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About 10 minutes · reviewed 2026-10-12

How to switch from myBillBook to Billing Software by Betterwork in 10 minutes

Export your items, parties and outstanding reports from myBillBook to Excel, send them to Betterwork, and we import them on a 30-minute onboarding call while building your template. The switch keeps your invoice numbering and adds what myBillBook users most often ask us for: a separate CA login, foreign-currency invoices and industry-specific fields.

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What you need from myBillBook

  • Items with HSN, unit and price
  • Parties with GSTIN, phone and address
  • Outstanding receivables by party
  • Last invoice number

Step by step

  1. 1

    Export from myBillBook

    Download your items, parties and outstanding reports as Excel from the reports section of myBillBook (web or app).

  2. 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. 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. 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. 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. 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.

Other switching guides

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Switching from myBillBook: FAQ

Will my customers notice the change?

Only the look of the invoice, which we match to your branding. Invoice numbers continue and the GST fields are the same.

Can I import past invoices?

We import opening balances (what each customer owes), not every past invoice. Keep myBillBook read-only for history.

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