Importing Data

Note:

You have the option to download a sample file to compare it to the file you are importing to ensure that the import is quick and efficient. Click on sample file to download it to your computer.

Note: It is necessary to include the details of Tax Exemptions and Tax Authorities while importing transactions in the US edition of Zoho Books. Click here to know more about how to include them in the CSV file you wish to import.


Exporting Data

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