Zoho Books migration checklist
Moving your accounts is safest when done in small, checked steps. Use this list with your accountant.
1. Before you start
- Pick a clean cut-over date, such as the start of a month or financial year
- Tell your accountant and agree who signs off
- Take a full backup of the old system
- Decide how much history to bring across
2. Set up the organisation
- Business details, financial year, base currency
- Tax settings for your country (GST, VAT or sales tax)
- Chart of accounts
- Users and roles
- Bank accounts and payment methods
3. Bring in masters
- Customers and vendors with tax numbers
- Items and services with rates and tax
- Opening balances for ledgers, customers and vendors
- Opening stock if you use Inventory
4. Test
- Enter a sample of real invoices, bills and payments
- Compare tax reports with the old system for one recent month
- Check the trial balance and balance sheet
- Fix mapping issues before going live
5. Run in parallel
- Run old and new systems side by side for one filing cycle
- Reconcile bank statements in Zoho Books
- Confirm tax filing with your accountant
6. Go live
- Freeze the old system to read-only
- Train accounts and sales users
- Connect Zoho CRM, Inventory or Payroll where needed
- Set recurring invoices, reminders and approvals
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.