Zoho Books transition to paid subscription

Zoho Books transition to paid subscription

Nearing the end of the subscription period, you will receive a reminder from Zoho with instructions to convert the membership to a paid membership. I would recommend putting a calendar event in your calendar a day prior to expiry, in case the email is missed, or for one reason or other not received.

When you update your subscription, all the information is retained as if nothing changed (basically, only the plan is updated from Trial to Paid subscription). Should you wish assistance during the subscription transfer, or you wish to subscribe through Aurelian Group (we can do this via bank transfer, instead of credit card), please do contact us at least a week before the trial period expires. You can do this via the regular email address, or support@aurelian-group.com



    • Related Articles

    • Projects to Books and Expense Integration

      When you are using Projects, Books, and Expense, the integration between the three is very useful, but not as straightforward to set up. First thing to realise, is that the integration is via Books - i.e first projects are integrated with books, and ...
    • How to Change your Primary Zoho Login Email Address

      Updating your primary login email in Zoho is a straightforward process, but it is important to do it correctly to ensure you don't lose access to your Zoho account. This guide is for users who need to update their own login credentials—for example, ...
    • Charging and collecting GST in Zoho Books

      This article is about how GST is booked in Zoho Books. From Setup to Invoicing to Lodging with the ATO. First, the GST needs to be set up. This is done under Settings (gear icon on the top right of the application window). Create a new tax, call it ...
    • Can I backdate an Invoice in Zoho Books?

      You can enter a date prior to the current date in Zoho Books when you create an invoice. Do note, that the accounting period in which the invoice is dated must be before the lockout date (typically you close a financial year when the accounts have ...
    • How to set up spam control for Zoho Mail (beginners guide)

      If you want to take control of the spam that comes into your inbox, this video is for you. There is no advanced "secret squirrel" settings here. This is aimed at the regular small business owner that manages the email server. The last bit of the ...