general

Can I reset my organisation?

No, it is not possible to reset your Zoho Books organisation. The only option would be delete the organisation and create a new one.

To delete an organisation, please follow the instructions below,

  • Click on the organisation name on the top right corner and select Manage Organisations from the drop-down.
  • In the following page, you will see a list of all your organisations.
  • Click on the Delete option under the organisation you wish to remove.

Delete organisation

  • Confirm your action by clicking on Yes in the pop-up that follows.

Here are some things you should know:

  • The organisation should not be under any Paid plan.
  • The user who is deleting the organisation must be the last Admin user of the organisation.
  • The CRM integration must be disabled.
  • If you’ve enabled the client portal for a few contacts, deleting the organisation will not allow your customers to access/view their previous transactions with your organisation.
  • If you’ve enabled bank feeds for this organisation, deleting the organisation will disable this integration and you will no longer be able to fetch your bank transactions.
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