Migrating from QuickBooks Desktop to Zoho Books

May 27, 2021

QuickBooks Desktop Discontinued – Zoho Books as an alternative

If you are using the desktop version of QuickBooks, you must find an alternative solution before the discontinuation date – midnight of 31 January 2023. After discontinuation, the QuickBooks Desktop version will not be accessible or supported.

Zoho Books is a good alternative if you are moving away from using QuickBooks Desktop – and want to remain MTD compliant. Zoho Books is cloud-based accounting software that provides many of the same features as QuickBooks Desktop and QuickBooks Online.

How Zoho Books matches up to QuickBooks Desktop – Why switch from QuickBooks Desktop to Zoho Books?

Small to medium-sized businesses looking for an affordable and easy-to-use alternative to QuickBooks Desktop may opt for Zoho Books for several reasons. If you were using Quickbooks Desktop, you will realise Zoho Books offers other advanced features. They include:

Online/ cloud-based accounting: Zoho Books is cloud-based accounting software that automates workflows, simplifies business back-office operations and allows secure team collaboration. While using the system, you can access your accounting data anywhere, at any time.
Zoho Books has an intuitive client portal for your customers to view and manage all their transactions. It is like a dedicated space through which you can accept bulk payments from clients, speed up the estimate approval process, and receive customer feedback.
Zoho Books is highly versatile and allows you to integrate with other cloud accounting solutions with different business solutions like payment gateways and business productivity tools.
Zoho Autoscan: the feature in Zoho Books allows you to auto-scan documents, extract and sort the data, and create corresponding transactions – eliminating the need for manual data entry and filling.

Integration with other Zoho Apps: Zoho Books seamlessly connects with the Zoho Suite of applications and Saas products like Zoho CRM, Analytics, Projects, Zoho One and Inventory – helping your business get the best user experience from the Zoho platform.

Move from QuickBooks Desktop to Zoho Books: Step by Step conversion from QuickBooks Desktop to Zoho Books

If you want to migrate data from your QB Desktop account to Zoho Books, it is crucial to follow specific steps to run a successful data migration process. Contact us for a seamless migration process.

The migration process will depend on if:

You want all your historical transaction data imported to Zoho Books.

You want a “fresh start” approach. In such a case, you will only import your items, customer and vendor records, and chart of accounts so that your Trial Balances match in Zoho Books and Quickbooks.

It is crucial to migrate to Zoho Books at the end of a reporting period. For instance, if you want to start using Zoho Books on 1st August 2022, it is crucial to finish your July 2022 bookkeeping in QuickBooks – close the month and then use your 31st July 2022 Trial Balance as your opening balances in Zoho Books for 1st August.

Get help Migrating from QuickBooks to Zoho Books

The Spondoo migration team have all the expertise necessary to ensure that your data is exported without any errors or inconsistencies. Our team will ensure your transition from QuickBooks Desktop to Zoho Books is smooth and your information is well set up in Zoho.

Call us at 02033 259 341 or email us at info@spondoo.co.uk to start the migration process.

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Information provided on the site is merely guidance that may change in line with UK law and regulations. Users must not consider this to be financial advice or their sole resource when making any financial decision. Spondoo is a trading name for Accounting SQL Limited, authorised & license accounting firm under the Institute of Financial Accountants.

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