Users with the Administrator profile can change the Books/Invoice organization integrated with a Zoho FSM organization.
Following are the steps to switch the Books/Invoice organization:
- Navigate to Setup > Billing > Billing Setup.
- Click Switch under Switch Integrated Organization.
![](https://help.zoho.com/galleryDocuments/edbsn17fed8183a367e0f0a8908ef39aa9582bca4604c68e3c1256b6bfd69f5a9be56a0218012959999f601679ce28b0985ee?inline=true)
- If there are records in the Contacts, Companies, Requests, Estimates, Work Orders, or Services And Parts modules that are linked with the integrated Zoho Books/Invoice organization through tax configuration, data sync etc, you need to delete them to proceed.
If you want to switch the Zoho Books/Invoice organization without deleting these records, then you can contact our support (support@zohofsm.com (US, IN, AU) or support@eu.zohofsm.com (EU, UK)) and we will do the needful.
![](https://help.zoho.com/galleryDocuments/edbsnb89620594db6302cac7f3b11c0b1eabdd4b996d4c55f1edfe75fe8f0608957a7597c8b8c3ac09dc1cbad0f726ef6ca2a?inline=true)
Once you have deleted these records, proceed to the next step.
- In the Switch-linked Zoho Books/Invoice Organization pop-up, select the Zoho Books/Invoice organization you want to switch to. Click Switch.
All the Book/Invoice organizations where your Zoho FSM Super Admin is an Admin will be listed.
There are some scenarios that will not allow you to proceed with the org switch.
![](https://help.zoho.com/galleryDocuments/edbsn1ef49422ddb3d4fb0584ff41bf11a15b4128480220a02b715f1754c21169a01a23b50ac45ff12d3cbcbdfdeb94e72b21?inline=true)
If you choose the Zoho Books/Invoice organization with which your Zoho FSM organization is currently integrated, you will encounter an error (refer to the screenshot below).
![](https://help.zoho.com/galleryDocuments/edbsnb8df46378f9707f66992ecf2373822d43d027abfd128dc63ff30a5f8aa24c0dc17096bc25b81612741b8d913956db4f2?inline=true)
Once the switch is successful, the organization details will be updated.
Note: Within an hour, only a maximum of three organization switch attempts can be made.
![](https://help.zoho.com/galleryDocuments/edbsn52e673e32af03cd77b0f5e7da17146a597fdb1b7d2c1e6d3fa3829f3fc4f86d58ca842f39ed2301d219aa7473333ad13?inline=true)
Error Scenarios
While attempting to switch the integrated Zoho Books/Invoice organization, you might encounter the following errors:
Tax Edition Mismatch
If you try to switch to a Zoho Books/Invoice organization which is using a different
tax edition, then you will not be allowed to proceed.
Currency mismatch
If the base currency of your Zoho FSM organization and the Zoho Books/Invoice organization to which you want to switch to differs, then you cannot switch to that organization.
Two-Way Data Sync Enabled
If the two-way data sync is enabled between your Zoho FSM organization and the integrated Zoho Books/Invoice organization, then you will not be allowed to switch organization.
Disable the two-way data sync and proceed with the switch. To disable the sync, in Zoho FSM, navigate to Setup > Billing > Billing Setup and select the Sync Setting tab. Click Disable Sync.
Two-Way Data Sync in progress
You will be unable to perform the organization switch if the two-way data sync between the Zoho FSM organization and the Zoho Books/Invoice organization is in progress. Try performing the switch once the two-way sync is completed.