Importing From Quickbooks
Before importing QuickBooks data into Zoho Books, we recommend you to check whether you have done the following actions in Zoho Books:
1. Matching your QuickBooks organization's settings with Zoho Books.
2. Adding the currencies and taxes in Zoho Books which you used in QuickBooks.
Once the above actions are completed, follow the sequence to import the data from CSV files.
1. Import Items or Products into Zoho Books.
2. Import Contacts (Customers & Vendors). Once you are done, go on to do the same with your Contact Persons too. All your customers & vendors will be listed as 'Contacts' in Zoho Books and your contact persons will be listed as the same under each contact.
3. Import your Estimates.
4. Follow on with Invoices.
5. Now you will see all your invoices are in the 'Draft' status because you have not imported your Payments. Make sure that you include a 'Deposit to' column to your invoice import file before you begin your import. To the 'Deposit To' column add the name of an existing cash or bank account in Zoho Books.
6. Import your Payments and you will see that your invoices move back to the appropriate status.
7. Move on to your Expenses. In your exported expense file, include a new column called 'Paid Through' and include the name of an existing expense account like cash, bank or credit card to that column.
Related Articles
Rules for data importing in Zoho CRM
Supported Formats You can use XLS, XLSX, VCF or CSV format for importing up to 1500 records. For more than 1500 records, only CSV format is supported. Maximum Limits Free Edition - 1500 per batch Professional Edition - 10000 per batch ...