What's New  

24 September 2024

Filter the Activity Logs and Audit Trail Report With Base CurrencyFeatured

We've introduced new filters in the Activity Logs and Audit Trail reports, namely, Opening Balance and Base Currency Adjustment. You can now filter reports based on these options.

17 September 2024

Minimized View for Web TabsFeatured

We’ve introduced a minimized view for Web Tabs in Zoho Books. It allows you to minimize and keep web tabs accessible while navigating other modules, making them available from anywhere in the app.

12 September 2024

Integrate Your Zoho Books Organization With EnviaFeatured

You can now integrate your Zoho Books organization with Envia to streamline your shipping operations. You can generate shipping labels, view real-time shipping rates, track orders, manage stock levels, generate comprehensive reports, automate repetitive tasks, and much more. Note: This integration is only available for organizations that have the Zoho Inventory Addon.

12 September 2024

Search Manual Journals by Customer or VendorsFeatured

You can now perform advanced searches in manual journals with Customer or Vendor Name. Additionally, you can also create custom views with Customer or Vendor Name.

11 September 2024

New Flow in AR Aging ReportsFeatured

The AR Aging Summary and AR Aging Details reports now include support for advanced filters, exporting the current view, and grouping the report by invoices, credit notes, and journals.

03 September 2024

Customize Workflow TriggersFeatured

You can now set up custom workflow triggers that let you automate workflows based on events that occur in third-party applications.This feature allows you to sync data between the Zoho Finance applications and external applications. You can also export your workflow logs in CSV or XLSX format.

29 August 2024

TheCourierGuy Shipping IntegrationFeatured

We have launched TheCourierGuy shipping integration in Zoho Books. You can use this integration to connect customers with various shipping carriers and streamline your shipping. This applies to customers who have selected South Africa as their organization's location.

23 August 2024

Set Criteria for Custom ButtonsFeatured

Set criteria for custom buttons to determine when they should appear on the module's details page. You can also configure which user in your organization can access the custom button.

22 August 2024

Branch-Wise Value Differences in JournalsFeatured

View the credit and debit differences for each branch in a manual journal. The branch-wise value differences will be displayed on the journal's details page after saving.

14 August 2024

Enhance Your Keyboard Navigation for AccessibilityFeatured

We've added a new Navigate-to feature in Zoho Books to enhance keyboard navigation and accessibility. This feature allows you to jump straight to the main content, avoiding headers and sidebars. Activate it using the Tab key or the shortcut (Option/Alt + 0).

13 August 2024

Chart of Accounts Aligned with Plan Comptable Général (PCG) StandardFeatured

We have aligned the Chart of Accounts module with the Plan Comptable Général (PCG) standard to comply with the common accounting principles in France. Account names in this module have been updated according to the standard terminology used in France. This applies to customers who have selected France as their organization's location.

13 August 2024

Print or Download e-Way BillsFeatured

Print or download the e-Way Bills as PDFs. This option is available for generated, cancelled, and expired e-Way Bills.

12 August 2024

Update and Insert (Upsert) using Unique Custom FieldsFeatured

We have enhanced PUT API to support upserts using unique custom fields rather than just primary key values. This change will streamline integrations by allowing updates via a custom field that stores the third-party integration's primary key value.

12 August 2024

Perform Advanced Search Using Default Filters and Custom ViewsFeatured

We've added a new 'Filter' field in the Advanced Search feature for both default and custom views. You can search by applying the filter for the views you want.

8 August 2024

Extension Settings in Zoho Books Developer PortalFeatured

We've introduced Extension Settings in Zoho Books Developer Portal. Developers can now configure key options like Redirection Domain and Extension's Secret Key. The Secret Key provides additional security, especially for signing payment requests in gateway extensions.

25 July 2024

Enhanced Barcode TemplatesFeatured

You can now add fields like Organization Name and Company Logo to your barcode templates. Additionally, you can add units (e.g., kg, liters, pieces) to barcodes, displaying the item's measurement information along with your organisation name.

8 July 2024

Add Custom Formula FieldsFeatured

You can now calculate custom formula fields for all existing records, not just new or edited ones. Once the existing records are updated, you'll receive a notification.

4 July 2024

Custom Fields in Advanced SearchFeatured

You can now search for your manual journals using custom fields in the Advanced Search option.

4 July 2024

Export Journals in the BackgroundFeatured

Export your manual journals in bulk faster by processing files in the background and sending them to your primary email.

1 July 2024

Create Custom DashboardsFeatured

You can now customise your dashboards using predefined components, marketplace widgets, and reports. You will be able to reorder, edit, delete, and resize the charts and components in the dashboard. You can also mark your custom dashboards as favorites and manage dashboard permissions for your users.

1 July 2024

Update Reports PermissionsFeatured

We have enhanced report permissions in Zoho Books to make your organisation more secure. For new organisations, you will need to give access to both reports and the related modules while creating roles. For existing organisations, you will get a notification and should edit the roles missing these permissions.

20 June 2024

Enhanced Keyboard ShortcutsFeatured

We have made some improvements to the shortcut feature in Zoho Books, with an enhanced interface so you can customize your shortcut keys, disable preferred shortcuts, and reset any edited keys to their original settings.

19 June 2024

Filter Bulk ItemsFeatured

We've added a category filter for selecting items when you use the "Add Items in Bulk" option in your items, sales, and purchase transactions. This feature allows you to include items from specific categories in transactions. You can also filter your items using multiple categories simultaneously.

19 June 2024

Quick Create Menu for Custom ModulesFeatured

We have now included the Custom Modules group in the Quick Create menu on the top band so you can create records in your custom modules from any page in Zoho Books directly.

19 June 2024

Adjust Column Width in List PagesFeatured

You can now adjust the width of columns in the list pages of different modules if there are more than eight columns. When you hover over a column, the resize icon will appear, allowing you to adjust the column width up to 420 pixels. You will also be able to restore columns to their original width anytime.

17 June 2024

Estimates to Quotes MigrationFeatured

You can now migrate "Estimates" to the term "Quotes" as it accurately reflects the module's function of offering fixed pricing for items and sending legally binding documents. Only the module's name, "Estimates", will change to "Quotes", and the actions such as creating, sending, and managing your estimates will remain the same.

13 June 2024

Overwrite Imported Data Based on Custom FieldsFeatured

You can now overwrite imported file details based on custom fields created for the corresponding modules. This option is available when importing items, customers, vendors, or custom modules.

15 May 2024

Klarna Payment Method for StripeFeatured

Klarna, a global payment method, is now available in Zoho Books through Stripe. With Klarna, you can make payments immediately, later, and in installments. Additionally, based on your Stripe account's location, you can receive payments in AUD, CAD, CHF, CZK, DKK, EUR, GBP, NOK, NZD, PLN, SEK, and USD. To enable Klarna, navigate to Settings > Online Payments > Payment Gateways, and click Edit Settings under Stripe. Then, select Klarna in the Payment Methods section.

09 May 2024

Track and Filter Your NotificationsFeatured

You can now filter the notifications you receive in Zoho Books to track unread notifications as well as notifications triggered by workflow rules and APIs from third-party applications. This ensures your notifications are organised and you never miss an update.

08 May 2024

Explore Enhanced ReportsFeatured

We've now streamlined your Reports page to increase efficiency and accessibility. The new layout features a user-friendly list view, sidebar, and search options for effortless navigation. You can now enjoy a cleaner layout of the list page with simplified filters and a card-based design. You can also customise and export your reports exactly as they appear on your screen.

29 April 2024

Split Your Invoice PaymentsFeatured

We have now introduced an option to split your invoice amount into three parts when creating it. You can assign different payment methods and bank accounts to each part and record separate payments automatically.

19 April 2024

Workflow Notification PreferenceFeatured

You can now customise email notifications for your workflow actions and select thresholds to send them. You can also set frequencies (hourly, daily, weekly, monthly) based on different roles and send test emails to verify your notification preferences.

16 April 2024

Assign Customer and Vendor NumbersFeatured

You can now assign unique identification numbers to your customers and vendors to avoid any confusions while creating transactions for them. Go to Settings > Preferences > Customers and Vendors and enable the feature in the Customer & Vendor Numbers section.

15 April 2024

Generate Batch Files for Your BillsFeatured

You can now generate batch files for your bills in Zoho Books to make batch payments. Additionally, you can save your organisation's Service User Number in the Organization Profile page under Settings.

10 April 2024

Create Transactions in Zimbabwe's New ZiG CurrencyFeatured

We have introduced the new Zimbabwe Gold (ZiG) currency in Zoho Books, which you can associate with your customers, vendors, and transactions. You will also be able to set ZiG as the base currency when you're creating a new organisation in the Global edition.

02 April 2024

Alipay Payment Method for StripeFeatured

Alipay, a popular digital wallet in China, is now available as a payment method for Stripe payments in Zoho Books. You can now make and collect payments in CNY currency from any location. Additionally, based on your Stripe account's location, you can receive payments in AUD, CAD, EUR, GBP, HKD, JPY, SGD, MYR, NZD, and USD.

21 March 2024

Cumulative Stock for Item GroupsFeatured

View the total stock in hand of all items within an item group to manage and reorder them easily. View the total stock in hand of each item group in the Item Groups module.

21 March 2024

Void Option for Transfer OrdersFeatured

Now, you can easily void transfer orders that have been partially or fully processed, making them inactive. If you want to resend a void transfer order, you can convert them into drafts and make necessary changes.

14 March 2024

Enhanced Comment BoxFeatured

We've upgraded the Comments & History section of your transactions with new features. Now, you can tag and notify other users about a transaction within your comments. Additionally, you can emphasise the comments you leave behind in bold, italic, and underline.

8 March 2024

Enable WhatsApp Integration in Zoho BooksFeatured

Integrate with WhatsApp to send notifications of payments and sales transactions directly to your customers. You will be able to customise payment and sales templates and use them to initiate conversations with your customers from your Zoho Books organisation.

28 February 2024

Enhanced Item SearchFeatured

Use our enhanced Item Search feature to find items in the item table of a transaction using any keywords in any order. For instance, if you have an item names 'Zylker One 2024', you can find it in the item table by using keywords like 'one' or 'Zylker 2024' in the search. For better search results, you can also include keywords from the item name and SKU fields. Go to Settings > Preferences > Items to enable this feature.

26 February 2024

ACH Payments for Retainer InvoicesFeatured

We have supported ACH payments for retainer invoices in Zoho Books. Select any ACH supported payment gateway while creating a retainer invoice to record payment. You will get an email notification when the payment is initiated and when it is completed.

26 February 2024

Schedule Automatic Data BackupFeatured

You can now schedule automatic backups for your Zoho Books data every 15 or 30 days. Additionally, you have the option to manually initiate a backup if it hasn't been done in the last 15 days. To configure this feature, click 'Schedule Backup' on the Data Backup page under Settings.

6 February 2024

New Unit Codes for ItemsFeatured

We've added two new unit codes, BAL (Bale) and TGM (Ten Gross) for items. A Bale refers to materials that are packaged together and Ten Gross is a quantity equal to 1,440 items. These units are especially helpful for wholesale businesses. To access this option, click Configure Units from the Unit dropdown in Items.

1 February 2024

Bulk Export Option for Additional ReportsFeatured

Bulk export options that allow you to export more than 50,000 rows are now available for the Inventory Aging Summary and Inventory Valuation Summary reports. You can choose to export the report in sections or the full report. These reports are available only for organisations with the Zoho Inventory Add-On.

31 January 2024

Search Bar in ReportsFeatured

Quickly find the reports, including custom reports you've created using the search bar at the top-left corner of the Reports module.

23 January 2024

New VAT Treatment OptionsFeatured

You can now associate two new VAT treatment options to your customers and vendors - Tax Exemption and Out of Scope.

12 January 2024

Export Current View Option in Custom ModulesFeatured

We've supported the Export Current View option in custom modules. You can now apply filters and download records or transactions in custom modules based on specific criteria.

12 January 2024

Basic Calculator Support in Rate Fields in TransactionsFeatured

Perform basic calculations directly in the Rate field in transactions using parentheses ( ) and the arithmetic operators + - / *. This is helpful when you need to make quick tax deductions before entering item rates in transactions.

20 December 2023

Export Integrations Sync HistoryFeatured

You now have the option to export the sync history of your records from active integrations. The sync history displays details of the records synced and it's status. This feature is available only for organisations with the Zoho Inventory Add-on.

14 December 2023

Apple Pay Payment Method Through StripeFeatured

The Apple Pay payment method is now available through Stripe. Once configured, your customers can make payments using Apple Pay. Note that you will need to enable this in your Stripe account as well as in the Stripe integration settings in Zoho Books.

8 December 2023

Enhanced Transaction Number SeriesFeatured

Configure multiple transaction number series for your organisation right from Settings > Transaction Number Series under Customisation. You can also include placeholders, configure when numbering should restart and prevent duplicate numbers. This feature is available in the Premium, Elite, and Ultimate plans of Zoho Books.

8 December 2023

Aging Summary in Customer StatementsFeatured

Display the aging summary of your customers in their statements. The aging summary table displays the amount you're yet to receive from your customers over regular intervals like as 0-30 days, 30-60 days, etc, starting from the latest selected date.

4 December 2023

Inherit Value Option Supported for Additional ModulesFeatured

The Inherit Value option while creating custom fields is now supported for additional modules, i.e, invoices and sales orders. This option enables you to automatically fetch default values for a custom field from other related records. Thus saving you the hassle of manually entering information each time.

1 December 2023

View In-Transit Item Stock From Item DetailsFeatured

View transfer orders of items that are in transit from or to your warehouses from the respective item's details page. This feature is available only for organisations with the Zoho Inventory Add-on.

23 November 2023

CIS Payments and Deduction Statement for VendorsFeatured

We've introduced the CIS Payments and Deductions Statement for vendors for whom you've enabled CIS tracking. In keeping with HMRC regulations, users with the role contractor can now easily download and issue this statement to sub-contractors as required. This is applicable only for organisations in which CIS is enabled.

20 November 2023

Add Attributes When Creating Item Groups With Existing ItemsFeatured

Add attributes like colour, size, etc., when creating a new item group of existing items in your organisation. You can add up to 3 attributes in each item group. This feature is available only for organisations with the Zoho Inventory Add-on.

24 October 2023

Prevent Duplicate Values in Custom FieldsFeatured

You can now create custom fields in which duplicate values cannot be entered. This can help you record unique details pertaining to a customer like a unique tax ID or reservation code.

16 October 2023

Create Custom Fields for Sales ReturnsFeatured

You can now create custom fields that you want to display in your sales returns.

13 October 2023

Introducing the Zoho Notebook IntegrationFeatured

Integrate your Zoho Books organisation with Zoho Notebook and enable your users to have their very own notepad within the app. Once integrated, you can make notes and jot down important information in various modules, create checklists, upload images or PDFs and more.

5 October 2023

Enhanced PDF Templates in Custom ModulesFeatured

Generate PDF documents for custom modules, and print or download the PDFs as required. You also have the option to attach the PDF to email notifications sent for your custom module. Edit the PDF templates from Templates in Settings.

4 October 2023

Bulk Export Customer StatementsFeatured

We've now supported the bulk-export option for customer statements. If you wish to export more than 2500 statements at once, you can use this option to export your statements in either PDF or XLS formats. You can also choose to set a password for the downloaded file.

29 September 2023

Prevent Duplicate PaymentsFeatured

You can prevent your customers from initiating duplicate payments for invoices from the Customer Portal or the payment pages. Once enabled, the 'Pay Now' button will be hidden for payments that are being processed.

27 September 2023

Fresh Look for SettingsFeatured

Settings now sports a fresh new look! We've reorganised Settings with a new card-like interface so you can easily find all the available options at a glance. You can also use the newly-introduced search bar to quickly find the options you're looking for.

26 September 2023

Option to Reject Transfer Orders and Inventory AdjustmentsFeatured

Users with the necessary permissions now have the option to reject transfer orders and inventory adjustments that were submitted for approval. If rejected, the transactions can be resubmitted. Transfer Orders are only available for organisations with the Zoho Inventory add-on.

26 September 2023

Edit Quantity Adjusted in Inventory AdjustmentsFeatured

You can now edit the Quantity Adjusted in inventory adjustments that are in the Approval Pending or Approved statuses.

25 September 2023

Redirection URL After Adding or Updating Payment MethodsFeatured

You can now redirect your customers to a specific URL of your choice after they have added or updated their payment method. You can use this to redirect your customers to your own website or even the Customer Portal, instead of retaining them on the payment page.

20 September 2023

Import Contacts With Duplicate NamesFeatured

You can now choose to import customers and vendors with duplicate display names as new contacts. This option will be available only if you enable the Allow duplicates for customer and vendor display name option from Customer and Vendor Preferences in Settings.

20 September 2023

Bundles Added to Item UnitsFeatured

We've added Bundles (BDL) in the Unique Quantity Code dropdown. You can add the desired unit with BLD as the unique quantity code and use it for your items that are bundles.

15 September 2023

View Your Subscription Details in Zoho BooksFeatured

You can now view all the details related to your Zoho Books subscription such as the supported features, add-ons, plan details along with next renewal date, feature usage statistics and more right within the app. You can view all these details from Subscriptions, under Settings.

14 September 2023

Apply Credits From Different Branches to Invoices or Bills Featured

Credits created in a branch can now be applied to invoices or bills of other branches.

30 August 2023

Introducing the Announcements TabFeatured

We now have a dedicated tab for announcements from Zoho Books so you don't miss out on any important news about events, updates and more.

29 August 2023

Disassociate Sales Orders from Void InvoicesFeatured

You can now disassociate sales orders from invoices that are in the Void status. This helps you accurately track items' stock.

28 August 2023

New File Formats for Export Current View in ReportsFeatured

The current view export option is now available in the CSV and Zoho Sheet formats in Reports. Previously, this was available only in the XLS formats.

28 August 2023

Introducing SignalsFeatured

Use the Signals feature to receive in-app notifications in Zoho Books about updates from third-party apps or services that you use to run your business. Once you create a signal, you can configure the notification preferences as required.

