general

Can I reset or delete my organization from Zoho Books?

No, it is not possible to reset your Zoho Books organization.

The only option would be to delete the organization and create a new one.

To delete an organization, please follow the instructions below :

  • Click on the organization name on the top right corner and select Manage Organizations.
  • In the following page, you will see a list of all your organizations.
  • Click on the delete option under the organization you wish to remove.

Delete Organization

  • Confirm your action by clicking on Yes in the pop-up that follows.

Here are some things you should know :

  • The organization should not be under any Paid plan.
  • The user who is deleting the organization must be the current Admin user of the organization.
  • The Zoho CRM integration must be disabled.
  • If you have enabled the client portal for a few contacts, deleting the organization will not allow your customers to access/view their previous transactions with your organization.
  • If you’ve enabled bank feeds for this organization, deleting the organization will disable this integration and you will no longer be able to fetch your bank transactions.
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