Settings

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

Setting Up your organisation

Set up information related to your organisation in Zoho Books.


Opening Balance

Enter your Opening Balances in Zoho Books.


Users

Add multiple Users and collaborate with them in Zoho Books.


Online Payments

Setup Online Payment gateways on Zoho Books.


Preferences

Configure your Zoho Books Settings through Preferences section in Zoho Books.

Sales

Purchases


Currencies

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


VAT

Setup the VAT information for your business in Zoho Books.


Automation

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


ZSC

Use the ZSC Key to connect your Zoho Books account with Zoho CRM.


Subscription

Manage your Subscription in Zoho Books.

TOP