Zoho Books allows users to access detailed information about transactions, such as class names, which may not be readily visible in the transaction summary. However, these details can be retrieved on a transaction-wise basis. Here’s a guide on how to export detailed information for transactions like bills.
Steps to Export Transaction Details
- Log In to Zoho Books: Start by logging into the Zoho Books account.
- Navigate to Purchase Section:
- Go to the Purchase section, identified by a bag icon.
- Select Bills:
- In the Purchase section, select the “Bills” option to view all the bills created.
- Open Export Options:
- Click on the three dots icon (also known as the more options icon) at the top right of the page.
- Export Bills:
- Select “Export Bills” from the dropdown menu.
- Choose the specific period for which the bill details are required.
- Select the preferred export format (e.g., CSV, PDF).
- Click Export:
- After selecting the period and format, click the “Export” button to download the detailed information.
Similarly detailed information about each transaction can be accessed and exported in Zoho Books, ensuring that all necessary data is available, which can be used for data migration.