Organization Profiles

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Introduction

The Organization Profile in Zoho Books is the central hub for your company’s identity within the application. It stores all the key information about your business such as name, contact details, tax information, business logo, currency, time zone, and more.

Setting this up accurately is essential because the details from the Organization Profile are reflected across your invoices, estimates, purchase orders, reports, and other financial documents.

How to Set Up the Organization Profile in Zoho Books

Step 1: Access Organization Profile Settings

Log in to your Zoho Books account.
Click the gear icon (Settings) in the top right corner.
Select “Organization Profile” under the Organization

Step 2: Fill in the Basic Information

Here are the main fields you’ll need to complete:

Organization Name: Official name of your business.
Primary Contact: Name and email of the main point of contact.
Display Name: How your name appears on invoices and reports.
Email Address: For all business communications.
Phone Number: Contact number for support or inquiries.
Website: Your business website (optional).

Step 3: Enter Address Details

You’ll need to enter:

Business Address (for tax and communication)
Shipping Address (if different from business address)

The address is pre-filled from the details you provided during initial setup. You can update it anytime by following these steps:

Go to the Settings (top-right corner).
Click Profile under the Organization
In the Organization Profile page, click the Edit icon next to Organization Address.
In the pop-up window, enter the new address and click Proceed.

You’ll be prompted to choose how you want the updated address to apply:

Update New Transactions
Only affects transactions created after this change.
2. Existing transactions remain unchanged.
Update All Transactions
Applies the updated address to both existing and future transactions.

Click Save Preference to confirm your selection.

Step 4: Upload Your Logo

Click “Upload your logo” to add your company’s branding.
This logo will appear on your invoices, estimates, and reports.

The uploaded logo will automatically appear on your transaction PDFs and all email notifications sent from Zoho Books. This logo will also reflect in the Brandingsection under Organization

Step 5: Primary Contact

Go to your Organization Profile in Settings.
Click the gear icon next to the current Email field.

You will be redirected to the Sender Email Preferences
Click + Add New Email, enter the new email address.
Verify the email via the confirmation link sent to your inbox.
Once verified, mark it as your Primary Contact.
All transactional emails will now be sent from this updated address by default

Important Notes on Email Authentication

Unauthenticated Custom Domains

If the email domain (e.g., [email protected]) is not authenticated, Zoho Books will send emails on your behalf using:
[email protected]
To avoid spam issues, click Authenticate Now and follow the steps to verify your domain.

Public Email Domains

If using public domains like Gmail, Yahoo, etc., Zoho Books won’t use them directly.
Instead, emails will be sent via: [email protected]

Step 6: Choose Currency and Locale Settings

Base Currency: Set the currency in which you do most of your business.
Time Zone & Date Format: Choose local time and date format to match your location.
Fiscal Year: Define your business’s financial year start.

Step 7: Tax Details

If applicable, add:

- Tax Identification Number (TIN, GSTIN, VAT, etc.)
- Tax Authority Name
- Tax Regime (like GST in India)

Step 7: Save Your Settings

Once all fields are filled out, click Save. You can come back and edit these details anytime as your business evolves.

Organization Profiles

Introduction

How to Set Up the Organization Profile in Zoho Books