More Actions
You can perform a variety of operations for your Zoho Books Organization:
- Quick Create
- Change Organization Name
- Add Organization
- Switch Between Organizations
- Change Default Organization
- Notifications and Announcements
- Product Updates
Quick Create
You can instantly add customers and vendors, create different sales and purchase transactions and much more by clicking the quick create button. Here’s how:
- Click the Plus icon on the top of the page and select the module for which you want to create a new entry.
Change Organization Name
To change the name of your organization:
- Log in to your Zoho Books account.
- Go to Settings on the top of the page.
- Select Profile under Organization.
- Change the Organization Name.
- Click Save at the bottom of the page.
Add Organization
If you have different businesses and want to account them separately, you can do so by adding organizations in Zoho Books. Here’s how:
- Click the User icon in the top right corner of the page.
- Go to Manage > Add Organization > New Organization.
- You can either clone an existing organization or create a new one from scratch.
- Enter the Organization Name and Country and click Let’s get started!
- Enter the required details in the following page and click Save and Continue.
Switch Between Organizations
If you have created multiple organizations in Zoho Books, you can switch between these organizations. Here’s how:
- Click the User icon in the top right corner of the page.
- Select the desired organization.
Change Default Organization
When you log in to Zoho Books, the default organization will open up if you have multiple organizations. You can choose which organization you would want to view when you first log in. Here’s how:
- Log in to your Zoho Books account.
- Click the User icon in the top right corner of the page.
- Click Manage.
- Scroll down to the organization you want to mark as default and click the More icon to its right side.
- Click Mark as Default.
Notifications and Announcements
You can get a quick glimpse of all the notifications and announcements of Zoho Books directly within the app.
In the Notifications section, you can view different updates in your organization, such as, when customers view invoices from their customer portal, when reorder level is breached, when a customer is synced with Zoho CRM, automation alerts, and other updates.
Announcements contain a link to the product updates that are made on a monthly basis and any other updates the Zoho Books team wants to inform their users.
To view Notifications and Announcements:
- Click the Bell icon in the top right corner of the page.
- Select Notifications for in-app alerts and Announcements to view updates from the Books team.
Product Updates
You can stay updated on all the new features that are released in Zoho Books from the What’s New page.
To access the What’s New page from the app:
- Click the Question Mark icon in the top right corner of the page.
- Go to What’s New in Zoho Books?
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