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. To access settings:

• Click the Gear icon on the top right corner of the page.

Organization Profile

Configure your organization name, business location and other details relating to your organization.

• Setting up your Organization Profile
• Adding a New Organization

Opening Balances

Credit or Debit amounts in the various accounts in your Zoho Books account.

• Entering Opening Balances
• Adding Accounts in Opening Balances
• Editing Opening Balances
• Deleting Opening Balnces

Users & Roles

Add multiple users and collaborate with them in Zoho Books.

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

Preferences

Change the settings for your contacts, items, sales and purchase transactions and projects.

• 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 a New Currency
• Editing Currency and Adding Exchange Rates
• Viewing Exchange Rates
• Importing Exchange Rates
• Exporting Exchange Rates
• Disabling Exchange Rate Feeds
• Enabling Exchange Rate Feeds

Reporting Tags

You can create and associate Reporting Tags with contacts, items, transactions and reports created in Zoho Books

• Creating a Reporting Tag
• Associating a Tag with a Transaction
• Associating a Tag with a Contact or an Item
• Generating Reports

Templates

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

• Templates

Reminders

Reminders can be set for various transactions that you do in Zoho Books. For example, sending invoices to your customers.

• Manual Reminders
• Automated Reminders - Invoices and Bills

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

Integrations

Setup the following Online Payment gateways in Zoho Books.

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

You can also set up a ZSC key for your Zoho Books account.

• Zoho Service Communication

Data Backup

You can periodically backup your data from your Zoho Books account to your computer.

• Data Backup