Switching your accounting software
Moving accounting systems takes work. Read a clear, honest breakdown of what transfers, what stays behind, and whether Paper & Pen makes sense for your organisation.
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Export your contacts from your current system as a spreadsheet and import them directly. You keep your full list of names, addresses and contact details.
Your product names, descriptions and prices transfer easily via spreadsheet. You will need to do a manual stock count to set your opening inventory balances.
You can recreate your existing chart of accounts in Paper & Pen. Add your specific ledger accounts before you import your opening balances.
Create and send invoices, estimates and receipts for free. Share documents directly with customers via email or a WhatsApp link in multiple languages.
Work in English, Arabic, Hindi, Bengali or Urdu. The interface supports right-to-left text for Arabic and Urdu, making it accessible for diverse teams.
Your historical transactions do not transfer. You must post journal entries to establish your opening balances for bank accounts, debtors and creditors.
The migration process
Moving accounting software is not a simple copy and paste. Your master data transfers easily. You can export your customers, vendors and item lists from your current system and import them into Paper & Pen using a spreadsheet. However, historical documents like past invoices, bills and receipts do not move over. You must keep your old records for tax compliance. The most practical approach is to switch at the start of a new financial year or quarter. You close your books in the old system, extract your trial balance, and enter those figures as opening balances in Paper & Pen via journal entries.
الفواتير
4 فواتير · مايو 2026
Invoices
4 invoices · May 2026
चालान
4 चालान · मई 2026
চালান
4 চালান · মে 2026
انوائسز
4 انوائسز · مئی 2026
The core benefits
Paper & Pen provides a straightforward platform for managing your daily operations. The core sales and invoicing features are entirely free. You can create quotations, track leads, issue invoices and record payments without a subscription. The system supports multiple currencies and configurable tax rates. Your team can operate the software in English, Arabic, Hindi, Bengali or Urdu. If your business grows, you can add paid modules for HR and payroll or manufacturing and bills of materials. This modular approach means you only pay for complex features when your operations actually require them.
الفواتير
4 فواتير · مايو 2026
Invoices
4 invoices · May 2026
चालान
4 चालान · मई 2026
চালান
4 চালান · মে 2026
انوائسز
4 انوائسز · مئی 2026
When not to switch
Paper & Pen is not the right choice for every business. Zoho Books is an established accounting platform with a paid subscription model. You should check their official website for current plans and pricing. If your business relies heavily on the wider ecosystem of Zoho applications, moving your accounting software will break those connections. Companies that require automatic bank feed imports, open-banking connections, or a vast marketplace of third-party app integrations should stay where they are. If your current software handles complex, automated workflows that your team depends on daily, a switch will likely cause unnecessary disruption.
الفواتير
4 فواتير · مايو 2026
Invoices
4 invoices · May 2026
चालान
4 चालान · मई 2026
চালান
4 চালান · মে 2026
انوائسز
4 انوائسز · مئی 2026
Questions
Create your account today to explore the interface, test the invoicing features, and see if the platform is the right fit for your organisation.
Free forever · No credit card required · Add modules anytime