Zoho Books overview
Summary view of the Zoho Books connection flow and available support
What happens to my data?
To learn more about the technology employed to access your data and how it's used, check How we use your data.
Your financial institution has requested to view, create or modify your business's financial data via your Zoho Books account. This is needed to deliver financial services to you. You will follow a secure connection flow to establish a digital link to your Zoho Books account.
Check your software plan or version
If you need to check the plan or version of the accounting software you are using, follow these steps in Zoho Books:
- Log in to your Zoho Books account.
- Click on the Cog (
⚙) button at the top right to access the Settings menu. - Select Manage Subscription in the Organization section to see your plan details.