What is the Accountant role?

The Accountant role in Zoho Books can be enabled to allow your accountants to take care of your organization’s tax filing, auditing, and compliance. You can create a new role and enable the accountant option or convert any current custom role.

To enable the Accountant role:

  • Go to Settings in the top right corner of the page.
  • Select Roles under Users & Roles.
  • Click + New Role to create a new role or click Edit to edit an existing role.
  • In this page, enable the option This role is for Accountant users and click Save.

Enable Accountant

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