Upgrade from Zoho Invoice to Zoho Books

This page is a guide to moving your data and integrations 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 upgrade to Zoho Books:

Go to my organization

Import Organization from Zoho Invoice

Confirm Upgrade

In a few seconds, your Zoho Invoice organization would be upgraded to Zoho Books.

Accessing the new organization in Zoho Books:

Once the upgrade is done, you will be redirected to the newly imported organization in Zoho Books. The username and password is same as that of your Zoho Invoice account.


If you subscribe to a paid plan in Zoho Books, Zoho Invoice will not be downgraded automatically. You will have to downgrade the Zoho Invoice account manually.

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