A Simple Guide to Migration From QuickBooks to Zoho Books

• Reading Time: 7 Minutes
• Published: January 7, 2023
• Last Updated: February 7, 2025

As a business owner, you know how important it is to have good accounting software. QuickBooks is a popular accounting software among small businesses. However, with QuickBooks exiting Indian market, it has left its existing users distraught. And it does not help that the period provided by QuickBooks for the transfer of business data is approaching fast. Migration of your business data should be your top priority if you are an existing QuickBooks user.

We have discussed earlier in our blogs why Zoho Books is the perfect solution to QuickBooks exiting India, and we do vouch for it. Zoho Books accounting software offers many features and benefits that QuickBooks does not. Zoho Books is more affordable than QuickBooks. In addition, Zoho Books offers a free trial to try before you buy it. It also has a more user-friendly and interactive interface, making it easier to learn and use. To date, Zoho has produced a vast amount of business software tools. Just like Google offers free and useful solutions for each of its accounts, Zoho has carefully tailored and presented useful business tools in a suit called Zoho One. Zoho payroll, Zoho CRM, Zoho Sales IQ, Zoho Signs, etc., are some of its numerous business tools. These simple and useful tools are free (with the package) or affordable for small businesses.

If you are considering migrating from QuickBooks to Zoho Books accounting software, this article is for you. We will outline the features and benefits of Zoho Books and provide a step-by-step guide on migrating your data from QuickBooks to Zoho Books.

Steps to Migrate From QuickBooks to Zoho Books

Migration from QuickBooks to Zoho Books is fast and easy. Zoho Books accounting software provides a simple migration process that will move all of your data from QuickBooks to Zoho Books. You can be up and running on Zoho Books in no time! Simple steps for migration from QuickBooks to Zoho Books include:

• Finalize the migration date, the date when you will start using Zoho Books as your accounting software
• Set up your company in Zoho Books
  • Enter the organization details
  • Set up the taxes
  • Set up the workflow structure
  • Grant user access as per workflow structure
  • Set up various input forms, i.e., invoices, bills, purchase orders, and sales orders, as per the business requirement
  • Set up business reporting tags
• Export Chart of accounts from QuickBooks & import them to Zoho Books
• Export the Vendor Master and Customer Master details from QuickBooks and Import the vendor and customer details to Zoho Books
• Export Trial balance from QuickBooks as of the migration date
• Import the Opening Balance in Zoho Books as of the migration date
• Export a List of Services and items from QuickBooks and import the same into Zoho Books
• Export Open Accounts Receivable Invoices and Export Open Accounts Payable Bills from QuickBooks as of the migration date and import the same into Zoho Books
• Export detail of inventory items from QuickBooks as of the migration date and import the opening balance of inventory items into Zoho Books.
• Run a test run into Zoho Books to ensure data is captured and reported properly into Zoho Books.
• Train users to use Zoho Books and also list down the SOPs (Standard Operating Procedures) for entering purchases bills, sales invoices, credit notes, recording payments, doing bank reconciliation, using branches, mapping departments, locations, etc., so users can input data properly into Zoho Books.

Conclusion

In conclusion, migrating from QuickBooks to Zoho Books accounting software is an easy and efficient process. With this guide, you can migrate quickly and effortlessly without any errors. The flexibility of Zoho Books allows for a much smoother experience when it comes to managing your finances. It has plenty of features that make the whole transition easier and more convenient for users. With this guide in hand, we hope that transferring your data has been made easier and that you are now ready to use all the features available within Zoho Books.

If you are unsure if you can go through the migration process on your own, you can hire help from outsourced accounting and bookkeeping services provider with experience managing both QuickBooks and Zoho Books. You can also contact us, Whiz Consulting, to help you with the process, so you don’t have to worry about the accuracy and efficiency of the process and focus on growing your business.

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