Zoho Books | Product updates | February 2026

Zoho Books | Product updates | February 2026

Hello users,

We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience.

Introducing Advanced Reporting Tags

Advanced Reporting Tags in Zoho Books allow you to filter and track transactions with precision by creating tags and options that can be applied at both the transaction and line item level. You can organize options in a parent-child hierarchy, control their visibility by mapping them with other tags or locations, and restrict user access to transactions based on associated tags and locations. These tags can be associated with items, customers, vendors, and transactions. By using reporting tags, you can filter and compare reports to gain detailed insights, track performance, and make more informed business decisions.

Tax Calculation on MRP for Tobacco Products [India Edition]


To comply with Rule 31D of the CGST Rules, 2017, which mandates GST calculation on the printed Maximum Retail Price (MRP) for tobacco and other notified goods, we have introduced Tax Calculation on MRP. You can now define MRP for items and choose to calculate tax based on MRP for applicable HSN codes (2401, 2402, 2403, 24041100, 24041900, 21069020). When such items are used in transactions, the MRP and tax preference are automatically fetched from the item master, with the option to override them at the line-item level. If Tax on MRP is enabled, MRP becomes mandatory and tax is always calculated inclusively from the MRP. This feature is supported across multiple sales, purchase, and recurring transactions, with visibility in PDFs and support for import/export and e-Invoicing.



To enable MRP, go to Settings > Module Settings > General > Items > Field Customization. Click the dropdown next to the MRP field and select Mark as Active.

Multi-Vehicle Support in e-Way Bills [India Edition]

The e-Way Bill module now supports Multi-Vehicle transportation, allowing a single e-Way Bill consignment to be transported using multiple vehicles during transit. This helps businesses manage staged movements where goods are transferred between vehicles at different points before reaching the final destination.

To initiate a Multi-Vehicle Group for an e-Way Bill, go to Sales > e-Way Bills and open a generated e-Way Bill. In the e-Way Bill details page, click Initiate Multi-Vehicle Group. In the New Multi-Vehicle Group pop-up, enter the required details and click Save.

To add vehicles to the group, scroll down to Part-B in the e-Way Bill details page and click + Add Vehicle under Multi-Vehicle. In the Add Vehicle pop-up, enter the necessary details and click Save.

Enhancements in Invoice Management System [India Edition]

You can now keep eligible Credit Notes and other supported transactions in Pending status for one tax period. For Credit Notes, you can also manually enter the ITC amount to be reversed, allowing you to reverse the full amount, a partial amount, or none. If you do not declare the ITC amount manually, adding remarks becomes mandatory. The remarks added to transactions will also appear in GSTR-2B and IMS Outward Supplies.

Validate GSTR-1 Before Pushing to GSTN [India Edition]

We have introduced a pre-validation step before pushing GSTR-1 returns to the GST portal. When you click Push to GSTN, the system will first validate the return data using the government-provided schema validator. If any issues are detected, you can download an error report, correct the transactions, and push the return again, helping reduce push failures during GST filing.

Add Quick Reply Buttons in WhatsApp Message Templates

You can now add quick reply buttons to WhatsApp message templates, allowing recipients to take actions directly from the message. Currently, Quote/Estimate's Accept and Decline options are supported as quick reply actions. Once enabled, these options will be available while creating or editing templates. When a customer responds using these quick replies, users with the required estimate permissions will receive in-app notifications.

Manage Field-Level Access 

You can now configure field-level access for certain system fields to control how fields are accessed by different roles by setting permissions such as Read & Write, Read Only, or Hide, ensuring appropriate visibility and edit rights. This support is currently available for the Terms & Conditions field in Estimates, Retainer Invoices, Invoices, Sales Orders, Sales Receipts, and Credit Notes, and for the entity-level Discount field in Invoices. 

Mark Projects as Completed

You can now mark projects as Completed, making it easier to differentiate completed projects from active ones that are currently in progress.

To mark a project as completed, go to Time Tracking > Projects, select a project, click the More icon on the project details page, and select Mark as Completed from the dropdown.

