More Actions

You can perform a variety of operations for your Zoho Books Organization:

Quick Create

You can instantly add customers and vendors, create different sales and purchase transactions and much more by clicking the quick create button. Here’s how:

Click the + icon in the top right corner of the page and select the module for which you want to create a new entry.

Change Organization Name

To change the name of your organization:

Log in to your Zoho Books account.
Go to Settings in the top right corner of the page.
Select Profile under Organisation.
Change the Organization name.
Click Save.

Add Organization

If you have different businesses and want to account them separately, you can do so by adding organizations in Zoho Books. Here’s how:

Click the Organization Name on the top-right corner of the page, and select Manage.
In the page that follows, click + New Organization.
Choose to either add a new organization or clone an existing one.
Enter the required details and click Get Started.

You can either clone an existing organization or create a new one from scratch.
Enter the Organization Name and Country and click Let’s get started!.
Enter the required details in the following page and click Save and Continue.

Switch Between Organizations

To switch between multiple organizations:

Click the Organization Name in the top-right corner.
In the pane in the right side, click any organization you wish to switch to.

Change Default Organization

When you log in to Zoho Books, the default organization will open up if you have multiple organizations. You can choose which organization you would want to view when you first log in. Here’s how:

Click the Organization Name on the top-right corner of the page, and select Manage.

Select the organization you want to mark as default, and click the More icon to its right side.
Click Mark as Default from the dropdown.

Notifications

You can get a quick glimpse of all the notifications in Zoho Books directly within the app.

In the Notifications section, you can view different updates in your organization, such as, when customers view invoices from their customer portal, when reorder level is breached, when a customer is synced with Zoho CRM, automation alerts, and other updates.

To view all notifications:

Log in to your Zoho Books account.
To view notifications, click the Notifications icon in the top right corner of the page.

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