What's New
Check out all the latest product updates in Zoho Books
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.
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 organizations with Zoho Inventory, stock details can also be viewed based on your shipments receives.
22 December 2020
Match Multiple Bank StatementsFeatured
You can now match or categorize multiple bank statements against single or multiple transactions. Enable the option 'Multi-Select & Match' in the Uncategorized Transactions filter and get started.
Learn more...22 December 2020
Email Client Portal Link to CustomersFeatured
In case your customer requests for their client 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 customize the template under Settings > Emails before you share it with your customer.
18 December 2020
Sales Channel PreferencesFeatured
Organizations 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 client 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 Client Portal.
Learn more...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 organizations that has Zoho Inventory add-on.
8 October 2020
Invite AccountantFeatured
Invite your accountant to your organization from the Users and Roles section. A default Accountant role will be created once an accountant is invited.
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.
Learn 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.
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 Estimates from Public LinksFeatured
Estimates 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 CategorizingFeatured
We have introduced the ‘Use Suggested Rate’ option to provide you with the best conversion rate when you categorize 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
Organizations 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.
Learn more...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.
Learn more...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.
Learn more...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
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.
Learn more...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.
Learn more...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.
Learn more...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.
Learn more...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.
Learn more...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.
Learn more...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 estimates digitally before sending them out to your customers. Not just that, your customers can sign estimates in their Client Portal too!
Learn more...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.
Learn more...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.
Learn more...24 October 2019
Accountant roleFeatured
We now have the accountant role in Zoho Books. This will be a predefined role that can be edited but not deleted.
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.
Learn more...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
Customizable 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.
Learn more...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.
Learn more...20 August 2019
Multi-Level Approval for Sales TransactionsFeatured
Set up multi-level approval for Invoices, Sales Orders, Estimates 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 Estimate Details via SMSFeatured
Users can send the estimate 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 Estimates, 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.
Learn more...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 estimates. 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.
Learn more...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.
Learn more...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.
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 June 2019
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.
Learn more...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 customization 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.
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 Estimates 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.
Learn more...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, Estimates and Retainer Invoices entities.
17 May 2019
Accept/Decline an Estimate from the Public Estimate LinkFeatured
Customers can now accept or decline an estimate directly from the public link that you have shared with them. If the accepted estimate 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.
26 April 2019
Validation Rules for EstimatesFeatured
You can now set certain restrictions for the values allowed for different fields in an estimate 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 estimate, 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 Estimates and Credit NotesFeatured
Create estimates 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.
Learn more...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.
Learn more...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, estimates, 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.
Learn more...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.
Learn more...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), Estimate 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 client 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.
Learn more...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.
Learn more...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.
Learn more...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.
Learn more...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.
Learn more...27 November 2018
Prevent Changes to Invoiced EstimatesFeatured
You can now prevent changes from being made to estimates which have been invoiced. Users who do not have sufficient permissions will be asked to contact an admin to make changes to an invoiced estimate.
26 November 2018
Record Bank ChargesFeatured
Any transactional charges that you may have incurred while making bill payments can now be recorded in the Bank Charges field in the Payments Made module. This amount will be exclusive of the total bill amount.
Learn more...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.
Learn more...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.
Learn more...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.
Learn more...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
Client Approvals for TimesheetsFeatured
Enable client approvals and get your time entries verified and approved by your client before you invoice them.
Learn more...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 Client PortalFeatured
The client 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.
Learn more...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.
Learn more...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.
Learn more...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 Estimates and InvoicesFeatured
The comments section of an invoice now lets you navigate to the estimate from which an invoice was created and vice versa.
18 July 2018
Associate Estimates While Importing InvoicesFeatured
Zoho Books now lets you associate estimates to your invoice import file. This will change the estimate status automatically to invoiced.
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.
Learn more...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.
Learn more...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.
Learn more...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.
Learn more...8 June 2018
Bulk Update for EstimatesFeatured
You can now update a field in multiple estimates at once with common data, such as your Terms & Conditions.
Learn more...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.
Learn more...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.
Learn more...18 May 2018
Export Modules by Transaction StatusFeatured
You can now export your invoices and estimates 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.
Learn more...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.
Learn more...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.
Learn more...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.
Learn more...18 May 2018
Export Modules by Transaction StatusFeatured
You can now export your invoices and estimates 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.
Learn more...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.
Learn more...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
Customize and set templates for vendor credits. This provides you with a lot of customization 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.
Learn more...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.
Learn more...14 September 2017
Enhancements to the Client Portal.Featured
Your customers can now choose their preferred payment method directly from their Client 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 Client Portal.Featured
You will now be redirected to a secure payment page, no matter the status of your Client Portal.
18 May 2017
Enhancements to 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 Client 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.
Learn more...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.
Learn more...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, Estimate, 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.