22 August 2023

Purchases By Category ReportFeatured

We've introduced the Purchases By Category report where you can find a rundown of your organisation's purchases by the categories of your items. This report will only be available if the Category field in Items Field Customisation is in the Active status. This update is available only for organisations with the Zoho Inventory Add-on.

21 August 2023

Search by Bank Accounts Option in BankingFeatured

You can now search to find the bank accounts that you've added in the Banking module of Zoho Books. You can perform this search with the Account Name or Account Code of the bank account.

9 August 2023

Allow Duplicate Batch Numbers in TransactionsFeatured

You can now choose to allow duplicate batch numbers while adding items in transactions. This helps you associate the same batch number for shipments from multiple vendors. This feature is available for organisations in which the Zoho Inventory Add-on is enabled.

9 August 2023

Snail Mail Extension for Zoho BooksFeatured

You don't have to purchase snail mail credits anymore. Install the Snail Mail for Zoho Books extension directly from Zoho Marketplace to send physical mails of transactions to your customers.

2 August 2023

Reorder Custom ButtonsFeatured

Admins can now change the order in which custom buttons are displayed in modules. This helps you access the custom buttons based on your usage or priority.

1 August 2023

Tax Preference OverrideFeatured

You can now edit or override the system-generated tax amount in Purchases transactions. However, in Expenses, this option is available when the selected VAT treatment is United Kingdom.

20 July 2023

Three New Payment Methods in StripeFeatured

You can now receive payments from your customers through 3 newly-supported payment methods - Giropay, Bancontact and SOFORT in Stripe. The payment methods will be displayed on your customers' payment pages based on their country and currency.

17 July 2023

Customise the Primary Field in Custom ModulesFeatured

You can now customize the primary field of custom modules by setting a label name and data type of your choice. Previously, the primary field was auto-generated based on the custom module's name.

14 July 2023

Group By Option in Tax Summary ReportFeatured

We've introduced the Group By option when customizing reports in the Tax Summary Report. You can group and filter the report based on Tax Name or Tax Percentage.

7 July 2023

View and Navigate Through Attachments With EaseFeatured

You can now zoom and switch between different attachments that you've uploaded to your organization in Zoho Books.

6 July 2023

Choose Account to Track Line-Item Level DiscountsFeatured

You can now choose the account in which you track line-item level discounts in bills and purchase orders. Previously, all accounts were tracked under the Purchase Discounts account by default.

30 June 2023

PayPal Integration UpdateFeatured

Zoho Books now supports the latest version of the PayPal integration. This integration supports payments via Venmo or Buy Now Pay Later (BNPL) payment modes, subject to your account's eligibility. You can also select the account in which you want to track the payments received via PayPal. With this update, PayPal Payments Pro and PayPal PayFlow Pro will no longer be available in newly created organizations. However, customers who are using these payment gateways can continue to do so until further updates.

26 June 2023

Drag & Drop Files While Importing InvoicesFeatured

You can now drag and drop the file you want to import in the Invoices module. Previously, you could only select the file while importing.

20 June 2023

New Fields in Transfer OrdersFeatured

We've added new fields in transfer orders such as Amount, Total, Total in Words, HSN and Place of Supply. You can choose to hide these fields by editing the transfer order's PDF template.

8 June 2023

Enhancements to Timesheets Calendar ViewFeatured

The calendar view of Timesheets now sports a new look! In addition to this, you can also click on any date to view details of all the timesheets recorded on that date.

2 June 2023

Enhancements to Webhooks CreationFeatured

We've redesigned and brought in new enhancements to webhook creation. You can now choose from three types of supported webhook request body formats - default payload, www-form-urlencoded and raw data. You can also secure your webhooks using a secret key. We've reorganized the body parameters as well, you will now find entity parameters and UD parameters under form-url-encoded.

2 June 2023

New Allocation Methods for Landed CostFeatured

You can now choose from two new allocation methods: Dimensions and Weight, while allocating landed cost to the items in your bill. The allocation methods can be applied to all items or only selected items.

31 May 2023

Associate Branches to Transaction RulesFeatured

Associate specific branches while creating transaction rules in the Banking module. This helps you accurately track all the transactions under the required branch.

31 May 2023

Apply Flat Discounts on Tax-Inclusive ItemsFeatured

Now, you can apply flat discounts, before tax is applied on tax-inclusive items in your sales and purchase transactions.

29 May 2023

New Customisation Options in Custom ReportsFeatured

You can now customise the Account Group, Text and Formula rows in the Profit and Loss, and Balance Sheet reports. In addition, the newly-introduced customization options give you the ability to add sub-rows, perform arithmetic operations, and reorder account groups. You can also preview the rows before saving your custom report.

9 May 2023

Help & Support Is Now Under ProfileFeatured

We've reorganised the top navigation bar! Click the organisation's profile picture to view organisation details, reach out to support or find our help resources such as video tutorials, essential business guides and more.

3 May 2023

Verify your customers' bank accounts with StripeFeatured

Stripe has now introduced their own bank verification process. With the Stripe integration, you can verify your customers' bank accounts or confirm account ownership.

28 April 2023

Overwrite Custom Rates in Price ListsFeatured

You can now overwrite custom rates and discounts for specific items in a price list by importing an updated file and selecting the option ‘Overwrite the custom rates only for the items in the import file’ while importing it.

27 April 2023

Delete Transfer Orders in BulkFeatured

You can now select transfer orders in bulk and delete them. This feature is available in organisations with the Zoho Inventory addon.

18 April 2023

View Reports From Latest to OldestFeatured

You can now arrange the period/year from the latest to the oldest in the following reports: Profit and Loss, Cash Flow Statement, Balance Sheet, Movement of Equity, Purchases by Item, Purchases by Vendor, Sales by Customer, Sales by Item, Sales by Salesperson, General Ledger, Account Type Summary, and Trial Balance reports. This is supported in all export formats and custom reports.

4 April 2023

Customise Payment Number in Vendor PaymentsFeatured

You can now modify the payment number for vendor payments manually or auto-generate them. You can do this by clicking the Settings icon next to the Payment# field and configuring your preference.

3 April 2023

Update Project Details in Line Item For Project and Timesheet InvoicesFeatured

You can now update the project details in the line-item while creating or editing an invoice for a project or a timesheet.

24 March 2023

Credit Notes in Customer Portal Featured

The Credit Notes module is now available in the Customer Portal. You can now access your credit notes, view the details of the associated invoices, refund information, and attached documents. Furthermore, your customers have the option to add comments and communicate with you regarding the credit notes directly from within the portal. By default, this feature is disabled. You can enable it from the Customer Portal's settings.

9 March 2023

Create Purchase Receives DirectlyFeatured

You can now create purchase receives directly from the Purchase Receives module. Also, you can create purchase receives using the Quick Create option in the top bar. This feature is available only for organisations with the Zoho Inventory addon.

1 March 2023

Record LockingFeatured

Record locking enables you to restrict editing or deleting of individual records. Once locked, only users with the required permissions can edit or delete the record. Currently, you can only lock invoices and credit notes after enabling Record Locking in the respective module's general preferences.

22 February 2023

Enhancements to Inventory Aging Summary ReportFeatured

Introduced advanced filters, show/hide columns, and Asset Value columns in the Inventory Aging Summary report. This feature is available for organisations with the Zoho Inventory addon.

16 February 2023

Decimal Values for Quantity in Volume PricingFeatured

Add up to 6 decimal places for quantity in Volume Pricing of Price Lists.

16 February 2023

Import Option for Purchase ReceivesFeatured

Provided the import option in the Purchase Receives module for organisations with the Zoho Inventory addon.

13 February 2023

Enhancements to Missing Inventory Tracking Details Report Featured

The Missing Inventory Tracking Details report now includes Force-fulfilled and Manually Received orders. This feature is available for organisations with the Zoho Inventory.

2 February 2023

Project Code Field in ProjectsFeatured

Introduced Project Code as a field in the Projects module. When you create an invoice for a project, you can associate the project code with it.

31 January 2023

Design Enhancements to the Notifications SectionFeatured

We've redesigned the top band in the Notifications section to categorise your notifications better.

31 January 2023

Design Enhancements to the Details PageFeatured

We have revamped the design of the Transaction List, Related List, Comments & History, and Mail sections in the details page for Customers, Vendors, and Projects.

31 January 2023

Design Enhancements in Transaction Creation PagesFeatured

We've redesigned the Payment Gateway and Mail To sections in the creation page of a transaction.

20 January 2023

Customize Vendor Portal InvitationsFeatured

You can now customize the invitations you send to your vendors for accessing the vendor portal.

20 January 2023

Track your Outstanding Payables in BillsFeatured

View the total amount you owe your vendors based on your open or overdue bills using the new dashboard section in Bills.

18 January 2023

Bulk Update Users in ProjectsFeatured

Add users for up to 25 projects simultaneously using our improved Bulk Update feature under Projects.

13 January 2023

Design Enhancements in Business Overview ReportsFeatured

We have redesigned how sub-accounts are displayed in Balance Sheet and Cash Flow Statement reports. We have also redesigned the percentage columns in the Profit and Loss report.

05 January 2023

Auto-categorise Transactions Using Transaction RulesFeatured

Use the Categorised Transactions option while creating or editing a transaction rule, to let Zoho Books automatically categorise your bank transactions according to that rule.

30 December 2022

Redesigned Colour ThemesFeatured

We've reorganized the top band and sidebar with redesigned icons and tooltips, and added new themes to enhance the user experience in Zoho Books. The existing colour themes have been mapped to Blue, Green, Red, and Yellow accent colours and you can use them in light and dark panes. You can also select a custom colour of your preference.

20 December 2022

Import or Export Applied Vendor CreditsFeatured

Import or export the vendor credits applied to your bills in CSV, TSV, or XLS file formats.

15 December 2022

Activity Logs for Scheduled ReportsFeatured

View the activity logs for scheduled reports. A log will be created every time you create a schedule, update it, mark it as active, and mark it as inactive; also, when a report is generated and sent to the recipients.

8 December 2022

Track Time Using Dynamic IslandFeatured

Start, stop, or pause the project timer and keep track of the time spent right from the Dynamic Island of your iPhone 14 Pro or iPhone 14 Pro Max.

30 November 2022

Enhancements to the Budgets Vs Actuals ReportFeatured

You can now choose to show or hide columns, customise reports, and schedule the custom reports.

29 November 2022

Multi-level Group By in ReportsFeatured

Introducing multi-level group by in Receivable Summary, Receivable Details, Payable Summary, and Payable Details reports. You can group your report up to three levels by selecting the fields in the Group By dropdown.

29 November 2022

Associate Branches to Bank AccountsFeatured

Introduced the option to associate the branch while creating or editing a bank account in Zoho Books.

25 November 2022

Shipment Tracking in Customer PortalFeatured

Your customers can now keep track of all their shipment activities displayed chronologically right within their customer portal.

14 November 2022

Advanced Multi-currency HandlingFeatured

Create transactions in multiple currencies for the same customer/vendor using this feature. Enable it under the Customers and Vendors preferences.

11 November 2022

Transaction Type in JournalsFeatured

Provided the option to choose the transaction type i.e., if it's purchase or sales transaction while creating a manual journal. Based on the transaction type selected, the respective boxes in the VAT return will be affected.

11 November 2022

Enhancements to the Stock Summary ReportFeatured

We've made a few enhancements to the Stock Summary report. You can now choose the columns that you want to show or hide, export the report in PDF, XLS, or CSV formats, and apply advanced filters to the report.

3 November 2022

Generate Previous Unfiled Transactions ReturnFeatured

You can now generate a separate VAT return for the unfiled transactions from previous periods.

1 November 2022

More Statuses for ShipmentsFeatured

Introducing Delivered and Shipped as sub-statuses in Shipments. This feature is available in organisations with the Zoho Inventory add-on.

20 October 2022

Enhancements in List ViewFeatured

Moved Preference under the More option in all the transaction's list pages.

19 October 2022

Import Applied Excess PaymentsFeatured

Import applied excess payments to your invoices in the Payments Received module. If you have multiple excess payments which have to be applied to invoices, you can directly apply them to invoices using the Import Applied Excess Payment option instead of doing it one-by-one.

18 October 2022

Enhanced Look for Details Page of Recurring BillsFeatured

Introducing the Overview, Next Bill and Recent Activities tab in the details page of each recurring bill. The Overview tab, will display all the details of the recurring bill, the Next Bill tab will show a preview of the upcoming bill and the Recent Activities tab will display all the changes made to the recurring bill.

13 October 2022

Outstanding Filter in Customer PortalFeatured

Your customers can now apply outstanding filter while viewing customer statements in the Customer Portal. Customers will be able to sort out statements easily using this filter.

29 September 2022

iOS 16 UpdatesFeatured

Now you can use Siri to perform actions. You can use Start Timer and Stop Timer commands to start and stop Project timer. You can also add Zoho Books widget to your lock screen.

27 September 2022

Import Vendor Bank Accounts in Vendor ImportsFeatured

You'll be able to import vendors' bank account details while importing vendors. You can now add a bank account for vendor via Import.

26 September 2022

Date and Time Data TypeFeatured

Record date and time together in one field using the Date and Time data type.

21 September 2022

Movement of Equity ReportsFeatured

The Movement of Equity report shows the changes in the business's equity for the selected period.

21 September 2022

Claiming VAT for Writing Off an InvoiceFeatured

You can write off an Invoice, if the customer doesn't pay for the goods or service you have sold to them. These invoices can be recorded as bad debt. After six months from the due date, you can claim the VAT amount you paid from HMRC.

20 September 2022

Manual Fulfilment of Sales OrdersFeatured

You can now fulfil or unfulfil a sales order completely or partially at the line item level. This update is available only for organizations with the Zoho Inventory Add-on.

20 September 2022

Create Direct ShipmentFeatured

You can create shipments directly from the Shipments list page. This update is available only for organizations with the Zoho Inventory Add-on.

14 September 2022

Branch-Wise ComparisonFeatured

You can compare branches and customize reports according to it. Accounts of multiple branches within the organization can be compared using this feature. The feature will be available in Profit and Loss, Balance Sheet, and Movement of Equity reports.

13 September 2022

iOS UpdatesFeatured

We have introduced the option to delete your Zoho account directly from your Zoho Books app to stay in compliance with the new App Store review guideline 5.1.1. You can also use Live Text to copy text such as reference numbers and notes from receipts and paste them in the respective fields while creating expenses.

12 September 2022

Output Tax on Capital GoodsFeatured

If you have enabled Flat Rate Scheme for your organisation, you can claim VAT on purchasing capital expenditure goods if the value of the item, including VAT, is more than £2,000 while creating invoices.

23 August 2022

iOS UpdatesFeatured

Introduced the option to add or update mileage preferences.

18 August 2022

Discount for Individual Items in Price ListsFeatured

Discount can be applied to individual items in a price list irrespective of the organisation's preference for discount.

18 August 2022

New Round Off Type in Price ListsFeatured

You can now round off the decimal places in a price list using the Decimal Place round off type.

11 August 2022

Purchase Receives Module (For Inventory enabled organisations)Featured

Purchase Receives is now added as a module under Purchases. You can view the list of receives created in the Purchase Receives module.

8 August 2022

Minimize Sidebar in the Client and Vendor PortalFeatured

Minimize the sidebar in the Client and Vendor Portal by clicking the Hamburger icon next to your organisation name.

5 August 2022

Enhancements to Committed Stock Details Report (For Inventory enabled organisations) Featured

Provided the option to add advanced filters, choose to show and hide columns, and export the Committed Stock Details Report in PDF, XLS, XLSX and CSV file formats.

5 August 2022

Configuring Advanced Inventory Tracking as Optional (For Inventory enabled organisations)Featured

Entering the item's serial number and the batch tracking details while creating transactions can now be made optional.

3 August 2022

UPS and USPS Service Type Based Shipment Creation (For Inventory enabled organisations)Featured

For shipments created using UPS or USPS, only the service rate for the chosen service type will be fetched in organisations with the Zoho Inventory add on.

1 August 2022

Edit Shipment Order (For Inventory enabled organisations) Featured

You can now edit manual shipment orders in organisations with the Zoho Inventory add on.

21 July 2022

Easy Post Shipment Rates (For Inventory enabled organisations)Featured

You can now fetch the shipping cost only for the chosen service, instead of having to fetch the prices for all services.

12 July 2022

Update Credit Limit in Base CurrencyFeatured

From now on, you'll be able to add your customers' credit limit only in the organisation's base currency.

11 July 2022

Early Access FeaturesFeatured

You can now try the beta version of new features that are yet to be released to all the customers in Zoho Books by navigating to the help and support section from the top right corner of the page and clicking the Early Access Features

8 July 2022

Custom Fields for Transfer Orders and Inventory Adjustments (For Inventory enabled organisations)Featured

You'll now have the option to create custom fields for transfer orders and inventory adjustments.

30 June 2022

Customise Transfer Order Templates (For Inventory enabled organisations)Featured

You can now customise the template of the transfer orders based on your business requirements.

29 June 2022

Upgraded Our System to Yodlee’s New API PlatformFeatured

We have upgraded our system to the new API platform released by Yodlee, our third-party banking service provider. To experience the upgraded platform’s capabilities, some of you will have to upgrade your bank accounts to the new platform by reconnecting them with Zoho Books. For others, Zoho Books will fetch your feeds once you refresh feeds.

29 June 2022

Alternative Names for Items and Composite ItemsFeatured

Add alternative names for your items and composite items, such as the abbreviated form of the items while creating them.

20 June 2022

Create Self-Billed InvoicesFeatured

You can now raise Self-billed invoice, in cases where you decide to raise a bill on behalf of your vendors (suppliers).

17 June 2022

Custom Fields for PicklistsFeatured

Add additional fields like Attachment and Status as custom fields in Picklists.

10 June 2022

Create Custom Tabs for Customer PortalFeatured

Create Custom Tabs in Zoho Books to display web pages to your customers in the Customer Portal.

