Upgrade from Zoho Invoice to Zoho Books

Manage your organisation’s finances with Zoho Books! From invoicing to bank reconciliation, Zoho Books lets you manage your business effectively and accelerate performance.

Upgrading from Zoho Invoice to Zoho Books is quite simple. Once the upgrade has been initiated, all data from your Zoho Invoice will be moved to your Zoho Books account and you will be automatically redirected to the new organisation in Zoho Books.

There are two ways to upgrade your organisation from Zoho Invoice to Zoho Books:

1. Upgrade from your Zoho Invoice account
2. Upgrade from your Zoho Books account(For existing Zoho Books accounts).

Upgrade from your Zoho Invoice Account

• Log into your Zoho Invoice account.
• Click the Gear icon on the top right corner and select Integrations.
• Under Integrations, click the Zoho Apps module, and you will find the list of all integrations.

• Click Upgrade to Zoho Books if you wish to move your Zoho Invoice organisation to Zoho Books.
• In the screen that follows, select Upgrade to Zoho Books to confirm.

Your organisation would now be upgraded to Zoho Books.

Upgrade from your Zoho Books Account

If you are an existing Zoho Books user, you can choose to upgrade your invoice organisation even by logging into your Zoho Books organisation.

• Log into your Zoho Books account.
• Click on your Organisation Name in the top right corner near the Gear icon and select Manage from the drop-down.

• Click the Upgrade your Zoho Invoice Organisation button from the top right corner of the Organisations page.

• In the screen that follows, select the organisation to be imported and click the Upgrade to Zoho Books button to confirm.

Your organisation would now be upgraded to Zoho Books.

Accessing the New Organisation in Zoho Books

Once your account is upgraded, you will be automatically redirected to the newly imported organisation in Zoho Books.

• The username and password will be the same as that of your Zoho Invoice account.
• The Admin and Users of the newly upgraded organisation will be redirected to Zoho Books if they try to login to Zoho Invoice.
• You can always switch back to Zoho Invoice when you are still in the trial mode by clicking on the Switch To Zoho Invoice Option displayed on the banner at the top of your Zoho Books screen.

Subscription

• The Zoho Books organisation will initially be in the trial mode. If you wish to upgrade to a paid plan, click on the Upgrade link next to the organisation name.
• Once you have subscribed to a paid plan in Zoho Books, your invoice subscription will be cancelled at our end and will be notified to you via email.

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