Organisation Settings

Organisation settings in Zoho Books cover the profile information that identifies your business across every invoice, quote and report. Setting this up correctly early on saves you from having to correct documents later.

What this section covers

This section explains how to set up your organisation profile in Zoho Books, including your company name, address, logo, currency and VAT details.

Who it’s for

These settings are usually completed once by an Admin user when the Zoho Books account is first created, and revisited whenever your company details change.

Frequently asked questions

What is included in organisation settings in Zoho Books?

Organisation settings cover your company profile: name, address, logo, currency, fiscal year and VAT details, all of which appear on your invoices and reports.

Who should complete these settings?

An Admin user, typically the business owner or the person managing the Zoho Books setup, usually completes these settings when the account is first created.

Need help?

Need help with your Zoho Books organisation settings? Contact support@thoughtlogik.com or see our Zoho implementation services.