5 Years of Data in 5 Weeks – ZohoBooks to QuickBooks
Project
Overview
We successfully migrated 5 years of accounting data, consisting of over 120,000 transactions, from Zoho Books to QuickBooks Online for a retail company. The dataset included sales transactions, inventory data, supplier records, and various retail-specific financial documents.
Reason for the
Switch
On the recommendation of the in-house accounting team, the client sought to switch to QuickBooks Online. The client’s team believed that QuickBooks will be a better fit in their business solutions.
Outcome of the
Switch
The transition to QuickBooks Online enabled the client to streamline their accounting processes, improve inventory management, and gain real-time insights into their financial performance, facilitating more strategic decision-making.
5
Years
Data Span
6
Weeks
Turnaround Time
Retail
client’s Industry
Zoho Books
to QuickBooks
Online
Migration
Data Transformation
- Converted data format to match QuickBooks Online’s requirements.
- Reorganized the chart of accounts to fit QuickBooks Online’s structure.
- Created categories and classes relevant to the retail industry.
Data Validation
- Cross-checked and verified account balances to ensure data accuracy and completeness.
- Ensured accurate migration of historical financial data and inventory records.
- Conducted comprehensive backups to safeguard against data loss during the migration process.
Data Export
- Exported critical lists such as customer and supplier records, product catalogs, and inventory items.
- Extracted financial transactions including sales invoices, purchase orders, payment receipts, and expense entries.
- Generated and exported key financial reports to validate data post-migration.
Data Upload
- Uploaded data to our proprietary Data Migration app, Dancing Numbers.
- Mapped fields from Zoho Books to their corresponding QuickBooks Online fields.
- Imported the transformed data into QuickBooks Online.
Data Transformation
- Converted data format to match QuickBooks Online’s requirements.
- Reorganized the chart of accounts to fit QuickBooks Online’s structure.
- Created categories and classes relevant to the retail industry.
Data Validation
- Cross-checked and verified account balances to ensure data accuracy and completeness.
- Ensured accurate migration of historical financial data and inventory records.
- Conducted comprehensive backups to safeguard against data loss during the migration process.
Data Export
- Exported critical lists such as customer and supplier records, product catalogs, and inventory items.
- Extracted financial transactions including sales invoices, purchase orders, payment receipts, and expense entries.
- Generated and exported key financial reports to validate data post-migration.
Data Upload
- Uploaded data to our proprietary Data Migration app, Dancing Numbers.
- Mapped fields from Zoho Books to their corresponding QuickBooks Online fields.
- Imported the transformed data into QuickBooks Online.
Thank
You Very
Much !
+1-800-596-0806