## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

[Back](./)

# I am migrating to Zoho Books from a different application. What is the order in which I should import data in Zoho Books?

While migrating to Zoho Books from a different software, you can start setting up your Zoho Books organization in the following order:

1.  Set up the **Organization Profile** under _Settings_.
2.  Import all the required accounts in the **Chart of Accounts**.
3.  Configure your bank accounts in the **Banking** module.
4.  Select the **Opening Balance** Date and enter the opening balances for all the accounts.

**Note:** Generate the _Trial Balance_ report based on the date you had migrated from your previous software. Set the same date as the Opening Balance Date in Zoho Books and enter the same values as opening balances for the accounts.

5.  Add the required **Users & Roles** under _Settings_.
6.  Configure the **Preferences** section under _Settings_ as required (General and for other modules).
7.  In the **Taxes** section, create the appropriate taxes that you need to associate with transactions.
8.  Import all the **Contacts** (Customers and their contact persons, and Vendors and their contact persons).
9.  Import the **Items**.
10.  If you have any projects and timesheets, they can be imported into the **Time Tracking** module.
11.  Import transactions under the **Purchases** module (Expenses, Purchase Orders, Bills, Payments Made, Vendor Credits).
12.  Import transactions under the **Sales** module (Estimates, Retainer Invoices, Sales Orders, Invoices, Payments received, Credit Notes).
13.  If you have any journal entries to be imported, upload them in the **Manual Journals** tab under _Accountant_.

This is the general order in which you can set up your company. You can check out the _sample files_ attached in every module to know more about the import file formats.

Learn more about [importing data](https://www.zoho.com/books/help/import-export/import.html). You can also check our [Migration guide](https://www.zoho.com/books/help/migration/migrating-to-zoho-books-from-other-software.html) for more details.

* * *