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.
Set up information related to your Organization in Zoho Books.
Enter your Opening Balances in Zoho Books.
Add multiple Users and collaborate with them in Zoho Books.
Setup Online Payment gateways on Zoho Books.
- Setting up Stripe
- Setting up PayPal
- Setting up Authorize.Net
- Setting up Payflow Pro
- Setting up 2 Checkout
- Setting up BrainTree
Configure your Zoho Books Settings through Preferences section in Zoho Books.
- Sales Orders
- Recurring Invoices
- Credit Notes
- Delivery Note Settings
- Packing Slip Settings
Manage multiple currencies in Zoho Books to transact with global clients.
- Adding New Currency
- Edit Currency and Adding Exchange Rate
- View Exchange Rates
- Importing Exchange Rate
- Exporting Exchange Rate
Enter Taxes in Zoho Books which are applicable for your business.
Customize the templates for various transactions in Zoho Books to suit your business needs and reflect your brand better.
Create a workflow rule to automate repetitive tasks in Zoho Books.
- Workflow Scenarios
- Setting Up a New Workflow Rule
- Email Alerts
- Field Updates
- Webhook Examples
Use the ZSC Key to connect your Zoho Books account with Zoho CRM.
Privacy and Security
Stay privacy compliant with the privacy and security settings in Zoho Books.