general

How do I create and manage multiple organizations in Zoho Books?

Zoho Books allows you to create multiple organizations under a single account.

To create a new organization:

  • Click on your organization name present on the top-right corner and select the Manage option.
    Manage Organizations
  • In the page that follows, click on the New Organization button.
  • Enter your organizational details in the New Organization form. Once you finish setting up, you will be taken to the dashboard of your new organization.
  • If you wish to switch between your organizations, click on your organization name present on the top-right corner. A list of all your organizations will be displayed. Choose the organization to which you would like to switch to, from the list.
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