An accountant that is mastering Zoho contacted me a few weeks ago. He told me that he can migrate Quickbooks to Zoho Books and still be 100% compliance with the Gov. I hired him to migrate one of my companies and it worked well. The fun cost me $2500. Bottom line it was worth it. Now I have all the data in one place.
Pedro Deleon true. I got contacted by a few accountants that migrate. Let me know if you need some connections. Proves that they charge are very reasonable
@@smallbusinessautomation I actually do because I have been setting up everything within Zoho One Apps which is very convenient since they all connect and we can save the money and headaches that goes into integrations and hiring developers. I have been using QuickBooks for Self Employed but I think things are getting to the point where I need a real accounting system in place. However the amount you paid sound excessive to me, but at the same time I do not know the size or how many businesses you actually have. Thank you
The price suppose to be around $1500 to migrate the system. I paid too much. It’s priceless to have the system talking to each other. I have books recording a transaction and automatically running a custom function that creates a deal in crm for the same client. Priceless for me. Saves so much time.
Lior Izik Can you provide me with some contact for data migration from QB to Zoho? One big feature that is missing for me with QBO is the lacking of Sales Order which Zoho has. We need to be able to generate a customer estimate into a sales order before Invoicing.
Wow. This is great :)))) No way man. QB sucks! After working with Books for a few years there is no way i am going back to the stone age :) www.sfirconsulting.com/ did all my and my clients migration. They are the best money can buy.
This was a helpful video. Thank you. Just curious if Zoho Books is easier to migrate from than QuickBooks. I am just starting out and do not have accounting software yet, but what if I didn't like it and wanted to download everything to Excel or even to a free software like Wave? Is that possible?
Good question. I have no answer to that. I assume any migration is painful. I would try the target accounting company in parallel to the existing one until i know if its for me or not.
I believe Zoho has more things to offer rather than QB Online, but the only thing that keeps me in QB is that in every single transaction (sales or purchase) that I have, I attached an attachment. So In order to migrate, It would be very painful to do it one by one...its not just data (numbers)....it is the attachments and documents inside every single transaction. Im in construction business so it is important to us to keep record in every single scan or picture of every single purchase. Is there anything that could help us to migrate.??
100% with you. I knew that I am going to lose QB so i create a Books account and started to work with it. I did kept my QB for the attachment backups. Every year I restore the account for one month and cancel again. They keep it inactive for 12 months before they delete it. So i renew for 1 month every 11 months :) After 4 years I let it die.
Great. Would be interesting to know about pictures for bills, connecting bank account and credit cards statements as well as payroll payments and gvmt dues from zoho books vs quickbooks that does it?
From India here, I have tried both zoho and quickbooks. But i have noticed that quick books is significantly slower in everything in terms of navigating the UI, recording transactions etc when compared to zoho which is instant. Why is that so? And do u face the same issue in your country?
Hello from Canada :) No, here QB is great. I really love working with it. Actually since I posted this video I managed to migrate my Quickbooks to Zoho Books. As of April 1st 2020 I am free of Quickbooks. I am so happy. Huge saving AND I got reporting tags on Zoho Books that are amazing for me.
@@smallbusinessautomation sorry to nag you again, but since you brought up reporting tags, is there anyway for me to generate a reporting tag wise sales list? I basically have 40 different sales locations, and want a simple report with a list of locations and their corresponding sales for a given time period. I added locations in reporting tags but there is no way to generate a single report for all reporting tags. Thanks in advance :)
I need a suggestion from you that I am having existing company since 10 years. I am using sage 50 and planning to switch to cloud base platform. So which software will be good for us. Sage 50 or Quick books or Zoho.
Good summary - this is exactly where we are at as well and I have been reading numerous comments (read complaints and criticisms) in the Zoho Support forum, documenting all the reports and miscellaneous tasks and abilities Books is still missing. We are hopeful in the next couple years these will be resolved!
Hello Joseph, in the past year and a half we found a consultant to help us do the move. The consultant's name is Simon. He converted us and many of my clients with 100% success. I recommend you to talk to him. We are fully with Zoho Books with great success. I dont see how i will ever go back to Quickbooks. The consultant is Simon Fedorovsky - simon.fedorovsky@sfirconsulting.ca I hope it helps.
@@smallbusinessautomation Thanks Lior! As soon as I left this comment, I found your idea with Simon, which actually gave me hope we COULD migrate to Zoho Books. Simon has already responded and hopefully we can discuss our setup with him. Again, thanks for the excellent videos and information. We have bought your CRM course and are going through that as well.
