Help documentation


Managing Contacts

Create, update and maintain a neat list of your contacts for easy reference at anytime.

Recording Transactions

Keep abreast of your business by recording any transaction with a contact then and there.

View Contact Summary

View a complete synopsis of your business history with each client.

Associating Templates

Select and set unique templates for each contact.

Import and Export Contacts

Learn how to import and export contacts in Zoho Books.

Other Actions

Zoho Books provides the following options from the Contact page.