Zoho Books Migration From Other Accounting Systems.


You probably have an existing computerized accounts system and you may have selected Zoho Books because of its highly competitive price, its high specification functionality or because it is one of the many Zoho applications that are available to you but the functions are not available from your current software provider but are with, for example, Zoho CRM, Zoho Projects, Zoho Reports, Zoho Wiki etc.

With that in mind, the Zoho Books team have developed a number of data import functions for you to use when migrating data from your existing accounts system using the following process.

Migration process for Zoho Books from other accounts systems

The following details what data can be imported into Zoho Books from your current accounting application:
You can import into Zoho Books the following accounting information from your existing accounts system:

  • Your chart of accounts.
  • Contacts.
  • Items (products).
  • Estimates, sales invoices and payments.
  • Supplier invoices and payments.

If you have any questions on migration to Zoho Books from your current accounting application or you need any assistance please contact us here or drop us an email to sales at crmasiasolutions dot com.

We have a one page Zoho Books data migration document that provides you with advice and guidance on points to remember when setting up the export files for your accounts systems migration. Contact us for your copy of the document.