QuickBooks to Zoho Books Migration
Budget: ₹750 – ₹1,250 INR
I need to move my entire bookkeeping history from QuickBooks into Zoho Books without losing accuracy or detail. The scope covers every customer record, all past transaction history, complete inventory data, and the underlying accounting balances.
Here is what I have ready:
• A recent QuickBooks backup and export files
• An active Zoho Books organisation already set up with basic settings
What I need from you:
• Clean extraction of customer, vendor, and item masters from QuickBooks
• Import of every invoice, bill, payment, journal entry, credit note, and inventory adjustment so that the running balances in Zoho Books exactly match QuickBooks on the agreed migration date ( from jan 2022 till today )
• Transfer of inventory quantities and valuation, preserving item SKUs and price lists
• Verification that the chart of accounts, opening balances, and ageing reports reconcile in Zoho Books
• A brief hand-over guide showing how the imports were performed (CSV templates, Zoho Books import modules, or API scripts) so I can audit or repeat the task if needed
Acceptance criteria:
1. Trial balance, ageing summaries, and stock valuation in Zoho Books equal QuickBooks to the fils.
2. Sample customer and supplier statements show identical histories.
3. All inventory items display correct on-hand quantities and average cost.
4. No duplicate or orphan records appear after migration.
You’re free to use native QuickBooks exports, Excel/CSV manipulation, Zoho Books import tools, or API scripting—whatever ensures a smooth, auditable transition. Once the data is live and reconciled, the job is done.
Here is what I have ready:
• A recent QuickBooks backup and export files
• An active Zoho Books organisation already set up with basic settings
What I need from you:
• Clean extraction of customer, vendor, and item masters from QuickBooks
• Import of every invoice, bill, payment, journal entry, credit note, and inventory adjustment so that the running balances in Zoho Books exactly match QuickBooks on the agreed migration date ( from jan 2022 till today )
• Transfer of inventory quantities and valuation, preserving item SKUs and price lists
• Verification that the chart of accounts, opening balances, and ageing reports reconcile in Zoho Books
• A brief hand-over guide showing how the imports were performed (CSV templates, Zoho Books import modules, or API scripts) so I can audit or repeat the task if needed
Acceptance criteria:
1. Trial balance, ageing summaries, and stock valuation in Zoho Books equal QuickBooks to the fils.
2. Sample customer and supplier statements show identical histories.
3. All inventory items display correct on-hand quantities and average cost.
4. No duplicate or orphan records appear after migration.
You’re free to use native QuickBooks exports, Excel/CSV manipulation, Zoho Books import tools, or API scripting—whatever ensures a smooth, auditable transition. Once the data is live and reconciled, the job is done.
Related categories:
Data Processing
Data Entry
Accounting
Excel
Inventory Management
MYOB
Bookkeeping
Data Extraction
API Integration