9 June 2022

Record Payment Option for HMRC Online Filed ReturnsFeatured

You can now record payments manually if you cannot fetch payments from HMRC.

3 June 2022

Clone Transfer Orders and Inventory AdjustmentsFeatured

You now have the option to clone your transfer orders and inventory adjustments to avoid manual entry.

26 May 2022

Year to Date Compare Option in ReportsFeatured

Compare reports based on year to date. You can change the settings by clicking the Gear icon on the column and marking the Add year to date to every column for comparison option.

25 May 2022

TasksFeatured

Keep track of all the to-dos of you and your users using the Tasks feature in Zoho Books. You can also create tasks associated with transactions and set reminders based on priority.

20 May 2022

Invoice Bulk Action in Customer PortalFeatured

Your customers can now bulk pay their invoices from the customer portal. They'll also have the option to download multiple invoice PDFs as one file.

18 May 2022

Show Tax DetailsFeatured

You now have the option to show the tax details in transactions by selecting the Show Tax details checkbox in the total section of the template.

11 May 2022

Download and Print BundlesFeatured

We've now provided PDF and Print option in the Bundles template. You also have the option to customise this templates from the templates settings. To do this, go to Settings > Templates > Bundles and edit the template of your choice.

9 May 2022

View Sales Order Reference Numbers in Packing SlipsFeatured

The sales order reference number can now be included in the packing slips. You can enable this from the Header section of the Standard template. This option is available for organisations with Zoho Inventory.

2 May 2022

KeyPay - Zoho Books IntegrationFeatured

Zoho Books integrates with KeyPay to simplify and automate the financial aspects of a pay run such as tax calculation, bank reconciliation, and journaling. This integration has to be set up from KeyPay .

25 April 2022

View Journal Entry for Transfer Orders and BundlesFeatured

View the credit and debit accounts when you click display journal at the bottom of a transfer order or bundle.

22 April 2022

Display Backordered Quantity in Sales Order TemplatesFeatured

Include a column for backordered quantities in the line item table of your sales orders by enabling the column in the templates section.

19 April 2022

Profit and Loss Report EnhancementsFeatured

The enhancements made to the Profit and Loss report include the option to show or hide the Year to Date column along with the percentage of income and expenses, export the current view of your Profit and Loss report in XLS and XLSX formats, view the formula that was used to calculate the amount in your Profit and Loss reports after exporting them to Zoho Sheet or Microsoft Excel, and sort the amounts in the Total column in ascending or descending order.

12 April 2022

Generate QR Codes for Your Credit NotesFeatured

Display a QR code on the credit note's PDF you send to your customers. Your customers can scan these QR codes to access a URL such as your website, or view any additional details you configure.

11 April 2022

New Placeholders for Custom TemplatesFeatured

Insert new placeholders in your custom templates that will display the taxable amount in words for invoices and the total tax in words for invoices, credit notes, quotes, and sales orders.

8 April 2022

View Reconciled and Unreconciled TransactionsFeatured

You can now view the list of reconciled and unreconciled transactions in the Reconciliation Status report.

29 March 2022

Inventory Adjustment PDFsFeatured

You can view inventory adjustments as PDFs and print them. We've also introduced Quantity Adjustment and Value Adjustment templates which can be customised.

15 March 2022

Electronic Protected Health Information (ePHI)Featured

To help you comply with HIPAA regulations, we've introduced Electronic Protected Health Information (ePHI) as a data privacy option in custom fields. You can use ePHI custom fields to store any health information that can be used to identify an individual. The values stored in these fields will be encrypted and will not appear in searches.

14 March 2022

Clone Itemised Line Items in ExpenseFeatured

If you want to use the same values of an existing itemised line item and make minor changes to it, you can clone the line item while creating or editing expenses.

9 March 2022

Import Price Lists While Importing TransactionsFeatured

Import price lists while importing sales and purchases transactions. If an item's price is not available from the import file, the price list's values will be used.

3 March 2022

Default Price List for Retail Transactions Featured

You can assign a price list as default for retail transactions in Zoho Books. Default price lists cannot be deleted or marked as inactive.

3 March 2022

Prevent Changes to Closed Sales OrdersFeatured

You can restrict making changes to sales orders that are in the Closed status. You can configure this from Settings > Preferences > Sales Orders.

2 March 2022

UPC, EAN and ISBN Barcode ScanningFeatured

Previously, you could scan barcodes only for SKUs. Now, we've provided the option to scan barcodes for UPC, EAN and ISBN, instead of SKU in organisations with the Zoho Inventory addon.

24 February 2022

Spreadsheet - Compact TemplateFeatured

List up to 28 line items in a page using the new Spreadsheet-Compact template. Currently, this template is available only for the Invoices module.

18 February 2022

Introduced Electric as a Fuel TypeFeatured

While recording a mileage expense, you can now select Electric as the fuel type. The fuel rate will be automatically calculated as per HMRC's guidelines.

7 February 2022

Incoming WebhooksFeatured

Use the Incoming Webhook feature to carry out an action in Zoho Books automatically, whenever a particular action occurs in a third-party application. You will also be able to view the list of all incoming webhooks that have been executed in Zoho Books under the View Logs section.

3 February 2022

Upload Documents From Vendor and Customer PortalFeatured

Your vendors and customers can now upload the documents they want to share with you using the Vendor and Customer Portals. These uploaded documents will be automatically reflected in the attachment section of a customer or vendor in Zoho Books.

2 February 2022

View a Particular Timesheet's DetailsFeatured

View the comments, approvals, and the details of a particular timesheet in the all new dedicated view for a particular timesheet.

28 January 2022

Client and Vendor Portal SignupFeatured

We've provided an option where your customers can sign up to the customer portal by themselves, from an invoice or quote's payment page, or from the customer portal's sign-in page. Likewise, your vendors can signup from the vendor portal's sign-in page.

21 January 2022

Customise SMS TemplatesFeatured

You can now customise the SMS templates for organisations with the Twilio integration. You can either choose from the predefined templates or construct your own content with dynamic data using the given placeholders.

6 January 2022

Dissociate Payments from InvoicesFeatured

You now have the option to disassociate the payment from an invoice and convert the payment to credits after the invoice has been deleted.

6 January 2022

Bulk Update Accounts in Invoices and Sales ReceiptsFeatured

We've provided the option to update the accounts in bulk in the Invoices and Sales Receipts modules.

6 January 2022

Contextual ChatFeatured

Contextual chat, which is powered by Zoho Cliq lets you create chats around transactions and records with the users of your Zoho Books organisation.

4 January 2022

State Remembrance for Payable Details and Payable Summary ReportsFeatured

Customizations that you make to the Payable Details and Payable Summary reports will be available even when you revisit them.

4 January 2022

Custom Report for Payable Details and Payable Summary ReportsFeatured

You can now save customised reports as a separate report for the Payable Details and Payable Summary reports. The saved custom reports will be available under the Custom Reports tab in the Reports module.

27 December 2021

Import BudgetsFeatured

Skip manual entry by importing your XLS and XLSX files to pre-fill values while creating a new budget or editing an existing one. Your budget will be automatically pre-filled with the values in your XLS or XLSX files.

7 December 2021

Save Custom Reports for More ReportsFeatured

You can now save customised reports as a separate report for Receivable Details, Receivable Summary, and Account Transactions reports. The saved custom reports will be available under the Custom Reports tab in the Reports module.

1 December 2021

Extending State Remembrance for More ReportsFeatured

View the reports in the last state you've left them for Account Transactions, Account Type Transactions, Day Book, Detailed General Ledger, Receivable Details, and Receivable Summary reports.

1 December 2021

Enhancement for General Ledger ReportFeatured

Compare your General Ledger report with the previous year or previous periods. You can compare the report using the Customize Report option.

30 November 2021

Accept or Reject Purchase OrdersFeatured

Vendors can now accept or reject purchase orders via the vendor portal, and their status will change accordingly in Zoho Books. This option can be enabled from the vendor portal preferences in Settings.

18 November 2021

Advanced Features for the Expense Details ReportFeatured

You can now choose to show or hide columns and configure advanced filters while generating the Expense Details report. You can also group the expenses in this report by common properties, such as the date or type of transactions.

12 November 2021

Filter the Inventory Valuation Summary Report by BranchesFeatured

We've added an advanced filter that lets you generate the Inventory Valuation Summary report based on your organisation's branches.

1 November 2021

Import and Export Initial Warehouse StocksFeatured

Introduced the option to import and export initial stocks for multiple warehouses. You can also associate serial numbers and batches to the initial stocks based on each warehouse while importing. This feature is available for organisations with the Zoho Inventory addon.

29 October 2021

Automation for Sales ReceiptsFeatured

You can now enable Workflows, Email alerts, In app notifications, Custom Functions, and Field Updates based on the set of rules that you create for your sales receipts.

21 October 2021

Associate Reporting Tags to Credit and Debit AccountsFeatured

Track the fund transfers you make from one account to another by associating reporting tags to both credit and debit accounts. Once you associate them, you'll be able to easily filter the fund transfers based on these reporting tags.

15 October 2021

All New Bank Account Overview PageFeatured

The revamped bank account Overview page features a new Activity Summary section that lets you view critical details such as the last import details, last reconciliation details, and transaction details. Additionally, you can perform quick actions such as importing statements, initiating reconciliation, and creating new rules.

13 October 2021

View Detailed Reports Based on Reporting TagsFeatured

While comparing reports with reporting tags, you can click the values under a reporting tag to view all transactions that were associated with that tag. You can view detailed reports based on the reporting tags for Profit and Loss, Cash Flow, and Balance Sheet reports.

7 October 2021

Add Weight and Dimensions for Items (For Inventory Enabled Organizations)Featured

Enter the dimensions (length, width and height) and weight of an item while creating a new item. The weight and dimensions of an item can even be changed to the units of your choice.

7 October 2021

ABC Classification Report (For Inventory Enabled Organizations)Featured

Identify and group items in terms of how useful they are to achieve your business goals using the all new ABC Classification report.

21 September 2021

Partial Transaction UnlockingFeatured

Partially unlock the locked transactions to modify or delete transactions in Zoho Books instead of changing the transaction locking date.

21 September 2021

Add Opening Balances for Contacts by BranchesFeatured

Add the branch-wise opening balance for a customer or vendor by clicking the Add Branch option in the contact create or edit page. You can also import the branch-wise opening balances in the opening balance import page.

3 September 2021

Filter Customer and Vendor Statements by BranchesFeatured

When organizations have enabled and tracked transactions under multiple branches, they can filter customer and vendor statements based on the branches.

3 September 2021

Create account level budgetsFeatured

You can now create and associate budgets to multiple accounts in a project. All the budgets that are associated will be listed under the Account Level Budget tab in the Projects module.

1 September 2021

Treat Non-Amazon Products as FBAFeatured

Organisations with the Zoho Inventory add-on can treat other channel products i.e., non-amazon products as Amazon Fulfilment (FBA) or Merchant Fulfilment (FBM). The shipment status and the updates will be automatically tracked.

24 August 2021

Choose Customer Advance accountFeatured

While recording an excess payment, you can now choose a customer advance account to track it. The default customer advance account can also be changed in the Accountant Preferences page.

6 August 2021

Print Reconciliation DetailsFeatured

Print the transaction details, transaction type, deposits and withdrawals after reconciling accounts.

26 July 2021

Custom ReportsFeatured

You can now save customised reports as a separate report. The saved custom reports will be displayed under the Custom Reports tab in the Reports module.

13 July 2021

Bigin IntegrationFeatured

Sync contacts and items from Zoho Books and create transactions within Bigin and vice-versa with the new Zoho Books - Bigin integration.

2 July 2021

IOSS SchemeFeatured

You can enable the IOSS Scheme from the VAT Settings section and create new tax rates based on the country that you will be importing the goods from.

11 June 2021

Cliq Chat Bar for Zoho BooksFeatured

Message your peers regarding the transactions you create without having to switch tabs between Zoho Books and Zoho Cliq using the chat bar.

9 June 2021

Associate Budgets to BranchesFeatured

Associate your budgets to your branches to compare how each branch has actually performed against the budgets you've set.

7 May 2021

Zia SearchFeatured

We've added Zia Search along with the existing search options to help you search information across other Zoho apps quickly.

26 April 2021

Track Purchase ReceivesFeatured

Organisations with Zoho Inventory can add the carrier name and tracking number to track purchase receives in real time.

21 April 2021

Third Party BillingFeatured

Introduced the Bill Third Party payment method where you (the shipper) can choose to charge yourself or a third party for shipping, duty and taxes independently. This billing option is tailor-made for dropshipping and is available for organisations with Zoho Inventory.

15 April 2021

Marketplace Custom SyncFeatured

Introduced custom sync for marketplace integrations in organisations with Zoho Inventory. You can enter the start and end time and it'll fetch entities with the last modified time in the marketplace within the custom time frame. Note that, the interval between the start and end time should not be more than 5 days.

7 April 2021

Retail - Premium Template Featured

You can now add the billing and shipping address, additional fields, and terms and conditions in your receipts printed on thermal printers with the new premium retail template.

25 March 2021

Advance Search Your Transactions by TaxFeatured

Previously, you could perform an in-depth search based on the tax applied only to find the invoices that you're looking for. Now, you can do an Advanced Search based on the tax for all other transactions (quotes, sales orders, etc.) as well.

20 March 2021

Domestic Reverse Charge for Your Sales and PurchasesFeatured

Zoho Books now lets you track Domestic Reverse Charge on sales and purchase transactions, as the HMRC has implemented Domestic Reverse Charge from March 1, 2021 to prevent fraud.

26 February 2021

Set Default Customer TypeFeatured

We've added an option to set the default customer type when creating a new customer.

23 February 2021

API Usage DashboardFeatured

We've introduced the API Usage dashboard which will give you a glimpse into the number of API calls available in a day and other API usage information.

17 February 2021

Developer SpaceFeatured

Developers can manage Connections and related modules from our new Developer Space section in Settings.

9 February 2021

Comments and History in Inventory AdjustmentsFeatured

You can now add comments and view the history of changes made to an adjustment in Inventory Adjustments.

3 February 2021

Zoho Analytics Dashboard in Zoho BooksFeatured

In organizations that have been integrated with Zoho Analytics, Admins can now view the Zoho Analytics dashboard within the Reports module.

22 January 2021

Customer & Vendor Opening BalancesFeatured

You can now enter the customer and vendor opening balances by going to settings and then opening balances.

18 January 2021

New Line Item FieldsFeatured

You can now display the Brand and Manufacturers fields in the line items by enabling them from Templates. This option is available for organisations with Zoho Inventory.

31 December 2020

Tax Treatment Post-BrexitFeatured

From 1 January 2021, you will be able to create transactions with simplified tax treatments--UK, Overseas and EU-VAT Registered (Only for organisations that have enabled NI Protocol under Settings > VAT).

30 December 2020

New Report: Committed Stock Details ReportFeatured

We've introduced the Committed Stock Details Report which lists the stock details based on the bills and invoices you've created. For organisations with Zoho Inventory, stock details can also be viewed based on shipments and receives.

22 December 2020

Match Multiple Bank StatementsFeatured

You can now match or categorise multiple bank statements against single or multiple transactions. Enable the option 'Multi-Select & Match' in the Uncategorised Transactions filter and get started.

22 December 2020

Email Customer Portal Link to CustomersFeatured

In case your customer requests for their customer portal's link, you can now click the Resend Portal Link option in the contact's details page and share the link via email. If required, you can also customise the template under Settings > Emails before you share it with your customer.

18 December 2020

Sales Channel PreferencesFeatured

Organisations with Zoho Inventory can manage their sales channel preferences (sync and item mapping) in one place with this setting. Find this under Settings > Integrations.

17 December 2020

View Quantity to be Billed or InvoicedFeatured

An item's overview page now displays the quantity of the item to be billed and invoiced.

17 December 2020

Advanced AutoscanFeatured

The new auto-scan option scans documents faster and more accurately. It extracts almost all details from your receipt and can scan documents in 15 languages now.

11 December 2020

Markup Billable TransactionsFeatured

Bills or expenses that have been marked as billable can now be invoiced to customers at a mark-up. You can either set a default mark-up percentage under Settings > Preferences > General or enter the value in the transaction itself.

3 December 2020

Hide Zero-Value Line ItemsFeatured

Have items with zero-value in your invoice? You can hide them in your invoice's PDF and the customer portal by enabling the option under Preferences > Invoices.

2 December 2020

Download Expense Receipts in BulkFeatured

Users can now download the expense receipts--documents, images, spreadsheets, PDFs that are attached with multiple expenses you created in a zip file. Just select multiple expenses and click Download Receipts.

30 November 2020

Zoho Books - Zoho SalesIQ IntegrationFeatured

With the Zoho Books and Zoho SalesIQ integration, you can offer live chat support for customers using the Customer Portal.

26 November 2020

QR Code in Invoice TemplatesFeatured

You can now add a QR Code to your invoices which will help your customers quickly view the invoice details and make payments online. You can also display any custom information that you want to.

20 November 2020

Increased the Bulk Select Limit to 200Featured

You can now select up to 200 records while adding items in bulk to transactions.

17 November 2020

Export the Current View of Reports in XLS or XLSXFeatured

Provided the option to export the current view (that you've customized) for more reports. You can export the reports in the XLS or XLSX formats.

6 November 2020

Report NotesFeatured

Introduced an option to add temporary notes to each report. This option can be used to enter any additional information or description about the report.

2 November 2020

Configure Report Permissions for Each RoleFeatured

Admins can now configure role-based permissions for each report. You can choose if you want them to view, export, schedule and share the report.

28 October 2020

Advanced Search by TaxFeatured

Perform an advanced search based on tax in the Invoices module.

22 October 2020

Purchase Order Detailed ViewFeatured

View details like the warehouse to which the goods will be delivered, the quantity delivered or received, etc., in the detailed view that's now available for purchase orders.

