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.

  • Click Import.
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