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.

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