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

    • Evaluating Creator; yesterday fine; today connection times out

      Yesterday I spent hours creating a new app, and it worked fine. Today I cannot access creator.zoho.com. Is this common? I'm in the evaluation mode, but I'm thinking I'm going to keep looking. It worked from my home computer, and now I'm checking it from my work computer. My work computer always works just fine, so I shouldn't htink there would be special settings or anything. If there are, how to find out what they could be? Using Chrome on Windows XP The error I get is: The webpage at https://creator.zoho.com
    • Pivot Chart seems to show "old" data - how do I make it update?

      I wonder how to make a Pivot Chart "update" its data contents. Here is the background: I need to report a subset of data that is so complicated that it is easier to make a calculation and put the result in a "reporting form", and then display the data from that form.  So, I get data from the "original form" GRANTS, make some calculations and put the result in the "reporting form" PERIOD.  Now I can watch the result in a list called LIST, which works fine. The list LIST shows that form PERIOD contains
    • Upcoming Changes to LinkedIn Parsing in Resume Extractor

      Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browser
    • how to create view in leads module to that will show all leads + converted leads?

      is it possible to make custom view that combine all leads + converted leads? how to do that
    • Reply and react to comments

      Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrum
    • Avalara Sales Tax integration - AVATAX

      Just wondering if anyone else is having troubles with this integration?  Seems as though Avalara changed their billing process, unbeknownst to Zoho, and now ALL transactions are counted by Avalara, not just transactions in a taxable jurisdiction.  This caused a huge price adjustment billed to us by Avalara within a month of us signing up.  And Avalara is not cheap to begin with! Avalara has been great in waiving that increase, but there seems to be no fix.  Zoho is aware of the problem, but slow
    • Invalid value passed for description

      Dear Sir, When I am entering the purchase bill , the following message showing "Invalid value passed for description" what should I do ? I am attaching screenshot. With Regards, Harish harish@cracku.in 7978841636
    • Zoho Creator - 2024 Release Projection 1

      Hello everyone! As we enter 2024, we'd like to extend our warmest wishes for success and prosperity. Your fantastic response to our Product Roadmap page last year has been incredibly motivating. Continuing on this path, we're excited to share a glimpse
    • Automation Assistance for Zoho Form Integration and Workflow

      Hi, We are currently using a Zoho Form to send out our Global Credit Application and would like to automate the process further. Specifically, we’d like the ABN number submitted through the form to automatically populate the GST/VAT Number field in Zoho
    • COQL does not return queryable value if the result set is empty

      See linked video for running code illustration of the problem: https://workdrive.zohoexternal.com/external/d49bb40033b43b288d56fdf843095b7c65b28391d3ec5d09c854f416d853003d Moderation update: We are appending the comment that was removed, to add context
    • Zoho CRMでの商談の管理のしかたについて初歩的な質問です。

      先月からZoho CRMを試験的に導入して運用しています。 商談の管理(運用?)の仕方について教えてください。 商談の数が増えてくると、ダッシュボードの「ステージ別進捗状況」にどんどん過去の商談が蓄積されてくると思うのですが、 現在動きのあるものを中心に確認したくなる気がします。 そのあたりについては、どのように運用が一般的なのでしょうか? アドバイスいただけるととてもありがたいです。 よろしくお願いします。
    • Composite Items & Purchase Orders

      The Composite Item is great way to bundle different products and services into a single line and sell it as a single line item in Estimates, Sales Orders and Invoices. However, on the other side - i,e,. Purchasing - this item creates quite a bit of a
    • using custom function is it possible to update the created by field in Zoho Crm custom module

      using custom function is it possible to update the created by field in Zoho Crm custom module
    • Slow Sloww Slowwww Responses

      Good day, Has anyone been experiencing slow responses from support? Since Thursday I migrated my Whats app to Sales Iq and I had to synch with Social to get the otp they were sending. Apparently What's app can't be automatically added so I reached out
    • You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes.

      When one of Zoho Books user tries to select a vendor, recording a new bill, these message appears: You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes. Other user, at the same time, but different
    • Enable Conversation Context Retention for SalesIQ Answer Bots

      Hello Zoho SalesIQ Team, We hope you are doing well. We have noticed that SalesIQ bots currently fail to maintain conversation context in Hebrew. For example, when we follow up on a previous answer or ask for clarification in Hebrew, the bot either provides
    • Automatic Hebrew Small Talk Setup Without Duplicate Term Errors & Manual Configuration

      Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement to the Small Talk feature in Zoho SalesIQ, specifically for Hebrew language support. Current Challenge: When setting up Small Talk for Hebrew, we encounter multiple issues: Simple
    • Should I Add Leads in Bigin?

