general

How do I create and manage multiple organisations in Zoho Books?

Zoho Books allows you to create multiple organisations under a single account.

To create a new organisation:

  • Click on your organisation name present on the top-right corner and select the Manage option.
    Manage organisations
  • In the page that follows, click on the New Organisation button.
  • Enter your organisational details in the New Organisation form. Once you finish setting up, you will be taken to the dashboard of your new organisation.
  • If you wish to switch between your organisations, click on your organisation name present on the top-right corner and choose the organisation to which you would like to switch from the drop-down.
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