Zoho Books | Product updates | March 2026

Zoho Books | Product updates | March 2026

Hello users,

We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience.

Introducing Advanced Reporting Tags

Advanced Reporting Tags in Zoho Books allow you to filter and track transactions with precision by creating tags and options that can be applied at both the transaction and line item level. You can organize options in a parent-child hierarchy, control their visibility by mapping them with other tags or locations, and restrict user access to transactions based on associated tags and locations. These tags can be associated with items, customers, vendors, and transactions. By using reporting tags, you can filter and compare reports to gain detailed insights, track performance, and make more informed business decisions.

Tax Calculation on MRP for Tobacco Products [India Edition]


To comply with Rule 31D of the CGST Rules, 2017, which mandates GST calculation on the printed Maximum Retail Price (MRP) for tobacco and other notified goods, we have introduced Tax Calculation on MRP. You can now define MRP for items and choose to calculate tax based on MRP for applicable HSN codes (2401, 2402, 2403, 24041100, 24041900, 21069020). When such items are used in transactions, the MRP and tax preference are automatically fetched from the item master, with the option to override them at the line-item level. If Tax on MRP is enabled, MRP becomes mandatory and tax is always calculated inclusively from the MRP. This feature is supported across multiple sales, purchase, and recurring transactions, with visibility in PDFs and support for import/export and e-Invoicing.



To enable MRP, go to Settings > Module Settings > General > Items > Field Customization. Click the dropdown next to the MRP field and select Mark as Active.

Multi-Vehicle Support in e-Way Bills [India Edition]

The e-Way Bill module now supports Multi-Vehicle transportation, allowing a single e-Way Bill consignment to be transported using multiple vehicles during transit. This helps businesses manage staged movements where goods are transferred between vehicles at different points before reaching the final destination.

To initiate a Multi-Vehicle Group for an e-Way Bill, go to Sales > e-Way Bills and open a generated e-Way Bill. In the e-Way Bill details page, click Initiate Multi-Vehicle Group. In the New Multi-Vehicle Group pop-up, enter the required details and click Save.

To add vehicles to the group, scroll down to Part-B in the e-Way Bill details page and click + Add Vehicle under Multi-Vehicle. In the Add Vehicle pop-up, enter the necessary details and click Save.

Enhancements in Invoice Management System [India Edition]

You can now keep eligible Credit Notes and other supported transactions in Pending status for one tax period. For Credit Notes, you can also manually enter the ITC amount to be reversed, allowing you to reverse the full amount, a partial amount, or none. If you do not declare the ITC amount manually, adding remarks becomes mandatory. The remarks added to transactions will also appear in GSTR-2B and IMS Outward Supplies.

Validate GSTR-1 Before Pushing to GSTN [India Edition]

We have introduced a pre-validation step before pushing GSTR-1 returns to the GST portal. When you click Push to GSTN, the system will first validate the return data using the government-provided schema validator. If any issues are detected, you can download an error report, correct the transactions, and push the return again, helping reduce push failures during GST filing.

Add Quick Reply Buttons in WhatsApp Message Templates

You can now add quick reply buttons to WhatsApp message templates, allowing recipients to take actions directly from the message. Currently, Quote/Estimate's Accept and Decline options are supported as quick reply actions. Once enabled, these options will be available while creating or editing templates. When a customer responds using these quick replies, users with the required estimate permissions will receive in-app notifications.

Manage Field-Level Access 

You can now configure field-level access for certain system fields to control how fields are accessed by different roles by setting permissions such as Read & Write, Read Only, or Hide, ensuring appropriate visibility and edit rights. This support is currently available for the Terms & Conditions field in Estimates, Retainer Invoices, Invoices, Sales Orders, Sales Receipts, and Credit Notes, and for the entity-level Discount field in Invoices. 

Mark Projects as Completed

You can now mark projects as Completed, making it easier to differentiate completed projects from active ones that are currently in progress.

To mark a project as completed, go to Time Tracking > Projects, select a project, click the More icon on the project details page, and select Mark as Completed from the dropdown.

Support for Partial Billing and Receiving in Purchase Transactions

You can now partially receive items from bills and partially create bills from purchase receives. This enhancement allows you to receive or bill quantities in stages and track the remaining quantities to be billed or received later, making it easier to manage phased deliveries and partial invoicing.

