Switch
Move off Zoho Books,
tax setup and all.
Vinance reads your Zoho Books CSV and XLS exports (no live Zoho connection) and rebuilds your chart of accounts, contacts, items, unpaid documents, and opening balances, mapping your GST or VAT onto the right region profile.
How it works
Detect, plan, review, write.
Vinance imports Zoho Books from its file exports rather than a live Zoho connection. Zoho makes this easy: from Settings you can export Customers, Vendors, Chart of Accounts, and Items as CSV or XLS, and run a Trial Balance for your opening position. You export, Vinance reads, you approve.
Detect
Point Vinance at your Zoho Books exports: the Customers, Vendors, Chart of Accounts, and Items files, plus the Trial Balance and the invoice/bill lists filtered to unpaid. It reads Zoho column names directly.
Plan
Accounts and contacts map into Vinance and dedupe against your company. Zoho items map to Vinance goods and services, and their tax rates map to your region profile.
Review
You see the full plan of accounts, contacts, items, and unpaid documents, with the Trial Balance staged as one opening journal. Change any mapping before writing.
Write
Approve, and it writes in one pass. Unpaid invoices and bills carry their balances and due dates, ready to reconcile.
Read from your Zoho Books CSV/XLS exports and the Trial Balance report. Nothing is written until you approve.
What carries over
Including the tax you set up so carefully.
Zoho Books is a favorite for India GST and for UAE and Saudi VAT, and that setup is exactly what people fear losing. Vinance keeps the tax on each line and maps your Zoho tax rates onto the matching region profile, so your next return starts from real data rather than a blank sheet.
- Chart of accounts with account groups and types preserved
- Customers and vendors, merged where the same contact appears on both
- Items (goods and services) with their sales, purchase, and tax settings
- Unpaid invoices and bills, kept open at their current balances
- Trial Balance posted as one dated opening journal that nets to zero
Zoho is popular for India GST and GCC VAT. Vinance keeps the tax on each line and maps it to the matching region profile.
Then carry on
A one-line check that the move landed.
After the write, Vinance shows a short summary: accounts created, contacts deduped, open documents carried, and an opening journal that nets to zero. Tie those four numbers to your last Zoho reports and you are done. From there, connect a bank feed and the open items reconcile as money moves.
- Opening journal balances to zero, or the plan tells you why
- Open invoices and bills match incoming and outgoing payments
- Reports rebuild live: no "recompute" step to remember
A one-line health check after the write: the opening journal nets to zero and every open document is accounted for.
Concept for concept
Where each Zoho Books idea lands.
Zoho names things its own way. Here is where the pieces you use every day live in Vinance.
| In Zoho Books | In Vinance |
|---|---|
| Tax rates & tax groups | Region tax profileIndia GST, UAE and Saudi VAT built in |
| Reporting tags | Dimensions & tagsSlice every report, not just P&L |
| Retainer invoices | Recurring invoices & depositsPost to the ledger on schedule |
| Zoho Inventory (separate app) | InventoryBuilt in, same ledger, no second app |
| Workflow rules | Automation & approvalsIncluded on the platform |
One app, not a suite
Inventory, projects, and expenses are part of Vinance, not separate Zoho apps you wire together. One ledger, one login.
GST and VAT ready
Region profiles cover India GST and GCC VAT out of the box, so the tax work you did in Zoho keeps paying off.
Trial run, then real run
Import into a scratch company, tie it to your Zoho Trial Balance, then run it for real. Clear and retry as often as you like.
Frequently asked questions
Does Vinance connect to Zoho Books through an API?
No. Vinance imports from Zoho Books file exports (CSV and XLS) rather than a live API sync. You export your lists and Trial Balance from Zoho, then import them, so you stay in control of what moves.
What should I export from Zoho Books?
From Settings, export the Customers, Vendors, Chart of Accounts, and Items lists, plus run a Trial Balance for opening balances and pull the invoice and bill lists filtered to unpaid for your open documents.
Will my GST or VAT setup survive?
Yes. The tax on each line is preserved, and your Zoho tax rates map onto the matching Vinance region profile (India GST, UAE and Saudi VAT, and more), so your next return starts from real figures. See multi-currency & tax.
I used Zoho Inventory as a separate app. What happens to stock?
Inventory is built into Vinance on the same ledger, so you do not run a second app. Import your items with their stock and valuation settings, and stock movements post straight to cost of goods sold.
How do opening balances post?
Your Zoho Trial Balance becomes one dated opening journal with debits equal to credits. A short summary after the import lets you tie the account count, open-document count, and a zero opening journal back to your Zoho reports.
Move your books off the spreadsheet.
Invoices to bank feeds, payroll to financial statements. One platform, priced by the company and not the seat, on web and desktop.
All modules included · Real double-entry books · Explore a seeded sample company in one click