Zoho Books | Product updates | October 2025

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 unveiled iOS 26, iPadOS 26, macOS 26, and watchOS 26.  We’ve integrated these features into Zoho Books to make your bookkeeping experience faster, smarter, and more intuitive. 

Stay Compliant with the New GST Rates [India Edition]

With the GST Council’s new rate updates, the earlier four-slab structure has been reduced to 5%, 18%, and 40%. You can update the GST rates seamlessly across your items and recurring profiles based on the HSN/SAC codes configured.

Support for Direct Bank Feeds [UK Edition]

We now support direct bank feeds for all organizations on the free plan of Zoho Books. You can connect one bank account via Token.io, while direct PayPal integration has no account limits.

Cancel or Correct Invoices

You can now cancel invoices with inaccuracies, which automatically generates a cancellation invoice in the Credit Notes module. You can then create a correction invoice for the cancelled invoice, generating a new invoice with the corrected details.
Notes
Note: This feature is available only for Global edition organizations in Zoho Books with their Organization Location set to France.

View Reports as Charts [AU & EU DC]

With the chart view in reports, you can visualize your data as a chart instead of viewing it in a plain table format.

Track Customer Payment Status

You can now manage and track customer payments under payments received with three statuses: Draft, Paid, and Void. We also support the Mark as Paid and Covert to Draft options in the details page of customer payments. The status is visible across the list page of customer payments, advanced search, custom views, workflows, and payment details, and can be updated even for online payments. 

Increase API Limits 

Admins can now temporarily increase API limits directly from the API Dashboard.

To do this, go to Settings > Developer Data > API Usage > Click the Purchase API Add-On dropdown and select Increase API Limit Temporarily. Then, in the pop-up, click Increase Limit.

Introducing WebForms

You can now create Web Forms in Zoho Books to easily collect data from people both inside and outside your organization. Simply create a form, link it to a custom module, and share its URL. Once the form is submitted, the collected information will be automatically stored in the associated custom module.

Clone Custom Reports 

You can now clone and edit your custom reports from the custom report list page.

Customize PDF Names

You can now customize the names for PDFs in Invoices and Quotes using supported placeholders, along with optional prefixes or suffixes. 
Notes
Note: The supported placeholders for customizing PDFs names are, Invoice Number, Sales Person, Due Date, Customer Name, Organization Name, and Invoice Date.
To do this, go to Settings > Customization > PDF Templates > Invoice/ Quotes > Configure Export File Name.

Zoho Inventory Add-On Updates

View Bin Stock Details

You can now view bin stock details directly on the item's details page.

Enhancement to Bulk Update in Items

The bulk update feature for items has been enhanced to support additional fields. Along with the existing ones, you can now update Brand, Manufacturer, Custom Fields, MRP, Sales Description, Purchase Price, Purchase Account, Purchase Description, Inventory Account, Inventory Valuation Method, HSN/SAC, Returnable, and Bin Tracking in bulk.

Stock Preference For Replenishment

You can now configure stock replenishment to include Available for Sale, Yet to Receive, and In Transit stock when generating replenishment tasks.

To enable this option, go to Settings > General > Items > Check the option Include Yet to Receive and In Transit stock along with available for sale to generate replenishment tasks.

Bulk Add and Autofill Serial Numbers

You can now use the Add in Bulk and Autofill Serial Numbers options to quickly select and print serial numbers on Items and Composite Items detail pages.

Other Feature Enhancements 

  1. You now have the option to attach files to custom modules, with a limit of up to 10 files. You can also create lookup custom fields for Locations in both custom fields and custom modules. Additionally, you can access custom modules in the customer and vendor portal.
  2. You can customize columns and create custom views in the Timesheet module.
  3. The VAT return filing has been enhanced with additional columns and grouping by Tax Rates and Type of Tax, providing a more detailed, user-friendly view and making it easier to analyze transactions by tax category. [UK Edition]
  4. You can now pay up to 250 bills per cheque using the Pay via Cheque option, which was previously limited to 10 bills.
  5. We now support record locking for sales orders and items.
  6. We now support the Image data type for custom fields, allowing you to upload and display images on the transaction details page.
  7. You now have the option to bulk update accounts for sales receipts in the Accountant module.



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

    Nederlandse Hulpbronnen


      • Recent Topics

      • Unapproved Leaves are hard to distinguish in Attendance View

        This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which are
      • Performance Appraisal Probation Period

        Hello All,  Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!
      • Zoho Creatorの一括操作における処理の同期/非同期について

        現在、Creatorのレポート機能を利用して、複数のレコードに対して一括で処理を実行しようとしていますが、処理の実行順序について確認したいことがあります。 レポート内の複数レコードに一括で処理を実行した際、処理は同期的に行われるのでしょうか?それとも非同期的に行われるのでしょうか? 【同期処理の場合】 レコード①に対する処理が開始され、終了後にレコード②に対する処理が開始され、最後にレコード③に対する処理が実行されるように、処理が順番に行われる場合。 【非同期処理の場合】 レコード①、レコード②、レコード③の処理が一斉に開始され、それぞれ並行して処理が行われ、全処理が終了する場合。
      • Mail Delivery Failed

        Good morning,   I have just set up an account with 5 users, however each time a message is sent to 1 user a m'mail delivery failed' message is generated. See below.   Any ideas   Thanks   Rob   This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: robb@thesmartgroup.ae mailbox is full: retry timeout exceeded ------ This is a copy of the message,
      • Delete commerce website

        I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?!  I just want to delete the store.  The
      • Adding external users to Zoho Social under Zoho ONE licence - how to best achieve this

        My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which will
      • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

        Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It
      • This mobile number has been marked spam. Please contact support.

        Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorp
      • What’s New in Zoho Inventory | April 2025

        Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions
      • When Zoho Tables Beta will be open to EU data center

        Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!
      • Pass current date to a field using Zoho Flow

        I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passed
      • API: Mark Sales Order as Open + Custom Status

        Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use the
      • Multi-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)

        We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in Boxes
      • Zoho Quartz Screen Recording

        Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you
      • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

        This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make
      • Tip 26: How to hide the "Submit" button from a form

        Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then
      • filter broke my data

        I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they
      • Email address for forwarding is not saving and there's no confirmation ema

        Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding
      • How do I move Notes around within a Group?

        It says here: " You can now sort notes by title (alphabetically), or by date modified and date created. You can even organize your notes by dragging and dropping them into a particular order. To sort your notes, simply go to Settings and tap “Sort By.” Please note: all sort settings will be saved and synced across devices, except for custom sorting. Custom sorting will be device specific."However, I am unable to 'custom sort' in either Notebook for Mac or on the Web. In addition, I can't find the
      • javax.mail.authenticationfailedexception 535 authentication failed

        Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha
      • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

        The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks
      • Zoho Sign: need to leave document pending for up to a year, or maybe there's a better way?

        I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting
      • 'Add Tax To Amount' not reflected in Invoice

        Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:
      • To Do: shareable task links without login

        Hi! I’m using Zoho Mail and ToDo in my daily work, and I’ve run into one limitation that’s a real blocker for me. Right now, to share tasks with managers or directors, they need to have a Zoho account and be added to a group. In practice, many of them
      • Separate Items & Services

        Hi, please separate items and services into different categories. Thank you
      • Unable to edit or delete email address

        I signed up for free Zoho today. I usually am pretty good at understanding and configuring things like this, but your interface baffles me, and your online help is cryptic to say the least. I have spent hours just trying to set up a couple of email accounts in Zoho before pointing my domain MX records to Zoho. I solved some other issues on my own, but I can't figure out this latest problem: I have created two email addresses in Zoho. Let's call the first one myname@mydomain.com and the second one
      • Mastering Zia Match Scores | Let's Talk Recruit

        Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant
      • We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

        I cannot sign up and return the error of we are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com
      • Multi-currency - What's cooking ?

        Hi,       We have been doing this feature for sometime and we would like to give you some glimpses of it.  Working with Multi Currency :        Multicurrency support gives you the ability to handle business transactions in multiple currencies. You can define a base currency for your organization and add more currencies with exchange rates based on the base currency.  Setup :        From the setup page, you can manage all the currencies supported by your organization.       Currencies page        
      • Integrating Chatbot with Zoho Creator Application

        Is it possible to integrate a chatbot with a Zoho Creator application?
      • How to reduce programmatically the image uploaded by user?

        I need a function that will automatically reduce the pixel dimension to 800 x 600 pixels / 180 resolution or (approx. 1.37MB) of image uploaded by user from digital camera, for example, 2271 x 1704 pixels /180 resolution or approx. 11.1MB. After the user selected the image, the function will able to detect if pixels is above 800x600, process the photo (crop/ reduce) and resume upload. Need help...  
      • Dark mode for Zoho Creator / Zoho CRM Code editor

        Hi Team, Is there any plans for Dark mode in Zoho creator / Zoho Crm code editor and development pages in pipeline?
      • Is there a way to make a button scroll down?

        Looking to have a button on a landing page scroll down to another section on the page. Any recomendations outside of coding?
      • Collective-booking event not added to all staff calendars

        We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it
      • ZOHO Android Client

        Hi, I installed the Android app, but it had an issue, so I reinstalled it. I was able to add multiple accounts, but now when I add the next account, it just duplicates the one I already have and will not even allow me to enter the info for another account.
      • I'd like to suggest a feature enhancement for SalesIQ that would greatly improve the user experience across different channels.

        Hello Zoho Team, Current Limitation: When I enable the pre-chat form under Brands > Flow Controls to collect the visitor’s name and email, it gets applied globally across all channels, including WhatsApp, Messenger, and Instagram. This doesn't quite align
      • Enhance Barcode/QR Code scanner with bulk scanning or continuously scanning

        Dear Zoho Creator, As we all know, after each scan, the scanning frame closes. Imagine having 100 items; we would need to tap 100 times and wait roughly 1 second each time for the scanning frame to reopen on mobile web. It's not just about wasting time;
      • Managing Rental Sales in Zoho Inventory

        I am aware that Zoho Inventory is not yet set up to handle rental sales and invoicing. Is anyone using it for rentals anyway? I'd like to hear about how others have found work arounds to manage inventory of rental equipment, rental payments, etc. Th
      • Megamenu

        Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications
      • Zoho Flow to Creator 3001 Respoonse

        I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannot
      • Next Page