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

  

• Mohamed Sheikhidris

• Chris P

• Recent Topics

• アナリティクスで商談中のパイプライン(ステージ）の件数比較

  アナリティクスで商談中のパイプライン(ステージ）の件数を前週と前々週で比較したい。前々週の件数が更新することで変動してしまう。対象方法をご教授ください。

• How do I remove a data source from Zoho Analytics?

  I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?

• Exclude Email or Domain From New Ticket Notification

  Hi, we utilize the new ticket notification feature in Zoho Desk. However, it would be great if there was a way to exclude certain email addresses or domains from receiving the automatic notification. This would be particularly helpful for automated alerts

• Identify and clean hard bounce lists in Automation 2.0

  Hello. 1. I want to know how I can identify hard bounces in the lists I created to clean them before sending an email, given that the bounce rate has increased and it is necessary to clean the lists. 2. How can I exclude hard bounces and invalid emails

• Trigger workflows from SLA escalations in Zoho Desk?

  Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket

• Delete a department or category

  How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

• Zoho Webinar - Sharing System Audio (NOT AVAILABLE)

  Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications

• Lost the ability to sort by ticket owner

  Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?

• Cancellation Fees

  Hi, It really would be good if Billing could take subscription management further with cancellations & being able to apply or set a cancellation fee for a plan that is either fixed or prorated. It is not uncommon in subscriptions for cancellation fees

• Custom Field for Subscription

  Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription

• Zoho CRM Meetings Module Issues

  We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging

• Notes - Reaction Buttons

  Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read

• How to get the campaingns key?

  Reading the documentations of the API, I see that is necessary have the campaign key, but I don't see how can I get it. For example to get the campaign details we need to do the request: https://campaigns.zoho.com/api/getcampaigndetails?authtoken=[API Authentication Token]&scope=CampaignsAPI&campaignkey=[campaignkey] I have the API Authentication Token but I don`t see how to generate the campaignkey

• Unable to switch existing AWS RDS connection to DataBridge after moving RDS behind VPN

  Unable to switch existing AWS RDS connection to DataBridge after moving RDS behind VPN Hi everyone, I’m facing a problem with an existing Zoho Analytics setup and would like to know the best migration path. Originally, my Zoho Analytics connection to

• [Bug] WebAuthn passkey registration blocked on rpIds with TLDs longer than 6 characters (.accountant, .technology, etc.) — isValidDomain regex too strict

  Hi, Filing on behalf of an enterprise customer where Zoho Vault is deployed across the company. The Chrome extension blocks WebAuthn passkey registration on legitimate sites whose Relying Party ID (rpId) has a TLD longer than 6 letters. This affects every

• Native QuickBooks integration for Zoho CRM: Connecting sales and finance

  Greetings, I hope all of you are doing well. We're excited to announce Zoho CRM's integration with QuickBooks Web, which is designed to synchronize your CRM data with your QuickBooks accounting records and bridge the gap between sales and finance. This

• Syncing zoho books into zoho crm

  I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks

• ZohoBooks_add_expense_attachment Fails

  I'm working MCP in Claude to automate bookkeeping. Claude cannot seem to attach and reciept to an expense. The 'add expense attachment' tool is added to the server and enabled in Claude. I asked Claude to give me the calls he performed and this is what

• ZohoBooks_create_chart_of_account

  I'm setting up Claude to do my bookkeeping workflows using a Zoho MPC server I setup. He does not seem to be able to create a chart of account. The 'create chart of account' tool is added to the server and enabled in Claude. I asked Claude to give me

• Zoho Books Product Road Map

  I am planning to look into Zoho Books to maintain my Company's Account Books. Is the roadmap of Zoho Books Development available online? What happens if you product dies, without an export feature to other popular Accounting softwares like Tally or Quickbook. Are we going to be left in lurch? Do you have a product road map? Regards, Vishal.

• I want to delete the email but I can't.

  I want to delete emails but I can't, please help me. Thanks!

• Error while creating new user

• Zoho Mail is blacklisted on magicspam.com and spamauditor.org

  As of today, the same problem with the IP addresses 136.143.188.51 and 136.143.188.52 How long does it take them to clear their IP addresses? I've read on this forum that these IP addresses have been blacklisted for years. //////////////////////// This

• Unable to send emails from the delegated mailbox

  currently it's not possible to send emails from our delegated mailbox (just in our own name, our own mail-accounts) The permissions granted include "Send as," and we are also unable to delete delegated employees or add new ones. We can only add employees

• Change Password

  How can I reset OR Change the Passwords for the Whole Organization at Once as Administrator using Admin Console?

• Zoho Books bill pay option not available with zoho one

  Why isn't Zoho Books bill pay add-on not available for Zoho one customers not even as a purchasable option. I think this is very inconvenient for companies wanting to use this feature all in one system

• Support - what am I doing wrong?

  Hi Everyone - I'm a new user and looking particularly for a replacement mail service. I'm just a home user not a professional but I do look after half a dozen domains. Zoho looks lovely and I'd like to switch but just want to get answers to a few 'easy'

• Zoho Forms - Form Availability Redirect Option

  Hi Forms Team, It would be great if there was a redirect URL option on the Form Availability settings. For example, I would like to create a support form which is only available outside business hours and if the current data and time is not Mon-Fri 9-5

• Consider Making Printing Easier (UI)

  I'm using Zoho Analytics in much the way that it was intended when it was "Zoho Reports" - as a way to pull together information across several apps in the ecosystem. I have a dashboard that I need to run each week for every employee (change the filter

• Email Routing to Zoho from Cloudflare

  Hello, I'm new to Cloudflare, having had my domain hosted on Fasthosts and just used it for email forwarding. I'm looking for a little help to configure my email routing/hosting. I've looked at the documentation but haven't found exactly what I need to

• Emails

  Good Morning, Is anyone else experiencing emails bouncing back? Thanks,

• Secondary Reporting Manager permission level

  Hi, same time last year I was speaking to Zoho about the use of a Secondary Reporting Manager and certain challenges that I was facing. at the time, I was told that this functionality did not exist. I am still facing challenges, so I would like to ask

• why is my folder list is gone?

  Hi, All my email folders are gone, i cant found any email. could you please check it?

• Our ZOHO mail is not working

  ZOHO mail is not working for any of our company's employees. All are able to access it in mobile. But not in laptops as a app or in webpage. please help asap.

• Request to Release Email Aliases for Our Domain

  Dear Zoho Support Team, Greetings, We are currently configuring the email system for our organization in Zoho Mail and encountered an issue while creating several email aliases. When attempting to create these aliases, we receive the following error message:

• Changing Base Currency to USD (we are based in the UAE)

  Hello everyone, Good day. We are based on the UAE and our bookkeeping is in USD. I followed the online resource that I select the country first where the currency I want as base is native then later on changed the country once the whole setup is done.

• Error "The domain pinakajewels.com appears to be already in use in another organization. Learn More"

  Hi Team, I have the following account with zoho mail Organization ID: 644368849 This zoho mail account was earlier mapped to www.senacareese.com I no longer own the domain www.senacareese.com I wish to map www.pinakajewels.com to the same zoho mail account.

• Add personal Facebook to Zoho Social

  Hi. is there any way i can post to my business and personal Facebook and Instagram at the same time when I make or schedule a post?

• Option to Delete Chats in IM

  Currently, there is no option to delete any chats in IM, regardless of their source.

• Billing Status Update

  Hello Latha, I’m working on a new automation (deluge) to fulfill one of our requirements. In this automation, there is a step to update the Work Order billing status from “Not Yet Invoiced” to “Non-Billable.” I tried to find the API information relevant

• Next Page