How to change the default to Cash Basis reports in Zoho Books?

Go to Settings > Taxes & Compliance > Tax Settings and select “Cash” as your “Tax Basis”

This will automatically set your reports to display on a Cash basis by default, although you can still choose Accrual basis when generating reports individually if needed.

Key points to remember:

1. Access settings: Navigate to the “Settings” section in the top right corner of your Zoho Books dashboard.
2. Tax settings: Under “Taxes & Compliance,” select “Tax Settings”.
3. Choose Cash basis: In the “Tax Basis” option, select “Cash”.