Migration
MYOB to Zoho Books migration for Australian businesses
By Harikrishnan, Founder & Chief Zoho Consultant, Flowpeak · 10+ years in Zoho · Published · Last updated
To move from MYOB to Zoho Books, cut over at the start of a BAS period, migrate the chart of accounts, contacts, items, opening balances and open invoices and bills, set up GST codes, keep payroll and Single Touch Payroll in a suitable payroll system, and match the trial balance before go-live. Flowpeak quotes MYOB migrations after a short data review; if you prefer to keep MYOB, a MYOB and Zoho CRM integration starts from A$570.
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Many Australian SMEs run MYOB for accounts and payroll. Moving to Zoho Books makes sense when you want accounting on the same platform as Zoho CRM and Inventory. The main decisions are the BAS timing and what to do with payroll.
Two options
| Option | Best when | Starting cost |
|---|---|---|
| Keep MYOB, connect Zoho CRM | Your accountant and payroll are set up in MYOB and work well | MYOB + Zoho CRM integration from A$570 |
| Move accounting to Zoho Books | You want one platform for sales, stock and accounts | Quoted after a data review |
What moves, and how
| From MYOB | To Zoho Books | Notes |
|---|---|---|
| Accounts list | Chart of accounts | Account numbers can be kept |
| Card file (customers and suppliers) | Contacts | With ABN, addresses and terms |
| Items | Items | Use Zoho Inventory for detailed stock |
| Categories / jobs | Reporting tags or projects | For job or department reports |
| Trial balance at cut-over | Opening balances | Must match exactly |
| Open sales and purchases | Invoices and bills | So ageing matches |
| Payroll | Stays in a payroll system | STP must keep working |
GST, BAS and payroll
- Cut over at the start of a BAS period so each BAS comes from one system
- Recreate GST codes (GST, GST-free, input taxed, export) in Zoho Books
- Payroll and Single Touch Payroll: keep them in MYOB payroll, Xero, Employment Hero or another STP-enabled provider, and post journals to Zoho Books
- Superannuation reporting stays with the payroll system
Checks before go-live
- Trial balance matches MYOB at cut-over
- Receivables and payables by contact match
- Bank balances match statements
- First BAS reviewed by your accountant
- MYOB file archived and backed up
Common mistakes
- Switching mid-BAS period
- Forgetting payroll and STP until after cut-over
- Importing every historical transaction
- Not telling the accountant early
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- Fixed price in writing
- Paid by milestone
- 30 days of free fixes after go-live
- Registered Zoho partner
Frequently asked questions
How much does a MYOB to Zoho Books migration cost?
We quote it after a short data review. Comparable Xero or QuickBooks migrations start from A$890.
Can I keep MYOB and use Zoho CRM?
Yes. A MYOB and Zoho CRM integration starts from A$570.
What happens to Single Touch Payroll?
Keep payroll in an STP-enabled system and post journals to Zoho Books.
Does Zoho Books support GST and BAS?
Yes, for Australian businesses. Confirm setup with your accountant.
When should we switch?
At the start of a BAS period.
Can job tracking move?
Yes, as reporting tags or projects.
How long does it take?
Usually two to four weeks.
Is data hosted in Australia?
Zoho has an Australian data centre; choose it when the account is created.
Related
- MYOB + Zoho CRM integration
- Zoho partner for Australia
- Zoho CRM cost in Australia
- Xero to Zoho Books guide