2. What data can be migrated to Zoho Books?
Here’s what typically gets migrated:
| Data Type | Details |
|---|---|
| Chart of Accounts | List of all ledgers and account categories |
| Customers & Vendors | Name, address, GSTIN, contact info, balances |
| Invoices & Bills | Sales invoices, purchase bills, recurring records |
| Payments | Customer receipts and vendor payments |
| Items & Products | Product names, codes, prices, taxes |
| Bank Transactions | Bank feeds, statements, reconciliations |
| Taxes | Tax rates, exemptions, history |
| Journal Entries | Manual entries for adjustment and balancing |
Some tools (like QuickBooks) also allow export of:
Project/time logs
Recurring expenses
Attachments/documents (if supported via API)
Note: Some software may restrict exporting certain fields, and Zoho has format limitations—hence validation is key.
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