Migrate from QuickBooks to Zoho Books with a US partner

Your chart of accounts, customers, vendors, products and services, opening balances from the trial balance, receivables and payables with open invoices and unpaid bills, customer and vendor advances, closing stock, and any history you choose: invoices, bills, payments, credit notes, quotes, purchase orders, expenses and journals. Sales tax rates are recreated in Zoho Books first, because they don’t import.

Bank rules, recurring templates, delayed charges, the closing date, users and invoice styles get rebuilt in Zoho Books. Payroll detail stays with your payroll provider and arrives as summary journals. Bank feeds reconnect and fetch only the last 90 days, and attached receipts are archived, with the ones open items need re-attached.

Very little. Your team keeps working in QuickBooks while we build Zoho Books, load a sample and then the full file. On cutover day, QuickBooks goes read-only, a catch-up pass brings over anything posted since the full load, and you start in Zoho Books once the validation report counts match and the trial balance shows a $0.00 difference.

Yes, if it’s worth it. Zoho Books can import invoices, bills, payments, credit notes and journals module by module, so we can bring one year or several. Many businesses bring balances and open items only and keep QuickBooks read-only for lookups, which is faster and cheaper.

It depends on how much history moves, how many company files you have, and whether payroll or inventory is involved. We work back from the date your QuickBooks subscription ends: a stopper date goes two weeks before it, cutover lands on a period end ahead of that, and the Migration BRD fixes every date in between. The planner on this page gives you a sample calendar.

Each move fits one of three packages: Quick Move, Standard Move or Complex Move, and each carries a fixed fee written into a signed BRD. It starts with a paid Migration Assessment, and that fee is credited in full against your migration. The first call is free.

Yes. There’s no one-click route from a Desktop company file, so we export lists and reports from Desktop and reshape them into Zoho Books import files. Customer:Job pairs become customers and projects, sales tax items become tax rates and groups, and memorized transactions become recurring ones.

Your rates, combined groups, exemptions and tax authorities are recreated in Zoho Books before anything loads, and sales tax payable carries over as an opening balance. On paid plans, Sales Tax Automation then works out the rate for each new invoice from the customer’s address, or we connect your Avalara account.

Yes, with a plan. You re-mark 1099 vendors and their TINs in Zoho Books, and it totals the payments it holds. If you switch mid-year, we either import that year’s vendor payments or you file that year from QuickBooks. A January 1 cutover keeps it simple.

Attached receipts and documents don’t ride along with the standard import. We export an archive you keep, and we re-attach files to the open invoices and bills that still need them.

Yes. We never change your QuickBooks file. Before go-live, a failed tie-out simply means you keep working in QuickBooks while we fix the load and run it again. After go-live, a rollback window agreed in the BRD keeps the way back open, with QuickBooks still there in read-only mode.

The people who own the numbers. Each team that works in QuickBooks names a single point of contact, usually its head, who signs the Migration BRD for their part and later confirms their sample records in Zoho Books. Your overall project owner signs too, and we keep every sign-off on record.

It turns read-only and stays that way through hypercare, so anyone can still look up an old invoice or report. We cancel nothing. You end the QuickBooks subscription yourself, only after you confirm you no longer need it, ideally before its renewal date.