How to successfully migrate from QuickBooks to Zoho Books

04/04/23 02:51 PM

Are you planning to migrate from QuickBooks to Zoho Books?

Fantastic! - Let us share a few important tips for a successful migration.

  • Zoho Books will seamlessly integrate with your Zoho CRM, Sales Orders, Inventory, Invoices, etc., and accounting system.
  • You will now be able to minimize double data entry, be more productive, and take your business to the next level.
  • There are migration aids and export utilities to help transfer data from one system to the other.

The most important Tip - But the most important tip is that, before start importing data, you should conduct a top-down review of your accounting system by someone who is a certified advisor and experienced with both QuickBooks and Zoho Books systems.

The Top-Down Review:
  • The accounting features and functions required, now and in the future.
  • Current challenges, inefficiencies, or bottlenecks in the current system.
  • If inventory, identify any variances between average and FIFO costing.
  • Review and confirm that the inventory valuation matches the balance sheet.
  • Review account balances and clean up uncollectible AR or AP.
  • Integrations required to internal and external systems.
  • Any custom documents, workflows, or reporting required.
  • Migration of sales data to Analytics for historical analysis.
  • Training required or additional support for your accounting team.

Laura Chapman – Chapman Business Services

We are fortunate to have Laura Chapman, principal and founder of Chapman Business Services, as our lead expert to perform the top-down accounting review as well as the detailed migration planning and implementation from QuickBooks to Zoho Books. 

Laura is an excellent addition to our ZoomingSales team and we are delighted to work with her servicing our customers.


To learn more about how to successfully migrate from QuickBooks to Zoho Books, please contact us at:

Juan The CRM Man