year, you must e-file the appropriate Form

• Can I hide empty Contact fields from view?

  Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be willing to learn to code a button, but I am highly confused about it and thus worried it would be beyond me.  I've looked at a lot of the developer documents and I'm not able to make a lot of sense of them.  Thank you in advance to anyone who knows the

• Suggestions for showing subscribed Topics in CRM (contact record)

  We have several Topics set up in ZMA. We also have a sync set up between ZMA and CRM. I'd like to display the subscribed topics on the CRM Contact record. This will allow the Sales team (who uses CRM) to see at a glance what topics a Contact is subscribed

• Replies sometimes creating separate ticket

  Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding

• Re-hide fields when option is unselected

  Hi all Can anyone help me with this - when I create a 'show' field rule for when a dropdown option is selected, how to I make it so the 'show' option re-hides if that option is no longer selected?

• Allow Attaching Quartz Recordings to Existing Zoho Support Tickets

  Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:

• I'm getting this error when I try to link an email to a deal inside the Zohomail Zoho CRM extension.

  When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.

• Custom Fields

  There is no way to add a custom field in the "Timesheet" module. Honestly, the ability to add a custom field should be available in every module.

• Remove the “One Migration Per User” Limitation in Zoho WorkDrive

  Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive

• Translation from Chinese (Simplified) to Chinese (Traditional) is not working. It randomly translated. Google Translate accurately but zoho translate is not working at all

  Hi friends, The newly added language for translation. https://www.zoho.com/deluge/help/ai-tasks/translate.html "zh" - Chinese "zh-CN" - Chinese (Simplified) "zh-TW" - Chinese (Traditional) my original text: 郑这钻 (and it is zh-CN) translated traditional

• Consultant-Only Booking Page

  Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

• Call result pop up on call when call ends

  I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but

• Next Page