In Zoho Books, contacts refer to customers or vendors that you deal with in your business.

For creating any sales transaction like invoices or sales orders, you will have to add customers in your organization. You can also add vendors to create your purchase transactions like bills and purchase orders.

The contacts module will help you to track all the sales and purchase transactions of your contacts.

There are two ways of creating contacts in Zoho Books:

Create Contact

To add contacts in Zoho Books, you can directly create it from the Contacts module or import it from other systems.

To create a contact:

Create Contact

Import Contacts

To add contacts by importing them from other systems:

Import contacts

Select file

Import contacts

Next >
Additional Fields for Contact

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