Moving in

Move from Zoho Books to SwiftlyBooks

SwiftlyBooks reads Zoho Books' own export files, step by step, and checks the figures against your old trial balance before anything posts. Each step below says where Zoho Books keeps the file it reads.

1. 1

   Chart of accounts

   In Zoho Books: Accountant → Chart of Accounts → the ⋯ menu → Export Chart of Accounts, as XLSX.

2. 2

   Customers and suppliers

   Customers: In Zoho Books: Sales → Customers → the ⋯ menu → Export Customers, as XLSX.

   Suppliers: In Zoho Books: Purchases → Vendors → the ⋯ menu → Export Vendors, as XLSX.

3. 3

   Items

   In Zoho Books: Items → the ⋯ menu → Export Items, as XLSX.

4. 4

   Balances

   In Zoho Books: Reports → Trial Balance, as of the last day → Export → XLSX.

5. 5

   Unpaid invoices and bills

   Unpaid invoices: In Zoho Books: Reports → AR Aging Details, as of the last day → Export → XLSX.

   Unpaid bills: In Zoho Books: Reports → AP Aging Details, as of the last day → Export → XLSX.

6. 6

   Not cleared at the bank

   Typed in on each wallet on Opening balances, from your last bank reconciliation.

7. 7

   Check, then post

   Checked against your old trial balance, then posted on Opening balances.

How SwiftlyBooks reads Zoho Books' files

• Zoho Books' own columns are read as it writes them, an address over several columns joined into one.
• An aging report that gives each invoice's balance in its own currency is read in that currency.
• Zoho's Opening Balance Adjustments is matched to Opening balance equity.