Settings

You may have provided the basic information of your organization in the Quick Setup page (See Getting Started section). You can do a complete set up of your organization from the Settings tab. To access settings:

Settings

Organization Profile

Configure your organization name, business location and other details relating to your organization.


Opening Balances

Credit or Debit amounts in the various accounts in your Zoho Books account.


Users & Roles

Add multiple users and collaborate with them in Zoho Books.


Preferences

Change the settings for your contacts, items, sales and purchase transactions and projects.

Sales

Purchases


Currencies

Manage multiple currencies in Zoho Books to transact with global clients.


Reporting Tags

You can create and associate Reporting Tags with contacts, items, transactions and reports created in Zoho Books


Templates

You can customize the templates used in Zoho Books and assign them to contacts or sales and purchase transactions.


Reminders

Reminders can be set for various transactions that you do in Zoho Books. For example, sending invoices to your customers.


Automation

Create a workflow rule to automate repetitive tasks in Zoho Books.


Integrations

Setup the following Online Payment gateways in Zoho Books.

You can also set up a ZSC key for your Zoho Books account.


Data Backup

You can periodically backup your data from your Zoho Books account to your computer.


Subscription

Manage your Subscription in Zoho Books.

Want a feature?
Suggest
Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial