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 quotes and invoices.
Setting up your Organization Profile
You can configure the details of your organization name, address, business location, currency and so on. Here’s how:
- Click on the Gear icon on the top right corner of the page.
Select Organization Profile.
Fill in the respective fields related to you organization.
In the Organization Profile page, you will come across the following fields:
|Company Logo||The logo you upload here will be reflected in all your documents such as quotes, invoices, bills etc. Click the Upload your logo button, select the image file and upload it.|
|Organization Name||You can edit your organization name that entered during while setting up your zoho books account.|
|Portal URL||You can configure settings related to the Customer 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 customer portal activity and allow customers to forward documents from the portal.|
|Industry||Select the industry type to which your business belongs.|
|Business Location||Choose the country in which you do business.|
|Company Address||Provide a detailed postal address along with other contact details such as phone number, website etc. You can add a separate address for receiving your payments as well.|
|Primary Contact||Change or edit the primary contact’s name and email address entered during quick set-up. If you wish to have multiple email addresses for an organization, click on Configure Emails and select +Add Additional Contact. Enter the Name and Email Address of the user you wish to add and click Save.|
|Fiscal Year||Select the time period that your company uses for accounting purposes and preparing financial transactions.|
|Report Basis||Choose Cash if the revenue of your company is accounted when cash is received. Choose Accural if revenue for your company is accounted when it is earned and not physically received.|
|Language||Choose the language in which your Zoho Books account is displayed.|
|Time Zone||It is set by default based on the ‘Business Location’ that you have selected. You can change it by selecting the time zone in which your business operates.|
|Date Format||Select the date format relevant in your country or specific to your business.|
Adding a 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 the drop down button next to your organization’s name and click on the Manage Organizations option. You will be redirected to a new page.
- Click the Add Organization button provided on the top right hand side of the screen.
- Select New Organization on the right side of the page.
- If you wish to have similar details for the new organization, then select Yes, Clone Settings, otherwise select No, I Will Set it up Myself.
- Enter the relevant details of the new organization.
- Click Save.
Note: To know more about setting up a new organization click here
Users & Roles