How many years of data should I migrate?

The answer depends on your operational and compliance needs:
1–2 years: Suitable for small businesses or startups
3–5 years: Ideal for mid-sized businesses that need historical comparisons
5–10 years or more: Required for companies under audit, funding rounds, or regulated industries
Zentegra offers pricing tiers based on the number of years and modules involved. For long-term planning, we recommend migrating at least 3 years of full transaction data plus current balances.
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Can I migrate data by myself or do I need expert help?
You can migrate data yourself using Zoho’s import templates, but expert help is highly recommended for: Complex data structures Multi-year financial data GST/Tax configuration Avoiding compliance issues Ensuring minimal downtime Experts like ...
Can I migrate only selective modules or data instead of everything?
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 ...
Can I migrate data into an existing Zoho Books account with transactions?
Technically yes, but it’s not recommended because: It risks data duplication or overwrite. Opening balances and reports may not align correctly. You may face conflicts in transaction numbering or customer IDs. Ideal approach: Start in a clean/new ...
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 ...
How does the belief that “more data always leads to better decisions” overlook the importance of interpretation and strategy?
With the rise of big data, many businesses assume that having more information automatically improves decision-making. But in reality, quality, relevance, and interpretation of data matter more than volume. Why this myth is problematic: Data ...