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

    • Zoho Renewal

      Hello, If I am not going for zoho email renewal. will i get back my free zoho account? and if yes then is it possible to get back my all free user. how many user get back 10 or 25?
    • Not reciving emails

      Apparently i cannot recive emails on my adress contact@sportperformance.ro I can send, but do not recive. The mail i'm trying to send from mybother adress gets sent and doesn't bounce back... but still doesn't get in my inbox. Please advise
    • Not receiving MailChimp verification e-mail

      It seems that their verification e-mails are blocked. I can receive their other e-mails, but not their verification of domain ownership e-mail. I've checked and double checked how I typed the e-mail, using different e-mails (my personal e-mail can receive it), white listing the domain and all that is left is for the IP's to be white listed, but I don't have that power.  If a staff member could take a look at this -> http://mailchimp.com/about/ips/ And perhaps white list them for me, that would be
    • Creating my 2nd email account

      After creating my first email address, I decided to get another email address. I would like to use this new address as the primary address too. I don't know how to set it up there doesn't seem to be an option for that
    • Cannot - create more email account - Unusual activity detected from this IP. Please try again after some time

      Hello, I come across the error message in Control Panel. Unusual activity detected from this IP. Please try again after some time and i cannot create any more users We are an IT company and we provide service for another company Please unlock us.
    • "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain"

      Good day. When I try to send mail through ZOHO mail I get the following error : "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" I need help with this. My zohomail is : @eclipseweb.site Thank you,
    • Transfert de domaine pour création des comptes emails

      Bonjour , je ne parviens point à créer des mails avec le domaine 'raeses.org' suite à la souscription du domaine auprès d'un autre hébergeur, dont j'ai fait la demande du code de transfert qui est le suivant : J2[U8-l0]p8[ En somme, attente de l'activation
    • Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

      Kindly help me resolved this issue that i am facing here.
    • How are people handling estimates with Zoho inventory?

      We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managing
    • Relative Date Searches

      Currently in the search options, it has "date", "from date" and "to date". I think it would be great if there were options like "date greater than x days ago" and "date less than x days ago". I realise that as a once off you can just use the existing
    • Performance is degrading

      We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial
    • Ask the Experts 23: Customize, utilize, and personalize with Zoho Desk

      Hello everyone! It's time for the next round of Ask the Experts (ATE). This month is all about giving Zoho Desk a complete makeover and making it truly yours. Rebrand Zoho Desk with your organization’s details, customize ticket settings based on your
    • Dear Zoho CEO: Business Growth is about how you prioritise!

      All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about
    • Payroll In Canada

      Hi, When can we expect to have payroll in Canada with books 
    • Please review and re-enable outgoing emails for my domain

      Hello Zoho Support, I have recently purchased a new domain and set up email hosting with Zoho. However, my account shows "Outgoing Email Blocked". I am a genuine user and not sending bulk/spam emails. Please review and re-enable outgoing emails for my
    • Payroll without tax integrations (i.e. payroll for international)

      It seems as though Zoho waits to develop integrations with local tax authorities before offering Zoho Payroll to Zoho customers in a country. Please reconsider this approach. We are happy Zoho Books customers, but unhappy that we have to run payroll in
    • goingout e mail block

      info@ozanrade.com.tr
    • Incoming mails blocked

      Zoho User ID : 60005368884 My mail Id is marketing#axisformingtechnology.com .I am getting following message "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked." Please
    • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

      Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response
    • Configuring Email Notifications with Tautulli for Plex

      Hi I'm new to Zoho. I am from Canada and I have a I use a web based application called Tautulli for Plex that monitors my Plex media server. It also sends a newsletter to my followers. To set this up they require a "From" email address., a smtp server
    • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

      Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
    • How to Set Up Zoho Mail Without Cloudflare on My Website

      I'm having some trouble with Cloudflare here in Pakistan. I want to configure Zoho Mail for my domain, but I'm not sure how to set it up without going through Cloudflare. My website, https://getcrunchyrollapk.com/ , is currently using CF, but I'd like
    • Spam is Being Forwarded

      I am filtering a certain sender directly to the Trash folder. Those messages are still being forwarded. Is this supposed to happen?
    • IMAP Block

      My two accounts have been blocked and I am not able to unblocked them myself. Please respond to email, I am traveling and this is urgent.
    • "DKIM not configured"

      Hello. I have been attempting get the DKIM verified but Toolkit keeps sending the message that it is not configured, but both Namecheap and Zoho show it as configured properly. What am I missing?
    • Zoho mail with custom domain not receiving email

      i registered zoho mail with my own domain. I can login and access the mail app. I tried to send email from an outlook email account and an icloud email account. Both emails were not received. My plan is free. I also tried to send email from this zoho
    • Set connection link name from variable in invokeurl

      Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
    • Waterfall Chart

      Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?
    • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

      First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the
    • Issue with Importing Notes against Leads

      Hi, I am attempting to import some Notes into Zoho CRM which need to be assigned to various Leads. I have created a csv file which I am testing that contains just one record. This csv file contains the following columns: Note Id Parent Id       (I have
    • Trigger a Workflow Function if an Attachment (Related List) has been added

      Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
    • Option to Hide Project Overview for Client Profiles

      In Zoho Projects, the Project Overview section is currently visible to client profiles by default. While user profiles already have the option to restrict or hide access to the project overview, the same flexibility isn’t available for client profiles.
    • Creator Add Records through API - Workflows not triggered ?

      Hi Everyone, I am trying to add records to my Creator application through a third party app that I am developing. Currently, I am testing this through Postman. The records I need to add have a lot of workflows to run to populate dropdowns, fields, use
    • Important Update: Changes to Google Translate Support in Zoho SalesIQ

      We’re updating our default chat translation options across all Zoho SalesIQ data centres to offer a more secure, in-house solution for your translation needs. What’s changing? We will be offering Zoho Translate (our in-house tool) as the default translation
    • Zoho CRM Community Digest - July P1 | 2025

      Hey everyone, The start of July 2025 marked a special milestone: 200 posts in our Kaizen series! For those new here, Kaizen is a go-to series for Zoho CRM developers, where we regularly share best practices, tips, and expert insights to help you build
    • What’s New in Zoho Expense (April – July 2025)

      Hello users, We're happy to bring you the latest updates and enhancements we've made to Zoho Expense over the past three months, which include introducing the Trip Expense Summary report in Analytics, extending Chatbot support to more editions, rolling
    • Weekly Tips: Insert frequently used phrases in a jiffy using Hotkeys

      You often find yourself using similar phrases in an email —like confirming appointments or providing standard information. Constantly switching between the mouse and keyboard interrupts your flow and slows you down.Instead of typing the same phrases over
    • Undo Command in Notebook

      It would be handy to have an Undo in the row of icons at the bottom of the notes.
    • Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

      Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these
    • New Customization options in the module builder: Quick Create and Detail view

      Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
    • Next Page