Help documentation

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.

Organization Profile

To set up, go to Organization Profile in the Settings as shown in the image below.

Organization Profile

Organization Profile

Organization Profile

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:

To add on organization

Add on organization

New organization