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What type of entities can I migrate with Quickbooks to Zoho Books?

QuickBooks Zoho Books
Customer ------------> Customers
Items
(Includes Service, Inventory,
Non-Inventory)
------------> Items
Item Composite Not POssible Bundle items have to be created manually.
Invoice ------------> Invoice
Invoice Line Items ------------> Invoice Line Items
Invoice Payment ------------> Invoice Payment
Vendors ------------> Vendors
Bills ------------> Bills
Bill Payments ------------> Bill Payments
Expense ------------> Expense
Purchase Order Not Possible
Sales Order Not Possible
Taxes ------------> Taxes
Reporting Tags ------------> Classes
Branches ------------> Locations
Journal Entry ------------> Journal Entry
Deposit ------------> Deposit

How to Perform Quickbooks to Zoho Books Migration

Connect Your Quickbooks & ZohoBooks

Step 1

Connect Your Quickbooks & ZohoBooks

 Choose what entities you want to migrate (we will provide you spreadsheet for selection and configuration options)

Step 2

Choose what entities you want to migrate (we will provide you spreadsheet for selection and configuration options)

 We provide quotation for migration in 24 hours

Step 3

We provide quotation for migration in 24 hours

 Migration Proof of Concept on Trial version of ZohoBooks

Step 4

Migration Proof of Concept on Trial version of ZohoBooks

After approval, Migrate all into Client’s live ZohoBooks

Step 5

After approval, Migrate all into Client’s live ZohoBooks

How is your data secured during QuickBooks to Zoho Books migration?

How is your data secured during QuickBooks to Zoho Books migration?
The data is protected by HTTPS secure protocol and 128-bit SSL encryption. Nothing is stored on our servers. The data is protected by HTTPS secure protocol and 128-bit SSL encryption. Nothing is stored on our servers.
Only authorized experts can access the source code to handle custom migration requests. Only authorized experts can access the source code to handle custom migration requests.
We do not keep your credentials or import records after the migration. Your data is guaranteed not to be disclosed or used for any other purposes rather than the migration. We do not keep your credentials or import records after the migration. Your data is guaranteed not to be disclosed or used for any other purposes rather than the migration.

Frequently asked questions

Does the data need to be in a specific format?

No, we connect with quickbooks via API to extract data directly then we transform data to ZohoBooks Specific format and upload it via API.

How much time does it take to complete the migration?

Depending on size of data migration may take between 2-5 days

Which edition of quickbooks are supported for migration?
Quickbooks Online
  • CA & Bookkeepers CA & Bookkeepers
  •  Small Business Owners Small Business Owners
Quickbooks Desktop
  • QuickBooks Pro. QuickBooks Pro.
  • QuickBooks Premier. QuickBooks Premier.
  • QuickBooks Enterprise. QuickBooks Enterprise.
  • QuickBooks Accountant QuickBooks Accountant
Which edition of zoho books are supported for migration?
  • Standard
  • Professional
  • Premium
  • Elite
  • Ultimate

What our happy
Client says about Satva

WhatOurHappyCustomerSays

Earlier I was working with an individual developer who held my application for a long time & later I found Satva Solutions, where not just 1 developer worked on my application but a team was there with different skills for ongoing development & support. The Satva team also understood much of accounting & bookkeeping which added more value to our relationship. I loved the team meetings & how those were held on my availability & we worked independently & simultaneously.

WhatOurHappyCustomerSays

Belinda Whitfield

CEO at Whitfield & Associates LLC
WhatOurHappyCustomerSays

Satva is great. I would like to personally thank you for your outstanding product. Thank you for making it painless, pleasant and most of all hassle free!

WhatOurHappyCustomerSays

Tommy S

Director of smartLerner
WhatOurHappyCustomerSays

We reached Satva Solutions as our QuickBooks development partners although we do have our own developers in the United States & South Africa, as my key concern was the turnaround time for the development should be very immediate as my end clients were waiting for the feature to be used. As the result, Satva Solutions did an excellent job in delivering the work with utmost efficiency & with faster assistance.

WhatOurHappyCustomerSays

Eric Mclntyre

senior sales Engineer Implementation Consultant - Fraxion
WhatOurHappyCustomerSays

While I was trying to find a solution on how to connect QuickBooks Desktop with our software, I Interviewed almost 20 companies & freelancers, and most of them said that the integration is impossible & then I finally met Satva Solutions. Satva helped us from start to end and delivered the solution in 1 go, I got my few clients back who left us due to lack of this integration & earned new users too which made a WIN-WIN situation.

