You may have provided the basic information of your organization in the Quick Setup page (See Getting Started section). You can do a complete set up of your organization from the Settings tab. To access settings:


Organization Profile

Configure your organization name, business location and other details relating to your organization.

Opening Balances

Credit or Debit amounts in the various accounts in your Zoho Books account.

Users & Roles

Add multiple users and collaborate with them in Zoho Books.


Change the settings for your contacts, items, sales and purchase transactions and projects.




Manage multiple currencies in Zoho Books to transact with global clients.

Reporting Tags

You can create and associate Reporting Tags with contacts, items, transactions and reports created in Zoho Books


Customize the templates for various transactions in Zoho Books to suit your business needs and reflect your brand better.


Reminders can be set for various transactions that you do in Zoho Books. For example, sending invoices to your customers.


Create a workflow rule to automate repetitive tasks in Zoho Books.


Setup the following Online Payment gateways in Zoho Books.

You can also set up a ZSC key for your Zoho Books account.

Data Backup

You can periodically backup your data from your Zoho Books account to your computer.

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