Moving from Zoho Books
Move from Zoho Books in an afternoon.
Download the backup zip from Zoho Books, or export each module. Paraspar reads it, sets up your accounts, customers, vendors and items, opens the balances from the trial balance, and brings every unpaid invoice and bill, with every document since if you want them.
- 1
Download the backup
In Zoho Books: Settings, Data Backup, Back up your data, then download the zip. Or export each module from its menu, as CSV or XLSX.
- 2
Export two reports
From Reports, as at the day before you start here: the Trial Balance and the Inventory Valuation Summary. A Trial Balance as at today lets you compare after.
- 3
Check before anything is saved
Pick the start date, see where each Zoho account lands in the chart of accounts, and change any. Every problem is shown before a single entry is made.
- 4
Compare, or undo
Every account is compared with Zoho's trial balance once the import is done. If something is not right, undo the whole import in one step.
What comes across from Zoho Books
- The chart of accounts, placed in a GST-ready chart
- Customers and vendors, with GSTIN, PAN, place of supply, addresses and payment terms
- Items and services, with HSN or SAC, GST rate, unit and prices
- Opening balances from the trial balance, and opening stock from the valuation report
- Every invoice and bill unpaid on the start date, and credits not yet used
- If you choose, every document from the start date on: invoices, bills, credit notes, vendor credits, payments received and made, refunds, journals and expenses, with their own numbers
Stays in Zoho Books
- Estimates, sales orders, purchase orders and delivery challans: they do not touch the books
- Recurring profiles, projects and timesheets
- Attachments and email history
Questions
Which Zoho Books edition does this work with?
The Indian edition, which has GST. The backup zip and the module exports are read as Zoho writes them, in CSV or XLSX.
What if my trial balance and unpaid invoices do not agree?
The import says so, with the difference, before anything is saved. Whatever is left over stays in Opening Balance Equity until you settle it.
Can I try it first?
Yes. Import into a fresh company, compare, and undo if anything is off. Nothing changes in Zoho Books.
Set up your business in two minutes.
Free to start. No card. Bring your books across from Tally, Zoho Books or a spreadsheet whenever you are ready.