Support for Partial Billing and Receiving in Purchase Transactions

You can now partially receive items from bills and partially create bills from purchase receives. This enhancement allows you to receive or bill quantities in stages and track the remaining quantities to be billed or received later, making it easier to manage phased deliveries and partial invoicing.

Zoho Inventory Add-On Updates

Inventory Turnover Reports by Amount and Quantity

We’ve introduced Inventory Turnover Reports to help you evaluate how efficiently your inventory is sold and replenished over a specific period. The Inventory Turnover by Amount report, calculates the turnover ratio using COGS ÷ Average Inventory Value, while the Inventory Turnover by Quantity report, calculates the ratio using Total Quantity Sold ÷ Average Inventory Quantity. These reports provide a comprehensive view of item movement within a selected date range and help identify fast-moving and slow-moving inventory. 

Integrate Zoho Books with BobGo [South Africa Edition]

You can now integrate BobGo with Zoho Inventory to manage shipping operations directly within the application. It allows you to compare delivery options, fetch shipping rates, create shipments, generate shipping labels, and track deliveries seamlessly from within Zoho Books.

Associate Projects with Inventory Transactions

You can now associate projects with Assemblies, Inventory Adjustments, and Transfer Orders. Projects can be linked at the entity level for Assemblies and at the line item level for Inventory Adjustments and Transfer Orders. You can also create these transactions directly from the Project details page, where the project information will be automatically populated. Additionally, the Inventory tab in the Project details page displays all related Assemblies, Inventory Adjustments, and Transfer Orders, and project association is also supported in Import and Export for these transactions.

Draft Status for Sales Returns

You can now save sales returns in Draft status before marking them as final. As part of this change, the Approved status has been renamed to Accepted.

Filter Items with Non-Zero Stock in Reports

You can now use the Not Equal to Zero option in the Stock Availability filter to quickly identify items that have available stock. This filter is supported in the Inventory Summary, Inventory Valuation Summary, Location Details, and Warehouse Details reports, helping you easily focus on items that currently have stock.

Create Packages and Shipments Separately for Marketplace Orders

We have introduced an option which allows you to create packages and shipments separately for marketplace orders, in addition to sales orders. This enhancement provides more flexibility in managing order fulfillment for sales channels like Shopify and WooCommerce.

Default Preferred Bin for Items

You can now configure a default preferred bin for each Item. If no bin is specified during a transaction, the system will automatically populate the configured default bin for the respective location and item combination.

Barcode Generation with Price List Based Pricing Display

You can now generate barcode labels with prices based on a selected Price List instead of the default item price. This enhancement allows you to choose a Price List during barcode generation, ensuring that the printed label reflects the correct selling price for different pricing scenarios such as retail and wholesale pricing, location or region specific pricing, customer specific pricing, and seasonal price lists. The feature supports both All Items Price Lists and Individual Item Unit Pricing Price Lists.

Other Feature Enhancements 

  1. You can now apply discounts at the transaction level. [UAE, Saudi Arabia, Bahrain, Oman, Qatar, Kuwait Editions]
  2. You can push invoices with a 100 percent discount applied at either the line-item level or the transaction level. [UAE, Saudi Arabia, Bahrain, Oman, Qatar, Kuwait Editions]
  3. You can now mark the Supply Date field as mandatory in invoices. [India Edition]
  4. You can now use the Text Box (Multi-line) data type in custom fields at the line item level, allowing you to store up to 36,000 characters in a single custom field. 
  5. The Balance Sheet drill-down view has been enhanced to show contact-wise balances for individual Accounts Receivable and Accounts Payable ledgers instead of a combined summary. 
  6. You can now export TDS challan details. [India Edition]
  7. You can now display the Total Amount in Words in any Zoho-supported language across all templates. 
  8. You can now manage multiple transaction series for Self-Invoices. [India 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


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ




                                ご検討中の方

                                  • Recent Topics

                                  • Print a document from Zoho Writer via Zoho Creator

                                    If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer
                                  • Allow styling for specific Subform fields in Zoho Creator

