Help · Accountant

How to import data from Excel or CSV

Bring in customers, vendors, items, invoices, bills, opening balances or bank statements in bulk — Zoho Books exports work as they are.

Who can do this: Admins and Accountants. Viewers can open it but not change anything.

Steps

Step by step

Accountant → Bulk import → New import.
Choose what you're importing. Download template if you want our column layout.
Upload a CSV or Excel file (up to 15 MB) with a header row.
Map fields: match each Bebaak field to a column in your file. Check the first rows preview.
Choose options: Create customers / vendors / items that are not in the books yet; Post to the books (untick to keep imported documents as drafts for review).
Click Import. You'll see Imported, Skipped (already in) and Failed counts.
If rows failed, download the Error report (CSV), fix the file and Import another file.

Moving from Zoho Books? Follow the recommended order shown on the page: customers & vendors → items → opening balances → invoices and bills → payments.
Untick Post to the books the first time so you can review drafts before they affect reports.

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.