More Actions

You can perform a variety of operations for your Zoho Books Organisation:


Quick Create

You can instantly add customers and vendors, create different sales and purchase transactions and much more by clicking the quick create button. Here’s how:

Quick Create

Change Organisation Name

To change the name of your organisation:

Change Organisation Name

Add Organisation

If you have different businesses and want to account them separately, you can do so by adding organisations in Zoho Books. Here’s how:

Add Organisation

Switch Between Organisations

If you have created multiple organisations in Zoho Books, you can switch between these organisations. Here’s how:

Switch Organisations

Change Default Organisation

When you log in to Zoho Books, the default organisation will open up if you have multiple organisations. You can choose which organisation you would want to view when you first log in. Here’s how:

Manage Organisations Mark as Default

Notifications and Announcements

You can get a quick glimpse of all the notifications and announcements of Zoho Books directly within the app.

In the Notifications section, you can view different updates in your organisation, such as, when customers view invoices from their client portal, when reorder level is breached, when a customer is synced with Zoho CRM, automation alerts, and other updates.

Announcements contain a link to the product updates that are made on a monthly basis and any other updates the Zoho Books team wants to inform their users.

To view Notifications and Announcements:

Notifications and Announcements

Product Updates

You can stay updated on all the new features that are released in Zoho Books from the What’s New page.

To access the What’s New page from the app:

Product Update

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