Migrating from QuickBooks to Zoho Books
All you have to do is sign up to Zoho Books, and follow the simple steps on our self migration tool. If you need any help along the way, feel free to send us an email at migrations@zohobooks.com.
*Please note that there is a cap of 50k transactions per module via the DIY migration tool. This tool is available for Zoho Books orgs in the IN domain only.
Steps to migrate:
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1
Connect to your QBO organisation
Connect to your QBO to start syncing your data with Zoho Books.
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2
Configure organisation profile
Update the Zoho Books configuration to match your QuickBooks org preferences.
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3
Sync master and transaction data
Sync all master and transaction data with the respective modules in Zoho Books.
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4
Rectify errors in synced data
Download the error file for each master and transactions to rectify and reupload them.
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Sync Attachments
Sync all your files from QuickBooks which will automatically be attached to your transactions.
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Verify opening balance
Verify opening balances of the current year that you have imported from QuickBooks to Zoho Books.
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Verify trial balance
Compare the closing balances of QBO and Zoho Books and enter adjustments to remove any differences.
Need more help with your migration?
Get in touch with us. Our team of product experts and certified partners will help you migrate your data to Zoho Books.
Your new accounting experience starts here. Everything QuickBooks offers, and more.
Key Highlights
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Transaction approval
The sales and purchase approval workflow allows you to verify and approve transactions before you share them with your customers, and ensure your transactions are free of error.
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Customer and vendor portal
The client and vendor portal allows your business contacts to self-manage their transactions with you, making collaboration simple and easy without the back and forth emails.
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Customisation and automation
From setting the interface language to branding your invoices to capturing the most complex of workflows, tailor your accounting software to suit your business needs.
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Connected Banking
Initiate vendor payments, accept customer payments, fetch bank feeds, and reconcile accounts easily with our partner banks like ICICI Bank, HSBC Bank, Standard Chartered Bank, and more.
Customer success stories
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After the QBO exit announcement, we started researching for an alternative accounting software. During our research, we came across Zoho Books and Tally. Despite our CAs pushing us to choose Tally, I opted for Zoho Books because I could access it anytime, anywhere, and it was easy to comprehend my financial data. Zoho Books’ prompt support helped us migrate seamlessly from QuickBooks ®️ . The product experts were helpful and guided us every step of the way, ensuring seamless data import. The team won our confidence and helped us choose the best Zoho Books plan for our business. I would rate the whole experience 10/10.
Kamal PatelFounder, Optibytes Digital Technologies LLP
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People say data privacy is a myth in this digital age, but not with Zoho. We chose Zoho Books after the QuickBooks® exit was announced because of Zoho’s staunch stand on privacy. As for the migration, the product experts at Zoho Books made the process a breeze. If you are looking to migrate from QuickBooks®, don’t think twice, just go for Zoho Books!
Gaurav NikamDirector, Digipeddle Technologies
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We knew we would move to Zoho Books when QBO announced their exit. We trusted Zoho Books with our financial data as we were using other Zoho products before and were satisfied with the services and experience. On par with our experience with Zoho services, the Zoho Books team ensured a seamless data migration experience by guiding us through the steps of the migration process. It took me just one hour to transfer three years of QuickBooks® data to Zoho Books. I highly recommend Zoho Books to businesses looking to migrate from QuickBooks®. It is easy to adapt to and has advanced features to run your business accounting end to end.
Banuchandar AnbarasuSenior Operations Manager, Bookingsmaker.com
Our resources on Migrating from QuickBooks to Zoho Books
Frequently Asked Questions
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Can I import all my QuickBooks data to Zoho Books?
Yes, we make migration to our software straightforward for you. With our DIY migration, you can bring in your data from QuickBooks in a few simple steps, and start accounting right away. If you need help with migration, send us an email at migrations@zohobooks.com and we will get back to you. You can also bring in your data to Zoho Books with the help of a Zoho certified partner. Contact us to know more.
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Is there a cap on the number of transactions I can bring in via the DIY migration option?
Yes, there is a cap of 50k transactions per module (Invoices, Credit Notes, Expenses, Bills, Vendor Credits, Payments etc.) via the DIY migration option. This tool is available for Zoho Books orgs in the IN domain only.
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Do you offer product support?
Yes. You can reach us through email, chat and phone when you need assistance and our support team will help you out.
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I am a small business owner with limited users. Which plan of Zoho Books is best suited for me?
Zoho Books offers a free plan for businesses with turnover less than 25 lakhs per annum. The free plan supports 2 users and comes equipped with features like invoicing, bills, sales orders, banking, expenses, reporting, GST filing, and more.
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Does Zoho Books have all the same functions as QuickBooks?
Absolutely. Zoho Books provides you with all the same accounting and invoicing features that you enjoyed from QuickBooks and more.
Accounting on the go!
With our Android and iOS apps for Zoho Books, your accounting is truly portable and can go wherever you do.
Migrate from QuickBooks to Zoho Books with ease!
The term QuickBooks and its logo are trademarks of Intuit Inc.
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