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krystal-zdecals-
Level 1

I'm migrating from zoho invoice to QBO. I have all customers and invoices over but their payments did not come over and all show unpaid. How can I get payments migrated?

 
2 Comments 2
MirriamM
Moderator

I'm migrating from zoho invoice to QBO. I have all customers and invoices over but their payments did not come over and all show unpaid. How can I get payments migrated?

Thanks for reaching out to the Community, @krystal-zdecals-.

 

When it comes to using third-party apps, QuickBooks Online (QBO) doesn't control how the items and transactions are transported in. We only receive and record the data on the system.
 
To ensure that the transactions will sync to QBO, I'd recommend contacting our Zoho Customer Care Support. They can review the connection setup between Zoho and QBO and help you get back on track.

 

If you have additional questions about QuickBooks, let me know, and I'll get back to you. Have a great day.

Fiat Lux - ASIA
Level 15

I'm migrating from zoho invoice to QBO. I have all customers and invoices over but their payments did not come over and all show unpaid. How can I get payments migrated?

@krystal-zdecals- 

Prepare your Receive Payment data with the following template.

RefNumberTxnDatePaymentRefNumberCustomerPaymentMethodDepositToAccountInvoiceApplyToLineAmountPrivateNoteCurrencyExchangeRate
128/11/202050245Janice JohnsonCheckChecking101100.00   
228/11/20204908Leonard Walker IncCheckChecking102138.78   
328/11/20204908Lisa SmithCheckChecking103126.50   

 

and utilize an importer tool

https://transactionpro.grsm.io/qbo

 

Otherwise, you may consider our conversion service from Zoho Books to QB Online.

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