QuickBooks to Zoho Books, switched over at a month end
We move your chart of accounts, customers, suppliers, products and transactions from QuickBooks Online or QuickBooks Desktop into Zoho Books, and plan the switch so you close one month in QuickBooks and open the next in Zoho Books.
A service by Biz Systems, a Zoho partner in Kolkata.
- Final invoices and bills entered
- Bank accounts reconciled
- Trial balance and ageing reports exported
- File set to read-only
- Opening balances agree with the export
- Open invoices and bills ready to collect and pay
- Bank feeds connected
- First invoice sent from Zoho Books
Why QuickBooks users are moving
The reasons differ by country, so the migration does too.
In India
Intuit withdrew QuickBooks from India in 2023, so Indian businesses need a new home for their books.
- GST, e-invoicing and e-way bills are built into Zoho Books
- Your QuickBooks export is enough to start from
- TDS and TCS handled in the same system
- Data is stored in India
In the Gulf and elsewhere
Businesses on QuickBooks Desktop want cloud access, or need local tax compliance that Zoho Books supports.
- VAT returns for UAE, Saudi Arabia and other GCC countries
- Multi-currency invoicing and bank accounts
- Arabic and English invoice templates
- Access for owners and auditors from anywhere
Most QuickBooks terms have a twin in Zoho Books
The two products are close cousins, which makes this the most direct of our migrations. A few names change.
How a QuickBooks migration runs
Four steps, timed around a month end.
Share your QuickBooks data
Accountant access to QuickBooks Online, or a company file or backup from Desktop. We review it and send a fixed quote.
Agree the cut-over date and the history
Opening balances only, the current year, or earlier years too.
Set up Zoho Books and move the data
Taxes, templates, users, then masters and transactions, using Zoho's import tools and its API.
Reconcile and switch
Trial balance, receivables and payables ageing and bank balances are compared with QuickBooks. You sign off, then switch.
Questions QuickBooks users ask
Do you migrate from both QuickBooks Online and Desktop?
Yes. For Online we work through accountant access or exports. For Desktop, including Pro, Premier and Enterprise, we work from the company file or a backup.
QuickBooks India has closed. Is my old export still usable?
Usually, yes. The exports Intuit provided at closure hold your lists and transactions. Send us what you have and we will tell you what can be rebuilt from it.
Will my invoice numbers and dates stay the same?
Yes. Transactions keep their original numbers and dates, and the numbering series continues from where QuickBooks stopped.
Can attachments be moved?
Attachments on invoices and bills can be moved where QuickBooks lets us export them. We confirm this during the review.
What about payroll?
Payroll history stays as reports. Going forward, payroll can run in Zoho Payroll where it is available in your country, and post to Zoho Books.
Moving from a different system?
The same team handles each of these. Every one ends with balances reconciled against the system you are leaving.
Tell us about your QuickBooks file
Send a few details on WhatsApp and we will call you back to understand your books.
- A review of your data before any quote
- A fixed price and dates, in writing
- Advice on the Zoho Books plan that fits
- No change to your current system at any stage