Learn more...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.
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 'Estimate 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 Estimate 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.
Learn more...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.
Learn more...10 Jan 2017
Updates to the Invoices ModuleFeatured
Pay your invoices through your bank account from the client 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.
Learn more...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.
Learn more...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, Product 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.
Learn more...11 Nov 2016
Order number fields for Recurring InvoicesFeatured
Easily keep track of your recurring invoices with order number.
04 Nov 2016
Customize Estimate Details Report with Custom FieldsFeatured
Make use of Custom Fields added in Estimates module to run a more in-depth estimate details report.
01 Nov 2016
More power to Zoho Books-CRM IntegrationFeatured
Link potentials in Zoho CRM to multiple invoices, estimates, 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 Estimates module to customize Invoice Details report and Expenses by Customer report.
Learn more...18 Oct 2016
Accelerate Sales with Sales Order ReportFeatured
View the status of your sales orders and shipment date with Sales Order Details report.
11 Oct 2016
Record Instalment PaymentsFeatured
If you file your tax returns annually, use the GST/HST Return report in Zoho Books, and record your instalment payments seamlessly.
11 Oct 2016
Introducing Snail MailFeatured
Send a hard copy of the invoice to the mailing address of the customer.
04 Oct 2016
Manage your Custom FieldsFeatured
Mark custom field as active, inactive or mandatory and also display them in your PDF.
Learn more...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.
Learn more...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.
Learn more...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.
Learn more...22 Sep 2016
Manually Charge your CustomerFeatured
Charge your customer with their associated card or with another valid card using Retainer Invoices.
Learn more...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.
Learn more...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.
Learn more...24 Aug 2016
PRINT CHECKS IN BULKFeatured
Get multiple checks printed in one go with the Bulk Print option.
Learn more...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.
Learn more...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.
Learn more...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.
Learn more...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.
Learn more...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.
Learn more...12 July 2016
PAYMENTS MADE EASIERFeatured
Your customer can now make payments through stored cards from the client portal.
Learn more...12 July 2016
CUSTOM FIELDS IN CLIENT PORTALFeatured
With the option to display and edit the Contact Custom Fields in Client 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.
Learn more...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
Learn more...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.
Learn more...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.
Learn more...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.
Learn more...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 CLIENT PORTALFeatured
Attach files to your Contacts and share them with your customers through the Client Portal.
Learn more...27 May 2016
GET MORE OUT OF YOUR REPORTSFeatured
Filter reports and make better business decisions with reporting tags.
Learn more...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 client portal activities.
Learn more...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 Client Portal.
Learn more...13 Jan 2016
LOCATE ITEMS ACCURATELY BY ADDING IMAGES AND SKUFeatured
Add images and SKU information to the products you sell.
Learn more...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 Client 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.
Learn more...26 Nov 2015
SPEAK YOUR CUSTOMER'S LANGUAGEFeatured
You can now send invoices, estimates, payment reminders, etc., in your customer’s preferred language. You can also choose to display the Client 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, Estimates, Invoices, Sales Order & Purchase Order. (e.g. date, checkbox, percent, etc). This feature is available only for organizations created after 22 Nov 2015.
Learn more...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 Client 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 CLIENT PORTALFeatured
Users can now allow their customers to view their projects and timesheet entries in the client portal.
14 Aug 2015
ACH PAYMENTS FOR FORTE AND AUTHORIZE.NETFeatured
Users can now charge customers through bank transfers with 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
CLIENT PORTAL: PAY OFF MULTIPLE INVOICES IN ONE PAYMENTFeatured
Your customers can now pay off multiple invoices in a single transaction via the client 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.
Learn more...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)
Learn more...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
Learn more...10 MAR 2015
ENHANCEMENT: REPORT FOR ESTIMATESFeatured
Reports for Estimate 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
Learn more...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.
Learn more...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)
Learn more...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
Learn more...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.
Learn more...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.
Learn more...25 SEP 2014
ZOHO BOOKS FOR IPADFeatured
The Zoho Books app is now available on your iPad.
Learn more...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.
Learn more...19 AUG 2014
AUTOCHARGE FOR RECURRING INVOICESFeatured
Associate customer's credit card to recurring invoices and charge them automatically for payments.
Learn more...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
ESTIMATES VIEWED STATUSFeatured
Know exactly when your clients viewed the estimates. The estimates 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, Estimates, PO or Credit Notes you create for them.
Learn more...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.
Learn more...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
CLIENT PORTALFeatured
Customers can invite clients to their portal to discuss quotes, view statements and make online payments.
Learn more...28 Jan 2014
NEW ZOHO BOOKS RE-LAUNCHEDFeatured
Redesigned and Rebuilt from the ground up. Zoho Books Mobile apps and Rest API announced too.
Learn more...
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