Settings

You may have provided the basic information of your organization in the Quick Setup page(See Getting Started section). You can do a complete set up of your organization from the Settings tab.

Organization Profile

Set up information related to your Organization in Zoho Books.

• Organization Profile
• Adding New Organization

Opening Balances

Enter your Opening Balances in Zoho Books.

• Entering Opening Balances

Users

Add multiple Users and collaborate with them in Zoho Books.

• Adding Users
• Deleting Users
• Changing User’s Status
• Changing User’s Role
• Listing Users

Online Payments

Setup Online Payment gateways on Zoho Books.

• Setting up Stripe
• Setting up PayPal
• Setting up Authorize.Net
• Setting up Payflow Pro
• Setting up 2 Checkout
• Setting up BrainTree

Preferences

Configure your Zoho Books Settings through Preferences section in Zoho Books.

• General
• Contacts
• Items
  • Price Lists
  • Inventory

Sales

• Quotes
• Sales Orders
• Invoices
• Recurring Invoices
• Credit Notes
• Delivery Note Settings
• Packing Slip Settings

Purchases

• Purchase Orders

Currencies

Manage multiple currencies in Zoho Books to transact with global clients.

• Adding New Currency
• Edit Currency and Adding Exchange Rate
• View Exchange Rates
• Importing Exchange Rate
• Exporting Exchange Rate

Taxes

Enter Taxes in Zoho Books which are applicable for your business.

• Adding New Taxes
• Edit Tax
• Deleting Tax
• Adding Tax Group

Templates

Customize the templates for various transactions in Zoho Books to suit your business needs and reflect your brand better.

• Templates

Automation

Create a workflow rule to automate repetitive tasks in Zoho Books.

• Workflow Scenarios
• Setting Up a New Workflow Rule
• Email Alerts
• Field Updates
• Webhooks
• Webhook Examples

ZSC

Use the ZSC Key to connect your Zoho Books account with Zoho CRM.

• Zoho Service Communication

Privacy and Security

Stay privacy compliant with the privacy and security settings in Zoho Books.

• Privacy and Security