Upgrade from Zoho Invoice to Zoho Books

If you’re looking for advanced features like Bank Reconciliation and Inventory Tracking in addition to invoicing your customers, Zoho Books is the solution for you. Zoho Books is an end-to-end accounting software that lets you have complete control of your business finances. With Zoho Books, you can manage both your accounts receivable(AR) and accounts payable(AP).

You can perform the following actions in Zoho books, including all the features from Zoho Invoice:

Upgrade from Zoho Invoice

Upgrading from Zoho Invoice to Zoho Books is quite simple. Here’s how:

Upgrade to Zoho Books Upgrade to Zoho Books

Insight:Once you upgrade, all data from your Zoho Invoice organization, including your settings and transactions, will be available in Zoho Books automatically.

Pro Tip:Read about how Zoho Books works from our help document.

If you already use Zoho Books and want to switch your Zoho Invoice organization to a new Zoho Books organization, you can do that as well. Here’s how:

Manage View Organization

In the next page, a list of all the Zoho Invoice organizations you are a part of will be displayed.

Upgrade to Zoho Books

Now, you will be redirected to your new Zoho Books organization.

Access your new Zoho Books organization

Switch back to Zoho Invoice

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