Zoho Invoice To Zoho Books Migration
This page is a guide to migrating your data from Zoho Invoice to Zoho Books. Follow these steps to start transferring data from your Zoho Invoice account to your Zoho Books account.
Steps to initiate migration:
Sign in to your Zoho Books account.
Click the drop down button just to the left of the settings icon on the top right corner of the homepage and select Manage Organizations.
Click the ‘Import Organization from Zoho Invoice’ button on the top 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.
Accessing the new organization in Zoho Books:
Once the migration is complete, an email confirmation will be sent to you. The migrated data will be 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. The username and password is same as that of your Zoho Invoice account.
Enable the payment reminders according to your preferences.
The ‘Send recurring invoice directly to customer’ preference is set as No. You can change this, if required.
Set your default invoice and estimate templates.
By default, 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 which you set up previously.
To kick start your Zoho Books experience, you can start by joining our free webinar. Enjoy your accounting!