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

• Topic Participants

• Madhumitha M

  

• David

• Zohoboy

  

• Mohamed Sheikhidris

• Chris P

• Recent Topics

• Notes Acknowledgement

  It would be great to have emojis that can be used for Notes. Emojis such as Thumbs Up to let someone know you agree with them or a emoji for thanks. It's a simple way to acknowledge that you read someone's note. Moderation update: Emoji reactions for

• Address limits per customer by edition

  I’m on the Standard edition and have reached a limit of 30 addresses under a single customer. Before I move to an annual Professional subscription, I need to confirm the following: What is the maximum number of addresses allowed under one contact, and

• Is it possible to log text messages from iphone into Zoho CRM

  My team is more and more utilizing text messaging to communicate with clients. Does Zoho have a solution for logging these text messages when clicking "Send Text Message" from the Zoho app. Much like when you call, you get prompted to log a call, can

• Project Finances: Fully Accessible within Projects

  Project finances and work items are now on the same screen and it transforms the way you run your project. Managing your project finances is now much easier and in the same screen as your work items. Access quotes, invoices, bills, sales orders, and purchase

• zoho stream web notifications

  since im locked out of IMAP and cant use my mail app that lets my team collaborate and chat below emails, im trying out the zoho version of this... zoho streams. On the bottom of an email in the zoho mail web app, i "comment" and mention another user.

• UI / UX Improvements

  Please consider changing the Dependency Details window from a column-based layout to a list-based layout, or allowing users to choose their preferred layout. The current column-based view uses screen space inefficiently and makes navigation difficult,

• Zoho CRM and Desk sandboxes for testing native integration

  Hello team, We are evaluating the native integration between Zoho CRM and Zoho Desk, We have sandbox instances of both products and want to test the integration there, without any effect on our production CRM or production Desk data. While setting up

• Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books

  Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor

• 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

• Zoho Books | Product updates | August 2026

  Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,

• Auto-Sync Field of Lookup Values When Parent Record Changes

  Hi Zoho Team, Currently, when you use a "Field of Lookup" in Zoho CRM, the value is captured as a snapshot at the time the lookup is set. If the parent record is later updated, the Field of Lookup value on the child record does NOT update and stays stale.

• How to Repair Corrupted Video Files?

  Repairing corrupted video files can be done using free media players, command-line utilities, or specialized video repair software depending on the severity of the corruption. Here are the most effective methods to fix unplayable videos: Method 1: Use

• [Request] Pivot filter date option : from set date to relative value ie from 01Jan to LastMonth

  I don't think I can currently do this... but it's worth asking if it's possible. My use case is concerning annual leave which is calculated from the beginning of the calendar year (01Jan) then each month I want to have details of leave taken etc... In

• 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,

• Mois de la sensibilisation à la cybersécurité 2026 : faites de la sécurité un réflexe avec Zoho

  Imaginez : vos systèmes informatiques répondent aux normes de sécurité en vigueur et votre entreprise est assurée contre les cyberattaques. Pourtant, un matin, tout bascule. Vos données sont chiffrées et un message glaçant s’affiche à l’écran : « Si vous

• Specifying time increments on a Date/Time field

  Hi all, Im using a Date/Time field in my CRM module. At the moment the increments are 30 minutes. How can I change these to be 15 minutes? Thanks

• Read, View, Access, or Open an OST File Without Outlook

  Have you at any time needed to open an old OST file only to find that Microsoft Outlook is not installed on your computer? It is very annoying, particularly in the case where the file includes important emails, attachments, contacts, or calendar items.

