Test Migration
- Ensure Accuracy Before the Full Migration
What is a Test Migration?
A Test Migration is a trial process where we migrate a small sample of your data from your current accounting software (e.g., QuickBooks, Tally, Xero) to Zoho Books. This allows you to verify the data structure, formatting, and accuracy before moving your entire financial history.
As part of the Test Migration, we will transfer 5 sample transactions for each of the following financial modules:
Chart of Accounts – Ensures your account structure is mapped correctly.
Customers – Validate how your customer data is organized.
Vendors – Check vendor records and details post-migration.
Items – Ensure products, services, and inventory items are mapped correctly.
Invoices – Review how past sales transactions appear in Zoho Books.
Bills – Verify the accuracy of vendor invoices.
Bank Transactions – Ensure financial transactions are categorized properly.
Classes / Tracking Category / Location – Validate data categorization structures.
Multi-Currency Transactions – Ensure transactions in multiple currencies are accurately reflected.
Journal Entries – Confirm adjustments and accounting entries are migrated correctly.
Why Choose a Test Migration?
Risk-Free Preview: See how your data will look before making the full switch. Ensure Data Accuracy: Identify any discrepancies and address mapping issues. Validate System Compatibility: Ensure Zoho Books supports your existing financial structure. Boost Confidence: Gain peace of mind before moving your entire financial history.
Who Should Opt for a Test Migration?
This service is ideal for businesses that:
✔ Are concerned about data accuracy and want to validate the migration process.
✔ Have complex financial records with multiple modules, currencies, or tracking categories.
✔ Need to review data mapping and format compatibility before full migration.
✔ Want to ensure a smooth transition with minimal disruption to operations.
What’s Next After a Test Migration?
Once the Test Migration is complete, you can review the migrated data in Zoho Books. If everything meets your expectations, you can proceed with the Full Migration, where we transfer all historical data from your existing accounting software.
If any adjustments are needed, we will provide recommendations and fine-tune the migration process to ensure seamless data transfer.
Get Started Today!
Ready to test your migration? Contact us now to schedule your Test Migration for just $347 and ensure a smooth transition to Zoho Books with confidence!
