Introduction - Customers & Vendors

In Zoho Books, you can add customers or vendors that you deal with in your business.

For creating sales transaction like invoices or sales orders, you will have to add customers in your organisation. For creating purchase transactions like bills and purchase orders, you’ll have to add vendors.

There are two ways of adding customers/vendors in Zoho Books:

Create Customer/Vendor

To add a customer/vendor:

Create Contact

Import Customers/Vendors

To import customers/vendors from other systems:

Import Customers

Select File

Import Customers

Next >
Additional Fields for Customers/Vendors

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