How to migrate the data from Zoho Invoice to Zoho Books?

The migration process is a one-time support. To migrate your data from Zoho Invoice, you need to login to your Zoho Books account. The migrated data of Zoho Invoice would be moved to a new organization in Zoho Books. Below, are the steps to help you perform the migration process.

  • Login to your Zoho Books (https://www.zoho.com/books/) account.
  • Click on "My Organizations" under the 'Home' tab.
  • Click the "Import Organization from Zoho Invoice" link that you could see just under the 'New Organization' button.
  • This will let you into the 'Import Organization' page where you can select the organization from Zoho Invoice.
  • Select the organization and click the 'Import' button.

The import process would take some time and once completed, you'll receive a confirmation mail. For help on this, you can check the video

Zoho Invoice FAQ

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