Are you looking to hire certified ZOHO consultant?

Lets connect for 30 mins free consultation and understand how Zoho will help you for your business automation.
Click here to schedule one to one meeting

All You Need To Know About Migration From QuickBooks to Zoho Books

Given that it is currently the most important factor, surviving and succeeding in the corporate world are closely related to efficient data management methods. If you are a business owner, you probably utilize a sophisticated accounting system. However, Zoho Books is one of the greatest solutions if you are having trouble understanding how it operates, how to improve its effectiveness, or if you want to try something new.

If you’re one of the many people or organizations that are switching from their current systems to Zoho Books, this blog will give you the clarity you need regarding the migration procedure. Before beginning the migration procedure, let’s first understand what is Zoho Books.

In essence, Zoho Books is a clever and useful accounting program created to help companies expand and optimize a variety of procedures. You may think of it as a simple accounting solution intended to support business growth. If you are a business owner, Zoho Books will be of great use to you in managing finances and keeping an eye on cash flow.

Many businesses have switched their accounting systems over to Zoho Books throughout the years. This also applies to businesses that previously used QuickBooks Desktop or Online. We’ll look at a few of the causes of data migration from QuickBooks to Zoho Books in this blog.

Why Should You Switch to Zoho Books From QuickBooks?

Considering finances are essentially the engine that propels a company’s success, your organization must use dependable software to manage all the financial components that power your firm. When you employ efficient software, everything becomes more simplified, from payroll and taxes to community donations and profit margin management.

When the finance department requires rapid assistance, a solid answer must be offered right away. When that occurs, Zoho Books can be a big assistance. There are several factors you may take into account, especially if you are still using QuickBooks if you are planning to weigh your alternatives to choose what kind of software is appropriate for your business.

Using a piece of software that can work with your current CRM technology has a number of advantages. If you use Zoho CRM to manage your company’s operations, Zoho Books can provide excellent integration features for all issues pertaining to your finances and accounting. A

Businesses frequently switch to Zoho Books from QuickBooks because:

1. Competitive Price: When compared to QuickBooks, Zoho Books offers an efficient price regardless of the size of your business or the number of users. Despite this, Zoho Books can be used alongside QuickBooks and integrated with it, but moving data from QuickBooks to Zoho Books is a far better solution.

Even if the functionality provided by both of these software programs is somewhat comparable, your company may save a lot of money by using Zoho Books. It will also provide your accounting team a competitive edge over their routine tasks because it is very cost-effective for your firm and your overall financial objectives.

Additionally, Zoho Books provides a free trial so that you can have a solid idea of the advantages that this program will provide. Your experience with this software will only get better when you complete the free trial.

2. User-friendly and intuitive: This is a fairly significant asset that should be taken into account when selecting a software program, especially the one in charge of handling the financial operations of your company. When employing software, it is crucial to take into account the people that make up a company because doing so eventually increases productivity.

So, in terms of usability and intuitiveness, Zoho Books easily beats out QuickBooks. One of the best benefits of Zoho is that it delivers the best customer service help, in addition to preventing problems and glitches.

Your accounting personnel will be able to find simple solutions to complete their work with ease thanks to constant support across all platforms and channels.

3. Software and Hardware: Productivity is crucial, as is the capacity to work online or offline. In addition to being available on more devices across the board, Zoho Books can provide services to more browsers.

Because Zoho Books can accomplish that much better than QuickBooks, the accounting team will have a dependable source for the efficient completion of tasks. This will result in improved productivity and more accurate data.

4. Customer Assistance: Zoho is renowned for its strong customer support. Zoho handles everything, from in-person consultants who may offer individualized assistance to online consultants who work to supply specialized and individualized assistance through webinars, discussion boards, chatbots, hotlines, FAQs, etc. Zoho has access to all channels to get specific questions answered.

5. High-security features: In the present digital era in which we find ourselves, keeping the integrity of the information is primarily concerned with maintaining security and safety. Due to the sensitivity of the information, a safe and secure system is even more crucial.

Incredibly strong security is provided by Zoho Books to protect users from any data risks or leaks.

6. Positive comments: In today’s environment of constant communication, evaluations, and recommendations, a brand’s online reputation determines its future success. Because of the positive customer reviews of Zoho Books’ usability and usefulness, this is yet another area where the company comes out on top. All of Zoho’s features generate positive client feedback, which is excellent for businesses.

Prior to switching from QuickBooks to Zoho Books, keep the following in mind:

Switching to Zoho Books from QuickBooks

Despite the apparent similarities between Zoho Books and QuickBooks, moving is not an easy operation. It requires an extensive understanding of QuickBooks, and Zoho Books and the capacity of a team to learn new software programs.

It is advised that anyone thinking about performing this data migration alone assess their own QuickBooks setup before starting a free trial of Zoho Books. You can go over each setting to see how simple it is to set up QuickBooks again for your company. Remember that it is even more crucial to get an understanding of a situation when you enter it or when it would impact how your organization conducts business.

Once you have completed the shift, it is time to make sure that your team has absorbed all of the information. Create your implementation strategy now for the greatest outcomes.

From QuickBooks to Zoho Books, data migration:

It’s crucial to configure the organization profile before you use Zoho Books. You must click the Gear icon in the window of the Zoho Books platform’s top right corner to accomplish this. Enter all pertinent information about your organization in the section for the organization profile so that you can continue with the saving process.

After that, you should update your opening balances. Because of how user-friendly the overall Zoho experience is, this is simple. You need to be able to comprehend it from the icons alone. The next step is to create taxes, which involves adding taxes from the previous system.

Additionally, there is a very straightforward way to export your data from QuickBooks to Zoho Books. All you have to do is access Zoho’s exporting feature from the modules you wish to export. You can proceed after saving the files on your device in the proper format.

Importing the chart of accounts follows. Additionally, there is a distinct tool for this. You can access the gear dropdown by going to the accountant module. Following this, you can choose to import a chart of accounts, and the remainder of the procedure will be rather simple. You may import modules like contact items, invoices, estimations, and more using Zoho Books.


Browsing through the competitors, deciding what is ideal for your business that will ultimately use this software, and considering switching to a different model for handling your money may be intimidating. The well-known company QuickBooks has a history of successfully fostering confidence among businesspeople. However, as technology advances, it’s critical to be open to new possibilities like Zoho Books.

Your procedures will be streamlined, and your team will be much more collaborative than ever before thanks to Zoho Books’ seamless integration with Zoho CRM. It is crucial to take the essential actions to understand what will work best for your business and how, as each firm is unique in its way.

For businesses hoping to develop, switching from QuickBooks to Zoho Books for data conversion can prove to be a great choice. Yellow monkey, a premier partner of Zoho Books, has years of experience assisting data movement from QuickBooks to Zoho Books.

Contact us right away to have us handle your seamless QuickBooks to Zoho Books migration.

Hey, do you know

how Zoho help you?

Let's connect for 30 minutes free consultation to understand how Zoho can help your business.

    Certified Zoho Consultant

    Haresh Chaudhari

    Hey, I'm Haresh Chaudhari.
    I'm Certified Zoho Consultant and helping organizations to succeed through Zoho implementation. I help organizations with their Zoho Platform to unblock the power of their customers data and how Zoho can help them to drive endless opportunity to increase their sales.

    Let's have a free 30 minutes consultation to understand how Zoho can help your business.

    Click here to set 30 minutes free consultation meeting