What transfers
Customers, suppliers, chart of accounts, products and services, open invoices and bills, credit notes, opening balances and agreed history can be migrated. Payroll and third-party app records are assessed separately.
Classes, locations & reporting
QBO classes and locations may map to Zoho reporting tags, branches, projects or custom fields. We test the reports you need first, then choose the least complicated structure that still answers management questions.
Items and tax treatment
Products and services are cleaned for duplicates, income and expense accounts are checked, and UK VAT treatments are assigned. Stock migrations require a separate quantity and valuation reconciliation.
Banking, VAT & MTD
Connected bank feeds are re-established rather than transferred. We reconcile bank and VAT control accounts, confirm schemes and periods, then authorise Zoho Books for future MTD filings.
A controlled migration process
Review QBO
Inspect classes, locations, items, reconciliations, VAT, apps and closing date.
Build mapping
Design Zoho accounts, tags, branches, items, taxes and user permissions.
Clean and migrate
Import contacts and items before balances, open ledgers and history.
Validate controls
Tie out trial balance, AR, AP, banks, stock where relevant and VAT.
Handover
Train users on their actual invoicing, purchasing, banking and filing cycle.