What are the common challenges in Zoho Books migration?

What are the common challenges in Zoho Books migration?


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Migrating data is not just a copy-paste process—it requires careful handling. Common challenges include:

  • Data Incompatibility: Fields in your old software may not match Zoho’s data structure.

  • Tax Configurations: GST/VAT/tax mappings may require reconfiguration.

  • Duplicate Entries: Improper deduplication can lead to mismatched balances.

  • Opening Balances: Incorrect migration may misrepresent your current financial position.

  • Historical Data Segregation: Multi-year migration requires year-wise imports and validations.

  • Transaction Linking: Payments must be properly linked to their corresponding invoices/bills.

  • Attachments: Not all files/documents can be migrated via import—manual uploads may be required.


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