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Level 1

Import paid invoices and customer from Zoho Invoices.

 
2 Comments
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.

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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