Accounting in the Cloud – Migrating from QuickBooks Desktop to ZohoBooks
Project
Overview
We successfully migrated 3 years of accounting data, comprising over 75,000 transactions, from QuickBooks Desktop to Zoho Books for an IT services company. The dataset included service invoices, expense records, client information, and various IT industry-specific financial documents.
Reason for the
Switch
The client sought to transition to a cloud-based accounting solution to improve collaboration and integrate with other Zoho products they were already using, such as Zoho CRM and Zoho Projects.
Outcome of the
Switch
The migration to Zoho Books enabled enhanced collaboration and improved accessibility for the client’s organization. Further, they were able to integrate their accounting solution with their existing Zoho-based project management and customer relationship management systems.
3
Years
Data Span
4
Weeks
Turnaround Time
IT Services
client’s Industry
QuickBooks
to Zoho Books
Online
Migration
Data Transformation
- Converted data format to align with Zoho Books’ requirements.
- Restructured the chart of accounts to fit Zoho Books’ format.
- Created custom fields and tags relevant to the IT services industry.
Data Validation
- Cross-checked account balances and transaction histories to ensure data accuracy and completeness.
- Verified the correct migration of historical financial data and client records.
- Conducted thorough testing of integration between Zoho Books and other Zoho products (CRM, Projects) to ensure seamless data flow.
Data Export
- Extracted customer and vendor lists, service item catalogs, and employee records from QuickBooks Desktop.
- Exported financial transactions including service invoices, bills, payment receipts, and expense entries.
- Generated key financial reports to validate data post-migration.
Data Upload
- Utilized Zoho Books’ data import tools for bulk data transfer.
- Mapped fields from QuickBooks Desktop to their corresponding Zoho Books fields.
- Imported the transformed data into Zoho Books in stages to ensure accuracy.
Data Transformation
- Converted data format to align with Zoho Books’ requirements.
- Restructured the chart of accounts to fit Zoho Books’ format.
- Created custom fields and tags relevant to the IT services industry.
Data Validation
- Cross-checked account balances and transaction histories to ensure data accuracy and completeness.
- Verified the correct migration of historical financial data and client records.
- Conducted thorough testing of integration between Zoho Books and other Zoho products (CRM, Projects) to ensure seamless data flow.
Data Export
- Extracted customer and vendor lists, service item catalogs, and employee records from QuickBooks Desktop.
- Exported financial transactions including service invoices, bills, payment receipts, and expense entries.
- Generated key financial reports to validate data post-migration.
Data Upload
- Utilized Zoho Books’ data import tools for bulk data transfer.
- Mapped fields from QuickBooks Desktop to their corresponding Zoho Books fields.
- Imported the transformed data into Zoho Books in stages to ensure accuracy.
Thank
You Very
Much !
+1-800-596-0806