general

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 in your previous software As Of the migration date. Set the same date as the Opening Balance Date in Zoho Books and enter the same values as opening balances for the accounts.

  1. Add the required Users & Roles under Settings.
  2. Configure the Preferences section under Settings as required (General and for other modules).
  3. In the Taxes section, create the appropriate taxes that you need to associate with transactions.
  4. Import all the Contacts (Customers and their contact persons, and Vendors and their contact persons).
  5. Import the Items.
  6. If you have any projects and timesheets, they can be imported into the Time Tracking module.
  7. Import transactions under the Purchases module (Expenses, Purchase Orders, Bills, Payments Made, Vendor Credits).
  8. Import transactions under the Sales module (Estimates, Retainer Invoices, Sales Orders, Invoices, Payments received, Credit Notes).
  9. 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. You can also check our Migration guide for more details.


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