Go to Settings, then Branches, and click Add Branch. Enter the branch name (for example, “Mumbai Branch” or “Pune Warehouse”), the address, and any contact details. Once branches are configured, a Branch field appears on transaction forms including invoices, bills, expenses, and journal entries. Select the appropriate branch when recording each transaction to tag it to that location.
Zoho Books allows you to filter most reports by branch. In the P&L report, select a specific branch to see its revenue and expenses independently. The same applies to the Balance Sheet (for segregating assets and liabilities by branch), the Aged Receivables Report (for collections by branch), and customer and vendor statements. This branch-level visibility helps regional managers track their own performance without needing full access to the organisation’s consolidated financials.
Use branches when all locations share the same GST registration (or a few registrations) and can consolidate into one set of accounts. Use separate organisations when each location has its own legal identity, its own GSTIN as a distinct taxpayer, and needs fully separate financial statements. For example, a retail chain with outlets across Maharashtra can use one organisation with branches. A holding company with legally separate subsidiary companies needs separate organisations.
A branch in Zoho Books is a location or business unit that transactions can be tagged to, enabling branch-level reporting of revenue, expenses, and profitability within a single organisation.
Go to Settings, then Branches, click Add Branch. Enter the name and address. A Branch field then appears on all transaction forms. Tag each transaction to the appropriate branch for location-level reporting.
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