I checked and I can’t find any integration of zoho and turbo tax. If you have time to play with it, you can check a 3rd party integration tools such as zapier. Maybe that will do the work.
My business does not have GST, but we have to do TDS filing after every month, I.e, TCS 1% in every invoice,,, I am unable to see the TCS in my invoice even after adding it as a New Tax in Settings in Zoho Books
I am from india,I saw your video and decided to try out zoho books.....but i am facing some issue with zoho books ......1) there is no automatic backup.....and no facility for daily backup,once backup is done i have to wait for 15 days to create a new backup....isnt that too much of a hassle in itself.....quickbooks has autobackup........2) And also if for some reason all of my data is deleted by a person with malicious intent who gets my user name and password .......they have no data recovery option too ......3) There is no backup restore option too .......so how to get around these problems in zoho books
Yes the backup is a hassle. I am with you. But, in my QB online version there is no backup at all. Did you ever try to restore from QB online? I have tried and there is no backup. I will appriciate if you can point me to where can i backup in QB
zoho books, is still need to mature, while migrating quickbook to zoho I faced lots of issues. I do not suggest to use zoho books, stay with quickbooks
Qb is for 2 people company that don't need much or don't know what they need. Zoho is million times better than qb. Qb don't care about new features. Drop qb and see your business improving. אחלה ליאור
An accountant that is mastering Zoho contacted me a few weeks ago. He told me that he can migrate Quickbooks to Zoho Books and still be 100% compliance with the Gov. I hired him to migrate one of my companies and it worked well. The fun cost me $2500. Bottom line it was worth it. Now I have all the data in one place.
I tried to do this myself about a month ago and I gave up, it is truly painful
Pedro Deleon true. I got contacted by a few accountants that migrate. Let me know if you need some connections. Proves that they charge are very reasonable
@@smallbusinessautomation I actually do because I have been setting up everything within Zoho One Apps which is very convenient since they all connect and we can save the money and headaches that goes into integrations and hiring developers. I have been using QuickBooks for Self Employed but I think things are getting to the point where I need a real accounting system in place. However the amount you paid sound excessive to me, but at the same time I do not know the size or how many businesses you actually have. Thank you
The price suppose to be around $1500 to migrate the system. I paid too much. It’s priceless to have the system talking to each other. I have books recording a transaction and automatically running a custom function that creates a deal in crm for the same client. Priceless for me. Saves so much time.
Lior Izik Can you provide me with some contact for data migration from QB to Zoho? One big feature that is missing for me with QBO is the lacking of Sales Order which Zoho has. We need to be able to generate a customer estimate into a sales order before Invoicing.
You gave the exact information needed for beginners. Great job, thank you so much.
Thank you!
So glad I went with Zoho Books as the first choice. There are quite a number of cloud accounting solutions it's confusing which one to go with.
me too :))
Do you need help with Zoho Implementation?
Its good advice for those who don't have idea about both softwares . Appreciated
A new video for the ones who know about both software is coming out this week.
Thank you! Answered my questions as a new business!
Fantastic! Happy to assist.
Great video. I finally understand why I didn’t migrate to zoho books 👍
That was 3 years ago... Would you say the same thing today? (keeping QB...)
Wow. This is great :)))) No way man. QB sucks! After working with Books for a few years there is no way i am going back to the stone age :) www.sfirconsulting.com/ did all my and my clients migration. They are the best money can buy.
This was a helpful video. Thank you. Just curious if Zoho Books is easier to migrate from than QuickBooks. I am just starting out and do not have accounting software yet, but what if I didn't like it and wanted to download everything to Excel or even to a free software like Wave? Is that possible?
Good question. I have no answer to that. I assume any migration is painful. I would try the target accounting company in parallel to the existing one until i know if its for me or not.
Thanks, very helpful.
Glad it was helpful!
I believe Zoho has more things to offer rather than QB Online, but the only thing that keeps me in QB is that in every single transaction (sales or purchase) that I have, I attached an attachment. So In order to migrate, It would be very painful to do it one by one...its not just data (numbers)....it is the attachments and documents inside every single transaction.
Im in construction business so it is important to us to keep record in every single scan or picture of every single purchase.
Is there anything that could help us to migrate.??
100% with you.
I knew that I am going to lose QB so i create a Books account and started to work with it. I did kept my QB for the attachment backups.
Every year I restore the account for one month and cancel again. They keep it inactive for 12 months before they delete it. So i renew for 1 month every 11 months :)
After 4 years I let it die.
Great. Would be interesting to know about pictures for bills, connecting bank account and credit cards statements as well as payroll payments and gvmt dues from zoho books vs quickbooks that does it?