15 October 2020

New Reports: Payable Summary and Payable DetailsFeatured

We've introduced the Payable Summary and Payable Details report where you can view the consolidated details of bills, expenses, and vendor credits. The Payable Summary report shows the summary of all the transactions made by the user, whereas the Payable Details report shows the line item details of the transactions.

14 October 2020

Amazon Order PII HandlingFeatured

In compliance with the Amazon data protection policy, the PII (Personally Identifiable Information) of the customers added in Zoho Books will be deleted after 30 days of order fulfilment in the organisations that has Zoho Inventory add-on.

8 October 2020

Invite AccountantFeatured

Invite your accountant to your organisation from the Users and Roles section. A default Accountant role will be created once an accountant is invited.

6 October 2020

Agent FilingFeatured

Provide permission for your accountant to file VAT returns in HMRC by enabling the File as Agent option.

17 September 2020

iOS 14 Ready Mobile AppFeatured

The new updates have features that ensure you have an enhanced user experience and privacy. You can use widgets, photo pickers and much more.

15 September 2020

Spreadsheet Template for Sales and Purchase OrdersFeatured

Added the spreadsheet type template for sales orders and purchase orders. You will be able to customize them to suit your preferences.

14 September 2020

Import Files Saved on the CloudFeatured

You can now import files from your favourite cloud applications such as Zoho Docs/Workdrive, Google Drive, box, Dropbox, Evernote or OneDrive.

11 September 2020

Updates to the Windows App v2.0.10.0Featured

The Zoho Books' windows app allows you to record manual journals, add new journal templates, create price lists and sign credit notes using the USB dongle.

10 September 2020

Collect Vendor Details while OnboardingFeatured

When you've invited a vendor to join the portal, they'll be able to provide their address, organisation and tax details right when they get started. This will then be updated in the vendor profile as well.

8 September 2020

Bulk Delete Inventory AdjustmentsFeatured

Select multiple inventory adjustments that you longer require and delete them in one go using the bulk delete option.

7 September 2020

Set Template Specific Address FormatFeatured

You can now customize the address format for each template or choose to have a single format for all documents.

3 September 2020

Get Insights on Receivables from the Mini DashboardFeatured

The mini dashboard in the invoices list page now gives you an overview of the outstanding receivables, due dates, average number of days for getting paid and so on.

2 September 2020

Sign and Accept Quotes from Public LinksFeatured

Quotes shared with customers though public links can be accepted or declined. They can also digitally sign them if their email address has been associated with the contact or the contact person.

29 August 2020

Business Performance RatiosFeatured

Introducing the Business Performance Ratios report to bring you more ways in which you can monitor the financial health of your business.

25 August 2020

Discounts at the Line Item Level for Bills and Purchase OrdersFeatured

We have introduced the option to enter discounts at the line item level for bills and purchase orders in Zoho Books.

24 August 2020

Auto-apply Credit Notes and Excess Payments on Recurring InvoicesFeatured

You can now auto-apply credit notes and excess payments on recurring invoices.

19 August 2020

Use Suggested Rate Option While CategorisingFeatured

We have introduced the ‘Use Suggested Rate’ option to provide you with the best conversion rate when you categorise a bank feed with a transaction in foreign currency.

14 August 2020

Support for EUR in Total in Words SectionFeatured

Zoho Books now supports the display of the EUR total amount in words. You can configure this preference in Template settings.

4 August 2020

Display of Remarks in Sales Order and Purchase Order CreationFeatured

The remarks that you add while creating a customer or a vendor will now be displayed when you create a sales order or a purchase order.

31 July 2020

Item Tracking Details Featured

The tracking details of your items in the sales orders, purchase orders and sales return receipts, will be displayed in the respective invoices, bills and credit notes as well.

13 July 2020

Tax Payable Account Transactions in Manual JournalsFeatured

You can now create manual journals with Tax Payable as your debit/credit account in Zoho Books.

8 July 2020

Trigger Stock Updates to Sales ChannelsFeatured

Push stocks manually to your sales channel using the Push Stock option from the Item details page. You can also push the stock of multiple items in bulk.

7 July 2020

Payment Links ModuleFeatured

Generate payment links and send it to your customers to receive advance payments. Enable the Payments Link module under General Preferences and access this module under Sales. Once the payment is made, the link will become inactive.

1 July 2020

Inventory ageing reportFeatured

Know the number of days an item has been sitting in your inventory using this report. You can also print this report in the PDF, XLS or CSV format.

26 June 2020

Export the Current View of Reports in XLS and XLSXFeatured

Export the reports you've customised in their current view without any additional columns in XLS and XLSX formats. You can also customize their header and footer before export.

26 June 2020

Permissions for Managing Time Entries by CostFeatured

Provide role based permissions for users to view and manage the cost (total cost and cost per hour) associated to each time entry.

22 June 2020

Serial and Batch Numbers for Packages and ReceivesFeatured

Organisations that have enabled the Zoho Inventory add-on can now associate the tracking details such as serial and batch numbers of items in Packages, Sales Return Receives & Purchase Receives. This will be available once it's enabled from the Item Preferences.

22 June 2020

Default Income Account for Billable TransactionsFeatured

When expenses or bills are marked as billable, the invoice can now be associated with a default income account. You can configure the default account from General Preferences.

22 June 2020

Account Level Budget for ProjectsFeatured

Plan and create budgets for the amount you intend to spend on each area of your project. You can also compare the budget versus actuals at the account level.

15 June 2020

Group and Reconcile Matched TransactionsFeatured

Transactions that are matched or categorised manually can now be grouped to one during reconciliation. Select the transactions and mark the box near Group matched bank transactions.

9 June 2020

Reconciliation Status ReportFeatured

Get a detailed report of your reconciliations in the Banking section of the Reports module. You can view the reconciliation summary, statement lines, all matched, unmatched and categorized transactions.

9 June 2020

Invoice Preferences and Field Customization Sidebar Featured

Instead of accessing your preferences and field customizations in the preferences page, you can now access them quickly right from the invoice list page.

4 June 2020

Custom Views and Column Customization for Recurring Journals and Delivery ChallansFeatured

Display the information that you feel are relevant for your transactions list-view by creating custom views and columns.

29 May 2020

Lock Individual ModulesFeatured

Besides locking all transactions before the end of an accounting period, Zoho Books now provides you with the option of locking individual modules. When you choose to lock specific modules, you can set different lock dates for different modules.

26 May 2020

Track Staff Costs by the HourFeatured

Track the amount of time spent by each user on their task for a project and the cost incurred by associating the cost per hour for each user in Zoho Books.

26 May 2020

Approvals for Transfer OrdersFeatured

If you've enabled the Zoho Inventory add-on in Zoho Books, you can set up approval workflows to get transfer orders verified and approved by authorized users before they're issued.

22 May 2020

Receivable Summary & Receivable Details ReportsFeatured

Introduced these reports to provide an overview of all your invoices and credit notes along with the breakdown of the item name, quantity, and price.

14 May 2020

Spam Folder for Your Forwarded Bank StatementsFeatured

If you have set up the auto-forwarding of bank statements into Zoho Books, you will receive a substantial amount of emails that do not have the attachment that contain bank statements. These spam emails will now be automatically added to the new spam folder.

13 May 2020

Reporting Tags for Your Transaction RulesFeatured

You can associate your reporting tags while creating or editing new transaction rules. You will also be able to associate reporting tags when you opt to save and create transaction rules while categorizing bank statements.

8 May 2020

Create Price Lists with Volume PricingFeatured

Define a unit price for items ordered in different quantity brackets using volume pricing. You can then apply them to transactions where the unit price will get adjusted automatically based on the quantity.

7 May 2020

Custom Buttons & Links for Payments Made and Payments ReceivedFeatured

Create custom buttons and links to gather and record payment data in Zoho Books for your payments based on the requirements of your organization.

5 May 2020

Send an SMS for Outstanding Customer BalancesFeatured

Remind your customers about their outstanding balances by sending them an SMS notification with the amount to be paid.

4 May 2020

Percentage Columns in Profit and Loss ReportsFeatured

Profit and Loss reports are now updated with columns that depict your income and expense percentage for all your accounts. You can compare the income and expense percentages to know the degree of change in these amounts over time or based on a custom date range.

20 April 2020

Advanced Search by Project NameFeatured

The Advanced Search option in transactions like Credit Notes, Retainer Invoices, Sales Orders, Purchase Orders, Vendor Credits and Journals now lets you search with the Project Name.

14 April 2020

Item Details sidebar in transaction creation pageFeatured

View the item details, previous transaction the item was added to, and the stock location of an item in the transaction creation page. You can also edit the item.

9 April 2020

Accountant RoleFeatured

You can create a new role for your Accountant or edit an existing role and mark it as an Accountant from the Users and Roles module.

1 April 2020

Project Cost Summary ReportFeatured

View the consolidated amount spend on a project in the Project Cost Summary report. You can click the amount to view the list of transactions associated with each project.

1 April 2020

Compare Reports with Multiple YearsFeatured

Compare your Sales by Item and Purchases by Item reports with the preceding years to analyse the increase or decrease in the sales or purchases of your organization.

30 March 2020

Customer and Vendor Balance Summary ReportFeatured

Users looking to know the contact's balances as on a particular date can now generate the Customer or Vendor Balance Summary Report. This can be generated for custom periods and you can show/hide the columns to view the Net Credits/Debits, Opening Balances, etc.

24 March 2020

Customize Columns in Sales by Salesperson ReportFeatured

We've added more columns to the Sales by Salesperson report. You can customize the report by showing or hiding the columns of your choice.

20 March 2020

Identical Names for ItemsFeatured

Create multiple items with the same name in Zoho Books by associating each item to a unique SKU. You will be able to do this once you enable the relevant option under item preferences.

17 March 2020

Vendor PortalFeatured

Launched the Vendor Portal that allows your vendors to view and access their transactions and work together.

17 March 2020

Compare Sales By Customers & Purchases By Vendors Reports with the Previous Period/YearFeatured

Take a look at the increase or decrease in the sales or purchases from a certain contact for multiple periods or years by customizing the report.

17 March 2020

Track Excess Payments in Your Preferred AccountFeatured

Excess payments that were tracked by default under the Prepaid Expenses account can now be tracked under an account of your choice.

5 March 2020

Reorganized Invoice Details PageFeatured

Invoice details page has been redesigned to provide you with a better user experience.

5 March 2020

Find Accountants EasilyFeatured

The Find Accountants option in the Accountant module now lists all the accountants in your area, thereby making it easier for you to connect with accountants.

2 March 2020

Customize Layouts to Print ReportsFeatured

Select a table design, choose the details to be displayed, set the paper size and orientation, pick the most suitable font and tailor make the reports you print in Zoho Books. You can set this for all reports or an individual report.

25 February 2020

Search Folders in DocumentsFeatured

Search for your files and folders to narrow down your search instead of scrolling through the list of folders.

24 February 2020

Track your Overseas Digital TaxFeatured

You can now track the tax applied on the sale of digital services for your overseas customers. This will be available by default if you've already enabled VAT MOSS for your organization.

20 February 2020

Received Payment Option for InvoicesFeatured

If you've already received the payment for an invoice, you can now record the payment mode and select the account to which the payment will be recorded all while creating a new invoice.

18 February 2020

User Permissions to Submit VAT ReturnsFeatured

Create new roles or edit existing user roles and grant permissions to users to submit VAT returns for your organization.

18 February 2020

List Page for Scheduled ReportsFeatured

Track and view the details of all the reports you've scheduled in the dedicated Scheduled Reports page.

13 February 2020

Notes as a Custom Field for BillsFeatured

You can now choose to show/hide the notes of your bills for in the PDF or remove the Notes field by marking them as inactive

06 February 2020

Find Online Payments under SettingsFeatured

Now, you can access the Online Payments section directly under Settings, instead of accessing it under Settings > Integrations.

31 January 2020

Updated Bank Statement SearchFeatured

The Advanced Search option in the banking module has been revamped to allow you to search inbank statements and bank transactions.

28 January 2020

Contextual Item SidebarFeatured

View the details of the items in your sales order in a Contextual Sidebar. This option is available only in the non PDF view of the sales order.

21 January 2020

Create Related ListsFeatured

The Related Lists feature allows you to fetch and access data from within the app as well as from other third-party services. This comes in handy when you want to cross-reference data from different entities.

21 January 2020

Bulk associate a contact person to draft transactionsFeatured

Bulk associate a contact person to all the existing transactions that are in the draft status. The contact person will be notified via email if the draft transactions are sent to the customers.

17 January 2020

Record Bulk PaymentsFeatured

Filter and record payments that were made towards multiple bills of the same or different vendors, using the bulk payment option. You can filter your bills based on their status, i,e., Open, Overdue, Unpaid or Partially Paid by clicking the All Bills filter.

08 January 2020

Associated Price Lists in the Item's Details pageFeatured

View the different prices associated to an item in the item details page. You can also edit the prices in the same page.

02 January 2020

Zoho Books - Uber for Business IntegrationFeatured

With the Zoho Books and Uber for Business integration, you can choose a Bill to Company model. This automatically forwards the monthly ride statements from Uber to Zoho Books and creates bills instantly for them.

26 December 2019

Usage Stats for Document Auto-scanFeatured

View the total number of auto-scans you have totally purchased, carried forward, and remaining scans distinctly in the Documents tab.

26 December 2019

New Report: Detailed General LedgerFeatured

Added the Detailed General Ledger report to allow you to view the complete details of a ledger account and export them.

23 December 2019

Automatically Excluded Bank FeedsFeatured

Duplicate feeds that are identified automatically by the system will be excluded. You will be able to find the transactions under the Automatically Excluded filter. If necessary, the transactions can also be selected in bulk and marked as uncategorised.

23 December 2019

Validation Rules for Sales OrdersFeatured

Create rules for invoices to validate the data entered into the specified fields. The users will be restricted from creating the transaction and a custom error will be displayed.

23 December 2019

Apply holiday-themed headers and footers to templatesFeatured

The new holiday-themed headers and footers for templates are designed to give your customers a festive experience when you send transactions to them.

11 December 2019

Carry forward descriptions from Sales Orders to Purchase OrdersFeatured

The item descriptions that are available in your sales orders can now be carried forward to your new purchase order. If you've enabled the Zoho Inventory Add-on, you will be able to do the same during backorders, complete and partial drop shipments as well.

5 December 2019

Apply price lists at line item levelFeatured

Sometimes, an invoice containing multiple line item can require you to apply a custom rate or apply a price mark up/mark down to some items. This is now possible by enabling the option "Apply price list on each item in a transaction" under your Item Preferences. So, you can apply a price list for the invoice level and choose a price list for a particular item in the invoice as well.

28 November 2019

Price List RestrictionsFeatured

Limit permissions to view, create, edit and delete price lists based on the user roles you have configured.

21 November 2019

Zoho Books - Zoho Sign integrationFeatured

Sign invoices and quotes digitally before sending them out to your customers. Not just that, your customers can sign quotes in their Customer Portal too!

11 November 2019

Manage brand and manufacturer detailsFeatured

Organizations integrated with Zoho Inventory can now edit and delete the brand and manufacturer details that were associated to items.

6 November 2019

Attach files and documents from Zoho WorkdriveFeatured

Organize and collaborate better by uploading the files and documents that you've stored on Zoho Workdrive to Zoho Books.

1 November 2019

Configure your sender email preferenceFeatured

Emails from your organization can end up in your recipient's spam folder if the email address belongs to a domain that does not have SPF and DKIM records. To tackle this, you can authenticate the domains of your sender emails by adding DKIM and SPF records in Zoho Books.

30 October 2019

Custom field usage statsFeatured

The total number of custom fields that can be created for a data type is limited. We have implemented the Custom Field usage stats which show the number of custom fields created, remaining and limited for every entity.

29 October 2019

Total Taxable Amount in Invoice and Credit Notes predefined templatesFeatured

Now, you can view the total taxable amount in an Invoice or a Credit Note. You can enable this option by marking the Total Taxable Amount box under the Total section. You can also show, hide and edit the Label name under the Total section in the predefined template's page. As of now, this feature is available for all templates except the Spreadsheet Plus and Retail templates.

24 October 2019

Print journals in bulkFeatured

Print multiple journals at once with just the click of a button. Before you bulk print journals, you must first customize a journal. Once the journal is customized, the bulk print option will be enabled.

21 October 2019

View the line item imagesFeatured

You can view the images of items that you add in your purchase orders, bills, recurring bills and vendor credits in Zoho Books. The preview of the image will be shown on clicking the item image.

18 October 2019

View templates in side paneFeatured

You can now choose the template you want to associate with a transaction from the side pane which is in a gallery layout. When creating a transaction, you can just hover over and select the particular template You can also search for a template by typing in the search bar of the side pane.

4 October 2019

New column in tax summary tableFeatured

We have introduced a column in the tax summary table to show the total of the taxable amount and the tax amount. You can choose to enable or disable these columns as well.

3 October 2019

Debit and Credit columns in Trial Balance ReportFeatured

With the Debit and Credit columns in your Trial Balance report, you can view the total debit value and total credit value for a specificed report of a particular time period.

30 September 2019

BudgetingFeatured

Create a budget in Zoho Books to project the income and expenses of your company. You will be able to compare your budgets with previous years’ budgets, generate Budget vs Actuals report, and track your business’ performance.

25 September 2019

Create Manual Journals for ProjectsFeatured

You can now create journals to record a transaction for a project or associate the projects to a journal line. These entries will be available in the Journals tab of a project's details page.

24 September 2019

Fixed Table Headers for Better UsabilityFeatured

As a business grows, its reports and transaction lists keep getting longer and requires them to keep scrolling. This update helps to improve the usability by freezing your table and column headers while scrolling through pages.

20 September 2019

Update Card InformationFeatured

In cases where you auto-charge a customer and the payment fails due to incorrect card details, you will be able to add a placeholder in the failure notification email, which will allow customers to update their card details. All future retries will be done using the updated card details.