      ok, first off I'm new here. I just started using Bigin. I'm debating if it's appropriate to enter leads. by leads I mean a list of contacts that I have not yet reached out to...it's a cold calling list.  if I enter them I can track them (I understand
    • Zoho Books - Perform a validation check before an invoice is marked as sent or sent

      Allow the validation rules to apply to button actions. For example: an invoice could not be sent or marked as sent if it has an empty value in a custom field. (The field could remain blank while it is being worked on.)
    • Flow error "given url is wrong"

      when I setup a flow to update a task status, I get an error when it runs that says "given url is wrong."
    • Upgrade Zoho Desk Agent-Side Answer Bot to GenAI

      Hello Zoho Desk Team, We hope you're doing well. Following the recent announcements and rollout of the GenAI-based Answer Bot in Zoho SalesIQ (Nova '25), we’d like to formally request a similar upgrade for the Answer Bot used by agents inside Zoho Desk.
    • Bigin Android app update: Email filters enhancement, change owner for related records.

      Hello, everyone! In the most recent Bigin Android app update, we have introduced additional email filters and an option to change the owner of related records. Email filters: We have now brought in support for 'All Emails' and 'Added from Widgets' filter
    • How can I get all conversations and comments of a Zoho Desk ticket using ZOHODESK

      Hi everyone, Currently, I am developing a Zoho Desk extension, and I am following the guide available at https://www.zoho.com/desk/extensions/guide/#ticket-object. While working with Zoho Desk, I have noticed that I can only retrieve the general information
    • AI & Zoho Recruit

      Hello, I guess we all are using AI in our personal and professional lives. Now, let's imagine. Recruitment is just a succession of stages and steps. For which step would you like to see AI implemented into Zoho Recruit ? I'll start : - Automatic translation
    • widget url 404'ing

      I'm creating a widget for the first time. When I grab the url from the base url section of the widget builder and append /widget.html it 404's Just wrote a very basic test. I have a folder structure app.zip - widget.html --js/app.js /widget.html <!DOCTYPE
    • Unable to Edit Pick-List Items in Custom Project Field(s)

      I can edit most fields normally, but if I try to edit - in any way - a Pick List field, I just get this error: To be perfectly clear, I'm trying to edit an existing Pick List field (adding or removing items), not adding a new instance. If I rename it,
    • How to display results from zoho.crm.searchRecords in message window

      Hello, I've created a custom function which is linked to a custom button which pulls a date from our contacts module and searches a date field in our quotes module and returns all records matching the date. My issue is, how to I get this to display the
    • Domain Transfer

      Hello there! I wanted to know if I can transfer my domain from Zoho to other hosting providers or use a different hosting provider instead of zoho's services.
    • Select CRM Custom Module in Zoho Creator

      I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?
    • New User - Opening Stock Aging Report

      I am setting up new client and am entering Opening Stock - created items and entered quantity/price details. Now the aging report is showing all the opening stock as new. How do I enter the Purchase Dates of these items so that I get accurate Inventory
    • Bulk Receive Multiple Purchase Orders

      Is there a feature or function that will allow you to bulk receive issued purchase orders? I have about 100 that need to be received from 5 years ago.
    • Manual Invoice

      How to create a Manual invoice, I need to enter Amount directly instead of (qty*Rate). our company is a service sector
    • Merging contacts and or accounts

      Hello, In a prior CRM we were able to merge contacts and or accounts.  We have turned on the function to stop multiple contacts with the same email, so we can prevent multiple contacts from happening, however, we now have multiple contacts that have the
    • Capture Reason for absence next to Campaign Member Status. Is there a reasonable workaround?

      I've reviewed the topics I could find to do with this but still couldn't find anything that satisfies our requirements: We would like to track a *reason* (picklist or text, doesn't matter which) why a Campaign Member (Lead or Contact associated with a
    • Zoho Learning Management System - Certificate Upload by Employees

      We are planning to enroll employees in courses which are hosted by coursera or similar sites. I want to share the links of those courses and also want employees to upload their completion certificate once they are done. Is this function possible in
    • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
    • Button or Links order

      Is there a way to re-order the buttons or links that are created?
    • 'Pin' notes, so that specific ones are always visible at the top of the 'notes' tab.

      It doesn't appear Bigin has the functionality to 'pin' a note to then have it always show at the top of the notes tab section of a record. Often times we have a large number of records, but key information we may want to have easily visible to all at
    • Request for Subform Support in Zoho CRM Webforms

      Hi Team, I hope you're doing well. I would like to bring to your attention that currently, Zoho CRM Webforms do not support Subforms, which limits our ability to send forms that mirror the actual structure used within Zoho CRM. This feature is extremely
    • Maxima Address on FSM Customer

      Im trying to add probably 50 customers from one company but couldn't make it since it has limit..how do i add the limit?
    • Next Page