                                    Sometimes in forms we need to visually highlight a specific field inside a Subform (for example Sanctioned Amount, Approved Value, Critical Fields, etc.) so that users immediately notice it while entering data. Currently there is no direct UI option to
                                  • Career site URL - Suggestion to modify URL of non-english job posting

                                    Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL
                                  • 3/18 オンライン勉強会のお知らせ Zoho ワークアウト (無料)

                                    ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら(無料) https://us02web.zoom.us/meeting/register/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベントです。
                                  • New 2026 Application Themes

                                    Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position
                                  • Placeholder format in Number field does not reflect Max Digits configuration

                                    When the Max Digits (Maximum digits of number) property is set to a smaller value (for example, 2 digits), the placeholder in the input field still displays a 7-digit format (#######). The same behavior can also be observed in Decimal and Currency field
                                  • How does SKU work when selling products in parts in Zoho Inventory

                                    Hello everyone, Zoho Inventory does not understand the physical cutting of the piece.. It only tracks quantities of the unit (like feet ). So when you sell part of an item, the system simply reduces quantity for that SKU. Assume that i have a 50 ft long
                                  • CRM Cadences - working timesThe Friday afternoon? The next Monday morning? Not at all?

                                    I think I’m writing saying that cadence emails are only sent during the organisations set working hours in CRM. So if a particular email is set to send for example in three days and that lands on a Sunday (when working hours are not operational) when
                                  • CRM Cadences - working times

                                    I think I’m right in saying that cadence emails are only sent during the organisations set working hours in CRM. So if a particular email is set to send for example in three days and that lands on a Sunday (when working hours are not operational) when
                                  • Push Notification for New Bookings in Zoho Bookings App

                                    when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?
                                  • Intergrating multi location Square account with Zoho Books

                                    Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.
                                  • Add the same FROM email to multiple department

                                    Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.
                                  • Zoho Desk View Open Tickets and Open Shared Tickets

                                    Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).
                                  • Clone Banking Transaction

                                    Why is there no option to CLONE a Transaction in the Banking module?? I often clone Expenses (for similar expense transactions each month) so I would also like to clone Income transactions. But there is no option in Banking to clone an existing Income
                                  • Zoho Expense - Bi-Weekly Report Automation

                                    Hi Zoho Expense Team, My feature request is to please include an option to automate creation of reports bi-weekly (every 2 weeks)
                                  • Application Architecture in Zoho Creator: Why You Should Think About It from the Start

                                    Many companies begin using Zoho Creator by building simple forms to automate internal processes. This is natural — the platform is extremely accessible and allows applications to be built very quickly. The challenge begins to appear when the application
                                  • Arquitetura de Aplicações no Zoho Creator: Por que pensar nisso desde o início

                                    Muitas empresas começam a utilizar o Zoho Creator criando formulários simples para automatizar processos internos. Isso é natural — a plataforma é extremamente acessível e permite construir aplicações rapidamente. O problema começa a aparecer quando a
                                  • Dark Mode - Font Colors Don't Work

                                    When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.
                                  • How to Customize & Reorder Spaces in Zoho One 25 (Spaces UI) — Admin Tips Not in the Docs

                                    Hey Zoho Community, After digging around in the new Spaces UI, I found a couple of admin features that aren't well documented yet but are really useful. Sharing here in case others are looking for the same things. 🔁 How to Change the Default Space Users
                                  • System Components menu not available for Tablet to select language

                                    I have attached a screenshot of my desktop, mobile, and tablet menu builder options. I am using 2 languages in my application. Language Selection is an option under the System Components part of the menu, but only for my desktop and phone(mobile). My
                                  • Approvals in Zoho Creator

                                    Hi, This is Surya, in one of  my creator application I have a form called job posting, and I created an approval process for that form. When a user submits that form the record directly adding to that form's report, even it is in the review for approval.
                                  • How Zoho Desk contributes to the art of savings

