I created two organizations under different email accounts.How do I manage both the organizations under a single account?

Zoho Books allows you to manage multiple organizations under a single account. If you’ve mistakenly created two accounts to create two organizations, you can bring them together under a single account by following the steps mentioned below:

  • Let’s take an example where you have created two organizations, Automatic Advertising and Automatic Design under different email addresses admin@example.com and admin@example.net (in that order) and you wish to bring both of the organizations under the email address admin@example.com
  • Log into the account created using admin@example.net and invite admin@example.com as a user and assign the user role as Admin. (To know how to invite a user, click here.)
  • You will receive an email invitation to join the organization.
  • Once you accept the invitation, log into your other account using admin@example.com and you will see both the organization’s listed under your account.
  • Now, after this is done, delete the user admin@example.net from the Users section of your organization (To know how to delete a user, click here).
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