How do I upgrade from Zoho Invoice to Zoho Books?

If you are looking for software that can do more than just invoicing and wish to get a broader perspective of your company’s finances, you should upgrade to Zoho Books.

Zoho Books is cloud-based accounting software that has all the features of Zoho Invoice along with Banking, Inventory and powerful financial reports such as Profit and Loss, Cash Flow Statements and lot more.

Here’s how to upgrade to Zoho Books:

• Go to Settings and click Integrations.

• Select Zoho Apps.

• Click Upgrade to Zoho Books.

  

• Confirm your action in the page that follows.

  

Note:

• The users of the newly upgraded organization will be redirected to Zoho Books if they try to log in to Zoho Invoice.
• You can always switch back to Zoho Invoice by clicking on the SWITCH TO ZOHO INVOICE displayed on the banner at the top.