Moving from Zoho Books
Export these files from Zoho Books, then upload them in Move to DIANO.
These are the same steps as in Move to DIANO. Last checked: 2026-10-18 · Zoho Books's own help.
1. Your trial balance on the day before your start date
Where: Reports › Trial Balance
A trial balance lists every account with its balance on one day. Choose the date the day before your start date (the day before your start date). Show all accounts. It has a Debit and a Credit column, and the two totals are the same.
Save it as Excel or Excel (.xlsx), not PDF.
2. Unpaid customer invoices on the day before your start date
Where: Reports › Receivables › Aging Details › Export As
One line for each customer invoice that is not fully paid, on the day before your start date: customer, invoice number, date and the amount still owed. Choose the detailed report (one line per invoice), not the summary.
Save it as CSV or Excel (.xlsx), not PDF.
3. Unpaid supplier invoices on the day before your start date (if it applies)
Where: Reports › Payables › AP Aging Details
One line for each supplier invoice you have not fully paid, on the day before your start date: supplier, their invoice number, date and the amount you still owe. Choose the detailed report. If you owe no supplier anything, you can skip this file.
Save it as CSV or Excel (.xlsx), not PDF.
4. Your customer list
Where: Sales › Customers › More › Export Customers
A list with one customer on each line: name, code (if you use codes), e-mail and phone. Balances are not needed here.
Save it as CSV or Excel, not PDF.
5. Your supplier list
Where: Purchases › Vendors › More › Export Vendors
A list with one supplier on each line: name, code (if you use codes), e-mail and phone.
Save it as CSV or Excel, not PDF.
6. Your item list (if it applies)
Where: Items › More › Export
A list of the things you sell or buy: code, description, selling price and cost.
Save it as CSV or Excel or Excel (.xlsx), not PDF.
7. Your chart of accounts (if it applies)
Where: Accountant › Chart of Accounts › More › Export Chart of Accounts
A list of your accounts with each account's type (for example Bank, Current Asset, Expense).
Save it as CSV or Excel or Excel (.xlsx), not PDF.