general

Can I reset or delete my organisation from Zoho Books?

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

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

To delete an organisation, please follow the instructions below :

  • Click on the organisation name on the top right corner and select Manage Organisations.
  • In the following page, you will see a list of all your organisations.
  • Click the More icon next to Go to Organisation option and select Delete.

Delete organization

  • Confirm your action by clicking the Delete Organisation button in the pop-up that follows.

Here are some things you should know :

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