#Zoho invoice to quickbooks pro#
#Zoho invoice to quickbooks download#

Mark the Enable Inventory Tracking option.

Before you import them into Zoho Books, if you want to track inventory for your items, you’ll have to enable inventory. Items in Zoho Books are the goods and services that your business deals with. You can also import contact persons in the same way. Next, follow the same steps as importing the file for customers.

Click the Purchases module from the left sidebar.

Your customers will now be imported into Zoho Books.

Check the summary of your import in the Preview screen.In the Map Fields page, choose the headers in your import file to be mapped with their corresponding Zoho Books fields.Select the required Character Encoding and File Delimiter according to your import file.

#Zoho invoice to quickbooks download#

It is recommended that you download the sample file to check the format required for the import file.

Click Choose File to select the file to be imported.

Choose Customers in the pop-up and click Continue.

Click the Hamburger icon in the top-right corner.

Click the Sales module from the left sidebar.

This way, you don’t have to prepare a separate file to import the Accounts Receivable and Accounts Payable when entering opening balances under Settings.

#Zoho invoice to quickbooks pro#

Pro Tip: When importing customers or vendors, you can include their opening balances as well in the import file and map it with the corresponding field in Zoho Books. You can read about customizing modules from the help document for preferences. Select the module that you want to customize from the sidebar.įor each module, there will be many options available that you can customize.

You can customize each module to suit your business needs. Now that you have enabled the modules needed for your business, you can proceed to configure their preferences. Once you’ve configured all the details, click Save. In this same page, you can also choose how you want to provide discounts (if any) or apply taxes to your transactions. Read more about how you can benefit from this add-on. But if you want an advanced inventory management option that lets you create shipments and manage warehouses, you can enable the Zoho Inventory add-on. Zoho Books already has features like Stock Adjustments and Inventory Tracking to manage your stock. Mark the modules that you require under the Select the modules you would like to enable option.Go to Settings > Preferences > General.You can enable the ones that are needed for your business. Zoho Books has various modules such as Quotes, Timesheet, Recurring Bills, and Debit Note to manage transactions easily. Here, ensure that you configure the following: To access Settings, click the Gear icon in the top-right corner of the page. You can use the Settings section in Zoho Books to customize your organization to suit your business requirements. You can also add your bank or credit card accounts manually if needed. This is important because you won’t be able to enter the opening balances unless you do so. Pro Tip: Once you’ve imported the Chart of Accounts, ensure that your bank accounts have been imported properly. Record Transactions For Customers/Vendors.