More Actions in Your Organization

IN THIS PAGE…

Add an Organization

If you have multiple businesses and want to manage them separately, you can add organizations in Zoho Books. Here’s how:

Click the Organization Name dropdown in the top right corner, and select Manage from the panel that appears.
In the next page, click + New Organization.
In the popup, choose either Clone Settings to copy settings from an existing organization, or Add New Organization to create a new one. If you select Clone Settings, enter the name of your new organization, choose the organization and the settings to clone, and click Clone.
If you select Add New Organization, enter the Organization Name and Organization Location, and click Let’s get started!.
In the Set up your Organization Profile page, enter the necessary details and click Get Started.

Now, the new organization will be created successfully.

Change Your Organization Name

To change your organization name:

Log in to your Zoho Books organization.
Go to Settings.
Select Profile under Organization.
In the Organization Name field, enter the new name for your organization.
Scroll down and click Save.

Now, the organization name will be updated to the new one you entered.

Switch Between Organizations

To switch between organizations:

Log in to your Zoho Books organization.
Click the Organization Name in the top right corner.
In the right pane that appears, select the organization you want to switch to.

Change the Default Organization

To change your default organization:

Log in to your Zoho Books organization.
Click the Organization Name dropdown in the top right corner, and select Manage from the panel that appears.
Under My Organizations, hover over the organization you want to delete, click the dropdown to the right, and select Mark as Default.

Quick Create

You can quickly add customers, vendors, create sales and purchase transactions, and more by using the Quick Create button. Here’s how:

Log in to your Zoho Books organization.
Click the + icon in the top right corner.
From the listed modules, select the one for which you want to create a new entry.

View In-App Notifications

You can view all in-app notifications directly within the app. When a transaction is accepted by the customer or an action occurs in any module, a notification describing the action will appear in the Notifications panel. To view these notifications:

Log in to your Zoho Books organization.
Click the Notifications icon in the top right corner.

Now, all in-app notifications will be displayed in the right panel.

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