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 your organization profile, click on the gear icon present on the top right corner of the page and select Organization Profile.

Organization Profile

Organization Profile

In the Organization Profile page, you will come across the following fields:

Primary Contact

Hover the cursor next to an email address and click on Mark as primary to mark it as a primary email. Henceforth, every email communication (estimates, invoices etc) sent to contacts (clients or vendors) will go from this email ID by default.

Organization Profile

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:

To add on organization

Add on organization

New organization

Once you click on Save & Continue, you will automatically be redirected to the quick setup page of your newly created organization.

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