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thewrittenscienc
Level 1

I am transitioning from zoho to QB. Is there a way to migrate my data from zoho to QB?

 
3 Comments
ReymondO
QuickBooks Team

I am transitioning from zoho to QB. Is there a way to migrate my data from zoho to QB?

Thanks for choosing QuickBooks as your new business partner, @thewrittenscienc.

 

Yes, there's a way to migrate your data from different software to QuickBooks Online. Although there's no direct way of converting your Zoho data to QBO, you can use a third-party app to help you with this.

 

  1. Login to your QBO account.
  2. Go to Apps and search for the third party app.

 

You can also manually import data using either CSV (Comma Separated Values) or XLS/XLSX to QuickBooks. Here are the informations we can import to QBO: 

 

  • Customers
  • Vendors
  • Accounts
  • Products and Services

 

In addition, you have to make sure your data imports accurately by importing these spreadsheets in this order:

 

  1. Customer
  2. Vendors 
  3. Products and services
  4. Invoices
  5. Bills

 

I'll also provide a helpful link that you can check out. This contains recommended articles that will help you in accomplishing your task in QBO: Getting Started guide.

 

Please feel free to let me know if you need anything else. Simply click the reply button so I can further assist you.

Fiat Lux - ASIA
Level 15

I am transitioning from zoho to QB. Is there a way to migrate my data from zoho to QB?

@thewrittenscienc 

You can export the data out to get CSV/XLS files and import them into QB Online (not QBSE) in bulk by using a 3rd party tool.

https://transactionpro.grsm.io/qbo

 

Make sure you are opening a QBO account to proceed, not QBSE. Should you prefer using QBSE, you may have a limiited data to import from Zoho.

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

Hope it helps.

ElijahStownton
Level 1

I am transitioning from zoho to QB. Is there a way to migrate my data from zoho to QB?

Another third-party tool that may come in handy is Skyvia. With its help you can migrate Zoho data (Zoho CRM, Invoices, Books and Inventory) to QuickBooks automatically, check it out: https://skyvia.com/data-integration/integrate-zoho-crm-quickbooks

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