general

How do I create and manage multiple organizations in Zoho Books?

You can create and manage multiple organizations in Zoho Books.

To create a new organization:

  • Click the Organization Name on the top-right corner of the page, and select Manage.
  • In the page that follows, click + New Organization.
  • Choose to either add a new organization or clone an existing one.
  • Enter the required details and click Get Started.

To switch between multiple organizations:

  • Click the Organization Name in the top-right corner.
  • In the pane in the right side, click any organization you wish to switch to.

Note: A subscription plan will be created for each new organization that you create. Visit the pricing page to check the pricing details of the subscription plans of Zoho books.

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial

Books

Online accounting software
for small businesses.