1. Plan the cutover
Move before you hit the limit, at a month end. Save Zoho Books’ trial balance, bank balances and open invoices and bills at that date, and keep an untouched export.
Moving from Zoho Books Free: Migration Guide | HelloBooks Near Zoho Books Free’s invoice or turnover limit? A step-by-step guide to moving to HelloBooks Free, which has no invoice or turnover cap. $0, no credit card.
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Moving from Zoho Books Free: a migration guide
Zoho Books Free allows 1,000 invoices and 1,000 expenses a year, and only while turnover stays under $50K. If you are getting close, HelloBooks Free has no invoice or turnover cap at $0/mo. Here is how to move.
Free Plan with unlimited invoices, bills & quotes — no credit card.
2. Export and import
Export your Zoho Books data as CSV files. In HelloBooks, Zoho Books has its own file-import choice in the Migration source selector; use the templates shown for it.
Open Migration from the app launcher, keep the right entity selected, and choose the source shown for your account. Preview what will be imported before you confirm, then reconcile opening balances against the old system’s trial balance at the cutover date.
3. Connect the bank and carry on
Connect your business account as your live bank feed, reconcile, and keep invoicing without a yearly cap.
- Unlimited invoices, bills and quotes
- Unlimited email payment reminders
- 1 live bank feed through Plaid, plus 2 manual bank or card accounts
- 2 users
- Free AI credits to get started (upgrade for more)
- AP/AR aging, P&L, balance sheet and cash flow reports
- iOS and Android app
Limits to know
Free includes 1 live bank feed, 2 users and free AI credits to get started. Data export, recurring invoices and multi-currency are on paid plans, and invoices sent from Free carry a small “Powered by HelloBooks” badge. Starter is $14.99/mo; Pro is $39.99/mo.
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.”
“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.”
“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.”
Illustrative scenarios describing what the product does for each business type — not attributed customer reviews.
How it works
Move from Zoho Books to HelloBooks
Export from Zoho Books, import, reconcile.
Step 1
Plan the cutover
Pick a cutover date and save Zoho Books’ trial balance and balances.
Step 2
Import
Export CSVs from Zoho Books and use the Zoho Books file-import choice in Migration; preview before confirming.
Step 3
Reconcile
Connect your bank feed and reconcile to the cutover balances.
FAQ
Frequently asked questions
- Is there a Zoho Books importer?
- Yes. Zoho Books is one of the file-import choices in the Migration source selector.
- Does HelloBooks Free have a turnover limit?
- No. There is no turnover or invoice cap on Free.
- What should I check after importing?
- Compare balances, receivables and payables with the reports you saved from Zoho Books at the cutover date.
- Is it really free, and do I need a credit card?
- Yes, it is a permanent $0 plan, not a trial. Sign up with an email; no card is collected and there is no end date.
- What happens when the free AI credits run out?
- Free includes free AI credits to get started. When they run out you can upgrade for more AI credits or keep categorizing by hand; paid plans can also top up with a credit pack. Invoices, bills, reports and your bank feed keep working either way.
Sources
- Zoho Books pricing — checked September 2026
Zoho Books are trademarks of their respective owners. HelloBooks is not affiliated with or endorsed by them.
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