Zoho Invoice to Zoho Books migration
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.
Step 1
- 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.
Step 2
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.
Step 3
- 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
Step 4
Sign in to Zoho Invoice. Disable all payment reminders and stop all recurring invoices set up.
Enjoy your accounting!
