What is the Accountant role?

The Accountant role is a default role in Zoho Books for the accountants who take care of your organization’s tax filing and compliance. Unlike other default roles in Zoho Books, the admins will be able to edit the permissions for the Accountant role. However, they will not be able to delete the role. 

To enable the Accountant role:

  • Go to Settings > Users and Roles.
  • Go to the Roles tab.
  • Click the Enable Accountant Role link that is dispayed in the banner.

Pro Tip: The users in the accountant role will have access to the banking, sales, purchases and the accountant module by default. If you want to add/remove permissions to the modules, you can do so by  editing the accountant role.

Note: If you have already created a custom role called the Accountant, you will not be able to enable this role. You should rename or delete the custom role and try again.

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