Setting Up your Organization
In this section, you can enter basic information of your organization such as address, contact information, etc. This information is automatically fetched when you create estimates and invoices.
To set up, go to Organization Profile in the Settings as shown in the image below.
Company Logo: The logo you upload here will be reflected in all your documents such as estimates, invoices, bills etc. You can simply click on ‘upload your logo’ button, select the image file and upload it.
Organization Name: You can edit your organization name entered during quick setup, in this field.
Portal URL: You can configure settings related to the Client Portal, by clicking on Change Portal Settings. You will be able to change the portal name, enter a banner message, enable email notification of every client portal activity and allow customers to forward documents from the portal.
Industry: Select the industry type your business falls under. Street Address: Provide a detailed postal address along with other contact details such as phone number, website etc. You can add an additional remittance address.
Primary Contact: Change or edit the primary contact person’s name entered during quick setup
Email: Change or edit the primary email address entered during quick set-up. Every email communication (estimates, invoices etc) sent to contacts (clients or vendors) will go from this email Id.
Base Currency: The currency you select when you sign up is displayed here. As mentioned in quick set-up, it cannot be changed if transactions are recorded.
Fiscal Year start: Different companies follow different fiscal year, select the one that best suits your organization’s accounting and regulatory needs.
Tax basis: Selecting a correct tax basis is also key in defining your post-tax financial statements. In case you are unsure of which kind of tax basis (Accrual or Cash) to follow, we recommend getting advice from a tax expert or an accountant.
Time Zone: Zoho Books populates the time zone based on the location you choose during sign up. You can edit if required.
Date format: Select your preferred date format mostly prevalent in your country or specific to your organization.
Company ID: In case you wish to display your company ID on the invoice you can add it here. Company ID is the jurisdictional requirement for every company and is country specific.
Tax ID: In case you also wish to display your tax ID on the invoice you can add it here. This is specific to company’s regulatory requirement.
Adding New Organization
Zoho Books gives you the option of adding multiple organizations to your account. This way you can manage your various business accounts under a single Zoho Books login and get a comparative view of the financial health of your group of companies.
To add an Organization; follow these steps:
- Click on the drop down button next to your organization’s name as shown in the image below.
- Click on the New Organization button provided on the top right hand side of the screen
- Enter the relevant details of the new organization, click Save and you are done!