Preparing for a Zoho Books migration
- Export your chart of accounts, customers, vendors and items
- Decide your go-live date and opening balance date
- List the reports management relies on today
- Identify who needs access and what they should approve
Resources
Practical checklists before you start
Short planning guides drawn from how we run projects. Use them to prepare — or bring them to your first call.
Planning a business email move
- Confirm who controls your domain's DNS settings
- List every mailbox, alias and shared address
- Agree a cut-over window outside busy periods
- Plan a short training session for day one
Getting ready for e-invoicing integration
- Confirm your current obligations with your tax adviser
- Note the accounting system and version you use
- Estimate monthly invoice volumes
- Gather any credentials or registrations already issued
Choosing your first automation
- Pick a process that happens often and follows clear rules
- Count how long it takes today
- Write down every system it touches
- Define what 'done' looks like
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