About 10 minutes · reviewed 2026-10-12
How to switch from Excel or Google Sheets invoicing to Betterwork in 10 minutes
If you invoice from a spreadsheet, you already have the two lists Betterwork needs: your items and your customers. Tidy the columns, upload the sheets, and on a 30-minute onboarding call we import them, build a GST or VAT-ready template and set numbering to continue from your last bill. The retyping, formula errors and lost files stop the same day.
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What you need from Excel or Google Sheets
- Item sheet: name, HSN/SAC, unit, rate, GST rate
- Customer sheet: name, GSTIN/TRN, phone, email, address, state
- A list of unpaid invoices with amounts (opening balances)
- Your last invoice number
Step by step
- 1
Tidy your sheets
One row per item and per customer, one header row, no merged cells. Add a GST rate column if you do not have one. Save as .xlsx or .csv.
- 2
Send us the files
Upload them in your onboarding form or WhatsApp them to our team. We check columns, units and GST rates and flag anything odd (duplicate parties, missing HSN codes) before import.
- 3
Set your invoice template
On the 30-minute onboarding call we add your logo, colours, columns, bank details, terms and language, and set your invoice numbering to continue from your last invoice number.
- 4
Import and verify
We import items, customers and opening balances, then you check five random customers and ten items against your old system. Fix anything on the spot.
- 5
Bill in parallel for one day
Create your first real invoices in Betterwork while your old system stays open. Compare totals and tax. After one clean day, switch fully.
- 6
Keep the old software read-only
Do not delete it. Keep it for historical records and for your CA until the financial year closes; Betterwork holds everything from the switch date onward.
- 7
Retire the spreadsheet
Keep the old files for records. From now on, invoices, quotations, reminders and reports come from Betterwork, and your CA gets an export instead of a folder of sheets.