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How do I import invoices into Zoho Books?

Prerequisites:

  • You can only import files in CSV, TSV, and XLS formats.
  • The file size must not exceed 10 MB.

To import bills into Zoho Books:

  • Log in to your Zoho Books organisation.
  • Go to Sales on the left sidebar, and select Invoices.
  • Click the More icon in the top right corner, and select Import Invoices from the dropdown.
  • In the Import page, click Choose File and select the file you want to import.
  • After you select the file, under the Configure tab, fill in the following fields:
    • Character Encoding: The default is UTF-8 (Unicode). Ensure you select the correct encoding based on your file.
    • Link Invoices to its corresponding Sales Orders: Check this to map the Sales Order field with the appropriate column containing the Sales Order Number in the next page.
    • Map the customer’s addresses in the import file to their customer record in Zoho Books: Check this option to match customers in the import file with existing records in Zoho Books using their name. If a match is found, the address from the invoice will be added to that customer’s record. If no match is found, a new customer record will be created with the address from the import file.

Insight: If your file is in a different format, use an online or offline converter to convert it to a supported format (CSV, TSV, or XLSX).

  • Click Next.
  • In the Map Fields tab:
    • Default Date Formats: The default Date Format is Select format at field level and Decimal Format will be 1234567.89. Click Edit to customise them if required.
    • Map the fields based on your requirements. Click Save these selections for use during future imports if you want to reuse the mapped fields for future imports.
  • Click Next.
  • Then, in the Preview page, review the fields you mapped, and click Import.

Now, the file containing the invoices will be imported into Zoho Books.

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