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Customize Zoho Books for your business

Customize your accounting software. Extend your brand, improve efficiency, and personalize experiences with Zoho Books. Make Zoho Books truly yours with these advanced customization ideas.

Customization Header
Customization Header

Documents

Send customized transaction documents

Customize transaction document

Send professional branded invoices, quotes, sales orders to your customers. Customize the layout, background, font, and item table. Also, add brand logo, image, QR code, or signature.

Customize transaction document

Choose your theme

Pick just the right accent color that suits your brand and apply it to your Zoho Books organization and the customer and vendor portals.

Choose your theme

Email template customization

Create custom module-based email templates for any notifications you’ve set up to be triggered based on actions like payments, refunds, or other custom business workflows.

Email template customization

Portal Customization

Customize portal links

Display and share professional/branded links with custom domain for your users and contacts to access the Zoho Books organization and the customer and vendor portals.

Customize portal links

Engage with customers

Provide updates on events, offers, and news related to your brand, products, or services with a custom tab in the customer portal.

Engage with customers

Handling Data

See the data that matters

Create Custom views

Create custom views to filter records based on set criteria in a module to required details just how you want it. Share these custom views with select users too.

Create Custom views

Contextual information with related lists

Access relevant information where it matters. From getting customer data related to items to listing quotes raised by specific users, get data from other Zoho Books modules or external sources.

Contextual information with related lists

Divisional reports with reporting tags

Create custom reporting tags and associate them to contacts, items, and transaction records to generate custom divisional reports.

Divisional reports with reporting tags

Customize your reports for tailored insights

Apply filters in addition to reporting tags, cluster line items by categories, and benchmark results across different periods by using comprehensive report customization tools.

Customize your reports for tailored insights

Customization

More ways to customize

Custom workflows and automation

Create custom workflow to automate your unique day-to-day activities or business specific actions, from sending mails and getting notified to running a custom function or updating stored information using powerful automation features.

Connect apps

Integrate your favorite apps with Zoho Books accounting platform. Save time with a seamless flow of information and instruction to ditch the double work.