• What's new in Zoho Workplace | August 2026

  Hello Zoho Workplace community! Here's a roundup of all the new features and announcements that went live across Zoho Workplace applications in August. Zoho Mail Zoho Mail is now available in AWS Marketplace! AWS Marketplace users can access and subscribe

• Read, View or Open MBOX File without Any Email Clients

  Since email messages are stored in a single file by MBOX files, they are useful for keeping email data in one location. Many email programmes, such as Thunderbird and other mail clients, support this format. However, if you have an old MBOX file and the

• What's new in Zoho Social - Q3 recap

  Hello everyone, We've rolled out a bunch of exciting updates in Q3, and we're thrilled to walk you through them. Here's a quick look at everything we released in July, August, and September to help you experiment with content, automate engagement workflows,

• The Social Wall: September 2026

  Hello everyone! This month, we’re bringing Snapchat to Zoho Social. You can now connect your Snapchat account and manage your content alongside your other social channels. Whether you want to reach a wider audience through Spotlights or share quick updates

• How to Convert Apple Mac Mail to PST for Outlook for Free?

  Apple Mail is a widely used email program among Mac users, but what do you do if you want to transfer your emails to Microsoft Outlook? In such a situation—for example, when you are moving from a Mac to a Windows computer or when you need to use Outlook

• Turning off the recorded welcome in Zoho Webinar

  Is there a way to turn off the recorded voice that comes up at the beginning of every webinar session? It devalues the experience for attendees from feedback, interrupting their connection with our brand and delaying webinar start unnecessarily.

• Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

  Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,

• Losing description after merging tickets

  Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.

• Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)

  Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A

• Account Blocked due to Suspicious Activity.

  Hello, Trying to get access to my account, I have found this message above in the subject of this message. I am unable to log back to my account (see err. mess. below.) and thus cannot get rif of this following the Zoho procedure : I followed the step

• Zoho Recruit mailserver get blocked by Microsoft!

  Hi, We have experienced this issue twice now, where Zoho Recruit outbound IP addresses are being blocked by Microsoft. We are confident that Microsoft is the blocking party, as all outbound emails to candidates with @hotmail.com, @live.com, and @outlook.com

• Months of WooCommerce–Zoho Inventory sync failures and repeated support requests – has anyone experienced this?

  Months of WooCommerce–Zoho Inventory sync failures and repeated support requests – has anyone experienced this? I run a small retail business using WooCommerce and Zoho One. For months, I have been trying to resolve recurring synchronisation failures

• Name autocomplete

  Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is

• How to Manage Two GST Numbers / Two Companies in a Single Zoho Inventory Organization?

  Hi Team, We currently have two separate legal entities: A Proprietorship Firm with its own GSTIN A Private Limited Company with a different GSTIN However, operationally, both companies deal with the same products, and we would like to manage the physical

• View Cannot Use UPC as Criteria

  When creating a new custom view, the UPC field is not available as a criterion for the view. This seems strange, because both ISBN and EAN are available in the dropdown. Because of this, I feel like the situation is possibly an oversight rather than by

• How To Implement an Auto-Check-out Feature for Attendance?

  If an employee forgets to check out, the system should automatically check out the employee at 6:30 PM

• Enhanced Zoho CRM and Office 365 calendar synchronization features!

  Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During the

• What are the best practices for managing tax records and financial information for a small business?

  I’m interested in learning how other small business owners and accounting professionals organize their financial records and prepare for tax filing. With bookkeeping, expense tracking, income records, and tax documents all needing to stay accurate, having

• How to add a fee based on payment method

  I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to create

• How to Open Google Takeout and Thunderbird MBOX Files?

  MBOX files are used by email clients and services, such as Google Takeout and Mozilla Thunderbird, to store email messages. It can, however, be difficult to open such files if you don't have an email programme that is compatible. Google Takeout enables

• Convert MBOX to PDF Free on Mac and Windows

  MBOX files are widely used for storing email messages in email clients such as Thunderbird, Apple Mail, and other programs that support the MBOX format. Although this format is useful for handling emails, it can at times be inconvenient to access the

• Cannot apply tags to multiple items at once

  It is very frustrating needing to apply tags to notes individually. Even worse that it takes multiple clicks to do it. Can there please be an update to: 1.) Allow us to apply tags to batches of notes in one go. 2.) Make it less clicks to add a tag 3.)

• Automating CRM backup storage?

  Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

• Next Page