WhatOurHappyCustomerSays

Arthur Carrion

Chief Revenue Officer, BlueHorn® Media Buying & Planning Software
WhatOurHappyCustomerSays

We have a CRM called Infusionsoft which already has an inbuilt reporting system but that was not showing us what we wanted to see. we collect payments through PayPal but that was also not showing us what we wanted to see. We worked with our CPA using automate.io but the middleman gap of an expert was creating a lot of issues. Satva Solutions then understood our business model and helped us with the reporting system that we needed.

WhatOurHappyCustomerSays

Londa Jenson

Director Of Operations, Manifestation Babe
WhatOurHappyCustomerSays

We found Satva Solutions right from the outset amazing. Chintan set us on the right track and has steered the ship throughout the whole process. The whole team has always been very responsive. The team worked tirelessly to meet our very tight deadlines. I cannot thank them enough for finding us a solution to a problem which at times seemed unsolvable and would not hesitate to recommend them to anyone else who may need their help.

WhatOurHappyCustomerSays

Nikki Cavaciuti

Director at EXL Consulting
WhatOurHappyCustomerSays

Eviivo created the original all-in-one booking suite, for anyone with rooms to sell, and a story to tell: from hotels, to B&Bs, Vacation or City rentals, to Yurts or Castles and more. The platform is used by over 22,000 hospitality businesses as a really convenient way to manage guests, bookings, travel agencies anywhere and on any device. With the covid pandemic, eviivo found itself unexpectedly short of resources, as many employees were out sick or on furlough. Given this new uncertainty, we looked at outsourcing some of our development effort. We intend to work with Satva again and would not hesitate in recommending their services.
Not only did Satva provide a very professional response to our exact requirements, but they did so very quickly. Working with them was a pleasure and a truly positive experience. The combined teams barely took a few weeks to settle in. It felt like we had always been working with them. Throughout the project, they continued to deliver at speed, and on time, and we could not help but be impressed by their commitment and domain expertise. Their work helped us connect eviivo suite to other solutions in order to address the specific needs of many of our customers, and therefore expand our marketplace.
We intend to work with Satva again and would not hesitate in recommending their services.

WhatOurHappyCustomerSays

Michele Fitzpatrick (UK)

CEO, eviivo
WhatOurHappyCustomerSays

While trying to find the best suitable agency for my development needs I initially came in contact with a few market-leading outsourcing agencies who were very exorbitant, and no work was delivered to me. I had the same experience twice.
Then I was referred to the Satva team by one of my contacts who worked with Satva in past, not only did the team understand my problem they came up with better suggestions and gave me a working solution. I am happy with the quality of work they delivered and they were always available for the meeting at my suitable time and which helped us to complete the project smoothly.

WhatOurHappyCustomerSays

Chris Thomas

Marketing Manager, Hyde Homes
Testimonial

While I was trying to find a solution on how to connect QuickBooks Online with our software, I Interviewed almost 20 companies & freelancers, and most of them said that the integration is impossible & then I finally met Satva Solutions. Satva helped us from start to end and delivered the solution in 1 go, I got my few clients back who left us due to lack of this integration & earned new users too which made a WIN-WIN situation.

Testimonial

Adam B

(Chicago)
Testimonial

Satva has amazing knowledge of accounting softwares made my data migration process real smooth. I will surely recommend you to others.

Testimonial

Michelle S

(Sydney)
Testimonial

I enjoy working with Satva Solutions. I’ve tried other companies before but they have the best customer support and, they always respond quickly. They are very organized with project management and never compromise with the deadlines.

Testimonial

Raul M

(Spain)
Testimonial

Satva is great. I would like to personally thank you for your outstanding product. Thank you for making it painless, pleasant and most of all hassle free!

Testimonial

Tommy S

(UK)
Testimonial

Good management team that is happy to provide accurate and detailed ideas when it comes to R&D ideas, development and issues. Teams work well with outside creators.

Testimonial

Tom H

(Australia)
Testimonial

Satva solutions was great to work with. They were affordable and did great work. They also communicated well in English for me and I plan on using them again.

Testimonial

Jason

(USA)
Testimonial

Very structured and professional approach, using tools to monitor the advancement of the project. Very reactive to support after delivery to help us in having the solution working.

Testimonial

Alberto B

(Italy)
Testimonial

Satva Solutions has proved they have impressive knowledge in their field, and are very responsive to our needs.

Testimonial

Hadi C

(Lebanon)
Testimonial

Satva Solutions has very friendly and passionate staff. They were able to complete tasks within given timeline and provided good support after UAT.

Testimonial

Steve C

(New Zealand)
Testimonial

"We really appreciate the communication from Chintan and the team. They did a great job of trying to understand our problems and needs. We will definitely be going back to Chintan and his team for future work."

Testimonial

Glenn E

(USA)

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