Migrating to Zoho Books from your existing system

If you are migrating data from your existing accounting system to Zoho Books, this page will guide you on how to enter the opening balances into our accounting system. Before you actually start using Zoho Books, you will have to pull out the trial balance report from your existing system and enter the appropriate account balances into Zoho Books. Follow the steps mentioned below to get started with your migration.

You can import your data from other accounting system to Zoho Books in two ways. Either through individual feature tabs or through Settings.

Here’s how you import data through the Settings section.

Import Export Tab

Import Contacts

Import Contacts

Import Items

Import Items

Import Invoices / Estimates/ Invoice Payments

Import Invoices

Import Bills / Bill Payments

Import Bills

Import Purchase Orders

Once you enable Purchase Orders in the Preference tab of the Settings section, you will be able to Import Purchase Orders through the Import and Export tab of the Settings section.

Import Purchase Order

Opening Balances

To enter the opening balance in Zoho Books,

Opening Balances

Points to remember during migration

  • We don’t directly support importing your journals, deposits, fund transfers etc., from your existing accounting system. But you can enter or update the entries in Zoho Books accordingly so that all your accounts match.

  • Please ensure that you map the fields properly and also get rid of unnecessary commas, blank columns etc.,

  • If you have imported all your invoices or bills, ensure that appropriate statuses are maintained even after the migration.

  • Please note while you import your files into Zoho Books, the value in the field should match with the data type supported by Zoho Books. There will be unmapped fields in your import file that would not have been mapped to any Zoho Books field. Hence, if you want these fields to be imported, the column header(s) should be mapped properly.

  • If you need further support regarding entering any of your business transactions in Zoho Books, please contact us anytime, our support folks will touch base with you soon.