Zoho Books | Product updates | November 2025

Zoho Books | Product updates | November 2025

Hello users,

We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience.

Making Tax Digital for Income Tax [UK Edition]

Zoho Books now supports Making Tax Digital for Income Tax for sole traders. This feature is part of the government initiative that requires self-employed individuals with qualifying income to maintain digital records and report business income and expenses every three months, instead of filing a single annual return.
Using Zoho Books, you can record your income and expenses digitally and connect your organization directly to HMRC. Once connected, Zoho Books displays your submission obligations and quarterly deadlines so you always know when an update is due.

Transaction Locking Restrictions 

We have introduced new restrictions to Transaction Locking. If you attempt to lock an accounting period that contains transactions with negative stock, Zoho Books will prevent you from locking it. Additionally, if a sales transaction falls within the lock period but its related purchase transaction that provides the stock is dated after the lock period, Zoho Books will restrict locking. Partial unlocking is also disabled for organisations that have inventory-tracking enabled items. Furthermore, if sales transactions are already locked, Zoho Books will not allow unlocking of the corresponding purchase transactions.

Translate Email Notification Templates 

We have introduced Email Notification Template Translations. You can now manage all translations within a single email template. You can configure the preferred languages your customers or users may use under Organization Profile, and also set a preferred language for each customer on their creation page.

If a translation exists for that language, the email content will automatically load in the corresponding translated version when you send an email to the customer. You can also view and switch between available translations while sending emails. For automated workflows, emails will be sent directly in the customer’s language. If a translation is missing for a specific customer language, the system will display a warning before sending.

To configure a list of languages that your customers or users might prefer, go to Settings > Organization Settings > Organization > Profile > Click the dropdown next to Communication Languages > Select the languages that you prefer > Click Save.


To set a preferred language for a customer, go to Sales > Customers, then create or edit a customer. Enter the necessary details, click the dropdown next to Customer Language, select the preferred language, and click Save.


Record Partial Payments for Retainer Invoices [UK Edition]

Zoho Books now supports Partial Payments for Retainer Invoices. You can record partial payments against retainer invoices, and the status will automatically update to Partially Paid until the full amount is settled. All payments received for a retainer invoice can be viewed from the invoice details page, where you can modify payment amounts, issue refunds, or delete payments. You can also filter your Partially Paid Retainer Invoices on the list page of the Retainer Invoices module. Additionally, we have added the option to search for Partially Paid invoices in advanced search. 

Generate QR Code for Profit Margin Scheme Transactions [Saudi Arabia Edition]

In accordance with ZATCA guidelines, a QR code will now be generated for Profit Margin Scheme transactions that fall under Phase 1 of E-Invoicing. As required by the regulation, the VAT amount will not be included in the QR code.

Sales Receipt Support in the Customer Portal

We’ve added support for the Sales Receipt module in the Customer Portal. Your customers now view both the list and detail pages of the sales receiptsin their portal. They can also forward, download, view attachments, print, and bulk download PDFs.

To enable Sales Receipts in the Customer Portal, go to Settings > Module Settings > Customer Portal > General > Check the option Display Sales Receipts in the portal > click Save.



Zoho Inventory Add-On Updates


Introducing Simple Approval for Purchase Receives

We’ve introduced Simple Approval for Purchase Receives. Users with approval permissions can submit, approve, reject, or update the status of a Purchase Receive from both the creation and details pages. Users without approval permissions can only submit the transaction for approval. Once approved, users with create access can mark the Purchase Receive as In Transit or Received.



Enhancements to Custom Field Value Inheritance

You can also inherit custom field values in Packages (from Sales Orders), Shipments (from Packages), Sales Returns (from Sales Orders), Purchase Receives (from Purchase Orders), and Credit Notes (from Sales Returns). 

Enhancements to Custom Buttons and Related Lists

We now support custom buttons and related lists for Transfer Orders, Purchase Receives, and Sales Returns.

Enhancements to Putaway and Move Orders

Comments & history is now supported in Putaway, and you can also create custom views for both Move Orders and Putaway. Additionally, you can filter transactions by Move Orders and Putaway on the item’s details page under the Transactions tab.


