Upgrade Your Account

When you sign up for Zoho Books, you will be offered a 14-day free trial. During the trial, you can test our product and try out all its features. The trial version will be the same as the Professional plan of Zoho Books.

After the trial expires, you’ll have to subscribe to one of our paid plans to continue using Zoho Books. All the data that you store within Zoho Books during the trial period will still be available in your account after you subscribe to any of our plans.

To subscribe to a plan in Zoho Books:

Upgrade Account Plan List
Add-Ons Description
Users Add multiple users to your organization with different levels of access.
Document AutoScan Upload your transaction documents like expenses in Zoho Books and the transaction details like date and amount will automatically be captured from them.
Snail Mail With snail mails, you can send a hard copy of your estimates/invoices to the shipping address of your customer.
Add-Ons Review Order

After you make the payment, your organization will be switched to the corresponding plan that you’ve selected. If you were in the trial version earlier, all the data that you’ve saved in your organization will be retained for the paid plan.

The payment you make will be for a single organization in Zoho Books. If you have multiple organizations, you’ll have to upgrade each of them separately to the paid plan.

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Downgrade Your Account


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