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

    • Recent Topics

    • Question about Zoho CRM Professional plan users

      Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!

    • Communicating with emojis

      On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on

    • Help integrating Aircall into Zoho CRM

      Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically

    • Shopify Extension no longer working in CRM

      Zoho CRM and Extension are no longer working properly. We have used Shopify Basic for years. All of the sudden it stopped working, then started working again, and now no longer working again. There are several ways for Personal Information to sync from

    • How to keep track of bags, cans, drums of inventory?

      We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

    • Easy third party collaboration: Zoho Flow Integration

      Third-party integrations extend your project functionality with improved workflow, and data processing. With Zoho Flow integration you can include multiple third party actions into your project or task automation. Add Zoho Flow action in Workflow rules

    • Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

      Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be

    • how to edit the converted lead records?

      so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try

    • Share Video Response Card ion Zobot

      I am using the zobot codeless bot builder in SalesIQ. I want to share a video but delay the next response card until after the video has finished playing or has been stopped. Is this possible?

    • Zoho Bookings <> CRM integration

      Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this

    • Cannot reject empty expense report

      Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate

    • Use of Zia within Forms

      I have noticed that recently you have added Zia to help create forms from scratch. Would it be possible to add Zia functionality to free text fields for form submissions or if this is already on the roadmap an ETA for this please? We have a lot of field

    • Default in fields on Form B based on the user selection in Form A

      Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.

    • Last activity time is acting like last modified time

      When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like

    • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

      Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With

    • HEX/RGB Color Input in Visual Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to improve the color selection options in the Pagesense popup editor. Current Limitation: Currently, to set text colors, users must move the color slider manually.

    • CRM and Campaigns- tags not integrating?

      Hi! I am setting up an automation in zoho campaigns and it says the crm is integrated...but when I want to use a trigger of a certain tag I created for people in the crm to denote those who purchased, it doesnt have that tag available as an option in

    • Maximum limit of rows exceeded

      I am trying to add a row to a spreadsheets that has fewer than 60 rows. I keep getting an error message that says I have exceeded the maximum limit of 65,536 rows. Any ideas out there?

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • Tip #7: 5 formas de mantener tus listas de correo electrónico

      Tips and Tricks #7, adaptado de Susmit Sen ¡Hola, comunidad! Esta semana volvemos con nuestros Tips and Tricks para Zoho Campaigns. En esta ocasión, voy a darte algunos consejos para mantener limpias tus listas de correo electrónico, y empezar el 2021

    • Mail Merge related Lists

      When I try to merge an associated list the fields do not have a checkbox to choose them as it does in the tutorials. Am I missing something? Any ideas would be appreciated.

    • create-a-purchase-receive API issues

      Hello all, I'm trying to use the create a purchase receive inventory API documented here (https://www.zoho.com/inventory/api/v1/purchasereceives/#create-a-purchase-receive) however when I do am getting the following error {"code":9,"message":"The purchase

    • Zoho Pagesense really this slow??? 5s delay...

      I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?

    • Heatmap: Missing Content Elements - Zoho Page Sense

      Hi there, I'm trying out Zoho Page Sense to generate heatmaps for my Wix pages. My problem: Some parts of my Wix pages don't show on my heatmap, the heatmap is just empty there. Maybe Wix default lazy loading setting causes this error? Is there a way

    • Marketing Tip #3: Use social proof to build trust

      People trust people. Showcasing reviews, testimonials, or “bestseller” badges on your product pages can nudge hesitant buyers toward purchase. Try this today: Add one customer testimonial or highlight your top-selling product on your homepage. Or, do

    • Writing by Hand in "Write" Notes

      Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!

    • Make CAMPAIGNS email look as simple as possible

      Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)

    • Zoho Sign Reminder email template

      Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template

    • Preview an upload PDF or File

      I have a form where the customer has to upload a file (normally PDF - never jpeg)  When in report view I want to be able to preview the uploaded file without having to download it.  If I click on the upload it downloads to my computer, I want to be able

    • How to filter emails by Reply-to field?

      I receive a very particular newsletter from an association A registered on a website W (that is used by many associations), and the emails fields are not great: the From just contains the generic website's W's email, while A is only mentioned in the Reply-to

    • How to invite friends on other social media platforms to one of my group chats in arattai?

      Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to

    • Line spacing

      I coudn't decrease the line spacing to space smaller then a single line. There is too much space between the lines that make the document look ugly. Please fix that. Liran. fonar

    • Google Fonts Integration in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

    • Control Position of “X” (Close) Button in Popup Editor

      Hello Zoho PageSense Team, We hope you're doing well. We would like to request a customization improvement in the PageSense popup editor. Current Limitation: Currently, the position of the “X” (close) button is fixed and cannot be customized in the popup

    • Add Standalone “Save” Button in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to save

    • Text Direction Control in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)

    • Autosave in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance the Pagesense editor with an autosave functionality. Current Limitation: Currently, changes made in the Pagesense editor must be manually saved. In

    • Billing frequency is not displayed correctly.

      Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to

    • Creating Secret via Vault API

      Hi I am trying to create a secret through vault api.  This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? {     "operation": {         "result": {             "error_code": "",             "message": "Sorry, we are unable to process your request.",

    • Is It Possible to Hide Menu Option from Main Navigation?

      Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuser

    • Next Page