QuickBooks to Zoho Books migration checklist
Moving from QuickBooks to Zoho Books goes smoothly when you pick a clean cut-over date and move the right data in the right order. Use this checklist with your accountant.
1. Plan the move
- Pick a cut-over date, usually the start of a month or quarter
- Agree with your accountant what history to bring across
- List everyone who uses QuickBooks today and what they do in it
- Note apps connected to QuickBooks (payments, payroll, e-commerce)
2. Export from QuickBooks
- Chart of accounts
- Customers and vendors with contact and tax details
- Items and services with prices
- Open invoices and unpaid bills as at the cut-over date
- Trial balance as at the cut-over date
3. Set up Zoho Books
- Organisation profile, currency, fiscal year and tax settings for your country or state
- Chart of accounts mapped from QuickBooks
- Invoice templates, numbering and payment terms
- Users, roles and approvals
4. Import and check
- Import customers, vendors and items
- Enter opening balances from the trial balance
- Import open invoices and bills
- Check that receivables, payables and the balance sheet match QuickBooks
5. Connect and go live
- Connect bank feeds and set bank rules
- Connect your payment gateway and other apps
- Train your team on daily tasks
- Keep QuickBooks read-only for reference after go-live
Get a free Zoho audit
30 minutes with a senior Zoho consultant. No obligation.
- Fixed price in writing
- Paid by milestone
- 30 days of free fixes after go-live
- Registered Zoho partner
Want help with this? Talk to Flowpeak or email hari@flowpeakconsulting.com.