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.

Once you create a new organization, you’ll get a 14-day free trial of the Premium plan. After the trial ends, you will have to subscribe to a plan based on your business needs separately. Visit the pricing page to check the pricing details of the subscription plans of Zoho books.

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