You may have provided basic information of your organization in the Quick Setup (See Getting Started section..). You can do a complete set up of your organization through the Settings tab.
Setting Up your Organization
Set up information related to your Organization in Zoho Books.
Enter your Opening Balances in Zoho Books.
Add multiple Users and collaborate with them in Zoho Books.
Import & Export
Import and Export your data easily in Zoho Books.
Setup Online Payment gateways on Zoho Books.
- Setting up PayPal
- Setting up Authorize.net
- Setting up Payflow Pro
- Setting up Stripe
- Setting up 2 CheckOut
- Setting up BrainTree
Configure your Zoho Books Settings through Preferences section in Zoho Books.
- General Settings
- Invoice Settings
- Estimate Settings
- Delivery Note and Packing Slip Settings
- Custom Fields
- Terms & Conditions
- Address Formats
Enter 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
Enter Taxes in Zoho Books which are applicable for your business.
Use the ZSC Key to connect your Zoho Books account with Zoho CRM.
Manage your Subscription in Zoho Books.