Need accounting help? We have got you covered.
Moving off QuickBooks, Xero, Sage or a desktop system? Already on Zoho Books and want it done right? Our accounting partners handle the migration, the setup and the monthly books, so you always know how your business is doing.
Tell us what you need. The right accountant calls you.
Fill in the form and we take it from there. Here is what happens after you press Submit.
Two ways we take accounting off your plate
Whether you are leaving an old system or already running Zoho, you get the same thing: accountants who know the software inside out, and who care what your numbers mean.
Accounting migration
We move you from QuickBooks, Xero, FreshBooks, Sage or another platform into Zoho Books. Your balances, customers, vendors and items come across clean, and your team is trained and ready on day one.
Want the detail? Here is the CRM-to-accounting bridge explained end to end.
Zoho Finance support
Already on Zoho? We set up, clean up and run your finance side: Books, Expense, Payroll and Analytics. Hand us the monthly bookkeeping, or get expert help from our accountants whenever you need it.
Alongside your bank feeds, Zoho Books now includes free automatic sales tax calculation. Here is what that covers.
Sound familiar?
These are the things business owners tell us most often before they call.
"We feel like we're in the dark."
Only your bookkeeper can open the books, and you see numbers once a month. Cloud accounting gives you live access and dashboards.
"We type the same data twice."
Your CRM and accounting do not talk, so customer data is uploaded by hand. Zoho CRM and Zoho Books sync natively, live, in both directions.
"Our tools are held together with add-ons."
Every bolt-on for expenses, inventory or payroll is another bill and one more integration that can break. One ecosystem fixes that.
"Our last migration went badly."
Many clients come to us after a partner who knew the software but not the accounting. We start with your books, then the system.
"Manual entry keeps causing mistakes."
Even strong people make errors when retyping payments and expenses. Bank rules, Autoscan and integrations take the typing out for good.
"Our reports are full of jargon."
You do not need a general ledger in front of you. You need a few clear reports that help you make decisions. That is exactly what we build for you.
A clear, phased path from your old system to Zoho Books
You are paired with a project lead who knows your current system inside out. Most transitions take four to six weeks from start to go-live, plus any customisations, depending on your business.
Assess
We review your industry, size and five-to-ten-year goals, then confirm Zoho fits. If it does not, we tell you.
Master data
Customers, vendors, items and your chart of accounts are mapped and moved, cleaned up on the way in.
System design
We design Books around your processes: bank rules, tags, approvals, user roles, CRM sync.
Balances & go-live
Opening balances are closed out and reconciled, your team is trained, and you go live in Zoho.
What happens to our old data?
In North America the standard is the opening-balance method: balances move at a year-end or quarter-end, and your history stays in the old system for compliance. Need it all in Zoho? We also do full historical uploads.
One piece at a time
Doing accounting, CRM, inventory and HR all at once creates chaos a few weeks before go-live. We do accounting on its own, in milestones, starting with the key things first, so your team learns the system as it goes. It is the same milestone approach we bring to every Zoho implementation.
Your developer offered to do the migration. Should they?
Developers know systems. They usually do not know accounting. A migration touches your balances, your taxes and how you will report for years, so it should be led by a professional accountant who understands your industry and the software you are moving to.
That is why our finance work is delivered with a trusted accounting partner: a full-cycle bookkeeping and system-implementation firm, led by professional accountants, serving clients across the US, Canada and Europe.
On the software side, our certified Zoho consultants work alongside that partner, so the system and the books are both done right.
Seven firms tried to move my companies from QuickBooks to Zoho Books and failed. Our accounting partner got it done, for a fraction of the cost.
Amazing Business Results is the most reviewed Zoho Partner in the world, with 2,000+ completed projects across the US, Canada and Europe.
Get the parts of Zoho that most people never set up
Many of Zoho's most useful finance features are not advertised. Here is what we configure, run and support for you.
Bank feeds & rules
Connect every bank and card. Rules code recurring transactions automatically, and PDF or CSV statements can be imported if a feed ever drops.
Receipts, handled
Forward receipts to one inbox. Autoscan reads the vendor, date and amount, and every expense keeps its backup, ready for any CRA or IRS audit.
Monthly close
We run your books like an in-house team: every account reconciled, nothing missed or duplicated, with a close by business day 5 to 10.
Payroll + Expense + People
Approved expense reports flow into the next payroll run and reconcile in Books automatically. No more forgotten reimbursements.
Reports you can read
Reporting tags give you a P&L by department. Zoho Analytics dashboards track recurring revenue and budget vs. actual at a glance.
Multi-entity consolidation
Several companies across the US, Canada or Europe? We consolidate, eliminate intercompany billing and give you one true bottom line.
One accounting inbox
You and your managers send every invoice and receipt to one address. We sort it to the right company and keep a backup for 7 to 10 years.
Government letters
When the CRA, IRS or a state agency writes to you, the team reviews it and responds, so you never have to decode the letter yourself.
Privacy by default
Your financial data stays on private systems, with user roles down to the field level so each person sees only what they need, nothing more.
More from our accounting partner
Our accounting partner has helped hundreds of our clients move to and run Zoho Books. Pick a topic.
Who we work with
Businesses with around five employees and up that want their finances buttoned up, from small agencies to multi-entity groups with thousands of staff.
See real results from businesses like yours in our client case studies.
Questions we hear a lot
How long does a migration take?
Most take four to six weeks from start to go-live, plus any customisations. The exact timeline depends on how complex your business is and where it is headed.
Will we lose our old data?
No. Opening balances move at a year-end or quarter-end, and your history stays in the old system for compliance. Full historical uploads are available too, if you need them.
Which systems can you migrate from?
QuickBooks Online and Desktop, Xero, FreshBooks, Sage and other platforms. The team also works with NetSuite and SAP, so they know when Zoho is not the right fit.
Is Zoho Books right for my business?
For most service, e-commerce and distribution businesses, yes. If you run heavy manufacturing, we will tell you up front and point you to a better-fitting system.
We are already on Zoho. Can you still help?
Yes. We clean up existing setups, add bank rules, tags and integrations, and can take over monthly bookkeeping or support your in-house finance team. Ongoing help is also available through our Zoho support packages.
Do I need to understand accounting?
No. But you should always know how your business is doing, so instead of a general ledger we give you a few clear reports you can act on each month.
Need accounting help? We have got you covered.
Tell us where you are today and what you need. We will come back with a clear, honest recommendation, even if it is not Zoho.
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