How do I import invoices?
To import invoices:
- Go to the Sales module on the left sidebar.
- Select Invoices.
- Click the Hamburger icon on the top right corner of the page.
- Select Import Invoices.
- Click the Choose File button under Upload file and upload the file from your computer.
- Click Next.
- Verify the fields in Zoho Books against the fields in your file.
- Scroll down and click Next.
Check the box Save these selections for future imports if you want similar fields for mapping the next time you import.