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.

Opening Balance

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.

Online Payments

Setup Online Payment gateways on Zoho Books.


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


Enter multiple Currencies in Zoho Books to transact with global clients.


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.