How does multi-currency data migration work in Zoho Books?
Zoho Books supports multi-currency transactions, but migration must handle:
Correct base currency setup during organization creation
Accurate exchange rates for historical transactions
Currency-specific account balances
Proper mapping of invoices, bills, and payments to the right currencies
During migration:
Use Zoho’s exchange rate columns in import files.
Set up all required currencies in Settings > Currencies before import.
Validate reports like Unrealized Gains/Losses after migration.
Expert assistance is advised for businesses with large-scale international transactions.
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