What happens after the migration is complete?

What happens after the migration is complete?


Info

After migration, we recommend the following steps:

  • Reconcile your reports: Compare trial balance, P&L, and AR/AP reports with your old system.

  • Test Transactions: Create test invoices, payments, and purchase bills.

  • Setup Banking & Automation: Connect banks, set up recurring profiles, and auto-reminders.

  • Train Your Team: Conduct a guided session on how to use Zoho Books.

  • Switch to Active Use: Set migration cutoff date and start using Zoho for daily operations.

Zentegra offers free support for 15–30 days post-migration to address any issues or clarifications.


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