Upgrade Your Account
When you sign up for Zoho Books, you’ll get a 14-day free trial that lets you explore five different paid plans: Standard, Professional, Premium, Elite, and Ultimate. You can explore the features available in the plan you select.
During the trial period, you can switch between plans to compare features and find the one that best suits your business needs. Once the trial period expires, you’ll have to subscribe to a paid plan to continue using Zoho Books or switch to the Free plan.
To subscribe to a plan in Zoho Books:
- Log in to your Zoho Books organisation.
- Click Upgrade in the top right corner of the page.
(or)
- Go to Settings.
- Select Manage Subscription under Organisation.
- You’ll be redirected to Zoho Store. Select any plan by clicking the Upgrade button below them.
Note: Plans can be selected on a Monthly or Yearly basis.
- You can select Add-Ons such as Users, and Document AutoScan as per your need.
- Click Continue.
- Verify your plan details before proceeding to make the payment and click Confirm.
- Enter your Billing Address and select the mode of payment in the Billing Address & Payment Details section.
- Enter your payment information and click Make Payment.
On successful payment, your organisation will be switched to the corresponding plan that you’ve selected.
Note: The payment you make will be for a single organisation in Zoho Books. If you have multiple organisations, you’ll have to upgrade each of them separately to the paid plan.
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Downgrade Your Account
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