Import & Export

In Zoho Books you have the option to import data from your computer to speed up the data collation process. You can also export whatever data you have entered in Zoho Books for reference or other purposes.


Importing Data

To add a new item, click on the Settings icon found on the top right hand side corner of the screen. Click on More Settings and follow these steps mentioned below.

Importing Next

Import map fields

Import Preview

Please Note:

You have the option to download a sample file to compare it to the file you are importing to ensure that the import is quick and efficient. Click on sample file to download it to your computer.


Exporting Data

To export data, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Go to Import & Export section. In the Export section of the screen, select the data entity you wish to export from the drop down. (eg: contacts, invoices, bills, etc)

Export Section