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I created two organisations under different email accounts.How do I manage both the organisations under a single account?

Zoho Books allows you to manage multiple organisations under a single account. If you’ve mistakenly created two accounts to create two organizations, you can bring them together under a single account by following the steps mentioned below:

  • Let’s take an example where you have created two organizations, Automatic Advertising and Automatic Design under different email addresses [email protected] and [email protected] (in that order) and you wish to bring both of the organisations under the email address [email protected]
  • Log into the account created using [email protected] and invite [email protected] as a user and assign the user role as Admin. (To know how to invite a user, click here.)
  • You will receive an email invitation to join the organisation.
  • Once you accept the invitation, log into your other account using [email protected] and you will see both the organisation’s listed under your account.
  • Now, after this is done, delete the user [email protected] from the Users section of your organisation (To know how to delete a user, click here).
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