17 September 2019

Create Connections to Access Third-party AppsFeatured

Create Connections to connect Zoho Books with third-party apps securely to perform custom actions. This allows you to generate a connection name and add it to your deluge script instead of hard-coding your credentials and potentially exposing it to other users.

13 September 2019

Customisable Journal PDFsFeatured

We've now provided the option to edit the default journal template. You can change the layout, the headers, the journal table, and the footer, and save them.

12 September 2019

Limit Access to Dashboard WatchlistFeatured

We've now added role-based permissions to access the dashboard reports and watchlists. You can configure user roles so that users can access only specific reports or all the reports on your dashboard.

5 September 2019

Import Opening BalancesFeatured

You can now import the opening balances in CSV, TSV, or XLS file formats. You can check the import format using the sample file before you begin importing.

5 September 2019

Journal TemplatesFeatured

Introduced Journal Templates to make recording similar journal entries easier and to make you productive. Journal templates can be created based on the account or the amount based on your preference.

5 September 2019

Bulk Actions for Chart of AccountsFeatured

Bulk actions allow you to select multiple accounts at once and mark them as active, inactive or even delete them in one go.

29 August 2019

All New Activate Feeds for Bank Accounts pageFeatured

We've revamped the bank feed activation page. In the updated version, you can connect to the accounts that are suggested to you by Zoho Books or select an account from the list of all the available accounts. You will also be able to view the accounts that have already been configured with Yodlee.

26 August 2019

Template EnhancementsFeatured

You can now edit the shipping charge label for the pre-defined templates in Sales Orders and Insert an image placeholder for your custom templates.

22 August 2019

Reject Purchase TransactionsFeatured

Admins and approvers can now reject a purchase transactions transaction (bills, vendor credits and purchase orders) that has been submitted to them for approval.

21 August 2019

Zia SearchFeatured

Zoho Books' search is now powered by Zia-- Zoho's AI Assistant. It helps you search for info across Zoho Books and other Zoho applications. You can fetch your customer details, explore help pages, search for transactions and do a lot more.

21 August 2019

Bulk Update AccountsFeatured

Filter multiple transactions such as credit notes, purchase orders, expenses, bills and vendor credits and update the accounts they are associated to with a new account.

20 August 2019

Multi-Level Approval for Sales TransactionsFeatured

Set up multi-level approval for Invoices, Sales Orders, Quotes and Credit Notes to allow the transactions to be approved by two or more people.

13 August 2019

Save and Execute WebhooksFeatured

Run a preliminary test of how the webhook works by executing it as soon as you create or edit them.

6 August 2019

Enhancements to the Zoho Books widget in Zoho Mail and ZendeskFeatured

You can now view the list of vendors and the purchase details on the Zoho Books widget in Zoho Mail and Zendesk. You will also be able to view the unused credits and payables for your vendors.

6 August 2019

Send Quote Details via SMSFeatured

Users can send the quote details such as items,quantity and amount to their customers via SMS.

25 July 2019

Individual and Business Contacts - Zoho CRMFeatured

You can differentiate B2B and B2C customers by marking them as Individual or Business customers. These changes will be reflected for Contacts and Accounts in Zoho CRM.

25 July 2019

Contextual PaneFeatured

The Contextual Pane shows the summary of the particular entity in the same page without being redirected. This feature is currently available in the Quotes, Sales Orders and Delivery Challans modules.

23 July 2019

Credit Limit for Sales OrdersFeatured

You can enable Credit Limit for your Sales Orders. If the customer exceeds the credit limit while creating, updating, sending or converting the sales order, a warning or an error message will be thrown based on the Customer Credit Limit Preferences that you have set.

19 July 2019

Vendor Opening BalancesFeatured

Enter Vendor opening balances by importing vendors along with their opening balances, or by importing Accounts Payable opening balance, or by entering the vendor opening balance in the vendor Overview page.

19 July 2019

Show Custom Fields of Charts of AccountsFeatured

Enable the option to view the custom fields of your Charts of Accounts in Account transactions and Account type transaction.

16 July 2019

Item HeadersFeatured

Categorize items under different headers while creating transactions in invoices, recurring invoices and quotes. This segregation can be viewed in the final PDF of the transaction as well.

12 July 2019

Annexure for all Entity TemplatesFeatured

Annexure is now available for all entity templates in Zoho Books. The Annexure content can be added in Templates settings under the Annexure head.

11 July 2019

Bulk Update Projects and Reporting TagsFeatured

Projects and Reporting tags can be associated with the Line Items in an invoice.

10 July 2019

Multi Level Approval for PurchasesFeatured

Multiple users can approve purchase transactions in Zoho Books. This feature can be enabled from the Purchase Approval Preferences.

5 July 2019

Split Contacts Module Under Sales for Customers and Purchases for VendorsFeatured

Customers and Vendors will now be available under the Sales and Purchases modules in Zoho Books. All the functionalities will be split respectively.

27 June 2019

View Account Details in BillsFeatured

Enable the option Account Details in your Bill templates to add them to your PDFs.You will be able to find the option under the Item Table while editing your template.

25 June 2019

Preview Unpaid Invoices AttachmentFeatured

While sharing the Customer Statement, you can now preview and verify the unpaid invoices attached along with it before sending them to your customers.

24 June 2019

New VAT Filing and VAT Payments ModulesFeatured

View all VAT related details in one place under the VAT tab of Zoho Books. It consists of the VAT Payments and VAT Filing Module.

21 June 2019

Show/Hide Usage UnitsFeatured

Usage units such numbers, litres can now be hidden from your transactions by disabling the option Show Unit in templates. You will be able to find this option under the Item Table section while editing your template.

19 June2019

New SMS TemplatesFeatured

You can now choose from three template options: Brief, Short and Detailed while sharing invoice related details with your customers.

18 June, 2019

Validation Rules for Sales OrdersFeatured

Create rules for sales orders to validate the data entered in specific fields. The users will be restricted from created the transaction and an error will be displayed.

18 June 2019

Account Switch for Bank FeedsFeatured

You will now be able to migrate the account for which you would like to fetch bank feeds. While activating feeds you will now be able to choose another bank account or add a new bank account.

14 June 2019

Payment Thankyou SMS NotificationFeatured

Send Payment Thank You messages to customers via SMS now by clicking Notify via SMS in the Payments Received module.

14 June 2019

New Report: Account Type SummaryFeatured

View the all balances debit/credit values and opening and closing balances for each account type using this report. The report has multiple customisation options as well.

12 June 2019

Track Project CostsFeatured

You will now be able to track costs linked to a project by directly creating transactions such as Sales/Purchase Orders, Credit Notes, Bills and Vendor Credits from the project details page.

11 June 2019

Taxes on Shipping ChargesFeatured

You can now apply VAT rates on your shipping charges and be tax compliant.

10 June 2019

Multi-line Textboxes in Custom FieldsFeatured

Enter up to 36000 characters in your text box using the Multi-line Textbox option in custom fields. You can create a maximum of 5 fields for your transactions.

31 May 2019

Link Data with the Lookup Data TypeFeatured

Link data of one module with another using the lookup data type. For example, you can link data in the Quotes module with your users using custom fields. To implement this, create a custom field with data type as Lookup in the specific module and link the other module you want to associate.

29 May 2019

Position Adresses in InvoicesFeatured

The billing and shipping address can be adjusted and moved to the right and/or to the bottom by 30mm. This will be useful when you're trying to adjust the address in an envelope while sharing its hard copy.

24 May 2019

Reporting Tags Moved to Advanced FiltersFeatured

Filter your reports based on their reporting tags from the Advance Filters section in your reports.

23 May 2019

Payment Reminders through SMSFeatured

Remind your customers to pay for their invoices by sending an SMS to their mobile numbers.

23 May 2019

Items Import OverwriteFeatured

If you have duplicate records while importing your items in Zoho Books, you can choose to overwrite these records with the records in the import file. The fields that'll be used to compare values in the import file and Zoho Books can either be the Item Name, Item ID or SKU.

23 May 2019

Added Expected Payment Date for Bulk Update and Custom Views in BillsFeatured

Bulk update your bills with the expected payment date. You can also use expected payment date as a criteria in the custom views you create for your bills.

23 May 2019

Increased the Item's Count in Price List from 500 to 1000Featured

When you have 1000 items in your organization, and are trying to add custom rates for them, you can export your items as a CSV file, add custom rates for the items and import them as a price list into Zoho Books.

21 May 2019

Internal Approval Flow for TimesheetsFeatured

Enable timesheet approval within your organization so that staff with access to time entries can approve them. Once a timesheet gets approved, an invoice could be raised for the approved time entries.

21 May 2019

Associate Reporting Tags at Line-Item Level in ExpensesFeatured

Add reporting tags for your line items in the Expenses module. These reporting tags can be associated with each line item and can be viewed in the Expense Details page.

20 May 2019

Customize the Credit Note Details Reports based on Different Invoice EntitiesFeatured

Run the Credit Note Details report based on their related invoice entities such as the invoice status, due date and the invoice number.

20 May 2019

Added the Vendor Credit Details Report under PayablesFeatured

View the details of your vendor credits in the Vendor Credit Details report in Zoho Books, which can be customized based on the name, email and phone number of the related vendor.

20 May 2019

Enabled Custom View and Column Customization for Manual Journals List ViewFeatured

Create custom views for the manual journals you have added in Zoho Books. You can also customize the columns in the Manual Journals page.

17 May 2019

Email InsightsFeatured

With Email Insights, you can view transactions that have been sent to your customers, transactions in which emails containing transactions have been opened by your customers, and also the transactions that have been opened by them. Email insights are available for the Invoices, Quotes and Retainer Invoices entities.

17 May 2019

Accept/Decline an Quote from the Public Quote LinkFeatured

Customers can now accept or decline an quote directly from the public link that you have shared with them. If the accepted quote contains a retainer invoice, it will be sent to their email.

16 May 2019

Introduced Save and Print Option for Sales Order Creation and Edit PageFeatured

You can now choose to print a sales order right when you are saving it. This action can be performed while creating a sales order or while editing it.

8 May 2019

Choose Account for Advance PaymentsFeatured

Earlier, the default account to record your vendor advances could be chosen in the Accountant Preferences. Now, you can choose the account which tracks the advance payments right when you're recording the payments.

8 May 2019

Link Projects and Customize Columns in Add Bulk Expenses PageFeatured

Associate projects to expenses that you add in bulk. You can also customize columns that you wish to view when you're adding expenses in bulk.

8 May 2019

Added the South Sudanese pound (SSP) Currency in Currency list and Introduced New Country Somaliland in the Countries ListFeatured

The SSP currency has been added to the currencies list. You can add this currency to your organization, or assign it to your customers and their transactions.

6 May 2019

Update the Currency Name to be Displayed in the Amount in Words Field in TemplatesFeatured

Change the name of any currency in your currencies list. The currency name will come into play when you choose to display the total amount in words in your templates in Zoho Books.

30 April 2019

Match HMRC Payments to ReturnsFeatured

You can now match the payments made to HMRC with the corresponding returns. Hence, you don’t have to record payments for the returns.

26 April 2019

Validation Rules for QuotesFeatured

You can now set certain restrictions for the values allowed for different fields in an quote and customize the alert message that should be thrown when the validation is not met.

24 April 2019

Multi-select Data Type in Custom FieldFeatured

When creating a custom field, you can select its data type as multi-select. With a multi-select data type, you can choose multiple options as values for a custom field.

17 April 2019

Create Transactions from the Items List PageFeatured

An quote, sales order, invoice, purchase order and bill can now be created from the items list page in Zoho Books.

17 April 2019

Exclusive Inbox for Expense ReceiptsFeatured

Streamline and store all your expense receipts in a dedicated inbox. Once your expense receipts are available in the inbox, you can convert the auto-scanned receipts into expense transactions.

16 April 2019

Ideal Payment Mode Using Stripe PaymentFeatured

We have introduced the iDEAL payment mode for users having the Zoho Books - Stripe integration. Stripe users can now accept iDEAL payments from customers in Netherlands.

16 April 2019

Clone your Credit NotesFeatured

You now have the option to clone your credit notes and avoid a manual entry.

09 April 2019

Associate Projects to Line ItemsFeatured

For estimating the project cost and profit analysing, we now provide you with the option to associate projects with the line items in invoices, sales orders, credit notes and retainer invoices.

08 April 2019

Generate and Send PDFs in Thai charactersFeatured

You can now generate and send PDFs in Thai characters by selecting the Maitree font for your PDF templates.

06 April 2019

Pause Timer for Your TimesheetsFeatured

Pause the timer running for your project whenever you meet with any interruptions, and resume logging time once you're back.

28 March 2019

View Account Transactions under Chart of AccountsFeatured

View a detailed break down of all the transactions of an account under the Chart of Accounts. Get a glimpse of the recent transactions and the amount debited or credited in the corresponding account.

28 March 2019

Introducing the Templates GalleryFeatured

Choose from a wide range of templates categorized according to their format and use. All the existing templates are categorized into the Standard, Spreadsheet, Premium, Universal and Retail templates.

27 March 2019

Automate Timer Based on Maximum Hours/DayFeatured

If you have set a limit for maximum hours per day in your Timesheets and the timer you set crosses that limit, it will automatically be stopped and a notification will be sent to you.

25 March 2019

Retail Templates for Quotes and Credit NotesFeatured

Create quotes and credit notes for your customers with the Retail template.

19 March 2019

Reconcile Cash AccountsFeatured

Cash accounts such as Petty Cash or Undeposited Funds can now be reconciled in Zoho Books.

15 March 2019

Search Help Resources Within Zoho BooksFeatured

Access all the help resources of Zoho Books right within the application by clicking the Question icon in the top right corner of the page.

12 March 2019

Export Current View of ModulesFeatured

Filter data in modules that support custom views based on your requirements and export the view from Zoho Books to your system.

12 March 2019

Automate Tasks with Custom SchedulersFeatured

Custom Schedulers are automated user-defined actions which perform a given function at a particular time on a recurring basis. Automate the process of performing various tasks in Zoho Books at different times with Custom Schedulers.

7 March 2019

Record Import VAT and Duty for BillsFeatured

For vendors outside the Eurpean Union, you can now record Import VAT and Duty on the bills you create for them.

26 February 2019

Clone your Vendor CreditsFeatured

Recording a Vendor Credit that requires you to re-create a previous entry? Click the Clone button and avoid a manual entry.

19 February 2019

Introducing the Payments Tab for InvoicesFeatured

The invoice details page now has the Payments tab, that lets you enable online payment options for customers, add bank details or even record an online payment made by the customer.

15 February 2019

Bulk Update for Purchase TransactionsFeatured

Update a single field in multiple purchase transactions at once. Select multiple transactions and click Bulk Update to update the fields with the updated content. This is possible in Purchase Orders, Bills, Recurring Bills, Recurring Expenses and Payments Made.

15 February 2019

View Recurring Journals in the Bank's Overview SectionFeatured

The Recurring Journals associated with a particular bank will now be visible from the particular bank's Overview section.

14 February 2019

Opening Balances RevampFeatured

The opening balances page has been revamped with an intuitive interface, thereby making it easy to set up. The available balances help customers to easily enter the balances based on the transactions created and imported.

14 February 2019

Resize Logos in TemplatesFeatured

Enlarge or reduce the size of the logo on your templates with the Resize Logo option. You can also reset them to the default size, if needed.

14 February 2019

View Customer Details from Invoice Creation PageFeatured

Easily view all the details of your customer while creating an invoice for them.

13 February 2019

PDF and Details View for Sales OrdersFeatured

The Sales Orders module now allows you to view the PDF version (to be shared with customers) and a Details view that lets you view the order status, invoiced status, quantity invoiced.

8 February 2019

Enable/Disable Notifications for Draft Recurring InvoicesFeatured

You can now choose to enable or disable email notifications that are sent when recurring invoices are created in the draft status.

7 February 2019

Permisions for Custom ViewsFeatured

The custom views created can now be made accessible only for selected users with permissions. Provide access to the users or roles who can view them while creating a custom view.

5 February 2019

Import Custom FieldsFeatured

You will now be able to import the custom fields you had created for your item table. This is currently available for invoices, quotes, sales orders, credit notes, purchase orders, bills and debit notes.

5 February 2019

Filter Reports by Projects Featured

You can filter the Invoice Details report, Bills Details report and Purchase Order Details report by projects. The report columns are also customizable to the view project details.

5 February 2019

View Details of Bills Applied to Vendor CreditsFeatured

You will now be able to view all the details of the bills that are applied to a vendor credit. Enable this from the Bill Details section of Vendor Credit Templates.

4 February 2019

Include Project Name and Refunds in Customer StatementFeatured

The project name and refunds processed for a customer can be added to the customer statement table. Enable this from the Customer Statement Templates.

1 February 2019

Bulk Add Items While Creating Transactions Featured

Select multiple items in bulk and quickly create Sales and Purchase transactions. You will be able to add up to 50 items at once.

31 January 2019

Recurring JournalsFeatured

Introduced the Recurring Journals module to automatically create journal entries at a set frequency for transactions that recur.

31 January 2019

Filter Report by Landed CostsFeatured

You can now filter the Bill Details report based on the applied landed cost. Enable the option under Hide/Show columns to view the details.

31 January 2019

View Project Profitability SummariesFeatured

You can now view the Profitability Summary of each project in the project details page. You can filter them based on the transaction type and time period too.

30 January 2019

Enhancements to Custom DomainFeatured

The custom domain page has been revamped with an intuitive interface, thereby making it easy to set up.

28 January 2019

Enhancements to Invoice TemplatesFeatured

A) You can now enable or disable Total Quantity and Payment Details such as Payments Made, Credits, Written Off Amount and so on. B) Included Payment Stubs in the Minimalist Template. C) Provided options for customizing Tax Summary Lables in all templates.

24 January 2019

Bulk Delete Projects and Payments RecievedFeatured

Choose multiple projects or payments recieved receipts and delete them in bulk. You can delete up to 25 projects or payments recieved at once.

