Upgrade from Zoho Invoice to Zoho Books
You can upgrade your subscription from Zoho Invoice to Zoho Books - an advanced software that along with invoicing, also helps you manage all the accounting, inventory and reporting needs of your business. Zoho Books lets you manage your business finances effectively and accelerates performance.
Upgrading from Zoho Invoice to Zoho Books is quite simple. Once the upgrade has been initiated, all data from Zoho Invoice will be instantly moved to Zoho Books and you will be automatically redirected to your organization in Zoho Books.
There are two ways to upgrade your organization from Zoho Invoice to Zoho Books:
Upgrade from your Zoho Invoice Account
If you are a Zoho Invoice user and wish to upgrade your organization to Zoho Books, here’s what you need to do:
- Log in to your Zoho Invoice account.
- Click the Gear icon in the top right corner of the page.
- Select Integrations.
- Select the Zoho Apps sub-module.
- Click Upgrade to Zoho Books for the organization you wish to move to Zoho Books.
- Select Upgrade to Zoho Books to confirm.
Upgrade from your Zoho Books Account
If you are an existing Zoho Books user, you can choose to upgrade your invoice organization by logging into your Zoho Books organization. Here’s how:
- Log in to your Zoho Books account.
- Click your Organization Name in the top right corner of the page.
- Click Manage.
- Click the Upgrade your Zoho Invoice Organization button from the top right corner of the Organizations page.
- Select the organization to be upgraded and click the Upgrade to Zoho Books button next to it.
Accessing the New Organization in Zoho Books
Once your account is upgraded, you will be automatically redirected to the newly created organization in Zoho Books.
- The Email and Password will be the same as that of your Zoho Invoice account.
- The Users of your Zoho Invoice organiztion will be redirected to the new Zoho Books organization when they try to log in to Zoho Invoice.
- You can always switch back to Zoho Invoice when you are still in the trial period by clicking Switch To Zoho Invoice displayed on the banner at the top of your Zoho Books screen after making the switch.
- The newly upgraded Zoho Books organization will initially be in the trial mode. If you wish to subscribe to a paid plan, click the Upgrade link next to the organization name.
- Once you have subscribed to a paid plan in Zoho Books, your Zoho Invoice subscription will be cancelled and this will be notified to you via email.