Zoho Inventory Add-On Updates

Inventory Turnover Reports by Amount and Quantity

We’ve introduced Inventory Turnover Reports to help you evaluate how efficiently your inventory is sold and replenished over a specific period. The Inventory Turnover by Amount report, calculates the turnover ratio using COGS ÷ Average Inventory Value, while the Inventory Turnover by Quantity report, calculates the ratio using Total Quantity Sold ÷ Average Inventory Quantity. These reports provide a comprehensive view of item movement within a selected date range and help identify fast-moving and slow-moving inventory. 

Integrate Zoho Books with BobGo [South Africa Edition]

You can now integrate BobGo with Zoho Inventory to manage shipping operations directly within the application. It allows you to compare delivery options, fetch shipping rates, create shipments, generate shipping labels, and track deliveries seamlessly from within Zoho Books.

Associate Projects with Inventory Transactions

You can now associate projects with Assemblies, Inventory Adjustments, and Transfer Orders. Projects can be linked at the entity level for Assemblies and at the line item level for Inventory Adjustments and Transfer Orders. You can also create these transactions directly from the Project details page, where the project information will be automatically populated. Additionally, the Inventory tab in the Project details page displays all related Assemblies, Inventory Adjustments, and Transfer Orders, and project association is also supported in Import and Export for these transactions.

Draft Status for Sales Returns

You can now save sales returns in Draft status before marking them as final. As part of this change, the Approved status has been renamed to Accepted.

Filter Items with Non-Zero Stock in Reports

You can now use the Not Equal to Zero option in the Stock Availability filter to quickly identify items that have available stock. This filter is supported in the Inventory Summary, Inventory Valuation Summary, Location Details, and Warehouse Details reports, helping you easily focus on items that currently have stock.

Create Packages and Shipments Separately for Marketplace Orders

We have introduced an option which allows you to create packages and shipments separately for marketplace orders, in addition to sales orders. This enhancement provides more flexibility in managing order fulfillment for sales channels like Shopify and WooCommerce.

Default Preferred Bin for Items

You can now configure a default preferred bin for each Item. If no bin is specified during a transaction, the system will automatically populate the configured default bin for the respective location and item combination.

Barcode Generation with Price List Based Pricing Display

You can now generate barcode labels with prices based on a selected Price List instead of the default item price. This enhancement allows you to choose a Price List during barcode generation, ensuring that the printed label reflects the correct selling price for different pricing scenarios such as retail and wholesale pricing, location or region specific pricing, customer specific pricing, and seasonal price lists. The feature supports both All Items Price Lists and Individual Item Unit Pricing Price Lists.

Other Feature Enhancements 

  1. You can now apply discounts at the transaction level. [UAE, Saudi Arabia, Bahrain, Oman, Qatar, Kuwait Editions]
  2. You can push invoices with a 100 percent discount applied at either the line-item level or the transaction level. [UAE, Saudi Arabia, Bahrain, Oman, Qatar, Kuwait Editions]
  3. You can now mark the Supply Date field as mandatory in invoices. [India Edition]
  4. You can now use the Text Box (Multi-line) data type in custom fields at the line item level, allowing you to store up to 36,000 characters in a single custom field. 
  5. The Balance Sheet drill-down view has been enhanced to show contact-wise balances for individual Accounts Receivable and Accounts Payable ledgers instead of a combined summary. 
  6. You can now export TDS challan details. [India Edition]
  7. You can now display the Total Amount in Words in any Zoho-supported language across all templates. 
  8. You can now manage multiple transaction series for Self-Invoices. [India Edition]


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

    • MAKING ENTRY TIME MORE USER FRIENDLY AND FASTER O PREVENT TAB TIME

      I AM CURIOUS TO KNOW IF WE CAN MAKE IT MORE USER FRIENDLY WHILE MAKING BILLS , I MAJORLY USE OVER DESKTOP SO I AM SUGGESTING TO REMOVE TAB TIME WHILE ENTERING BILL OR MAKING INVOICE DIRECT JUMP TO ONLY REGULAR PARTS OF THE BILL . YOURS RAKESH 782866

    • Email Forwarding to Zoho Desk Failing After Migration from Gmail to Outlook (Microsoft)

      We recently migrated from Gmail to Microsoft Outlook. Since the migration date, emails sent by our customers are no longer being received by Zoho Desk. I tried setting up the email forwarding rules in Outlook similar to what we had in Gmail, but it still

