This page is a guide to migrating your data from Zoho Invoice to Zoho Books. The page outlines the process and everything that goes on after the migration.
Sign in to your Zoho Books account
Go to the 'Home' tab followed by the "My Organizations" link
Click the 'Import Organization from Zoho Invoice' link on the right hand side of the My Organizations page
Select the organization to be imported and click the 'Import button
A message confirms the beginning of the import.
The migration is completed and an email confirmation is sent to your email. The migrated data is imported into a new Zoho Books organization. Follow the link in the email and sign in to your Zoho Books account to access the new organization.
Sign in to your 'Zoho Books' account
Enable the payment reminders according to your preferences
The recurring invoice preference is set as 'save as draft and notify. You can change this if required.
Set your default invoice and estimate templates
English is set as the language for your organization
Select and add users who need access to your accounting
Sign in to Zoho Invoice. Disable all payment reminders and stop all recurring invoices set up.
Enjoy your accounting!
A simple accounting software for every small business.