How can I rename or delete a document in Zoho Books?

You can rename or delete the document like receipts, attachments, etc., from the Documents module in Zoho Books.

Prerequisite: You should have enabled Documents enabled Documents for your organization in Zoho Books.

  • Click Documents in the left sidebar.
  • Select the All Documents tab in the left sidebar.
  • Select the file you wish to rename or delete.
  • Click the Gear icon next to the Move to tab on the right sidebar.
  • Click Rename or Delete.

You can press the enter or return key to confirm your renaming action.

Rename or Delete Document
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