Zoho Books - February 2026 Updates

February 2026 brings advanced reporting capabilities, tax calculation updates, project management enhancements, and inventory improvements to Zoho Books.

• Advanced Reporting Tags: Create tags and options for precise transaction filtering and tracking
• Apply tags at transaction and line item level
• Organize tag options in parent-child hierarchy
• Control tag visibility by mapping with other tags or locations
• Restrict user access to transactions based on tags and locations
• Associate tags with items, customers, vendors, and transactions
• Filter and compare reports using tags
• Gain detailed insights and track performance
• Make informed business decisions using tag-based analysis
• Tax Calculation on MRP for Tobacco Products (India Edition)
• Comply with Rule 31D of CGST Rules, 2017
• Define MRP for items
• Calculate tax based on MRP for applicable HSN codes
• Automatically fetch MRP and tax preference from item master
• Option to override at line-item level
• Mark Projects as Completed: Complete project lifecycle management
• Create Projects directly from Project details page
• Automatic population of project information in transactions and transfer orders
• Inventory tab in Project details displays related Assemblies, Inventory Adjustments, and Transfer Orders
• Project association supported in Import and Export
• Draft Status for Sales Returns
• Save sales returns in Draft status before marking as final
• Approved status renamed to Accepted
• Filter Items with Non-Zero Stock: Use Not Equal to Zero option in Stock Availability filter
• Identify items with available stock
• Support in Inventory Summary, Inventory Valuation Summary, Location Details, and Warehouse Details reports
• Create Packages and Shipments Separately for Marketplace Orders
• Create packages and shipments separately for marketplace orders in addition to sales orders
• Enhanced flexibility in order fulfillment management
• Support for Shopify and WooCommerce sales channels
• Default Preferred Bin for Items: Configure default preferred bin for each item
• Automatically populate default bin during transactions if no bin specified