The following can be imported from QuickBooks Desktop:
- Accounts: By default, we’ll import the expense accounts and their sub-accounts as categories to Zoho Expense and mark the existing categories as inactive.
- Employees: We’ll import your employees who have their email addresses listed in QuickBooks Desktop as Submitters to Zoho Expense. Once imported, you can customize their roles, if needed.
- Customers: We’ll import all your Customers from QuickBooks as Customers in Zoho Expense. You can associate them with your expenses in Zoho Expense. Sub-customers will not be imported.
- Classes: We’ll import your classes as options of a tag to Zoho Expense.