How to setup your organisation Profile in Zoho Books

Adding custom fields (optional)

If you need to track extra information specific to your business, you can add custom fields to your organisation profile.

Adding a payment stub address (optional)

If payments should be sent to a different address than your main business address, enable this option to show an alternative address on invoice payment slips.

Tips

• Upload a high quality logo to give your invoices and quotes a professional appearance.
• Double check your contact email, since it’s used for outgoing communication to clients and vendors.
• Use the correct tax and company registration details if these are legally required for your business.
• If you’re unsure about your tax basis or fiscal year, check with your accountant.