Other Feature Enhancements 

  1. Now, you can track inventory for items that are either sales-only or purchase-only. Sales-only inventory-tracked items will not appear in purchase transactions, and purchase-only inventory-tracked items will not appear in sales transactions
  2. We now support exporting the current view in the Timesheet module.
  3. Validation rules can now be configured for Manual Journals.
  4. You can now customize the names for PDFs in custom modules using supported placeholders, along with optional prefixes or suffixes. 
  5. We’ve introduced bulk update support for Vendor Credits. You can now select up to 25 vendor credits from the list view and update fields such as Branch, Order Number, Date, and Notes in a single action.
  6. You can now attach the e-Way bill PDFs when you send invoices or credit notes via email.



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

      • Develop and publish a Zoho Recruit extension on the marketplace

        Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
      • Unlocking New Levels: Zoho Payroll's Journey in 2025

        Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.
      • Can I export all attachments from Zoho CRM?

        Can I export all attachments from Zoho CRM?
      • Please can the open tasks be shown in each customer account at the top.

        Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature
      • What's new in Zoho Sheet: Simplify data entry and collaboration

        Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally
      • Community Digest — Noviembre y Diciembre 2025

        ¡Hola, Comunidad de Zoho en Español! Cerramos el año de la mejor forma con nuestro último Community Digest de 2025, donde podrás encontrar las últimas novedades de nuestros productos. ¿Todo listo para empezar 2026 con el mejor pie? ¡Vamos a ello! Zoho
      • Zoho Projects Plus’ 2025- the year we launched

        We’ve been building project management tools for the past 19 years, and a question we often hear is: Different teams in our organization prefer different project management methods; while the development team prefers agile, the marketing and sales teams
      • Why can't we change the Account type from an Expense to an Asset?

        Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to asset
      • Zoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?

        Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). Impacted
      • How do you print a refund check to customer?

        Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
      • Data Import | Zoho Analytics Custom Query Window Size

        Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.
      • Company Multiple Branch/ Location Accounting

        Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho  Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737
      • Zoho Books Invoices Templates

        It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in
      • Support for Developing Zoho Recruit Extensions via Zoho Sigma

        Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options like
      • Email Administrators! Join our tips & troubleshooting series

        Greetings to all the admins out there! This announcement is exclusively for you. As we step into the New Year, we’re excited to start a dedicated series of admin-specific tips curated to support you. These posts will help you overcome everyday challenges
      • Notes badge as a quick action in the list view

        Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated
      • Deprecation of the Zoho OAuth connector

        Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector
      • Personalize your booking pages with Custom CSS

        Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,
      • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

        Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn
      • No OR Filter for Views with a Related Modules Criteria

        We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between
      • Import Function: ONLY update empty fields

        When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty
      • 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!
      • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

        Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join
      • Begin the year with best practices in the Zoho Desk mobile app : Part 2

        In focus: Optimizing collaboration and supervision Let's begin 2026 with Part 2 of our tips series on driving your ticketing operations at your fingertips. In Part 1, we explored streamlining operations within tickets. This helped individuals at Omniserve
      • Can we disable add to cart in Zoho Commerce?

        Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. However we would have to disable the possibility to purchase products in the shop. Is that possible? Sunny regards, Artjom
      • 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
      • Zoho DataPrep and File Pattern configuration

        I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
      • JWT Token authentication problem that sometimes generates infinite redirect loops

        Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle
      • Zoho desk desktop application

        does zoho desk has a destop applicaion?
      • ZOHO Work Drive Back Up

        I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?
      • ZOHO Reports - Filter Logic?

        Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark
      • Scanned Doc - selecting Item overwrites Rate

        I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it
      • Recruit API search

        Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",
      • Saving reading position + Keep screen on

        While Zoho Notebook is excellent for saving and annotating articles, its utility is severely limited by the lack of reading progress synchronization. On the Android app, if a user exits a long note after reading 50%, the app fails to save the position.
      • Multiple Vendor SKUs

        One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for
      • Zoho LandingPage is integrated with Zoho One!

        Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,
      • Android app sync problem - multiple devices have same problem

        Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the
      • How can i resend a campaign to only one of the recipients on the original campaign

        How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike
      • How to show branch instead of org name on invoice template?

        Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?
      • Create CRM Deal from Books Quote and Auto Update Deal Stage

        I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
      • Next Page