Thank you Lior, It is really helpful to take a decision.
Thank you :)
Great explain
Thank you!
Thank you Lior!
Thank you sir
From India here, I have tried both zoho and quickbooks. But i have noticed that quick books is significantly slower in everything in terms of navigating the UI, recording transactions etc when compared to zoho which is instant. Why is that so? And do u face the same issue in your country?
Hello from Canada :) No, here QB is great. I really love working with it. Actually since I posted this video I managed to migrate my Quickbooks to Zoho Books. As of April 1st 2020 I am free of Quickbooks. I am so happy. Huge saving AND I got reporting tags on Zoho Books that are amazing for me.
@@smallbusinessautomation sorry to nag you again, but since you brought up reporting tags, is there anyway for me to generate a reporting tag wise sales list? I basically have 40 different sales locations, and want a simple report with a list of locations and their corresponding sales for a given time period. I added locations in reporting tags but there is no way to generate a single report for all reporting tags. Thanks in advance :)
@@meetp6695 No problem :) I need to see it. Its hard to debug a problem from TH-cam :)
Very clear, Thank.
Thank you
Thank you
You're welcome
Exactly what I was looking for. Thank you Lior.
Glad it was helpful!
Concise and To the Point .. Niceone
Thank you!
I need a suggestion from you that I am having existing company since 10 years. I am using sage 50 and planning to switch to cloud base platform. So which software will be good for us. Sage 50 or Quick books or Zoho.
I would say talk to Simon. He is the only one that I trust with accounting system migrations www.sfirconsulting.com/contact/
Thank you. It was very helpful
Glad to hear that!
Another great video Lior!
L. Brent Gilmore thank you :-)
Good summary - this is exactly where we are at as well and I have been reading numerous comments (read complaints and criticisms) in the Zoho Support forum, documenting all the reports and miscellaneous tasks and abilities Books is still missing. We are hopeful in the next couple years these will be resolved!
Hello Joseph, in the past year and a half we found a consultant to help us do the move. The consultant's name is Simon. He converted us and many of my clients with 100% success. I recommend you to talk to him. We are fully with Zoho Books with great success. I dont see how i will ever go back to Quickbooks.
The consultant is Simon Fedorovsky - simon.fedorovsky@sfirconsulting.ca
I hope it helps.
@@smallbusinessautomation Thanks Lior! As soon as I left this comment, I found your idea with Simon, which actually gave me hope we COULD migrate to Zoho Books. Simon has already responded and hopefully we can discuss our setup with him. Again, thanks for the excellent videos and information. We have bought your CRM course and are going through that as well.
Useful..
GREAT video. My 1st time watching and you helped me to decide if I was going to start off with Zoho or Quikbooks.
Thank you. It took me lots of time to understand the reason :)
Awesome video!
Thank you Ben!
Good information
Thank you
Use Integromat to migrate
Good idea
Does Zoho feed into Turbo Tax like Quickbooks does? Probably not.
I checked and I can’t find any integration of zoho and turbo tax. If you have time to play with it, you can check a 3rd party integration tools such as zapier. Maybe that will do the work.
My business does not have GST, but we have to do TDS filing after every month, I.e, TCS 1% in every invoice,,, I am unable to see the TCS in my invoice even after adding it as a New Tax in Settings in Zoho Books
Very difficult to debug from a TH-cam comment my friend. Please try to contact Zoho.
@@smallbusinessautomation zoho books in india is different than global.
I am from india,I saw your video and decided to try out zoho books.....but i am facing some issue with zoho books ......1) there is no automatic backup.....and no facility for daily backup,once backup is done i have to wait for 15 days to create a new backup....isnt that too much of a hassle in itself.....quickbooks has autobackup........2) And also if for some reason all of my data is deleted by a person with malicious intent who gets my user name and password .......they have no data recovery option too ......3) There is no backup restore option too .......so how to get around these problems in zoho books
Yes the backup is a hassle. I am with you. But, in my QB online version there is no backup at all. Did you ever try to restore from QB online? I have tried and there is no backup. I will appriciate if you can point me to where can i backup in QB
Did Zoho Book have inventory Transfer option?
Not sure I understand. Transfer what? Yes Zoho has an inventory section. Really good one.
zoho books, is still need to mature, while migrating quickbook to zoho I faced lots of issues. I do not suggest to use zoho books, stay with quickbooks
Any specific issues?
Quickbook's UI is ass.
:)
Qb is for 2 people company that don't need much or don't know what they need. Zoho is million times better than qb. Qb don't care about new features. Drop qb and see your business improving. אחלה ליאור
Thank you 🙏