    • Shopify B2B Integration: Option to Match Customers by Company Name

      It would be great if the Shopify integration could include Company Name as a customer matching option. At the moment customers can only be matched by: Email Name Email and Name Phone For businesses using Shopify B2B, the company is often the customer

    • Free Methods to Convert PST to MBOX on Mac & Windows

      Converting PST files to MBOX is often needed when moving Outlook mailbox data to email clients such as Thunderbird, Apple Mail, or other MBOX-supported applications. The process can be different on Windows and macOS, and free methods may involve several

    • Zoho Payroll: Product Updates - Q3, FY2026

      Over the past quarter, Zoho Payroll has added several updates to make payroll easier to process, configure, and manage. The most notable improvements cover bank integrations, reimbursement support, payslip enhancements, employee exit documentation, payroll

    • Print checks for owner's draw

      Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?

    • Deliver exceptional customer experience with Field Service Management in Zoho Service Plus

      The advent of automation and personalization in the AI era has raised customer expectations exponentially for faster resolution of issues with less tolerance to friction in the process. Fast, accurate, and intelligent service that understands customer

    • Zoho Extensions 101: Building extensions for Zoho People

      Hello developers! Welcome to our new video series on building extensions for Zoho People! If you're new to extension development or looking for guidance on building extensions for Zoho People, you're in the right place. We've curated a series of videos

    • Build A Happier Workforce With Zoho People

      The success of an organization depends on its people. Therefore, a comprehensive and cloud-based HRMS software is an integral part of the IT ecosystem for the business. With a wide number of key modules to define the structure of an organization, manage

    • How to import PST files in Office 365?

      You can import PST files into Office 365 using native Outlook applications, the Microsoft Purview network upload method, or specialized third-party migration tools. Choosing the right method depends on whether you are migrating a single mailbox or executing

    • Project Change Orders and Additions

      We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out

    • Support Recording Payments in a Different Currency Than the Invoice Currency

      We would like to request the implementation of a feature that allows users to record customer payments in a currency different from the currency of the original invoice. Current Limitation in Zoho Books Currently, if an invoice is issued in USD, Zoho

    • Customer Statement Showing Incorrect Negative Balance Due to Unused Advance

      Dear Zoho Support Team, We are facing an issue with the Customer Statement in Zoho Invoice related to customer advances/mobilization advances. The issue is that when a customer has made an advance payment that has not yet been fully utilized against invoices,

    • 【10/15・残席わずか】Zoho Championに学ぶ！Zoho Campaigns メール配信の基礎・活用勉強会

      皆さま、こんにちは。ゾーホージャパンの中野です。 10月15日（木）、Zoho コミュニティ初となる「Zoho Campaigns メール配信の基礎・活用勉強会」をオンラインで開催します！ 今回の登壇者は、Zoho の導入・活用支援に豊富な経験を持つZoho Champion の岡安 裕一さんです。 「一斉配信はできるけれど、現在の設定や運用が正しいか自信がない」 「Zoho CRMとZoho Campaignsのどちらから配信すればよいか分からない」 「リストとセグメントの違いや、配信停止の扱いを整理したい」

    • WorkDrive API: allow the modification time to be set when updating an existing file (x-last-modified-date is honoured on create, ignored on update)

      Hi, I contribute to the Zoho WorkDrive backend of rclone, the open-source sync/copy tool. I would like to raise one specific, narrow API gap that currently makes reliable syncing to WorkDrive impossible, and ask whether it can be addressed. What already

    • WhatsApp Coexistence

      Hello, please implement WhatsApp Coexistence, we need to track staff whatsapp chats on their PC and they need to be able to use WhatsApp on their mobile in around the office and warehouse, as we video call customers and send them product pictures. Thank

    • Kiosk / CRM Timezone Oddity

      I grant you this is much easier to see than to explain, and snapshots here won't help much and I don't want to snapshot my record anyway in a forum, so bear with me... Effectively... As there had been discussions on times coming through in different timezones

    • Restricted Account - "This user is not allowed to add in Zoho" - citbinvestment.com.

      Hi Zoho Support Team, I am attempting to set up user mailboxes for my domain citbinvestment.com, but I am receiving the following error: "This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details." > My MX, SPF,

    • 👍 Zoho CRM's Notes now gets Reactions and a new look

      Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, express

    • Contact Sharing: Hide email alias from global address list

      As the superadmin, I would like to hide my domain aliases from appearing in the global address list. Currently, my end users can see all my aliases. The aliases also appear as type-in addresses when composing a new email. This is a potential security

    • Incorrect Currency Shown

      On Bills, each line shows the rate in the wrong currency (home currency).

