Migrating from FreshBooks to Zoho Books

Step-by-Step Migration Guides

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Migration Preparation and Data Export

Ensure data backup, review setup, and export client, invoice, payment, and expense data from FreshBooks for Zoho Books migration

Import Data & Set Up Accounts in Zoho Books

Import client data, invoices, payments, and expenses from FreshBooks, then set up a customized chart of accounts in Zoho Books

Set Up Recurring Transactions & Tax Settings

Transfer your recurring transactions and configure tax settings in Zoho Books to match your FreshBooks data

Integrating Zoho Books for Seamless Data Flow

Integrating Zoho Books with CRMs, payment gateways, and reviewing data ensures seamless operations and accurate transfers

Finalize, Train, and Close Accounts

Finalize the migration, train your team on Zoho Books, and securely close your FreshBooks account with backups

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Advantages of

Zoho Books

Enhanced Financial Insights

Zoho Books provides comprehensive reporting tools that give you real-time insights into your business's financial health. From profit and loss reports to balance sheets, the software helps you make informed decisions based on accurate financial data.

Robust Mobile Access

With Zoho Books' mobile app, you can manage your finances on the go. This feature is especially useful for business owners who need to access their accounting data and make decisions anytime, anywhere.

Comprehensive Tax Compliance

Zoho Books is equipped with advanced tax management tools that ensure compliance with local and international tax regulations. Whether you're dealing with VAT, GST, or sales tax, Zoho Books helps you stay compliant and avoid costly errors.

Scalable and Customizable Features

Better Collaboration with Teams

Zoho Books allows you to add multiple users and assign roles, ensuring secure access for team members. This collaborative approach improves workflow and ensures that everyone is on the same page when it comes to managing your finances.

Streamlined Client and Vendor Management

With Zoho Books, you can easily manage your clients and vendors, keeping track of invoices, payments, and outstanding balances. The client portal allows customers to access their invoices and make payments online, improving customer satisfaction and reducing delays.

Key Features

Zoho Books

Nexivo offers a unique professional experience with growth opportunities, innovation, and a collaborative culture.

Accessibility Across Devices

As a cloud-based solution, Zoho Books lets you manage finances anytime, anywhere, on any device or browser, providing flexibility for remote work and real-time oversight.

High Security Features

Zoho Books offers excellent security measures to protect against data threats or leaks, ensuring that sensitive financial information remains secure

Multi-Currency and Multi-Language Support

Manage transactions in multiple currencies and languages, with auto-updated exchange rates for accurate global financial reporting.

Reporting and Analytics

Access real-time profit and loss statements, balance sheets, and cash flow reports to gain insights into your business's financial health.

Support and Resources

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Customer Support

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Frequently asked questions

Everything you need to know about the product and billing.

What is the 'Migration Date' in Zoho Books?

The migration date is the date on which you generate the trial balance report in your previous accounting system just before migrating to Zoho Books. This date helps in accurately setting up opening balances.

Can I change the migration date after setting it?

You can change the migration date if you have not entered the opening balance for your customers and vendors and you have not entered the opening stock for the items.

Can I import items with the same SKU number?

Zoho Books requires unique SKU numbers for each item. If your current system has duplicate SKUs, you'll need to modify them to be unique before importing.

How do I import bank transactions into Zoho Books?

To import bank transactions navigate to the Banking module and add your bank or credit card account, upload your bank statements in CSV or OFX formats to import transactions.

How do I migrate paid invoices and expenses?

Import them as usual into Zoho Books, Manually record the payments associated with each invoice and expense to reflect accurate payment statuses.