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userinfo19
Level 1

Import paid invoices and customer from Zoho Invoices.

 
2 Comments 2
LieraMarie_A
QuickBooks Team

Import paid invoices and customer from Zoho Invoices.

The Community has you covered, @userinfo19. I'll help you get that invoices and customer list right away.

 

While there's no direct way of converting your Zoho data, you can utilize a third-party app. QBO does offer the support of thousands of various third-party applications for any functionality you may need. To see if there's an app that can help you accomplish this, head to the Intuit App Center and type a keyword in the search-bar.

 

You can follow these steps:

  1. On the left panel, click Apps.
  2. Go to the Find Apps tab.
  3. Use the search bar to look for an app.
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Refer to these articles for more info: 

 

You can also import customers, invoices, and other lists into QBO using either CSV (Comma Separated Values) or XLS/XLSX. You can check out these links for the detailed steps:

 

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.

 

Visit us here again in the Community and let us know if you need anything else. We're always around to help.

Fiat Lux - ASIA
Level 15

Import paid invoices and customer from Zoho Invoices.

@userinfo19 

Prepare the Receive Payment data with the following template

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

 

then utilize TPImporter to proceed

https:// transactionpro.grsm.io/qbo

 

Make sure your Invoice data is already recorded in your QBO account to match with the Receive Payment data.

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