5 Years of Data in 5 Weeks – ZohoBooks to QuickBooks

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

e1

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.
e3

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.
e2

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.
e4

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.
Image4

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.

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