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

    • Profit / margins on Sales orders / Invoices / Estimates

      When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate
    • Inventory to Xero Invocie Sync Issues

      Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not
    • How to activate RFQ? What if a price list has ladder price for items?

      Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?
    • Can't join canal Developers Zoho User

      Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?
    • Desk Email reply - set default font / use custom font

      Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is
    • PDF Templates - Checkbox Borders

      Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single
    • Settings Icon No Longer in ZOHO Desk?

      In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?
    • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

      Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer
    • Function #20: Custom calculation in item table of invoices

      When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would
    • Simplified Call Logging

      Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
    • Sub form doesn't as formula field

      Is it possible to get formula field in sub form in futures?
    • Week date range in pivot table

      Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,
    • How do I get Status History data of my Projects?

      I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?
    • Is it possible to hide fields in a Subform?

      Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the
    • Weekly Tips :Instantly find what you need with Attachment Viewer

      Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between
    • Missing Zoho Desk integration option for form workflows

      According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.
    • Gantt for 2 or more projects

      Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.
    • Integrating a Zoho Project Gantt Chart into Reports

      Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks
    • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

      Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check
    • Displaying related quotes in sales order and back

      Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank
    • Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

      We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong
    • Clearing Fields using MACROS?

      How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.
    • Migrating a Zoho Forms form into Zoho Creator

      Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, Emad
    • Is there any way to recall an email sent using Zoho CRM?

      If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.
    • Problem with reports due to "Connected" items change - Yes this IS a problem

      Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items
    • Introducing notifications in the vendor portal

      Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older version
    • CRM limit reached: only 2 subforms can be created

      we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.
    • LESS_THAN_MIN_OCCURANCE - code 2945

      Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun
    • Analytics for notes created

      Is there a way I can see how many notes were created per day? Via reporting or analytics?
    • Cannot update Recurring_Activity on Tasks – RRULE not accepted

      Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"
    • Add image to report...

      Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to add
    • More controls for User Fields in CRM

      Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain
    • Calls to accounts rather than leads or contacts?

      So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for
    • Image Upload Field | Zoho Canvas

      I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building
    • Power of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
    • Lead Blueprint transition in custom list view

      Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
    • Range names in Zoho Sheet are BROKEN!

      Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet
    • populate email address and name in zoho desk?

      Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,
    • Are there default/pre-built dashboards in Zoho Desk?

      Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank you
    • SAP S/4 HANA to CRM Integration - change the SAP Client ID

      Hi I am trying to push the business partners from SAP S/4 HANA to ZOHO CRM module. The SAP Client ID is 421 in my case....kindly let me know how do I specify the sap client because it's a dropdown with specific values as of now. Thanks Ravi Aswani
    • Next Page