23 January 2019

Prevent Activities That Result in Negative Stock LevelsFeatured

Enable the option Prevent stock from going below zero in your Item Preferences and prevent any activity that might make your stock level zero.

22 January 2019

Additional Filters in ReportsFeatured

The option to filter and customize reports is now available in the following reports: Sales By Customer, Aging Details & Aging Summary (Receivables and Payables), Quote Details, Customer and Vendor Balances, Payments Made, Purchase Order Details, Purchase Order by Vendor, Purchase by Vendor & Item and Expense by Customer & Project.

11 January 2019

Find Help in Page TipsFeatured

The page tips section now lets you to search for other help guides and frequently asked questions based on your keywords.

7 January 2019

Associate Projects to Purchase TransactionsFeatured

Associate Bills, Recurring Bills and Vendor Advances to projects and track all your purchases appropriately.

7 January 2019

Introducing What's NextFeatured

Introducing navigational assistance at a user level for performing the most commonly performed actions that succeeds invoice creation.

4 January 2019

Convert Multiple Sales Orders into a Single InvoiceFeatured

Bulk select multiple sales orders and convert them to a single invoice in just one click. You can convert sales orders in the open status that are created for the same customer to an invoice. The maximum number of sales orders that can be selected are 25.

4 January 2019

Generate Public or Private Invoice LinksFeatured

Now generate a private invoice link that can be viewed only in the customer portal or a public link that can be accessed by anyone. The public link also comes with a 90 day expiry. You can also choose to disable all active public links.

4 January 2019

Mark Reports as FavouriteFeatured

You can now mark commonly accessed reports as favourite by clicking the star icon near a report.

26 December 2018

Create Invoices in Bulk for ProjectsFeatured

Working on multiple projects for a particular customer? With this update, you can select multiple projects and timesheets from the Time Tracking tab and include them in a single invoice.

26 December 2018

Keep Your Customers Notifed via SMSFeatured

You can now integrate Zoho Books with Twilio, which is a cloud communication platform. This integration lets you send automated text messages to your customers when you create invoices, make invoice payments or send payment reminders.

26 December 2018

Restrict Invoice Creation for Customers with Credit LimitsFeatured

Now, you can set a credit limit for individual customers. When the outstanding balances of these customers exceed their set credit limit, invoice creation will no longer be possible for them. Alternatively, you can choose to show a warning before proceeding to create an invoice for these customers.

21 December 2018

Request Your Customers' Payments Details for Auto-chargeFeatured

This update lets you request your customers for their payments details. Their card credentials will be validated before being securely stored with Zoho Books. These credentials can then be used to charge them for future transactions automatically. This feature is available only if you've enabled a payment gateway that is compatible with auto-charge.

18 December 2018

Open a new tab for URLs with Custom LinksFeatured

The custom link feature lets you quickly open an external website in a new tab, right from Zoho Books. This is useful in cases where you want your users to easily find external resources, such as your company's invoice creation guide when creating an invoice.

14 December 2018

Associate Employees with ExpensesFeatured

You can now add an employee and associate them with the expenses that you create. This lets you track your expenses better.

13 December 2018

Enhanced Trial Balance Report.Featured

We've added the option to show accounts with their balance as zero, as well as the opening and closing balances of your accounts in the trial balance report. Also, you can now compare this report with a previous date range.

10 December 2018

Supported More Filtering Options for Some ReportsFeatured

Some reports can now be filtered with more options to show or hide columns. These changes are available for the following reports: Retainer Invoice Details, Payments Received, Credit Note Details, Recurring Invoice Details, Bills Details and the Sales Order Details reports.

6 December 2018

Introduced Web TabsFeatured

The Web Tabs feature lets you and all the users in your organization open an external website within Zoho Books.

29 November 2018

More Filters in the Sales by Item ReportFeatured

The Sales by Item report can now be filtered based on custom fields created for items. With this update, you can also choose to hide default columns.

27 November 2018

Prevent Changes to Invoiced QuotesFeatured

You can now prevent changes from being made to quotes which have been invoiced. Users who do not have sufficient permissions will be asked to contact an admin to make changes to an invoiced quote.

22 Novemebr 2018

Easily Favourite Your Custom ViewsFeatured

With this update, you can easily mark your frequently used custom views as favorites by clicking the Star icon next to them in the Custom Views dropdown.

22 November 2018

In-app NotificationsFeatured

You can now create your own in-app notifications that can be triggered using workflows. These notifications will be sent to the mobile app as well.

21 November 2018

View Customer and Vendor Balances 'As On' a Certain DateFeatured

The Customer Balances and Vendor Balances reports can now be generated to show your customer and vendor balances without being affected by future transactions.

20 November 2018

Generate Reports based on ProjectsFeatured

The Profit and Loss and Account Transactions reports can now be generated based on projects, which will include all project related transactions.

20 November 2018

More Filtering Options for the Invoice Details ReportFeatured

The Invoice Details report can now be filtered based on more contact and invoice details such as the Expected Payment Date or Shipping Charges, as well as any related custom fields. This update also lets you hide default fields.

19 Novemebr 2018

Custom Fields for Manual JournalsFeatured

With this update, you can create custom fields to record additional information in a journal entry.

14 November 2018

Search for Items by SKUFeatured

Items can be searched for by their SKU while creating price lists, making it easier to create price lists with many items.

9 November 2018

Template Customization for Vendor StatementsFeatured

You can now customize various aspects of the Vendor Statement such as fonts and colors to suit your needs better.

5 November 2018

Clone Your Chart of AccountsFeatured

You can now choose to import all of your data from the Chart of Accounts to your cloned organization.

1 October 2018

Customizable Journal NumbersFeatured

You can now manually add journal numbers each time when you make a journal entry.You can also choose to allow Zoho Books to generate journal numbers automatically while importing journals.

1 October 2018

Generate Payment Numbers for Payments ReceivedFeatured

You can now generate payment numbers in the Payments Received module. This can either be done manually, or automatically to save you time.

4 October 2018

Import Retainer PaymentsFeatured

Import retainer payments from your previous accounting system and keep a track of all your payments in the Payments Received module.

5 October 2018

Send Invoices in Your Customer's LanguageFeatured

You can now send invoices to your customers in their portal language. Select the portal language in the contact details section and allow them to view it in their customer portal or just the invoice.

11 October 2018

Auto-generate Transfer Orders and Bundling NumbersFeatured

Transfer order numbers and bundling numbers are now automatically generated. This is applicable when your organization has enabled the Zoho Inventory add-on.

15 October 2018

Track Profits With the New Product Sales ReportFeatured

The Product Sales Report allows you to customize the date range and identify the average profit margin of a product sold along with its SKU, Quantity Sold and Sales Price in that period.

15 October 2018

Bulk Update Invoices, Credit Notes and ProjectsFeatured

You can now update a single field in multiple invoices or credit notes at once. Select multiple transactions and click bulk update to update the fields you would like to update in the pop-up.

22 October 2018

Upgraded Zoho Books - Zoho Projects Integration Featured

A bunch of new features have been added to the Zoho Books- Zoho Projects integration to provide for better billing and seamless data sync.

24 October 2018

Introducing Comments and History for Manual JournalsFeatured

Easily identify all the changes made to a journal created. You will also be able to add your comments if any, right there.

24 October 2018

Quick Actions in the Contacts Module Featured

You can now edit and email contacts right from the contacts list page itself in the action drop-down.

25 October 2018

View Journal Entries Straight AwayFeatured

View the journal entry created for a transaction in the transaction details page itself. This is currently available for Expenses, Bills, Credit Notes, Vendor Credits, and Invoices.

25 October 2018

Email Payment Reciepts At OnceFeatured

Email payment receipts for all the payments received from your customers in just a click. Select all transactions and click the email icon to do this.

25 October 2018

Associate Billing and Shipping Address for Recurring InvoicesFeatured

Previously the customer's primary address was associated with a recurring invoice by default. Now, you can select the billing and shipping address and send them to your customers.

26 September 2018

Customer Approvals for TimesheetsFeatured

Enable customer approvals and get your time entries verified and approved by your client before you invoice them.

26 September 2018

Easily Filter Your Unreconciled TransactionsFeatured

The Unreconciled filter has now been added to the banking module to provide for easy reconciliation.

20 September 2018

Bulk Update for Recurring InvoicesFeatured

You can now update a single field in multiple recurring invoices at once. You can use this to update fields such as the sales person associated to the multiple invoices, payment terms and so on.

20 September 2018

Fetch all Your FeedsFeatured

You can now choose to fetch your feeds from a specific date. Feeds by default are fetched from your last sync date. You can fetch feeds that were not fetched in your previous sync by selecting a specific date.

20 September 2018

Mark Expenses and Bills as UnbilledFeatured

You can now mark the expenses and bills as unbilled while you void an invoice. This applies in cases where you might have marked your expenses as billable and you would like to void it.

18 September 2018

Incorportated Sales Orders to the Customer PortalFeatured

The customer portal now has the sales orders, thereby letting your customers view the confirmation of an impending sale.

7 September 2018

Create Reverse Journal EntriesFeatured

You no longer have to create a new entry to reverse the debits and credits of a journal you published earlier. Just click create reverse entry and a new journal with debits and credits reversed will be added to neutralize the entry.

3 September 2018

Zoho Books - Zoho Mail IntegrationFeatured

Zoho Books integrates with Zoho Mail to bring all the email correspondence between you and your contact in one place. The integration lets you view emails, manage documents and view all activity in the 'Comments' section of your transactions.

23 August 2018

Updates to Project-based InvoicingFeatured

With this update, bills that are associated with projects can be included in project-based invoices. Also, including time entries in project-based invoices has been made optional. This lets you charge your clients only for bills and expense that are related to a project.

23 August 2018

Enhancements to the Inventory Summary ReportFeatured

The Inventory Summary report can now be generated based on the availability of specific items.

23 August 2018

Batch Tracking for Composite Items and BundlingFeatured

Your composite items and bundles can now be tracked in batches to ensure you always know which batch a defective or expired product originated from. These features are available when you've enabled the Zoho Inventory add-on.

13 August 2018

Perform Invoice Actions FasterFeatured

You can now perform invoice actions such as Edit, Print and Approve right from the invoice details page, to help save you a sliver of time.

9 August 2018

Export UsersFeatured

With the new update, you can download a backup file of all the users in your organization along with their roles and email addresses.

3 August 2018

Enhanced Inventory ReportsFeatured

This update lets you generate the Inventory Summary and Inventory Valuation Summary reports based on item names.

27 July 2018

Enhancements to Manual JournalsFeatured

The manual journals section of Zoho Books has been upgraded. Now you can: a) Create journals in the Draft status and publish them either one by one or in bulk. b) Import or export your journal file along with its status.Export files can be password protected too. c) View journals offline by downloading it as a PDF or printing it.

18 July 2018

The New Spreadsheet Lite TemplateFeatured

A blend of the spreadsheet and spreadsheet plus invoice templates affixed with new features is the new Spreadsheet Lite. You can sign on the left and right side of your invoice when you use this template.

18 July 2018

Navigate Between Quotes and InvoicesFeatured

The comments section of an invoice now lets you navigate to the quote from which an invoice was created and vice versa.

18 July 2018

Associate Quotes While Importing InvoicesFeatured

Zoho Books now lets you associate quotes to your invoice import file. This will change the quote status automatically to invoiced.

13 July 2018

Reclaiming Purchase VAT and Flat RateFeatured

You can now reclaim the Flat Rate and Purchase VAT when an expense or bill value with multiple line items is greater than 2000 pounds (inclusive of VAT) and is bought under the fixed asset account.

12 July 2018

Filter Timesheets by Customers or ProjectsFeatured

You can now filter your timesheet entries by your customer name or project name. So you can use a combination of status, period, customer and project name to get to that timesheet you were looking for.

6 July 2018

Email Notifications for Workflow LimitsFeatured

You will now receive email alerts when you're about to exhaust your workfow limit so that you can plan your executions for the day accordingly. This applies to email alerts, webhooks, and custom functions.

4 July 2018

Enhancements to the Trial BalanceFeatured

You can now generate the trial balance for a custom period of your choice. Select the From and To dates and the report will be ready when you click Run Report.

27 June 2018

Filter Your Aging Details Report by Customers or VendorsFeatured

Find out the amount that you're owed or need to pay with regard to particular contacts.The Aging Details report can now be customized based on a Customer for your Receivables or a Vendor for your Payables.

27 June 2018

Advanced Filters for the Invoice Details ReportFeatured

Your Invoice Details report can now be generated based on Advanced Filters such as your customer name or custom fields.

22 June 2018

Additional Columns in the Account Transactions Report Featured

With this update, you can choose to display the Account Code and Running Balance for all your accounts in the Account Transactions Report.

19 June 2018

Print Your Bank Transaction DetailsFeatured

You can now print the transaction details of your bank or card transactions in the banking module, in case you need a hard copy of them.

18 June 2018

Custom Buttons for More ModulesFeatured

You can now create Custom Buttons for more modules, namely; Bills, Credit Notes, Expenses, Purchase Orders, Retainer Invoices and Vendor Credits. These buttons can be placed within Zoho Books to quickly perform custom actions.

13 June 2018

Detailed General Ledger ReportFeatured

The General Ledger report now displays rows of all your transactions under every General Ledger account, along with their Opening and Closing Balance.

8 June 2018

Cancel Items In Purchase OrdersFeatured

Items that you had ordered by mistake or that are no longer needed can now be cancelled in your purchase orders, provided that they are partially billed.

8 June 2018

Hide Your Item RatesFeatured

The Selling Price and Purchase Price of your Items can now be hidden for users under a particular role.

8 June 2018

Bulk Update for QuotesFeatured

You can now update a field in multiple quotes at once with common data, such as your Terms & Conditions.

5 June 2018

Retain Your Recently Used Custom ViewsFeatured

With this update, your recently used custom views are retained, even after closing and re-opening Zoho Books, allowing you to pick up from where you left off.

5 June 2018

Calendar View for BillsFeatured

Calendar View lets you view all your pending bills in a neat, calendar like structure with cells showing the total amount due on that date. Clicking on a cell will bring up a list of all the bills due on that date, if any.

28 May 2018

Landed CostsFeatured

With Landed Costs, you can track the additional charges you may incur while bringing the goods to your warehouse. This helps you to calculate profits accurately.

25 May 2018

Filter and Email Outstanding TransactionsFeatured

You can now filter the outstanding transactions from the customer statement in the contacts module.

24 May 2018

Permission to Access PIIFeatured

As a step towards GDPR compliance, Zoho Books lets you to restrict access and data export of PII(Personally Identifiable Information) of your contacts to users in the organization.

18 May 2018

Export Modules by Transaction StatusFeatured

You can now export your invoices and quotes from Zoho Books based on the status of your transaction.

17 May 2018

Advanced filter in the Payments Received ReportFeatured

You can now use the advanced filter in the payment received report to filter transactions based on the criteria you set.

15 May 2018

Zoho Books - Zoho People IntegrationFeatured

Zoho Books integrates with Zoho People to let you view your employees' tasks and projects available in Zoho People and bill them accurately in Zoho Books.

08 May 2018

Filter Report by Reporting TagsFeatured

You can now filter your trial balance by using reporting tags. You can generate the report based on the tags that have been created and associated to transactions.

04 May 2018

Better Stock TraceabilityFeatured

Have better control over your stock with this feature as you can view the Stock on hand, Committed Stock and Stock Available for Sale evidently on the items page of Zoho Books. If you have integrated with Zoho Inventory you can see your Accounting Stock and Physical Stock warehouse based on multiple warehouses as well.

26 April 2018

Payment Gateway PreferencesFeatured

When a payment gateway is selected during invoice creation for a contact, that payment gateway will be chosen by default in the next invoice for that particular contact.

26 April 2018

Search for Organizations by Their Organization IDsFeatured

The Organization IDs of all your organizations can now be viewed at a single glance and organizations can be searched for by their Organization IDs.

25 April 2018

Save Time When Importing Bills and InvoicesFeatured

The process of importing bills and invoices has been streamlined. They can now be linked to their corresponding purchase orders and sales orders right when they are imported.

24 April 2018

Desktop NotificationsFeatured

Zoho Books now supports desktop notifications via your browser to ensure you don't miss any important updates.

12 April 2018

Payment Made Email NotificationFeatured

Let your vendors know when you record payment for their invoices by sending them a payment notification email.

12 April 2018

Watermarks for PDFsFeatured

Now, a watermark will be added to the PDF copy of transactions that are either in the draft state or pending approval. This is to inform and potentially prevent staff members from downloading or printing an unverified transaction and sending them to customers.

03 April 2018

Add Annexures to Your InvoicesFeatured

Customize your invoices further by adding additional invoice related information, such as clauses and by-laws, at the end of your invoice.

03 April 2018

Filter Items by Reporting TagsFeatured

You can filter items in the Sales by Item report by using reporting tags and generate reports for a particular group of items.

28 May 2018

Landed CostsFeatured

With Landed Costs, you can track the additional charges you may incur while bringing the goods to your warehouse. This helps you to calculate profits accurately.

25 May 2018

Filter and Email Outstanding TransactionsFeatured

You can now filter the outstanding transactions from the customer statement in the contacts module.

24 May 2018

Permission to Access PIIFeatured

As a step towards GDPR compliance, Zoho Books lets you to restrict access and data export of PII(Personally Identifiable Information) of your contacts to users in the organization.

18 May 2018

Export Modules by Transaction StatusFeatured

You can now export your invoices and quotes from Zoho Books based on the status of your transaction.

17 May 2018

Advanced filter in the Payments Received ReportFeatured

You can now use the advanced filter in the payment received report to filter transactions based on the criteria you set.

17 May 2018

Introducing Retainer InvoicesFeatured

Record the advance payment you collect from your customers for the goods or services you will be offering them.

15 May 2018

Zoho Books - Zoho People IntegrationFeatured

Zoho Books integrates with Zoho People to let you view your employees' tasks and projects available in Zoho People and bill them accurately in Zoho Books.

