At Nimbis, data analytics is one of our core areas of expertise, and we leverage it when migrating data from external applications to the Zoho suite. We specialize in seamless data imports from Quickbooks into Zoho Analytics, ensuring smooth transitions. We work effectively with Zoho-specific SQL and work with mySQL in other SQL servers. We have strong proficiency in making subqueries and formulas, as well as data manipulation and cleanup in spreadsheets. Our abilities in data analytics make us effective partners in Quickbooks to Zoho Books migrations.
- Industry: Retail
- Area of Expertise: Custom Apps Development
Background
Our client for this project was originally bookkeeping in Quickbooks, but made the decision to switch to Zoho Books. They came to us for assistance in facilitating this move.
Process
Analytics
To begin this process, we imported the data from Quickbooks into Zoho Analytics, using Quickbooks desktop as a data source. This data was used to create various reports on: Account Lists, Customer Contact List, Vendor Contact List, Products/Services List, Sales by Product Service, and Purchases by Product Service.
In the case of Quickbooks migrations, many of these reports were auto-generated, however some reports that were native to Quickbooks could not be imported due to their formatting. As a result, we re-created those reports in Zoho using SQL and used desktop reports from the client to validate our work.
We then created SQL-based tables, module by module, mapping fields based on documentation to get the Quickbooks data ready for import.
Books
After configuring the data for Zoho Books, we examined the sample file from each Zoho Books module and compared the data formatting to that of our import tables.
Following this, we prepared Zoho Books for the data import. We created custom fields, set up picklists, and prepared custom modules for our clients. We then proceeded with the migration, including the Chart of Accounts, Customers and Vendors, and Items. In addition, we used the Trial Balance report to migrate the Opening Balances, followed by migrating Transactions.
Finally, following the migration, we ran reports on the new Zoho Books system as a means of Quality Assurance. This allowed us to ensure that the data appeared as expected.
Outcomes
- Effective, smooth transition from Quickbooks to Zoho Books
- Customized Zoho Books setup that reflects client-specific requirements
- Historical data migration ensures that client could effectively retire previous system