I will data migration from quickbooks to zoho book CRM apps

India

I speak English, Hindi, Gujarati, Marathi

I work with a Premium ZOHO partner who has experience of working with ZOHO One Suite. Also, I can help you with my content writing skills. With a good command over English, I am able to communicate wi...

About this Gig

QuickBooks to Zoho Books Data Migration (via Excel/CSV)

Clean, accurate migration of your accounting data from QuickBooks to Zoho Books no data loss, no manual re-entry.

This service covers the end-to-end migration of core accounting data from QuickBooks (Online or Desktop) into Zoho Books. Data is extracted from QuickBooks, cleaned and mapped in Excel/CSV, and imported into Zoho Books using Zoho's native import tools and/or the Zoho Books API, depending on data volume and complexity.

Scope of Work

Data typically migrated:

Chart of Accounts
Customers & Vendors (contacts)
Opening balances
Invoices & Bills
Payments received/made
Items/Products & Services list
Journal entries (historical, if required)
Accounting help expected to match tally. Extra cost if our accounting.

Not included by default (can be scoped as add-ons):

Bank feed reconciliation history
Payroll data
Multi-currency historical FX revaluation
Attachments/document migration (receipts, PDFs)

Migration Process

Discovery -> Review client's QuickBooks setup, chart of accounts structure, and data volume
ExportExport QuickBooks data to Excel/CSV
Data Cleaning -> Standardize formats, remove duplicates, fix inconsistent