How To Migrate From QuickBooks Into Zoho Books
Ғылым және технология
Looking to migrate from Quickbooks into Zoho Books? In this video, John walks through all steps needed to migrate your data from QuickBooks to Zoho Books.
Here are the resources discussed in this video:
1. Migration Checklist
bit.ly/3PoH62r
2. QB to Zoho Migration Quirks and Checklist
bit.ly/3w2mmGQ
3. QB to Zoho Migration Quirks
bit.ly/3QF8v1a
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🎬 TIME STAMPS 🎬
--0:00 Intro
--0:22 Agenda
--0:43 What Is Zoho Books?
--1:03 Key Step 1: Clean, Clean, Clean
--2:20 Key Step 2: Export Your Data
--3:18 Key Step 3: Data Normalization
--5:08 Key Step 4: Import Into Zoho Books
--9:20 Key Step 5: Check Your Work
--10:05 Quirks To Watch Out For
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Пікірлер: 13
Bro, thank you for the amazing explanation. Keep doing the good work.
Nice and easy. Thanks
how do you go from the desktop version to ZoHo?
@Zenatta
2 ай бұрын
Hi Michael! The process would be pretty similar, other than the export from Quickbooks portion. Here's their guide page for exporting from QB desktop: quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/import-export-data-quickbooks-desktop/L9KS42UxP_US_en_US
Can you do this with quickbooks enterprise solutions?
@Zenatta
2 ай бұрын
Hi Hilltop! Yes, you can do this with the Quickbooks Desktop Enterprise solution. Most of the steps are the same, but you'll need to follow this guide to export from QB desktop: quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/import-export-data-quickbooks-desktop/L9KS42UxP_US_en_US
zoho has given a tool to partners and using that tool migration to QB to ZB is recommended . is there a video for that? it involves creating an app in intuit account , creating an app and generating client and security id and then running the tool to connect the api
@Zenatta
Жыл бұрын
Hey SkilTraining Education, We discussed your question in the latest episode of the CRM Zen Show! You can skip right to your answer here, kzread.infoJ1RteFwD0F4?feature=share&t=2441
Can you show us ways to SYNC Zoho CRM with QuickBooks?
@aslnelson1
Жыл бұрын
+1 for requesting this! I'm not clear on connecting CRM, Expense, and QBO.
@Zenatta
Жыл бұрын
Here is a video we did back in January on integrating QuickBooks with Zoho CRM, hopefully this is what you are looking for: kzread.info/dash/bejne/gm2c2LOrg7i6ZsY.html
What are the automation tools to convert the files?
@Zenatta
Жыл бұрын
Hi Neo Flooring, We answered your question in the latest episode of the CRM Zen Show, check it out here, kzread.info/dash/bejne/ZXeu2dyDXcyeh7w.html