Step 1) Create a New Account
Once you’ve signed in to your Zoho Books, proceed to set up a new account.
Go to the Accountant and then select a chart of accounts and then click New Account.
Create a New Account
Choose the account name for your organization, decide on the account type to categorize your new account, and provide a brief description for managing any future references.
Every new account made in this location will appear in the corresponding sections.
Step 2) User and Roles
A user is someone who can get into your Zoho Books organization. A role is about how much access a user can have in the organization.
When you sign up for a Zoho Books account, you automatically become the main admin for your group. After you’re in there, you can add more people with various job titles to your team. Here’s how to do it:
Head over to the top right corner of the page to find Settings.
Click on Users & Roles.
User and Roles
Next, click the button to Invite a User.
Type in the email, name, and job of the person you want to invite to your team.
Click the Save button.
Once you’ve done that, you’ll get an email from the new user.
They’ll need to click on the link in the email to check it’s improve your business with our help legit and then create a log in password to get into your Zoho Books team.
Step 3) Create Sales Order
A Sales Order is a document that is sent to your clients to verify the products and their costs of purchase. Typically, a sales order is made once your clients have agreed to the quote and your products are prepared for shipment or delivery to the customers.
To create a Sales Order:-
Navigate to the Sales > Sales Orders section.