Zoho Books' 2025 Wrapped

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



    • Recent Topics

    • Zoho Invoice en Navarra (Spain)

      Hola, ¿Alguien usa Zoho Invoice en la Comunidad Foral de Navarra? En Navarra tenemos un sistema tributario diferente y no aplica Verifactu (la Hacienda Foral de Navarra ha anunciado su alternativa, NaTicket, pero no ha informado cuándo entrará en vigor).

    • Emails from Zoho are getting blocked due to Zoho IP address being blacklisted

      This is the info I got from my hosting provider – please address this issue immediately. I don’t expect this from such a big household name. Every single invoice I have sernt it not being received by my clients, all being blocked. All of a sudden. As

    • agentid : Where to find?

      I've been looking around for this agenId to check for the total ticket assigned on a specific agent url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=351081000000155331&agentId=35108xxxxxx132009&field=statusType,status" type :GET

    • Zoho DataPrep integration with OpenAI (beta)

      We are thrilled to announce Zoho DataPrep's integration with OpenAI. The public beta roll-out opens up three features. Users who configure their OpenAI Organizational ID and ChatGPT API key (Find out how) will be able access the features. The features

    • AI Bot and Advanced Automation for WhatsApp

      Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:

    • Setting total budget hours for a specific project

      Hi there, I work on a lot of projects that have fixed budget hours. Is there a way to enter the total budgeted hours so i can track progress and identify when hours have been exceeded. I see in the projects dashboard there is a greyed out text saying

    • Clone entire dashboards

      If users want to customize a dashboard that is used by other team members, they can't clone it in order to customize the copy. Instead they have to create the same dashboard again manually from scratch. Suggestion: Let users copy the entire dashboard

    • Introducing Formula Fields for performing dynamic calculations

      Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

    • Getting started with Zoho PDF Editor

      Hello users, If you are new to Zoho PDF Editor or aren't sure of its full potential, then this article is for you. Zoho PDF Editor is a free online PDF editing tool, that allows you to upload and edit PDFs, insert text and images, add fillable and e-signature

    • Zoho Projects - Cloning a task does not trigger task workflow when created

      Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new

    • Purchase Orders not in sequence

      I am unable to sort by Purchase Order Numbers. I can only sort by date; however, the PO numbers aren't in the order they were entered. This was not the case prior to today.

    • Internal Fillable Contract with Zoho Writer (Before Sending to Client)

      Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can

    • Date/time displayed in ZohoCRM does not match date/time of entries in ZohoForm

      Hello there, we use a ZohoForm as a worksheet, i.e. users use it to track start time, break and stop time for every working day. The ZohoCRM org time zone is set on GM -4, so is the Time Zone in the Date&Time section in ZohoForm (see attachment). Despite

    • Update Existing Records greyed out in Free Version

      Trying to update records from an Excel sheet, and not getting the option to update. Only option is to add as new accounts. All documentation I can see says update should be an option! Accounts, Leads, Contacts, all the same.

    • Dynamically Populate Picklist Values from Another Module Using Client Script

      I am working in Zoho CRM and trying to dynamically populate a picklist field in the Partners module using values stored in another custom module. I have two modules: 1. Partners Module Field: Partner_Type_Pick Field Type: Picklist 2. Partners_Type Module

    • Add zoho calendar to google calendar

      Hi I keep seeing instructions on how to sync Zoho CRM calendar with google calendar but no instructions on how to view Zoho calendar in my google calendar.

    • Zoho Community Digest : Jan 2026 | Part 1

      Hello Everyone! Staying in the loop with Zoho's latest product updates and features across the vast Zoho Community Forums can be a real challenge. We get it. With over 50+ applications, each with its dedicated forum, it's easy to miss out on important

    • World date & time format

      Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. Regards

    • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

      Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

    • Conditional layouts - support for multi-select picklists

      Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

    • Dont want to list inactive items.

      If an item is made inactive, there is no point in showing it in the item list. Please provide an option to hide all inactive items in 'Preferences'. 

    • Actual vs Minimum

      Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the

    • Client Script Not Working When Field is Set by Workflow

      Problem Context: I have implemented a client script in the Cases module that automatically assigns commands based on the value of the Priority field. The script functions correctly when the Priority field is manually set by a user through the form. Observed

    • Integration of CRM and Recruit

      hi team, Is it possible to sync deals <> job openings from only 1 pipeline? My configuration of CRM has pipeline for each business unit, so I will have all data in the CRM system. body leasing and recruitment is one BU (hence 1 pipeline) - can I sync

    • {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

      Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,

    • integrating Zoho CRM vendors with Zoho projects

      In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.

    • Zoho Creator Workshops 2026—Europe & UK | Coming to a city near you!

      Hello everyone! We're excited to announce the Zoho Creator Workshop Series 2026, coming to cities across Europe and the United Kingdom this year! Whether you're looking to explore the intermediate-to-advanced capabilities of Creator or you're a seasoned

    • Validation rule for Date field

      The condition settings for a Date field are are absolutlly usless. Conditions can only be set for a specific date, which is logically ineffective in most cases. When setting a condition for a Date field, users usually need to compare the value relative

    • Number 9 envelopes for invoice printing

      I email and print invoices. Being new to Zoho and coming from QB, we did both as we have a more traditional So in Zoho i want to do the same using Number 9 envelopes. These have both a return window and mail to windoow see attached image. Im just looking for best suggestions on how to get a ZOHO invoice to work, so I can mail my invoices...

    • Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?

      Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations

    • Open Sans Font in Zoho Books is not Open Sans.

      Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

    • Add Reporting feature to display variance/change columns when comparing periods

      When running reports to compare periods (for example, Profit and Loss comparing current year to previous), I would like to be able to display variance columns in both (a) amount or (b) percentage.

    • Payroll and BAS ( Australian tax report format )

      Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin

    • Invalid scope choice: Workdrive integration in CRM

      Bug: There is an invalid option in the permission choices for Workdrive integration in CRM. If the entry "WorkDrive.teamfolder.CREATE" is selected, it will return a message indicating invalid OAuth scope scope does not exist.

    • What's New - February 2026 | Zoho Backstage

      February 2026 brings a major new addition and a collection of enhancements across Zoho Backstage. We thought about writing a long introduction, but the updates in this release make a strong case on their own. So we’ll skip the buildup and dive straight

    • Attaching files to emails within CRM Deals.

      Hello, We have recently started using the extension "Workdrive for CRM" (Related List) to view/store our documents for each Deal, instead of using Attachments. Overall it feels like a better way to go but the user experience is not so great when it comes

    • Anyone worked out how to export or screengrab a full heatmap?

      I'd love to be able to include a copy of a heatmap in a report but can't work out how to grab the whole thing as there doesn't appear to be an export function? Thanks in advance.

    • Establishing Relationships among contacts/leads with Reciprocal

      Is there any way to create a relationship between contacts and leads and be able to go into just one of the files and have it reciprocate the entry in the other file? For example, if I have two people say John and Jane Smith who are husband and wife.

    • Placeholder for Agent Signature in Email Templates

      Dear Zoho Team, I hope this message finds you well. We currently face a limitation when designing email templates in Zoho Desk. While we can create email templates and include a footer at the end, the agent signature is always appended by default at the

    • Next Page