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 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 turnover cap and allows up to 200 transactions at $0/mo. Here is how to move.
Free Plan with invoices within 200 transactions, 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.
The file wizard imports one type per pass: chart of accounts, items, customers and vendors first, then invoices, bills, payments and journal entries. Note the imported, skipped and failed counts after each pass, and check open invoices against the Zoho Books receivables report.
3. Connect the bank and carry on
Connect your business account as your live bank feed, reconcile, and send your next invoice from HelloBooks.
- Unlimited invoices, bills and quotes
- Unlimited email payment reminders
- 1 live bank feed through Plaid
- Unlimited manual bank and card accounts
- 2 users
- Free AI credits to get started
- AP/AR aging, P&L, balance sheet, cash flow
- iOS and Android app
Limits to know
Export, recurring invoices and multi-currency are paid. Free invoices carry a “Powered by HelloBooks” badge. Starter is $14.99/mo per entity; Pro is $39.99/mo per entity.
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 match open invoices and bills to the Zoho Books reports you saved.
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 turnover limit. Free allows up to 200 transactions; migration itself is a paid-plan feature.
- What should I check after importing?
- Compare balances, receivables and payables with the reports you saved from Zoho Books at the cutover date.
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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