QuickBooks to Zoho Books Migration- A Case Study

The Challenge: An error-free migration from one online accounting software to another

The company had been using Zoho apps for managing its customer relationship management (CRM), Desk support, and marketing via Zoho CRM, Zoho desk, and campaigning.

Although, the accounting software that they had been using was QuickBooks. This resulted in a time-consuming process of managing their accounts as they had to shuttle between different software.

This process involved manually entering data from one data source to another, it was prone to errors that rendered our client at a high risk of encountering huge losses.

Also, as migrating from Quickbooks to Zoho Books was not simple as the customer had huge data pertaining to their finances of all sectors of their business, required careful planning and an extremely cautious execution and a trusted service provider like us helped calm our client nerves to go ahead with the elaborate process of QuickBooks to Zoho Books migration.

Their Requirements: Migration to suitable accounting software for business management

The company dealt with residential as well as commercial orders of glass for windows, and doors, to name a few which required them to maintain a disciplined, organized inventory and the transactions related to the same.

End-to-end process automation while processing and maintaining estimates, purchase orders, and invoices to their customers along with due consideration to the billable hours for glass installations, repairs, replacements, and maintenance.

As our client already had been using Zoho apps to maintain their CRM and campaigns, to name a few, they wanted us to configure Zoho Books apps including Zoho expense, Zoho Invoice, Zoho Inventory, Zoho payroll, and Zoho Subscriptions, after migrating all the data from their existing accounting software, QuickBooks to Zoho Books.