Zoho Books | Product Updates | March 2025

Zoho Books | Product Updates | March 2025

Hello users,

We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these updates and stay tuned for more.

Create Workflow Rules for Manual Journals

You can now create workflow rules for manual journals and trigger workflow actions such as Email Alerts, In-app Notifications, Filed Updates, Webhooks, and custom functions.



Map Additional Fields in the DATEV Export File [Global, Germany Edition]

Your DATEV export file includes 'Zusatzinformation' (Additional Information) fields, which remain empty unless mapped to fields in your Zoho Books organization. You can create custom fields or map default ones to the Zusatzinformation fields. Once mapped, the field name will appear in the Zusatzinformation - Art n column, and its value in the Zusatzinformation - Inhalt n column of your DATEV file.



Clone Delivery Challans [India Edition]

You can now clone delivery challans.



To clone a delivery challan, go to Delivery Challans, select a challan, click the More icon, and select Clone from the dropdown.

Revenue Accounts Mapping [Germany Edition]

With Revenue Accounts Mapping in Settings, you can track revenue in Zoho Books by linking manually created accounts used for turnover tracking. When selecting an item in the Item Table of a transaction, the appropriate account is automatically chosen (e.g., "Revenue 19% VAT" for items with a 19% tax rate). Once configured, sales transactions will use the mapped accounts automatically. New users will have accounts pre-populated, while existing users will need to manually create and link accounts.



To enable Revenue Accounts Mapping, go to Settings > Preferences > Accountant. Enable the Map revenue accounts to track based on VAT rates, regions, and product types option under Revenue Accounts Mapping.

Pin Columns

You can now pin up to two columns to the left of a module's list page. The pinned columns stay fixed while scrolling horizontally, making it easier to compare values with other columns.



To pin columns, go to any module, click the Customize Columns icon, hover over the fields, click the Pin icon and then click Save.

Multi-Factor Authentication (MFA) for Customer and Vendor Portals

We’re enhancing security with Multi-Factor Authentication (MFA) for both Customer and Vendor Portals. MFA adds an extra layer of protection by requiring a Time-Based One-Time Password (TOTP) in addition to the login credentials.

Admins can enable MFA in the Customer Portal settings, making it mandatory for customers and vendors to configure it via an authenticator app. After setup, users must enter a TOTP code to log in. Admins can reset MFA if needed.

Note that users who have set up MFA must still enter the TOTP even if the feature is later disabled, and should contact admins for MFA resets if they lose access to their authenticator app.



To enable multi-factor authentication  for your customers and vendors, go to Settings > Preferences > Customer Portal. Check the Enable multi-factor authentication (MFA) option.

Other Feature Enhancements

  • We now support Total Cost and Profit columns in the Product Sales Report. You can customize an existing report to include these additional columns.
  • While exporting reports, you now have the option to Enter export file name, Display column headers in each page of the PDF and to Display report data in separate pages based on the Group By field.


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

    • How to change the format for phone numbers?

      Mobile phone numbers are currently formatted (###) ###-####.  How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?

    • Unattended Access on Android without Play Store

      I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment

    • Open Sans Font in Zoho Books is not Open Sans.

      Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

    • Is it possible to embed Zoho Bookmarks in the Cliq sidebar?

      Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq all

    • Instant Sync of Zoho CRM Data?

      With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are

    • Show Attachments in the customer portal

      Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.

    • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

    • Navigate with Ease: Announcing Improvements to Your Zoho CRM for Everyone's Setup Experience

      Hello Everyone, We’re thrilled to announce new enhancements to the Setup Menu in our Zoho CRM for Everyone system, designed to simplify your workday and streamline your overall experience. What's New? Addition of a Setup Homepage Faster Search in Setup

    • Zoho Projects Webhook fails with HTTP Error 0

      Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and log

    • API 500 Error

      Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

    • ZOHO Campaignで表のカラムの幅を調整したい。

      表を作成した際、個々のカラムの幅を調整したいのですが、方法が分かりません。 どなたかご存じの方ご教示ください。

    • Auto-upload Creator Files to WorkDrive

      Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to

    • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

      Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

    • Kaizen #129 : Client Script Support for Blueprints

      Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint

    • Search Bar Improvement for Zoho Commerce

      Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

    • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

      Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

    • Account Owner Field From Accounts Module to be Displayed in Contacts module

      I have a field in the Accounts Module in the CRM called "Account Owner" i want that field to be also mapped into the Contacts Module custom single line field called "Account Manager".

    • Update a field in the ZOHO Form, basis numeric value in another field in the same form

      I am trying to create a questionnaire in ZOHO, where clients need to answer 10 questions, and basis response, values are assigned. I have created a total score field where the sum of the values is stored. But i am unable to create a rule whereby another

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

    • Meet up de Zoho en Bilbao

      Buenos días comunidad! Estamos estudiando hacer un Meet up en Bilbao desde zoho y varios Partners. Para que la experiencia sea excelente, queremos saber cuantas pesonas se vendrían a Bilbao al evento. Y para que sea lo mas útil posible, que temas dentro

    • Picklist reference value in REST

      picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way

    • In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."}

      In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."} this is button Function used in the Creator map Inventory.Create_Credit_note(int CRE_ID) { return_value

    • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

      Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert

    • Marketing Tip #2: Recover lost sales with abandoned cart emails

      Did you know most online shoppers don’t complete checkout? Automated cart recovery emails are an easy way to bring them back. A simple reminder can recover sales you’d otherwise lose. Try this today: Enable abandoned cart emails in Zoho Commerce and set

    • Billing Management: #9 Usage Billing in IoTs

      We live in a world where connectivity has become a lifestyle rather than a luxury. From smart thermostats that adjust your home's temperature to GPS trackers monitoring end-to-end fleets and sensors that optimize energy grids, the Internet of Things has

    • {"code":1038,"message":"JSON is not well formed"}

      Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the input

    • How can I migrate Shared Mailbox from Zoho Mail to Team Inbox?

      I am unable to migrate mails from my shared mailbox in Zoho Mail to Team Inbox. I am the super admin of my Zoho One plan and yet I am getting an error saying only admins can do this? I don't understand the issue.

    • Remember all the ways we've posted?

      The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital

    • Add Support for Authenticator App MFA in Zoho Desk Help Center

      Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,

    • Can no longer upload my own Notebook cover

      I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did this

    • Zoho Desk - Cannot Invite or Register New User

      Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process

    • Custom domain issue

      I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notified

    • How do you generate personalized certificates and save them in dynamic folders using Writer's mail merge?

      Zoho Writer's mail merge feature can help you enhance the certificate management process. It's a great way to save time and effort! Merge certificates and maintain a well-organised repository with personalised certificates stored in separate folders for

    • Zoho Editor

      Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.

    • The present is a "present"

      The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this

    • KPI Widget dashboard select periods

      I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects

    • Market cap

      Market cap formula?? Kaise nikale

    • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

      Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to

    • Direct Integration Between Zoho Cliq Meetings and Google Calendar

      Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just

    • Zoho sheet

      Unable to share zoho sheet with anyone on internet with editer option only view option is show

    • Next Page