What is the best time to switch from my old software to Zoho Books?
The ideal time is:
At the beginning of a financial year (e.g., April 1st in India, Jan 1st for US)
At the end of a quarter or month, if you want mid-year migration
After reconciling your books in the current system
This ensures:
Clean cut-off between old and new systems
Easier reporting and tax filings
Smoother training and team adoption
If not feasible, ensure a hard cutoff date and stop entering new transactions in the old system after that.
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