About 15 minutes · reviewed 2026-10-12
How to move billing from Zoho Books to Billing Software by Betterwork in 15 minutes
Most businesses do not leave Zoho Books entirely; they move daily billing to Betterwork for speed, WhatsApp collection and industry templates, and keep Zoho Books (or their CA) for accounting. Export Items and Contacts from Zoho Books as CSV, import them into Betterwork on a 30-minute onboarding call, and export the monthly sales register back to Zoho Books.
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What you need from Zoho Books
- Items (CSV) with HSN/SAC, unit and rate
- Contacts/customers (CSV) with GSTIN and contact details
- Open invoices as opening balances
- Last invoice number
Step by step
- 1
Export from Zoho Books
Use the export option in Items and Contacts to download CSV files, and export the outstanding receivables report. Zoho Books' own export keeps GSTIN and HSN columns intact.
- 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
Round-trip sales to Zoho Books
Each month export Betterwork's sales register, receipts and credit notes as CSV; import them into Zoho Books or hand them to your accountant to post.