                                    Remember the first time your grandmother gave you cash for a birthday or New Year's gift, Christmas gift, or any special day? You probably tucked that money safely into a piggy bank, waiting for the day you could buy something precious or something you
                                  • Estimate PDF Templates - logo too large

                                    Hello, I cloned a standard estimate template, but my logo is showing up much larger than intended. This doesn’t happen with the standard invoice template, where the logo displays correctly. How can I adjust the logo size in the estimate template? Thank
                                  • Select CRM Custom Module in Zoho Creator

                                    I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?
                                  • Invoice emails not sending but reminders are

                                    I am a new user. I have been creating some dummy invoices before I go live and have struck a block. Emails for the invoice are not being recieved by the recipient, however, when I send a reminder for the same invoice the email is sent. NOTE: I have checked
                                  • Deleted account recovery

                                    I ended up accidentally deleting our Zoho invoice account while trying to work something out. Emailed support for recovery and restoration of the deleted account, if possible, but they responded by saying they can't find an account associated with that
                                  • Devis et factures multipage coupées

                                    Bonjour, je suis sur Zoho invoice et je rencontre un problème sur mes devis et factures lorsqu'ils dépassent 1 page. je me retrouve souvent avec des lignes coupées ou le sous total page 1 et le total page 2. j'aimerai savoir s'il existe une possibilité
                                  • Custom Related List Inside Zoho Books

                                    Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");
                                  • Zoho Meeting - Feature Request - Introduce an option to use local date and time formating

                                    Hi Zoho Meeting Team, My feature request is to add an option for dates to be displayed in the users local format. This is common practice across Zoho applications and particularly relevant to an application like Zoho Meeting which revolves around date
                                  • Cannot give public access to Html Snippet in Zoho Creator Page

                                    Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is
                                  • How can Outlook 365 link back into Zoho Projects so meetings and events in Outlook calendar show in Zoho?

                                    We use Outlook 365 for our emails and diaries and have integrated Zoho Projects with Office 365. One challenge we face is getting Zoho Projects to recognise when we have meetings and events in Outlook and not allow project managers to assign tasks over that period. Is there a way to resolve this? Thanks
                                  • On Edit Validation Blueprint

                                    Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will
                                  • Zoho Invoice en Navarra (Spain)

                                    Hola, ¿Alguien usa Zoho Invoice en la Comunidad Foral de Navarra? En Navarra tenemos un sistema tributario diferente y no aplica Verifactu (la Hacienda Foral de Navarra ha anunciado su alternativa, NaTicket, pero no ha informado cuándo entrará en vigor).
                                  • Emails from Zoho are getting blocked due to Zoho IP address being blacklisted

                                    This is the info I got from my hosting provider – please address this issue immediately. I don’t expect this from such a big household name. Every single invoice I have sernt it not being received by my clients, all being blocked. All of a sudden. As
                                  • agentid : Where to find?

                                    I've been looking around for this agenId to check for the total ticket assigned on a specific agent url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=351081000000155331&agentId=35108xxxxxx132009&field=statusType,status" type :GET
                                  • Zoho DataPrep integration with OpenAI (beta)

                                    We are thrilled to announce Zoho DataPrep's integration with OpenAI. The public beta roll-out opens up three features. Users who configure their OpenAI Organizational ID and ChatGPT API key (Find out how) will be able access the features. The features
                                  • AI Bot and Advanced Automation for WhatsApp

                                    Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:
                                  • Setting total budget hours for a specific project

                                    Hi there, I work on a lot of projects that have fixed budget hours. Is there a way to enter the total budgeted hours so i can track progress and identify when hours have been exceeded. I see in the projects dashboard there is a greyed out text saying
                                  • Clone entire dashboards

                                    If users want to customize a dashboard that is used by other team members, they can't clone it in order to customize the copy. Instead they have to create the same dashboard again manually from scratch. Suggestion: Let users copy the entire dashboard
                                  • Introducing Formula Fields for performing dynamic calculations

                                    Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This
                                  • Next Page