How do I ensure data accuracy during the migration to Zoho Books?
Data accuracy is key to a successful migration. To ensure accuracy:
Clean the data before importing: Remove duplicates, correct spelling, and verify contact info.
Match the formats required by Zoho Books for dates, currencies, and dropdown values.
Check tax consistency: Ensure the tax rates in your old system match Zoho’s setup.
Test with sample imports: Import a small set of data first and verify it.
Use reconciliation reports: Match Trial Balance, P&L, and Balance Sheet reports from the old and new systems.
Document mapping logic: Keep track of how fields were mapped, so you can troubleshoot discrepancies later.
We also recommend maintaining a backup of the original source files and importing each module sequentially, not all at once.
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