Can I migrate only selective modules or data instead of everything?

Can I migrate only selective modules or data instead of everything?


Info

Yes, Zoho Books allows selective migration. You can choose to migrate:

  • Only master data (like customers, vendors, items)

  • Only financial data from a specific date range

  • Only current year data with opening balances

  • Only invoices and payments without historical records

This is ideal for businesses that:

  • Don’t need full history

  • Want a clean start

  • Already have clean, recent data

You’ll still need to reconcile balances manually for the skipped periods.


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