Setting Up your Organisation

In this section, you can enter basic information of your Organisation such as address, contact information, etc. This information is automatically fetched when you create quotes and invoices.

Organisation Profile

To set up your organisation profile, click on the gear icon present on the top right corner of the page and select Organisation Profile.

Organisation Profile

Organisation Profile

In the Organisation Profile page, you will come across the following fields:

P.S: The Country will be set to United Kingdom on default. This cannot be changed for the UK version.

Primary Contact

Hover the cursor next to an email address and click on Mark as primary to mark it as a primary email. Henceforth, every email communication (quotes, invoices etc) sent to contacts (clients or vendors) will go from this email ID by default.

Organisation Profile

Adding a New Organisation

Zoho Books gives you the option of adding multiple Organisations to your account. This way you can manage your various business accounts under a single Zoho Books login and get a comparative view of the financial health of your group of companies.

To add an organisation, follow these steps:

To add on Organisation

Add on Organisation

New Organisation

Once you click on Save & Continue, you will automatically be redirected to the quick setup page of your newly created organisation.

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