How do I create and manage multiple organizations in Zoho Books?
You can create and manage multiple organizations in Zoho Books.
To create a new organization:
- Click the Organization Name on the top-right corner of the page, and select Manage.
- In the page that follows, click + New Organization.
- Choose to either add a new organization or clone an existing one.
- Enter the required details and click Get Started.
To switch between multiple organizations:
- Click the Organization Name in the top-right corner.
- In the pane in the right side, click any organization you wish to switch to.
Note: A subscription plan will be created for each new organization that you create. Visit the pricing page to check the pricing details of the subscription plans of Zoho books.