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Move from Excel to GST Accounting Software | HelloBooks Move your books from Excel to free GST accounting software: import customers, suppliers, chart of accounts and opening balances by CSV, then file GSTR-1 and GSTR-3B free.

Free Plan · From Excel

Move from Excel to GST accounting software

If your invoices and ledger live in spreadsheets, save them as CSV, import them into HelloBooks, and file GSTR-1 and GSTR-3B from real books on the Free Plan.

GST filing included, no card

Why spreadsheets stop working at GST time

An Excel ledger has no idea which rows belong in GSTR-1, whether a supplier's invoice appears in GSTR-2B, or which customer is ninety days late. Every month someone rebuilds those answers by hand, and one broken formula can change the tax you pay.

CSV import walkthrough

Pick a clean start date, usually the first day of a month or quarter.

  • Save your customer and supplier lists from Excel as CSV, with GSTINs in their own column.
  • Save your chart of accounts and a trial balance as at the start date as CSV.
  • Import each file into HelloBooks and review the suggested account mapping.
  • Enter invoices and bills still open at the start date.
  • Raise new invoices in HelloBooks from the start date and file the next GSTR-1 and GSTR-3B from it.

Import is free; export to Excel is on Pro

Importing your data is part of the Free Plan. Export to Excel is a Pro feature (₹499/month).

Free Plan at a glance

  • Unlimited GST filing — GSTR-1 & GSTR-3B
  • GSTR-2B reconciliation with ITC tracking
  • 2 users · 1 GSTIN
  • Up to 200 transactions
  • Free AI credits to get started (upgrade for more)
  • Invoices, bills & quotes included
  • Tally sync
  • AP/AR aging · P&L · Balance Sheet · Cash Flow
  • Full mobile app (iOS & Android)
  • Robust email support
  • "Powered by HelloBooks" badge on invoices

Outside the Free Plan

  • GSTR-9 and GSTR-9C annual returns
  • GSTR-7 (GST TDS) and GSTR-8 (GST TCS) returns
  • ITC-04 job-work returns
  • E-invoice and e-way bill volume
  • More than 200 transactions
  • More than one GSTIN, or more than 2 users

What's metered on Free

Full details: see the Free Plan guide below.

  • Up to 200 transactions in total
  • Free AI credits; upgrade for more
How teams use HelloBooks

What HelloBooks does for businesses like yours

“AI categorizes every transaction automatically and learns from your corrections, so a small team keeps clean books without spending evenings on manual data entry.”
Small business · US
“For a practice managing dozens of client books, automated reconciliation turns a full day of matching into a background task — review the AI matches, approve, and move on.”
Accounting practice · US
“Snap a receipt on your phone and the AI reads, categorizes, and files it — bookkeeping stays current even for people who would rather not think about numbers.”
Freelancer · mobile-first

Illustrative scenarios describing what the product does for each business type — not attributed customer reviews.

FAQ

Frequently asked questions

Do I need to re-enter old invoices?
Usually not. Import opening balances as at your start date and enter only invoices and bills still open. Keep your old spreadsheets for earlier periods.
My sheet has customers without GSTINs. Is that a problem?
No. Leave the column empty for unregistered customers; their sales are reported as B2C. Add a GSTIN later if the customer registers.
Can my accountant still get figures in Excel?
Reports can be viewed on Free. Export to Excel needs Pro at ₹499/month.

Start automating your books today

GST filing included, no card

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