Before you start: pick your conversion date
The conversion date is the first day Munshian Ledger keeps your books. Everything before it stays in Zoho Books; everything from it onwards goes into Munshian Ledger. The easiest dates are the start of a VAT quarter or of your financial year, so no VAT return or year's accounts is split across two systems.
Sign up, add your business, then open Accounting › Import from another program and save your conversion date.
What to export from Zoho Books
In Zoho Books, most lists have a More icon (top right) with an export option, and reports have an Export As button. Choose CSV or XLSX. Munshian Ledger can't read the older XLS format, so don't pick that one.
| What | Where to find it in Zoho Books |
|---|---|
| Chart of accounts | Accountant › Chart of Accounts › More › Export Chart of Accounts |
| Customers | Sales › Customers › More › Export Customers (choose the customers themselves, not their contact persons or addresses) |
| Suppliers | Purchases › Vendors › More › Export Vendors |
| Products and services | Items › More › Export |
| Opening balances | Reports › Trial Balance (under Accountant), for the day before your conversion date › Export As |
| Unpaid sales invoices | Reports › Aging Details (under Receivables), as of the day before your conversion date › Export As. Or Sales › Invoices › More › Export Invoices, then keep the ones still unpaid. |
| Unpaid supplier bills | Purchases › Bills, filtered to Unpaid › More › Export Current View |
Sources: Zoho Books UK help on exporting data, the chart of accounts, customers and vendors, receivables reports and bills, and Zoho's articles on the trial balance report and exporting invoices. Menus change. If one has moved, any CSV or Excel file with column headings works, and you can tell Munshian Ledger which column is which.
Tips for Zoho Books files
- Munshian Ledger knows many of the column headings Zoho Books uses, so it can often tell a file came from Zoho Books and pick the columns for you. Check the choices on the review page before you import.
- If an invoice or bill export has one row for each line, Munshian Ledger spots this and brings each invoice or bill in once.
- If the file has a status column, rows marked Paid, Draft or Void are left out, because nothing is owed on them.
- Zoho Books says a list export takes the first 25,000 rows. For everything, it offers a full backup instead (see below).
Upload, check and finish
- Upload each file in the matching step. Munshian Ledger reads the columns and shows you every row before anything is saved.
- Match your old accounts to Munshian's UK chart of accounts, or keep your own codes.
- Compare the trial balance and the unpaid invoices and bills with Zoho Books on the same date. The import page shows checks to help.
- Import your bank statements from the conversion date onwards (CSV, OFX or QIF) and reconcile them, so payments match the imported invoices and bills.
If an import isn't right, undo it and upload a corrected file.
Keep a full copy of your Zoho Books data
Zoho Books has a data backup under Settings › Data Backup. It emails you a link to one compressed file holding CSV files of your data. Zoho Books says you can start one backup every 15 days, and the link expires 30 days after the backup. It's a simple way to keep your old records.
What doesn't come across
- Transaction history: only the balances on the day before you switch, and the invoices and bills still unpaid. Keep reports and records from Zoho Books for as long as HMRC needs you to (usually at least 6 years for a company).
- Attachments and receipts: download any you need from Zoho Books first.
- Bank feeds: Munshian Ledger doesn't have live bank feeds yet. You upload statements from your bank instead.
- Payroll: Munshian Ledger doesn't run payroll. Use separate payroll software, and post the totals as a journal.
- Currencies: Munshian Ledger works in pounds, euros and US dollars only.
- VAT schemes: Munshian Ledger files MTD VAT returns to HMRC on the standard VAT accounting scheme. It doesn't do the Flat Rate or Cash Accounting schemes.
- Year-end filing: Munshian Ledger works out CT600-ready Corporation Tax figures, but it doesn't file the CT600 or your Companies House accounts. Those are filed outside the app.
- MTD for Income Tax: Munshian Ledger can't send quarterly updates yet. See our MTD for Income Tax guide.
Before you close your Zoho Books account, check its terms for how long you can still see your data afterwards, and export everything you want to keep.
Questions
Can I move my books from Zoho Books to Munshian Ledger?
Yes. Export your chart of accounts, customers, vendors, items, trial balance and unpaid invoices and bills from Zoho Books as CSV or XLSX files, then upload them in Munshian Ledger under Accounting › Import from another program. Each file is checked and shown to you before anything is saved, and each import can be undone.
Is there a direct connection between Zoho Books and Munshian Ledger?
No. There's no automatic link. You export files from Zoho Books and upload them to Munshian Ledger, which reads the columns and lets you check every row before it saves anything.
Does my full transaction history come across from Zoho Books?
No. Munshian Ledger brings across where the business stood on the day before you switch: the balance of every account, plus the invoices and bills still unpaid. Keep your old transactions and reports from Zoho Books for your records.
How much does Munshian Ledger cost?
Munshian Ledger is free, with every feature included and no card needed to sign up.
Switching from somewhere else? See Xero · QuickBooks · Sage · FreeAgent · Wave, or all the apps we import from.
Zoho and Zoho Books are trademarks of their owner. Munshian is not connected with or endorsed by Zoho. What we say about Zoho Books comes from Zoho's own help pages, checked on 10 November 2026.