    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

    • [Free webinar] Beyond prompt-to-app: Vibe coding with Zoho Creator | Creator Tech Connect (October 2026)

      Hello everyone, We are excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar consisting of purely technical sessions, where we dive deep into

    • Zoho Recruit Staffing version Interview using Zoho Meeting

      I would like to understand whether Zoho Meeting has a native integration with Zoho Recruit – Staffing Edition. As of now, I am unable to find the native Zoho Meeting integration within the Staffing Edition of Zoho Recruit. Could someone please confirm

    • Payroll needs to automatically remit taxes, not just give me the calculations

      Wagepoint, PayEvo, Waveapps, etc... All your competitors deposit employee payroll, but they ALSO remit taxes automatically. Get with the program, your Payroll app is extremely sparse.

    • New enhancements to user management

      Hello everyone, We're excited to introduce a few enhancements to user creation and user preferences in Bigin! These updates give administrators more flexibility while inviting users, and give users more control over how their data is displayed. With this

    • Public dashboard table does not load in mobile view - TypeError reading 'viewType'

      Our public dashboard links have worked for years. We made no changes. Now the table widget does not load on mobile browsers. It loads fine on desktop, and it loads on a phone when we use "Request desktop site." Chrome DevTools shows this error in mobile

    • Cannot format "start date" field in Zoho Flow

      I am trying to recreate a flow that connects Inventory package creation to Zoho projects (where a task is created in a defined project). I've been able to troubleshoot everything EXCEPT the date fields; specifically the "start date" - which is quite important

    • Bank Transactions page shows too few transactions due to large header area

      In the Banking → Uncategorized Transactions screen, a lot of vertical space is being used by the account header, balance details, tabs, buttons, etc. Because of this, on a normal desktop screen I can see only around 2 transactions at a time, even though

    • Zoho Mail Android app update (v3.6.5) - Enhancements in Email Composer and Google Meet support

      Hello everyone! We are excited to introduce new enhancements in the Zoho Mail Android app (v3.6.5). Let's dive into what's new. Drag and drop email addresses between recipient fields You can now drag and drop the email addresses across the recipient fields:

    • Migration from QuickBooks to Zoho Books for the U.S. Company

      Is there any automation tool available to migrate data from QuickBooks to Zoho Books for a U.S.-based company? If yes, could you please provide the details?

    • Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México

      Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México Hola equipo de Zoho, Durante los últimos meses he observado una necesidad recurrente entre varios clientes en México relacionada con el cumplimiento fiscal del

    • Introducing Zoho Key Service, a simpler way to access LLMs without API keys

      Available in the Professional, Enterprise, and Ultimate editions in the US, IN, AU, JP, and CA DCs. Hello everyone, We are excited to bring Zoho Key Service (ZKS) in Zoho CRM, a simpler way for organizations to access and use third party LLMs. You can

    • Single Folder Archival in Zoho Mail

      Dear Zoho Mail Community, Have you noticed and wondered what the banner is about in your Zoho Mail's Archive Policy Settings? In Zoho Mail, users have traditionally archived emails to keep their inbox and active folders clean. While this helped reduce

    • Trigger Workflow Rules from subform row actions

      Hello all, Previously, workflow rules could only be configured at the module level, which meant subform data had to be tracked and managed manually. With this update, workflow rules can now be triggered directly by actions within subform rows, giving

    • Create a single record from multiple images with ICR

      Hello all, Zia's Intelligent Character Recognition can now create a single record from multiple images. Users can upload up to three images at once, such as an ID, a passport, and a business card, and Zia will extract the relevant information from all

    • Free Plan mail accounts details

      In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com

    • can not use my zoho mail

      i bouht domain( avta group.com) and set up mail(Avtar@avta group.com) but i cannot receive or send emails . can you please help out.

    • Display Issues

      Hello, Our company just changed General Managers and the other one was the super admin. Since deleting his profile and making our new General Manager the super admin there have been ongoing issues. One in particular, is when creating estimates, sales

    • Introducing Night Mode for Zoho Recruit [BETA]

      Late-night hiring sessions? Long hours reviewing resumes? We heard you. Night mode [BETA] is now available in Zoho Recruit, giving you a cleaner, more comfortable workspace that’s easier on the eyes while keeping the focus on what matters most: hiring.

    • Next Page