8 May 2018

Filter Report by Reporting TagsFeatured

You can now filter your trial balance by using reporting tags. You can generate the report based on the tags that have been created and associated to transactions.

4 May 2018

Better Stock TraceabilityFeatured

Have better control over your stock with this feature as you can view the Stock on hand, Committed Stock and Stock Available for Sale evidently on the items page of Zoho Books. If you have integrated with Zoho Inventory you can see your Accounting Stock and Physical Stock warehouse based on multiple warehouses as well.

26 April 2018

Payment Gateway PreferencesFeatured

When a payment gateway is selected during invoice creation for a contact, that payment gateway will be chosen by default in the next invoice for that particular contact.

26 April 2018

Search for Organizations by Their Organization IDsFeatured

The Organization IDs of all your organizations can now be viewed at a single glance and organizations can be searched for by their Organization IDs.

25 April 2018

Save Time When Importing Bills and InvoicesFeatured

The process of importing bills and invoices has been streamlined. They can now be linked to their corresponding purchase orders and sales orders right when they are imported.

24 April 2018

Desktop NotificationsFeatured

Zoho Books now supports desktop notifications via your browser to ensure you don't miss any important updates.

12 April 2018

Payment Made Email NotificationFeatured

Let your vendors know when you record payment for their invoices by sending them a payment notification email.

12 April 2018

Watermarks for PDFsFeatured

Now, a watermark will be added to the PDF copy of transactions that are either in the draft state or pending approval. This is to inform and potentially prevent staff members from downloading or printing an unverified transaction and sending them to customers.

03 April 2018

Add Annexures to Your InvoicesFeatured

Customize your invoices further by adding additional invoice related information, such as clauses and by-laws, at the end of your invoice.

03 April 2018

Filter Items by Reporting TagsFeatured

You can filter items in the Sales by Item report by using reporting tags and generate reports for a particular group of items.

30 March 2018

Custom Functions are Supported for More ModulesFeatured

Now, you can create custom functions for Retainer Invoices, Vendor Credits and Recurring Expenses to automate your processes in Zoho Books.

29 March 2018

View Bills Associated to a Customer from the Contact Details PageFeatured

In the contact details page, you can view the bills that are associated to a particular customer.

20 March 2018

Export Customer and Vendor Statements in XLSFeatured

You can export your customer and vendor statements in the XLS format to give your contacts better control over the data and to perform Excel operations on them.

15 March 2018

Convert Approved or Submitted Transactions into DraftsFeatured

Transactions that are approved or that have been submitted for approval can be converted into drafts. Also, you can add a comment to let the submitter know the reason for not approving the transaction.

15 March 2018

Sync Your Zoho Books’ Contacts with Zoho CampaignsFeatured

Your contacts from Zoho Books can be synced with Zoho Campaigns. This will allow you to create powerful campaigns for your contacts in Zoho Books.

06 March 2018

Set Your Items to be Tax InclusiveFeatured

We've added an option to set your item rates as tax inclusive.

05 March 2018

Increased Number of Custom FieldsFeatured

The limit for the number of custom fields has now been increased to 39 for Expenses and Credit Notes.

05 March 2018

Include Zoho Inventory Data When You backupFeatured

Backups for your organizations in Zoho Books that are integrated with Zoho Inventory will now include the Zoho Inventory data. So, you need not make another backup request for the same data in Zoho Inventory.

21 February 2018

Hide Balance Due from the HeaderFeatured

We've introduced an option to hide the Balance Due in the header of an invoice template. Now, you can hide it in the Standard, Grand, Standard Euro and Continental templates.

21 February 2018

Templates for Vendor CreditsFeatured

Customise and set templates for vendor credits. This provides you with a lot of customisation options to change its appearance.

20 February 2018

Export files in XLSX FormatFeatured

You can now export files in XLSX format and set a password to protect them.

20 February 2018

Separate Statuses in Purchase OrdersFeatured

The status of a purchase order is split and displayed as a order status and bill status. Now, track the purchase orders more efficiently.

15 February 2018

Enhancements to the Banking ModuleFeatured

You can now view all the matched transactions if you had matched multiple transactions to a single bank feed. Also, search these transactions based on the amount in the feed, against which they were matched to identify all the transactions that were matched.

01 February 2018

Access Zoho Books Custom Fields in Zoho CRMFeatured

The custom fields you create in Zoho Books will be available in Zoho CRM. You can now create custom views and custom reports in Zoho CRM based on the custom fields.

24 January 2018

Approval Workflow for transactions.Featured

Enable transaction approval for your Sales and Purchase Transactions in settings. Now, you can appoint approvers who can verify and approve transactions before sending them to your customers or vendors.

24 January 2018

Importing statements made easy.Featured

Now, you can import bank statements directly from the document folder of Zoho Books. It’s easy and quick.

05 January 2018

Running balance on display.Featured

Track the running balance of your bank account, credit card and cash account against each transaction in the Banking module under All Transactions. Stay updated on your financial status.

04 January 2018

Advanced search in contacts.Featured

You can now perform advanced search for contacts in all creation pages. You can enter any information relevant to a contact and the advanced search finds the contact for you.

15 December 2017

More on customization.Featured

We have extended the line item customization options to the purchase module as well. You can now customize the line item table in purchase templates like Purchase orders and bills to suit your need.

5 December 2017

Manage upto 100 different addresses for your sale.Featured

You can now add upto 100 additional addresses for your contact in Zoho Books from the contact details section, thereby increasing your scope of supply for that customer.

14 November 2017

Keyboard shortcuts to help speed you through common accounting tasks.Featured

You can now navigate to transactions, create them, and save them right from your keyboard. Press SHIFT + ? to view all the available keyboard shortcuts in Zoho Books.

11 October 2017

Customization just got better.Featured

You can now customize the line item table in all sales templates to suit your need.

04 October 2017

Do more from the Quick Create section.Featured

You can now create retail invoices, customer payments, recurring expenses, recurring bills, vendor payments, journal entry, item adjustments an much more from the quick creation page.

26 September 2017

Export Templates: Now export specific data from your Zoho Books account.Featured

Zoho Books now lets you export all the data in a particular module or create your own Export Template to export specific data.

14 September 2017

Enhancements to the Customer Portal.Featured

Your customers can now choose their preferred payment method directly from their Customer Portal.

14 September 2017

Enhancements to bulk download option.Featured

The option to bulk download transactions as pdf has been extended to Payments Received module as well.

06 August 2017

Edit Sales person while creating your transaction.Featured

You can now edit sales person right from the transaction creation page.

19 July 2017

Do more with the customization.Featured

Edit your transaction template, Terms and Conditions, and Notes directly from the transaction details page.

20 June 2017

Add more information to your Contacts.Featured

With an option to add ‘Street Address 2’ field in address section, add further information to your contact’s address like floor number, apartment number, crossroads, etc.

09 June 2017

Send Customer Statements in bulk.Featured

Select multiple contacts, a date range and send customer statements for the selected date range to multiple customers at the same time.

09 June 2017

Enhancements to the Project Module.Featured

Include Project Name in Recurring Expenses. Generate Recurring Expenses from the Project Details page.

24 May 2017

Pay without logging in to the Customer Portal.Featured

You will now be redirected to a secure payment page, no matter the status of your Customer Portal.

18 May 2017

Enhancements to CSG Forte and Authorize.net integrations.Featured

You can now choose either a bank account or a credit card account (or both), and the preference will be saved in your Customer Portal.

11 May 2017

Enhancements to bulk download option.Featured

The option to bulk download transactions as pdf has been extended to bills modules as well.

10 May 2017

Save bills as draft.Featured

You can now save your bills as draft using the 'Save as Draft' option.

25 Apr 2017

Bulk download as PDF.Featured

The limit to bulk download as PDF is set to a maximum limit of 100 at a time.

19 Apr 2017

Map Purchase Information with CRM Fields.Featured

Sycn your purchase Information of Items with CRM and reflect them under COGS Account.

19 Apr 2017

Match journal against statement transactionsFeatured

Include bank and card accounts in manual journals to match journal against statement transactions in banking.

29 Mar 2017

Zoho Books - Zoho Checkout IntegrationFeatured

With this integration, you can now handle taxes and accounting on your payment pages with ease.

24 Mar 2017

Personalize your Zoho Books organization to go with your brandFeatured

Set up custom domain to add a favicon to your Zoho Books organization to further enhance and increase the prominence of your brand.

23 Mar 2017

Show Total Amount in WordsFeatured

With the feature to show the total amount on the Invoice in words, be doubly sure of the amount in an Invoice, Quote, Retainer Invoice or on a Payment Receipt.

23 Mar 2017

View daily API UsageFeatured

Keep track of the API Usage for your Zoho Books organization on a daily basis.

23 Mar 2017

Out of Stock' warningFeatured

Evaluate the total stock kept on hand by setting pop-up alerts from within Zoho Books, this automatically trigger a message if items are out of stock.

10 Mar 2017

Create Custom ButtonFeatured

Create new button actions and define them based on your requirements with the help of an advanced feature called Custom Buttons.

09 Mar 2017

Multiple Address Selection Featured

While creating any sales transaction, upon selecting the customer, you can select the Billing and Shipping address from the list of addresses of that contact.

09 Mar 2017

Enhancements in Reporting TagsFeatured

Select a tag for the line item while creating any transaction in Zoho Books.

14 Feb 2017

Direct Debit Payments through GoCardlessFeatured

Whether it’s a recurring invoice or a one-off invoice, your customers can authorize you to collect money directly from their bank account whenever the invoice is due. Customers in Europe can also start accepting SEPA payments via GoCardless.

09 Feb 2017

More Enhancements to your Avalara integrationFeatured

Zoho Books now supports Tax Payments and Tax Adjustments for Avalara integrated organizations.

09 Feb 2017

Updates in Email TemplateFeatured

The 'Quote Notification', 'Invoice Notification', and 'Payment Thank You' templates have been further enhanced with new design and layout.

08 Feb 2017

Template Support for BillsFeatured

With Zoho Books, choose either from Standard or Compact template​ for your Bills template.

01 Feb 2017

Create Customized Customer StatementsFeatured

Change the title, apply colors and set the header and footer to your Customer Statements.

25 Jan 2017

Zoho Books-Zoho CRM EnhancementsFeatured


Select your template while creating/editing an Invoice or an Quote under Zoho Books inside Zoho CRM. Search for the items using the SKU code.


23 Jan 2017

Grid Style View for Line ItemsFeatured


The layout of line items for transaction creation has been done into a grid-like style.


18 Jan 2017

Tracking your Vendor AdvancesFeatured

You can track your Vendor Advances in an Asset account called Prepaid Expenses.

12 Jan 2017

Managing Sales OrderFeatured



Select Sales Order Number or Sales Order Reference Number when converting Sales orders to Invoices.

10 Jan 2017

Create Recurring Invoices for ProjectsFeatured


Associate the unbilled hours of your Project(s)to a Recurring Invoice.

10 Jan 2017

Updates to the Invoices ModuleFeatured


Pay your invoices through your bank account from the customer portal and share link of sent invoices from the Invoice details page.

10 Jan 2017

New Features in Mail OptionFeatured


Signature, Cc, Bcc options added in e-mail.

10 Jan 2017

Potential LinkingFeatured


Associate a Potential from Zoho CRM to an Expense created in Zoho Books.

10 Jan 2017

Icons added for an easy identificationFeatured


Icons included in settings pane and settings drop down for Zoho Books application.

05 Jan 2017

Enhancements to the Timesheet moduleFeatured


Create Projects with the same name for different customers.

04 Jan 2017

New in Zoho Books : Documents and Auto-scanFeatured


Create transactions straight from your inbox for your Zoho Books account using the Documents feature.

16 Dec 2016

Best practices for easy checkoutFeatured


Express Checkout option added in Payflow Pro Payment Gateway for you to experience a easy checkout.


09 Dec 2016

New in Projects: Announcing Card ViewFeatured


Stay organized while adding a more visual appeal to your Projects list with the Card view.


09 Dec 2016

Allow Timesheet Staff to record expensesFeatured

Create New Role and enable permission for Timesheet Staff to record expenses for associated projects.



01 Dec 2016

Import and export your Inventory adjustmentsFeatured



You can Import and export Inventory adjustments for both quantity and value in Zoho Books.



01 Dec 2016


More updates to Items moduleFeatured


Link the items as per their type, Goods or Service while Item creation.



22 Nov 2016

New Payment Terms In Zoho BooksFeatured

Send automated reminders based on time elapsed since end of month.

21 Nov 2016

Integration Between Office 365 and Zoho Finance ProductsFeatured

With this integration, import contacts and invite users from your Office 365 account to Zoho Books.

14 Nov 2016

Convert Invoices To Recurring InvoiceFeatured

Choose to mark your invoices as recurring invoices, while at the time of their creation.

11 Nov 2016

Introducing Android app (Version 5.9.4)Featured

Zoho Invoice Android app version 5.9.4 rolled out with more features and enhancements.

11 Nov 2016

Import and Export Retainer InvoicesFeatured

With Zoho Invoice, save time working with Retainer Invoices by easily importing and exporting them.

11 Nov 2016

Send Unpaid Invoices List to CustomersFeatured

Choose to attach the list of unpaid invoices while sending a Statement to your customers.

11 Nov 2016

Order number fields for Recurring InvoicesFeatured

Easily keep track of your recurring invoices with order number.

04 Nov 2016

Customize Quote Details Report with Custom FieldsFeatured

Make use of Custom Fields added in Quotes module to run a more in-depth quote details report.

01 Nov 2016

More power to Zoho Books-CRM IntegrationFeatured

Link potentials in Zoho CRM to multiple invoices, quotes, expense reports and sales orders.

20 Oct 2016

Add Attachments to your QueriesFeatured

Add precise information to your e-mails by attaching files directly in our Contact Support section

20 Oct 2016

Customise Reports with Custom FieldsFeatured

Make use of Custom Fields added in Contacts, Invoices and Quotes module to customize Invoice Details report and Expenses by Customer report.

18 Oct 2016

Accelerate Sales with Sales Order ReportFeatured

View the status of your sales orders and shipment date with Sales Order Details report.

04 Oct 2016

Manage your Custom FieldsFeatured

Mark custom field as active, inactive or mandatory and also display them in your PDF.

03 Oct 2016

Item Adjustment by ValueFeatured

In addition to quantity adjustment, we have added an option to adjust the asset value of an item.

30 Sep 2016

Ship and Bill Items to Multiple AddressesFeatured

With Zoho Books, you can add multiple addresses to your contacts, to deliver goods at multiple locations.

23 Sep 2016

Let Your Sales and Finance Team CollaborateFeatured

Instantly sync data between Zoho Books and Zoho CRM and add more hours to your day.

22 Sep 2016

Manually Charge your CustomerFeatured

Charge your customer with their associated card or with another valid card using Retainer Invoices.

22 Sep 2016

Introducing Basic TemplateFeatured

We have added a new template 'Basic' to our template gallery which is specially designed for freelancers.

16 Sep 2016

Clone your TemplatesFeatured

No more wasting time re-creating the changes made. Simply use the clone option to replicate one entity template to another entity and record the changes made.

14 Sep 2016

Power Packed Zoho Books iOS version 4.0Featured

Reconcile new transactions, create and send invoices, track time for your projects, create expense claims and much more – anywhere, anytime – on your iPhone.

1 Sep 2016

Know Your Contacts' Department and DesignationFeatured

Route your invoices and bills to the proper department and map the same to reflect in your CRM.

25 Aug 2016

Classify your Accounts Further with Sub-AccountsFeatured

Keep your accounts organized and have a more granular view of your accounts with Sub-Accounts.

23 Aug 2016

BETTER TIMEKEEPING WITH CLONE TIME ENTRYFeatured

Save the trouble of manually listing time entry each time with the Clone option under Timesheet.

23 Aug 2016

ADD COMMENTS AND MULTIPLE NOTES FOR CONTACTSFeatured

Make remarks, add multiple notes, and view them under Contacts Overview.

17 Aug 2016

MATCH TRANSACTIONS FOR FLAWLESS ACCOUNTINGFeatured

Create adjustments when matching transactions, add advanced filters while searching for transactions and match withdrawals against deposits and vice versa.

12 Aug 2016

STAY ON TOP OF YOUR PROJECT EXPENSESFeatured

You can keep track of the expenses incurred in your project through Expenses by Project Report and view the same under Project Details Report.

12 Aug 2016

GET A MORE DETAILED TIMESHEET REPORTFeatured

Track logged hours for your projects with the start and end time in the Timesheet Report.

9 Aug 2016

FINISH YOUR INVOICING IN ADVANCEFeatured

You can set your invoices to be automatically sent to your customers at a future date.

5 Aug 2016

AVOID DUPLICATION WHILE IMPORTINGFeatured

Skip or overwrite duplicate contacts, while importing contacts from CSV or TSV file into Zoho Books.

5 Aug 2016

PAYMENT TERMS FOR VENDORFeatured

Apply a Payment term for your vendor and when a bill or recurring bill is created for that vendor, the due date will be calculated based on the set payment term.

26 July 2016

INTRODUCING REPORTING TAGSFeatured

Use reporting tags and filter your reports to identify which regions, products or divisions of your business are performing better than the other.

14 July 2016

ANALYZE ZOHO BOOKS DATA WITH ZOHO ANALYTICSFeatured

With the Zoho Books and Zoho Analytics integration, you can import all your Zoho Books data into Zoho Analytics to create customizable reports and dashboards.

12 July 2016

PAYMENTS MADE EASIERFeatured

Your customer can now make payments through stored cards from the customer portal.

12 July 2016

CUSTOM FIELDS IN CUSTOMER PORTALFeatured

With the option to display and edit the Contact Custom Fields in Customer Portal, you can choose to allow your clients to enter, edit or save the required changes.

1 July 2016

RE-ORDER TAXES BASED ON YOUR PREFERENCESFeatured

Sort your taxes the way you want them to appear in your Invoice.

