How do I create and manage multiple organizations in Zoho Books?
Zoho Books allows you to create multiple organizations under a single account.
To create a new organization:
- Click on your organization name present on the top-right corner and select the Manage option.
- In the page that follows, click on the New Organization button.
- Enter your organizational details in the New Organization form. Once you finish setting up, you will be taken to the dashboard of your new organization.
- If you wish to switch between your organizations, click on your organization name present on the top-right corner. A list of all your organizations will be displayed. Choose the organization to which you would like to switch to, from the list.