Do I have to cancel Zoho Books?

No. Two-way sync lets you run both indefinitely. Many businesses keep Zoho Books as the system of record their CA knows and do the AI work in SmartLedger; others cancel Zoho at renewal once the team and the CA are working in SmartLedger.

How long does it take?

Connecting takes about a minute — sign in with Zoho and approve. The full import of your selected modules then takes 10–30 minutes depending on how much data you have. After that, incremental sync keeps Zoho Books and SmartLedger in step automatically.

Will my history come across?

Yes — chart of accounts, contacts, items, invoices, bills, payments and journals, with original dates. Compare the trial balance as of the sync date to confirm.

What about Zoho's autoscan limits and per-user fees?

They stop applying to the work you do in SmartLedger. SmartUploads are 1,000 a month on Plus and unlimited on Pro; users are unlimited on every plan. If you keep Zoho running alongside, its plan limits still apply inside Zoho.

We use Zoho CRM and Zoho Inventory. Do we lose them?

No. Keep the Zoho apps you rely on; SmartLedger syncs the accounting layer two-way with Zoho Books, so those apps continue to feed the books as before.

Which SmartLedger plan do I need?

Free includes every accounting module, unlimited users and Zoho Books sync, with AI on trial credits. Plus (₹399/month) adds Smart Auditor and 1,000 SmartUploads; Pro (₹699/month) makes uploads and bank statements unlimited and adds SmartAgents, e-invoicing and WhatsApp approvals. Teams leaving a per-user Zoho plan usually land on Pro.

Data is hosted in India, encrypted in transit and at rest, backed up, with role-based access and an audit trail. The Zoho connection uses Zoho's own OAuth sign-in — SmartLedger never sees your Zoho password — and touches only the organisation you authorise; you can revoke it from Zoho at any time.

Switching guide · Zoho Books

Switch from Zoho Books
on your own timeline.

SmartLedger syncs two-way with Zoho Books, so you can run both, move the daily work to the AI, and retire Zoho when you're ready — or never. No exports, no re-keying, no per-user bill.

Sync and run both

Lowest risk

Sign in with Zoho, import your modules once, and incremental sync keeps both in step while you do the AI work — bill capture, reconciliation, GST drafts — in SmartLedger. Zoho stays the system of record until you decide otherwise.

Move fully

Sync once, verify the trial balance, stop entering in Zoho, invite your CA into SmartLedger. Cancel Zoho at renewal; keep an export as an archive.

Start free — no card See the steps

Three steps. Then it runs itself.

About a minute to connect, 10–30 minutes for the first sync depending on your data, automatic after that. Click a step to see it.

Smart Integrations › Zoho Books SmartAuditor

Zoho Books

Your system of record

two-way

SmartLedger.AI

AI workspace

186 invoices & bills pulledSynced
42 reconciled bank entries pushed backSynced
1 conflict · contact renamed in Zoho BooksNeeds you

Step 1 of 3: Open Smart Integrations, add Zoho Books

What maps to what

Where each part of Zoho Books lands in SmartLedger, and what changes.

In Zoho Books

In SmartLedger

What changes

Organisation
Company
Unlimited companies
Chart of accounts
Chart of accounts
Account types mapped 1:1
Contacts (customers/vendors)
Customers & vendors
GSTIN, PAN, terms carried
Items
Items
HSN/SAC, rates, tax preferences
Invoices, estimates, credit notes
Sales
Two-way; drafts sync once approved
Bills, expenses, purchase orders
Purchases
SmartUploads replace autoscan quota
Banking & rules
Banking › Reconciliation
AI matching replaces categorisation rules
GST filing
Taxation › GST
GSTR-1/3B drafts, 2B reconciliation
Zoho Payroll
Payroll
Included in SmartLedger; separate Zoho product
Users (3–25 by plan)
Unlimited users
Invite everyone, including your CA
Zoho CRM / Inventory / Analytics
Integrations
Keep Zoho apps you love; sync handles the books

What you keep

Your Zoho apps
CRM, Inventory, Cliq and Analytics keep working; SmartLedger syncs the accounting layer two-way.
Your history
Every invoice, bill and journal syncs with its date. Keep an export as an archive when you cancel.
Your accountant's access
Invite them into SmartLedger with a reviewer role — no per-user charge, no separate accountant portal.

What to tell your CA

If your CA reviews in Zoho Books today, the transition is one login and one habit change.

"We're syncing Zoho Books with SmartLedger two-way — you'll see the same books in either."
"Bills and bank statements will be posted as drafts by the AI; you review, you don't code."
"GST workings and TDS will be in SmartLedger before the due date, with the 2B mismatch list ready."
"If you prefer Tally, that syncs too — free connector, two-way."

Frequently asked questions

No. Two-way sync lets you run both indefinitely. Many businesses keep Zoho Books as the system of record their CA knows and do the AI work in SmartLedger; others cancel Zoho at renewal once the team and the CA are working in SmartLedger.

Zoho and Zoho Books are trademarks of Zoho Corporation. SmartLedger AI is not affiliated with Zoho.

Still deciding? Read the full SmartLedger AI vs Zoho Books comparison →

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