30 June 2016

SEE PAST TRANSACTIONS AND EMAIL CONVERSATIONSFeatured

Have all past transactions and mail history available at your fingertips within the contacts module.

25 June 2016

ADD CUSTOM FIELDS TO SHIPPING ADDRESSFeatured

Associate more details to your shipping address through Custom Fields under your Contacts Preferences

20 June 2016

WEPAY INTEGRATIONFeatured

Need a payment gateway that maximizes ease of use? With WePay, you can create a merchant account in minutes and start accepting online payments from your customers.

3 June 2016

ADD YOUR CUSTOMER'S SOCIAL MEDIA INFORMATIONFeatured

Store your customer’s Facebook, Twitter and Skype IDs in the contacts section.

1 June 2016

INCLUDE ADDITIONAL INFORMATION ABOUT YOUR ITEMSFeatured

Capture any additional information related to the products you sell. You can choose to display them on your invoices.

1 June 2016

CUSTOMIZE CREDIT NOTES, PAYMENT RECEIPTS AND SALES ORDERSFeatured

Personalize your credit notes, payment receipts, and sales orders with custom templates.

27 May 2016

PROVIDE A REASON WHEN YOU WRITE OFF AN INVOICEFeatured

You can now include a reason for writing off an invoice.

13 May 2016

SELECT YOUR FAVORITE THEME FOR ZOHO BOOKSFeatured

Choose a theme from the Branding section in Preferences.

11 May 2016

SHARE FILES WITH YOUR CUSTOMERS THROUGH THE CUSTOMER PORTALFeatured

Attach files to your Contacts and share them with your customers through the Customer Portal.

16 Mar 2016

ZOHO BOOKS IS NOW INTEGRATED WITH SLACKFeatured

Connect Zoho Books to Slack, an online messaging app and keep track of your customer's customer portal activities.

2 Mar 2016

EASILY CAPTURE AND TRACK MILEAGE EXPENSES IN THE UK EDITIONFeatured

You can now record the vehicle type, mileage rate, and the total mileage expense in Zoho Books.

19 Feb 2016

SEND INVOICES IN GEORGIAN AND ARMENIAN LANGUAGESFeatured

Support for Hebrew and Georgian languages in predefined PDFs with Dejavu Sans font.

7 Feb 2016

CARRY OUT BULK OPERATIONS ON BANK TRANSACTIONSFeatured

You can exclude, unmatch, uncategorize and delete bank transactions in bulk.

13 Jan 2016

RECEIVE FEEDBACK FROM YOUR CUSTOMERS EASILYFeatured

Request reviews and ratings for your service through the Customer Portal.

13 Jan 2016

LOCATE ITEMS ACCURATELY BY ADDING IMAGES AND SKUFeatured

Add images and SKU information to the products you sell.

6 Jan 2016

SEND INVOICES FOR MULTIPLE PROJECTS CREATED IN ZOHO PROJECTSFeatured

With the Zoho Projects integration, you can now create and send invoices for multiple projects from Zoho Books.

31 Dec 2015

ATTACH MORE FILES TO AN INVOICEFeatured

You can now attach multiple files to an invoice and also choose to display them in the Customer Portal.

31 Dec 2015

INTRODUCING THE AUSTRALIAN EDITION OF ZOHO BOOKSFeatured

Australian businesses can now generate the Business Activity Statement(BAS) and apply exemptions while creating Sales & Purchases transactions.

26 Nov 2015

SPEAK YOUR CUSTOMER'S LANGUAGEFeatured

You can now send invoices, quotes, payment reminders, etc., in your customer’s preferred language. You can also choose to display the Customer Portal in your customer’s language.

23 Nov 2015

CAPTURE ANY TYPE OF ADDITIONAL INFORMATION IN THE CUSTOM FIELDSFeatured

Choose the type of information you wish to capture with custom fields in Contacts, Quotes, Invoices, Sales Order & Purchase Order. (e.g. date, checkbox, percent, etc). This feature is available only for organizations created after 22 Nov 2015.

19 Nov 2015

RETRACE YOUR STEPS WITH THE HISTORY ICONFeatured

The history icon on the top bar gives you a glimpse of all recent activities in your account.

19 Nov 2015

ADD CONTACTS AND CREATE TRANSACTIONS IN A SINGLE CLICKFeatured

The quick create icon present on top bar allows the user to create transactions irrespective of the page you're in.

4 Nov 2015

REPORT SCHEDULERFeatured

Users can now schedule a report to be generated on a weekly, monthly or quarterly basis.

3 Nov 2015

USER SEGMENTATION FOR CUSTOMERSFeatured

Allow users to access transactions and information of customers to whom they are assigned.

8 Oct 2015

INTRODUCING CHAT SUPPORTFeatured

We have now introduced chat support for all our customers in the UK, USA and Canada.

7 Oct 2015

BATCH EXPENSE:ADD ALL YOUR EXPENSES IN ONE GOFeatured

Add up to 30 expenses in one go with the new Batch Expense feature in Zoho Books.

16 Sep 2015

SWITCH OVER FROM ZOHO INVOICE TO ZOHO BOOKS EASILYFeatured

We’ve made it possible for you to switch your organization to Zoho Books from Zoho Invoice in just a few clicks.

16 Sep 2015

KEEP YOURSELF UP TO DATE WITH NOTIFICATIONSFeatured

Receive instant notification on Customer Portal activities and any new feature added to Zoho Books, through the Notifications section.

11 Sep 2015

COPY MULTIPLE EMAIL ADDRESSES WHILE SENDING AN EMAIL FROM ZOHO BOOKSFeatured

Users can now have multiple email addresses in CC while sending emails.

8 Sep 2015

CUSTOM FIELDS FOR EXPENSESFeatured

Create and fill custom fields of specific data types while recording expenses.

20 Aug 2015

ENHANCEMENTS IN ZOHO PROJECTS INTEGRATIONFeatured

Integrate Zoho Books with Zoho Projects to generate invoices and record expenses for the projects.

14 Aug 2015

PROJECTS IN CUSTOMER PORTALFeatured

Users can now allow their customers to view their projects and timesheet entries in the customer portal.

14 Aug 2015

ACH PAYMENTS FOR CSG FORTE AND AUTHORIZE.NETFeatured

Users can now charge customers through bank transfers with CSG Forte and Authorize.Net payment gateways.

10 Aug 2015

ENHANCEMENTS IN ACCOUNT TRANSACTION REPORTFeatured

Users can now view reports for multiple accounts.

10 Aug 2015

PAYMENT STUB IN A SEPARATE PAGEFeatured

Option to print payment stub in a separate page

17 July 2015

REVAMP OF TIMESHEET MODULE IN ZOHO BOOKSFeatured

Option to mark tasks as 'Billable/Non-Billable' and 'Active/Inactive'

14 July 2015

MULTIPLE EMAIL ADDRESSES FOR AN ORGANIZATIONFeatured

Users can add multiple email IDs for an organization and associate them with transactions.

10 July 2015

WORKFLOW AUTOMATION FOR SALES ORDERS & CREDIT NOTESFeatured

Users can now enable workflows for sales orders and credit notes.

3 July 2015

WORKFLOW AUTOMATION FOR INVOICESFeatured

Users can now enable workflows for invoices.

2 July 2015

REPORTS FOR 'TIMESHEET DETAILS' ADDEDFeatured

Timesheet staff can now view their reports.

2 July 2015

REPORTS FOR 'PURCHASES BY ITEMS' ADDEDFeatured

Users can now generate reports based on purchases by items.

2 July 2015

ENHANCEMENT IN PAYABLES VENDOR BALANCES REPORTFeatured

Customization options added to Payables - Vendor Balances Summary & Details report.

2 July 2015

TAX EXCLUSIVE / TAX INCLUSIVE RATESFeatured

Mark your line item rates as either Tax Inclusive / Tax Exclusive while you create bills and invoices.

29 June 2015

OPTION TO IMPORT TASKS FROM EXISTING PROJECTSFeatured

Users can now import tasks from existing projects in Timesheets

24 June 2015

ENHANCEMENT IN RECEIVABLES CUSTOMER BALANCES REPORTFeatured

Customization options added to Receivables - Customer Balances Summary & Details report.

11 June 2015

GOOGLE CHROME EXTENSION FOR TIMERFeatured

Access Zoho Books from the Chrome Web Store. Also log your work time using a live timer with our Chrome extension.

5 June 2015

ADDITION OF NEW TEMPLATES.Featured

Templates section now supports Payment Receipts and Retainer Payment Receipts.

24 May 2015

APPLE WATCH APP ENHANCEMENTFeatured

View unpaid invoices and bills. Send reminders to customers and set reminders for bill payment.

19 May 2015

CUSTOMER PORTAL: PAY OFF MULTIPLE INVOICES IN ONE PAYMENTFeatured

Your customers can now pay off multiple invoices in a single transaction via the customer portal.

15 May 2015

ENHANCEMENT IN CASH FLOW STATEMENT REPORT.Featured

Compare With and YTD options has been added.

15 May 2015

ENHANCEMENT IN RECEIVABLES AGING DETAILS REPORTFeatured

Customization options added to Payables - Aging Summary & Details report.

15 May 2015

NEW FEATURE: WORKFLOW AUTOMATIONFeatured

Now automate repetitive accounting tasks and save time.

30 APR 2015

ENHANCEMENT IN RECEIVABLES AGING DETAILS REPORTFeatured

Customization options added to Receivables - Aging Details report

20 APR 2015

NEW FEATURE: PRINT CHECKSFeatured

Pay your vendor bills by writing and printing a check directly from Zoho Books (for U.S. Customers only)

10 APR 2015

NEW FEATURE: LOG TIME USING APPLE WATCHFeatured

Now you can log time using Apple Watch.

7 APR 2015

NEW INTEGRATION: ZOHO EXPENSEFeatured

Automate travel and business expense reporting, streamline approvals, gain spend visibility and control.

2 APR 2015

ATTACH EXPENSE RECEIPTS FROM CLOUD STORAGE SERVICESFeatured

Now attach expense receipts from Zoho Docs, Google Drive, Dropbox, Microsoft Skydrive, Box and Evernote.

2 APR 2015

COMPARE REPORTS WITH PREVIOUS PERIODSFeatured

Customize your Profit & Loss, Balance Sheet and Trial Balance Report to compare with previous time periods.

27 MAR 2015

ENHANCEMENT IN RECEIVABLES AGING SUMMARY REPORTFeatured

Customization options added to Receivables - Aging Summary report

19 MAR 2015

USER INVITATION EMAIL TEMPLATE CUSTOMIZATIONFeatured

Template customization option has been provided for user invitation emails

13 MAR 2015

NEW FEATURE: REFUND OPTION FOR EXCESS PAYMENTSFeatured

Now you can refund the excess payments made by your clients

10 MAR 2015

ENHANCEMENT: REPORT FOR QUOTESFeatured

Reports for Quote Details has been added

6 FEB 2015

BCC SUPPORT IN EMAILSFeatured

You can now BCC someone when sending an email/invoice.

4 FEB 2015

ENHANCEMENT: ZOHO PROJECTS INTEGRATIONFeatured

You can integrate Zoho Projects with Zoho Books to generate invoices and record expenses for the projects

21 JAN 2015

NEW FEATURE: KEYBOARD SHORTCUTSFeatured

Now put your keyboard ninja skills to work with the new set of keyboard shortcuts.

3 JAN 2015

NEW FEATURE: TRANSACTION LOCKINGFeatured

Set a transaction locking date to prevent changes to all data before that particular date.

4 DEC 2014

VENDOR STATEMENTFeatured

View transaction history of your vendors in the form of vendor statement.

7 NOV 2014

INTEGRATION WITH SQUAREFeatured

Our integration with Square enables you to view and track your Square sales inside Zoho Books.

28 OCT 2014

TIME ZONE CHANGEFeatured

You can change the time zone your business operates in, from under Organization profile settings.

15 OCT 2014

AVALARA INTEGRATIONFeatured

Fetch precise tax rates for your transactions with our Avalara Avatax integration (U.S edition only)

22 OCT 2014

AUTO CHARGE SUPPORTS NEW PAYMENT GATEWAYSFeatured

You can now receive automatic payments from your clients via the following payment gateways : Stripe, Authorize.Net, PayPal, PayPal Payments Pro and PayPal Payflow Pro

20 OCT 2014

OPENING STOCK OF YOUR ITEMSFeatured

You can now enter the opening stock of an item while setting up inventory tracking for it. This will be displayed as the Stock on Hand of this item.

17 OCT 2014

RETAINER INVOICES IN ZOHO BOOKSFeatured

Accept advance payments made by a client in the form of retainer invoices in Zoho Books.

16 OCT 2014

CUSTOMIZE USER ROLESFeatured

Define additional roles for your users. You can customize each role and provide complete or partial access to the modules inside Zoho Books.

25 SEP 2014

ZOHO BOOKS FOR IPADFeatured

The Zoho Books app is now available on your iPad.

10 SEP 2014

VENDOR CREDITSFeatured

Record the credits you receive from your vendors. Track these credits till they're refunded or use them to pay your bills.

19 AUG 2014

AUTOCHARGE FOR RECURRING INVOICESFeatured

Associate customer's credit card to recurring invoices and charge them automatically for payments.

23 JULY 2014

MANAGE INVENTORY FOR YOUR ITEMSFeatured

Set up inventory for your business, track item levels and get notified when you need to restock.

17 JULY 2014

CASH ACCOUNTS NOW AVAILABLE UNDER 'BANKING'Featured

You can now add and manage transactions for Physical Cash Accounts such as 'Petty Cash' from the Banking tab.

9 JULY 2014

SALES TAX IN THE ZOHO BOOKS U.S VERSIONFeatured

If you're selling taxable goods in different states in the U.S, sign up for our U.S version to create and associate region-specific tax rates to your contacts.

18 JUNE 2014

WINDOWS APP NOW SUPPORTS INVOICING.Featured

Create and send out invoices to your clients straight from your windows phone.

13 JUNE 2014

RECORD EXPENSES OFFLINE.Featured

Record your expenses as they're incurred even if you're offline. They are saved and synced automatically when you go online.

13 JUNE 2014

ANDROID APP IS NOW MULTILINGUALFeatured

Our Android app is now available in Spanish, Japanese, German, French, Italian, and Chinese.

10 JUNE 2014

BANK STATEMENT IMPORTSFeatured

Zoho Books now supports bank statement import in CAMT.053 format (European Standards for bank statements).

8 MAY 2014

MULTI LINGUAL SUPPORTFeatured

The new Zoho Books supports multiple languages(ENGLISH, DEUTSCH, ESPANOL, FRANCAIS, ITALIANO, NEDERLANDS, PORTUGUES, SVENSKA, JAPANESE and CHINESE) and new users can now sign up and select the language for their Zoho Books account.

7 MAY 2014

ZOHO CRM INTEGRATION- SEARCHFeatured

Accounts/Contacts created in Zoho CRM can now be searched and instantly imported to Zoho Books while creating any transaction. This option is available only for the new Zoho CRM integration.

28 APR 2014

ZOHO BOOKS FOR WINDOWS 8.1Featured

Zoho Books is now available in the windows store. With Zoho Books for Windows 8.1, Zoho now supports the entire array of Microsoft platforms, including phones, tablets as well as desktops.

23 APR 2014

TAX SUPPORT IN PURCHASE ORDERSFeatured

Now you can associate tax with the purchase order at the time of creating the order.

21 APR 2014

QUOTES VIEWED STATUSFeatured

Know exactly when your clients viewed the quotes. The quotes detail page will now show the time and 'viewed' status to users.

21 APR 2014

QUICK AND ADVANCED SEARCH ENABLED FOR BANKINGFeatured

In banking, you can now do a quick search for uncategorized transactions and Zoho Books transactions, and an advanced search by transaction types.

16 APR 2014

FIELD MAPPING AND VIEWS IMPORT FROM ZOHO CRMFeatured

We have now enabled field mapping and importing custom fields for both contacts and accounts from Zoho CRM to Zoho Books.

14 APR 2014

ADD ADDITIONAL CONTACT PERSONFeatured

Now you can add upto 20 contacts under 'Contact person' for an organization.

4 APR 2014

EDIT CUSTOM TEMPLATESFeatured

Custom templates created in the previous version are now editable in the new UI.

2 APR 2014

SALES ORDERFeatured

Confirm the final sale to your customer by sending the Sales Order before delivering the goods or services. Convert the sales order to invoice once the items are shipped.

26 MAR 2014

PRICE LISTFeatured

Create customized price list for your items and associate it to individual customers or to the Invoices, Quotes, PO or Credit Notes you create for them.

21 MAR 2014

50+ ADDITIONAL BANK SUPPORTED FOR BANK FEEDSFeatured

Zoho Books now supports another 50 Banks for automatic bank feeds. These banks are exclusively those that use 'Images' for their MFA.

7 MAR 2014

QUICK SEARCHFeatured

Quick search and advanced search options are now available for your items.

7 MAR 2014

CLONE BILLSFeatured

Duplicate a vendor bill instantly using the 'Clone' feature. This feature will duplicate a bill at the click of a button and all you need to do is confirm the details and click send.

27 FEB 2014

PURCHASE ORDERSFeatured

Manage purchases for your business using Purchase Orders. Convert PO to Bills instantly.

26 FEB 2014

INVOICE VIEWED STATUSFeatured

Know exactly when your clients viewed the invoice. The invoice detail page will now show the time and 'viewed' status to users.

19 FEB 2014

RECURRING BILLSFeatured

Create recurring profile for bills that recur. Automatically generate bills at a specified frequency and pay vendors on time.

14 FEB 2014

INTEGRATION ZOHO PROJECTSFeatured

Create invoice in Zoho Books for Projects in Zoho Projects

3 FEB 2014

CUSTOMER PORTALFeatured

Customers can invite clients to their portal to discuss quotes, view statements and make online payments.

28 Jan 2014

NEW ZOHO BOOKS RE-LAUNCHEDFeatured

Redesigned and Rebuilt from the ground up. Zoho Books Mobile apps and Rest API announced too.