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A Quick Welcome to Zoho Books

Moving to new accounting software can be difficult. Zoho Books is here to help. We make migration to our software straightforward for you. With our DIY migration solution, you can bring in your data from QuickBooks (India) in a few simple steps, and start accounting right away. Sign up to Zoho Books and experience accounting reimagined.

Migrating from QuickBooks to Zoho Books

All you have to do is sign up to Zoho Books, and follow the simple steps on our self migration tool. If you need any help along the way, feel free to send us an email at migrations@zohobooks.com.

Connect to your QBO Organization | Migrate from QBO to Zoho Books Configure Organisation Profile | Migrate from QBO to Zoho Books Sync master and transaction data | Migrate from QBO to Zoho Books Rectify errors in synced data | Migrate from QBO to Zoho Books Sync Attachments | Migrate from QBO to Zoho Books Verify opening balance | Migrate from QBO to Zoho Books Verify trial balance | Migrate from QBO to Zoho Books

*Please note that there is a cap of 50k transactions per module via the DIY migration tool. This tool is available for Zoho Books orgs in the IN domain only.

Steps to migrate:

  • 1
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    Connect to your QBO organisation

    Connect to your QBO to start syncing your data with Zoho Books.

  • 2
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    Configure organisation profile

    Update the Zoho Books configuration to match your QuickBooks org preferences.

  • 3
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    Sync master and transaction data

    Sync all master and transaction data with the respective modules in Zoho Books.

  • 4
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    Rectify errors in synced data

    Download the error file for each master and transactions to rectify and reupload them.

  • 5
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    Sync Attachments

    Sync all your files from QuickBooks which will automatically be attached to your transactions.

  • 6
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    Verify opening balance

    Verify opening balances of the current year that you have imported from QuickBooks to Zoho Books.

  • 7
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    Verify trial balance

    Compare the closing balances of QBO and Zoho Books and enter adjustments to remove any differences.

Need more help with your migration?

Get in touch with us. Our team of product experts and certified partners will help you migrate your data to Zoho Books.

migration process

Your new accounting experience starts here. Everything QuickBooks offers, and more.

Invocing | QuickBooks to Zoho Books migration - Zoho Books

Get complete control of your receivables. From raising quote to sales orders to invoices, Zoho Books helps stay on top of your accounts receivable from start to end.

  • Create and send invoices instantly
  • Make your invoices reflect your brand with 15+ customisable templates
  • Set up recurring profile for transactions that happen at regular intervals
Online Payments | QuickBooks to Zoho Books migration - Zoho Books

Make online payments effortless for you and your customers. Offer your customers the convenience of paying you through multiple payment methods and get paid faster.

  • Set up automatic payment reminders and get paid on time
  • Integrate Zoho Books with a variety of secure payment gateways to streamline your payments
  • Set up auto-charge and collect payments for recurring transactions without manual intervention
Expenses | QuickBooks to Zoho Books migration - Zoho Books

Keep track of the money that goes out of your business. From employee expenses to vendor bills, Zoho Books helps you manage your payables.

  • Create expenses automatically from uploaded receipts with autoscan
  • Record mileage and convert miles into expenses
  • Record vendor bills and track them until payment
Banking | QuickBooks to Zoho Books migration - Zoho Books

Sync your bank feeds with Zoho Books and eliminate data entry. Bring your bank feeds into Zoho Books, identify best matches, and make reconciliation simple.

  • Connect bank accounts and credit cards in a few simple steps
  • Automate categorisation of bank feeds with transaction rules
  • Reconcile bank accounts and ensure your transactions in your bank account match with your everyday business transactions
Expenses | QuickBooks to Zoho Books migration - Zoho Books

Expand the capabilities of your accounting software by integrating Zoho Books with the Zoho ecosystem and other third party applications.

  • Connect your business tools with Zoho's powerful ecosystem by integrating with over 50+ Zoho apps
  • Connect with partner banks like ICICI Bank, Standard Chartered Bank, Yes Bank, HSBC Bank, and more to simplify business banking further
  • Zoho Books also integrates with a range of third-party applications like Google Workspace, Microsoft 365, and Slack
Reporting | QuickBooks to Zoho Books migration - Zoho Books

Generate over 70+ reports to get insights into every aspect of your business operations & finance. Zoho Books also comes embedded with advanced analytics to help with your decision-making process.

  • Schedule business reports daily, weekly or monthly and email it your team
  • Organise data better with reporting tags
  • Create customisable reports and track key financial metrics better
GST Compliance | QuickBooks to Zoho Books migration - Zoho Books

Stay tax compliant all year long. From audit trail to e-invoices to e-Way bills to GST filing, Zoho Books guarantees compliance all the way.

  • Connect to IRP and generate e-invoices effortlessly
  • Configure taxes and file GST right from your accounting software
  • Set up GST approval workflow and ensure your returns filed are error free

Key Highlights

  • zb.qbo.keyhighlights.transaction.approval.alttext

    Transaction approval

    The sales and purchase approval workflow allows you to verify and approve transactions before you share them with your customers, and ensure your transactions are free of error.

  • zb.qbo.keyhighlights.customer.vendor.alttext

    Customer and vendor portal

    The client and vendor portal allows your business contacts to self-manage their transactions with you, making collaboration simple and easy without the back and forth emails.

  • zb.qbo.keyhighlights.customisation.automation.alttext

    Customisation and automation

    From setting the interface language to branding your invoices to capturing the most complex of workflows, tailor your accounting software to suit your business needs.

  • zb.qbo.keyhighlights.connected.banking.alttext

    Connected Banking

    Initiate vendor payments, accept customer payments, fetch bank feeds, and reconcile accounts easily with our partner banks like ICICI Bank, HSBC Bank, Standard Chartered Bank, and more.

Customer success stories

Our resources on Migrating from QuickBooks to Zoho Books

Frequently Asked Questions

  • Can I import all my QuickBooks data to Zoho Books?

    Yes, we make migration to our software straightforward for you. With our DIY migration, you can bring in your data from QuickBooks in a few simple steps, and start accounting right away. If you need help with migration, send us an email at migrations@zohobooks.com and we will get back to you. You can also bring in your data to Zoho Books with the help of a Zoho certified partner. Contact us to know more.

  • Is there a cap on the number of transactions I can bring in via the DIY migration option?

    Yes, there is a cap of 50k transactions per module (Invoices, Credit Notes, Expenses, Bills, Vendor Credits, Payments etc.) via the DIY migration option. This tool is available for Zoho Books orgs in the IN domain only.

  • Do you offer product support?

    Yes. You can reach us through email, chat and phone when you need assistance and our support team will help you out.

  • I am a small business owner with limited users. Which plan of Zoho Books is best suited for me?

    Zoho Books offers a free plan for businesses with turnover less than 25 lakhs per annum. The free plan supports 2 users and comes equipped with features like invoicing, bills, sales orders, banking, expenses, reporting, GST filing, and more.

  • Does Zoho Books have all the same functions as QuickBooks?

    Absolutely. Zoho Books provides you with all the same accounting and invoicing features that you enjoyed from QuickBooks and more.

Mobile App - Mobile Accounting | Zoho Books

Accounting on the go!

With our Android and iOS apps for Zoho Books, your accounting is truly portable and can go wherever you do.

Zoho Books Qrcode
App store setup Play Store setup

Migrate from QuickBooks to Zoho Books with ease!

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