Hello users,
We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience.
Integrate Zoho Books with EmaraTax for Seamless VAT Filing [UAE Edition & US DC]
Zoho Books now integrates with
EmaraTax, the UAE Federal Tax Authority’s official VAT filing portal, allowing businesses to file VAT returns directly from within Zoho Books.
Introducing the Self-Employment Summary Report [UK Edition]
We have introduced the Self-Employment Summary Report for sole traders to simplify self-assessment filing. The report helps organize business income and expenses, providing details needed to complete SA103F or SA103S forms for HMRC. By default, the SA103F format is shown with a drill-down summary of accounts, and it calculates business income, expenses, and net profit or loss.
Introducing PayNow Payment Method
We now support PayNow as a payment method via Stripe integration. PayNow is a Singapore-based payment option that lets your customers pay in SGD by scanning a QR code through supported banks and non-bank financial institutions.
Note: This payment method is not supported in the India edition of Zoho Books.
Apply Journal Credits to Invoices and Bills in Other Locations
You can now
apply the journal credits that you create for a customer to the invoices and bills of the customer in other locations of your organization.
Introducing the Inventory Adjustment Summary and Inventory Adjustment Details Reports
We have introduced the Inventory Adjustment Summary Report and Inventory Adjustment Details Report to provide better insights into inventory adjustments. Both reports support customizable columns, advanced filters, multilevel grouping, custom reports, and scheduling.
Zoho Inventory Add-On Updates
Set Up Workflow Automation for Packages and Shipments
We now support workflow automation for packages and shipments. You can define execution criteria and configure workflow actions such as email alerts, custom functions, in-app notifications, webhooks, and field updates.
Skip Carrier Email Notifications for Shipments
You now have the option to choose whether shipping carriers send email notifications to your customers. By enabling the Skip Email From Carrier option on the shipment creation page, your preference is saved and automatically applied to all future shipments.
Introducing the Picklist Summary Report and Picklist Details Report
We have introduced the Picklist Summary Report and Picklist Details Report to provide clear insights into picklist data. The Summary Report gives a comprehensive overview of all picklists within a selected date range, while the Details Report offers item-level information. Both reports support customizable Show/Hide Columns, advanced filtering, multi-level grouping, export options, and scheduling for easier analysis and reporting.
Enhancements to Packages, Shipments and Picklists
Zoho Books now lets you enter the e-Way Bill Number when creating shipments with Delhivery.
-
You can now create Custom Buttons, Custom Links, and Related Lists for Packages, Shipments, and Picklists.
-
You can also create custom fields with Lookup and Attachment data types for packages and shipments.
-
You can customize the layout of packages and shipments by creating custom PDF templates.
-
You can also create custom views for shipments.
Other Feature Enhancements
We now support Dimensions and Weight columns in the Items List View page.
-
You can now customize email templates for online vendor payments.
-
We now support In-Transit status for purchase orders in the list and details views.
-
We also support WhatsApp notifications for purchase orders.
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.
Best regards,
The Zoho Books Team
Recent Topics
Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!
Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
How do you print out the invoices comments
I have some invoices where i need to print out the comments that show when reminders and etc were sent how do we print those out in Zoho Books.
Unable to load a specific image
Hi I am trying to upload an svg file, which reports that there is "a problem with the file", but does not say what sort of problem. I can't find anything which says which files are supported, so it may be it does not support svg. (which would be a real shame) The file itself will open in either Firefox or Chrome without problem. For the moment I am using a png file, which does not zoom well of course. David
Why does the Address field show the wrong map location even with a correct Pincode?
I am noticing an issue with the Address field map in Zoho Creator. When I enter a city name that exists in multiple locations within the same state, the map sometimes points to the wrong area even if I have entered the correct Pincode. Currently, it seems
Books <-> CRM synchronisation with custom Fields
Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync
CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
Archive Option in Conversation View
Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just
Outlook/Hotmail Blocking Zoho SMTP IPs (S3150)
We are currently facing a serious deliverability issue with Zoho SMTP while sending transactional OTP emails for our production application. Emails sent to Outlook / Hotmail addresses are being rejected with the following error: 550 - 5.7.1 Unfortunately,
Outlook is blocking incoming mail
Outlook is blocking all emails sent from the Zoho server. ERROR CODE :550 - 5.7.1 Unfortunately, messages from [136.143.169.51] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150). It looks
Track Marketing Automation Campaigns in Zoho CRM
Hello, I've been searching but haven't found the exact answer to this question. I am looking to track Marketing Automation email campaigns and activities inside of Zoho CRM. Use Case: Action: Prospect Submits A Lead Form Outcomes: Prospect created in
Zoho Social API for generating draft posts from a third-party app ?
Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.
Temporarily rate limited due to IP reputation.
We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster
Incorrect Functioning of Time Logs API (Version 3)
We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation the
IMPORTANT: It doesn´t search for letters with portuguese characters.
Some of my articles have for example the word "vídeo". But if I search for "vídeo" it doesn´t find them. If I search for "video" it does find them. Idealy, it should find the articles either way. But if I have to choose, it would be better to find the
IMPORTANT: It doens´t show full article name on search - Should add line break
When we search for articles, it doesn´t show the full name. There should be a line break so the user can see the full article name, otherwise the user can´t know if that´s the article he/she is looking for. This is very important, otherwise the user has
Zoho Books - Payment Gateway - Revolut
Hi Books Team, My feature request if to include the popular platform Revolut as a payment collection option on invoices in Zoho Books. Please upvote if you are also looking for this option.
Zoho Books | Product updates | January 2026
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the
Kaizen #233 - Generating AI-powered Follow-up Emails Using CRM Functions and Widgets
Hey everyone! Welcome back to another interesting post in the Kaizen series! Sales teams regularly capture interaction notes in CRM after speaking with prospects. However, drafting a follow-up email that reflects the conversation context can be repetitive
Connect Bank in Zoho Books
Can I connect UOB or Ariwallex in Zoho Books?
Using MPN across multiple SKUs and inventory tracking
I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I
Extend Zoho Canvas Customization to Zoho Creator Forms and Reports
Currently, Zoho Canvas allows users to design and customize the UI of Zoho CRM modules with a much better visual experience. This helps organizations create cleaner layouts, improve usability, and design interfaces that match their workflows. However,
Marketing Tip #1: Optimize item titles for SEO
Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)
Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).
ZOHO Books Query
Good day, Can someone please advise. I recently migrated from ZOHO Invoice to ZOHO Books. No that I want to use the inventory on Books I cant as all my items have transaction history. The person I spoke to at ZOHO said I need to create a new Company profile
Best way to schedule bill payments to vendors
I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
ZOHO.CRM.UI.Record.open not working properly
I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",
inventory removal at packing list or shipment.
currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.
How to add employee and not invite them to log in?
I want to add 50 employees, but invite them only when everything will be configured and ready. Is it possible? Should we create employee profiles and then convert them later? Thank you,
How is Your eCommerce Experience w/Zoho Inventory?
First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to
Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)
I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have
Zoho Desktop App- Unable to Minimize/Freezes
I'm having issues with my Zoho Mail desktop app (PC). When go on my desktop and open the app this is what happens: - Unable to minimize and close app (in the screenshot attached you can see at the top right there is no option to minimize/close) - Unable
Zoho Invoice Zapier Integration
Is there still a way to use Zapier with Zoho Invoice? I've read online that that migrated to Zoho Books or Billing but since I am just using Invoice I can not find a Zapier Connection anymore.
Conect chat of salesiq with zoho cliq
Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?
Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)
I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation
Zobot with Plugs
Hello, I am having a problem with Zobot using Plugs. Here is my current flow: When I run the flow, I should immediately see the messages from the initial cards (Send Message cards), then after running the plug, and finally, see the messages after the
Print a document from Zoho Writer via Zoho Creator
If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer
Training for How can i Operate the Software Features
need to Help for Training of the ZOHO Billing Software
Automating Vendor Contract Management between Zoho Contracts and Zoho Books using Zoho Flow
Managing vendor agreements across procurement and finance systems often requires manually downloading executed contracts and attaching them to vendor records. This can become time-consuming and difficult to manage when dealing with a large number of contracts.
Problem applying batch operation error keeps looping that error
Problem applying batch operation error keeps looping that error an wont login
Shared Email Sending Duplicate Copies of Emails
Hi there, We recently have moved our info@ email to Team Inbox to trial. We set this channel up using the Microsoft setup which works fine and have 3 users. I am wanting to know: 1. When I send a new email, it will create a copy of that email and send
Next Page