Trial balance
In Zoho Books equals the old system at the migration date, with the opening balance adjustment account at zero.
Zoho Authorized PartnerMigration · Dubai · Muscat · DohaMigrate to Zoho
We move your accounts, stock, customers and tickets into Zoho with Zoho's own migration tools, check every balance against your old system, and switch over on a date your finance team picks.
Plan your Zoho migration
Three quick answers and a Zoho consultant comes back with a migration plan and a quote.
Step 1 of 2 · then your contact details
Migration to Zoho Booksyourcompany · Zoho BooksSource: your current accounting system
- Chart of accountsImported
- Customers and vendorsImported
- Items and opening stockImported
- Open invoices and billsImporting
- Opening balancesNext
Trial balance check
Matches the old system
VAT and TRN set on every contact
Go-live date1st of next month
Also moving into
Zoho CRM
Zoho Desk
Zoho Inventory
Zoho Mail
Migration to Zoho Books
- Chart of accountsImported
- Customers and vendorsImported
- Items and opening stockImported
- Open invoices and billsImporting
Matches the old system
Zoho migration means moving your data from Tally, QuickBooks, Xero or Excel into Zoho Books, from Salesforce or HubSpot into Zoho CRM, and from Freshdesk or Zendesk into Zoho Desk, using Zoho's official import tools. Gulf Infotech, a Zoho Authorized Partner (in business since 2007) with offices in Dubai, Muscat and Doha, runs these migrations for businesses in the Middle East.
Gulf Infotech clients across the Middle East
Why businesses across the Middle East migrate to Zoho with us
Read client stories- Zoho Authorized Partnerwith offices in Dubai, Muscat (head office) and Doha.
- Since 2007with 1,500+ active cloud customers across the Middle East and 350,000+ users migrated.
- VAT-awarewe set VAT treatment and TRNs on every imported contact, and reconcile VAT accounts before go-live.
- Done for clientsTally, QuickBooks and similar accounting systems into Zoho Books; HubSpot, Freshsales and Freshdesk data into Zoho.
- One partner for the whole moveaccounting, CRM, help desk and email, so the data lands linked, not in separate islands.
Partner credentials
Recognised by Zoho.
A Zoho Authorized Partner with certified engineers and offices in Dubai, Muscat and Doha, so your Zoho apps are set up and supported close to you.
- ZohoAuthorized Partner
- In business since2007
- Certified engineersLarge team, many Zoho-certified
- Users migrated350,000+
- OfficesDubai · Muscat · Doha
At a glance
Which systems can you migrate to Zoho?
Zoho publishes an official route for each of the common GCC source systems.
FromToOfficial routeWhat usually moves
TallyZoho BooksZoho's Tally guide for GCC editions: export masters, vouchers, stock summary and trial balanceChart of accounts, customers, vendors, items, opening stock, opening balances, open and historical invoices and bills
QuickBooksZoho BooksZoho Books import (CSV, TSV, XLS) with Zoho's migration guideSame as above
XeroZoho BooksExport from Xero, import to Zoho Books in Zoho's templatesSame as above; we recreate bank rules by hand
Excel or another systemZoho Books, Zoho InventoryZoho import templatesMasters, balances, open items, stock
Salesforce, MS DynamicsZoho CRMZoho CRM migration with custom setupAccounts, contacts, leads, deals, custom modules and fields, files
HubSpot, Freshsales, Pipedrive, BitrixZoho CRMZoho CRM API transferContacts, companies, deals and related records
Freshdesk, Zendesk, Salesforce, Intercom, HappyFoxZoho DeskZoho Desk Zwitch migration serviceAgents, contacts, accounts, tickets, threads, comments, attachments, help-centre articles
Microsoft 365, Google Workspace, Exchange, cPanelZoho MailZoho Mail migration and coexistenceEmail, contacts, calendars; files to WorkDrive
Our view: the tools move records. The real work is cleaning data before the move and proving afterwards that balances, stock and open items match. A Zoho Books move is a finance migration and a Zoho CRM move is a CRM migration: different platforms, different methods, so we plan each one separately. We pick the tool per case: Zoho's native import and migration tools, BitTitan MigrationWiz or SysTools, depending on the source and the volume of data.
How does a Zoho Books migration work?
An accounting migration typically takes two to four weeks from data export to go-live. These durations are indicative estimates, not fixed commitments: they depend on your number of users, the complexity, your current setup, the requirements of the new platform and the availability of your team and decision-makers.
- Step 1
Pick the migration date
Ideally your financial year end; otherwise a month end with a closed trial balance.
- Step 2
Set up Zoho Books first
Organisation, VAT registration, taxes, branches and the right GCC edition.
- Step 3
Export from the old system
Masters, vouchers, stock summary and the trial balance at the migration date.
- Step 4
Clean and map
Merge duplicate customers, fix missing TRNs, map old accounts to the new chart.
- Step 5
Import in Zoho's order
Chart of accounts, customers and vendors, items with opening stock, opening balances, then transactions.
- Step 6
Reconcile
Trial balance, receivables, payables, stock value and VAT accounts matched line by line with the old system.
- Step 7
Go live
Freeze the old system for new entries, train the team, and keep it read-only for reference.
Good to know
What data moves, and what stays behind?
Masters, opening balances and open items always move. Historical transactions can move, but you choose how far back.
Zoho Books accepts open and historical sales and purchase transactions, projects, timesheets and manual journals. Transactions dated on or before the migration date must be synced with the opening balances, or the trial balance will be wrong, so we do that step for you. Deposits and fund transfers do not import directly and are entered or adjusted by hand. Bank rules from Xero do not carry over, so we recreate them.
For most clients we recommend opening balances plus the current financial year in detail, with older years kept in the old system or as PDF reports. That keeps the migration fast and the new books clean.
Zoho CRM migration accepts CSV files of up to 5 GB each and 25 GB in total, and moves only the first 10 tags per record. Zoho Desk's Zwitch service runs in two phases about two weeks apart, the second picking up new and failed records; help-centre articles move without their attachments.
What do we check before you go live?
Receivables and payables
Match invoice by invoice for every open customer and vendor.
Stock
Quantity and value per warehouse match the old stock summary.
VAT
Treatment and TRN on every contact, and VAT payable and recoverable balances agreed.
CRM ownership
Users created first, then every record mapped to the right owner.
Help desk history
Ticket counts per status agreed with the old system before the switch.
Zoho migration in your country
- Zoho in Omanand Zoho Books in Oman: Muscat head office, Oman VAT.
- Zoho in the UAEand Zoho Books in the UAE: Dubai office, UAE e-invoicing.
- Zoho in Qatarand Zoho Books in Qatar: Doha office.
- Zoho in Saudi Arabiaand Zoho Books in Saudi Arabia: ZATCA Phase 2.
Questions
Frequently asked questions
Can you migrate Tally data to Zoho Books?
Yes. Zoho publishes a Tally migration guide for the GCC editions of Zoho Books. We export your masters, vouchers, stock summary and trial balance from Tally, clean and map them, then import the chart of accounts, contacts with VAT details, items with opening stock, opening balances and transactions in Zoho's required order. We reconcile the trial balance before go-live.
How long does Salesforce to Zoho CRM migration take?
A Salesforce to Zoho CRM migration typically takes three to eight weeks. Moving the records with Zoho's migration tool is quick; most of the time goes into mapping custom objects and fields, rebuilding automations and reports, and testing with your sales team. Larger orgs with many custom objects or integrations take longer. We agree a timeline after reviewing your Salesforce setup. These durations are indicative and change with your requirements.
Will historical data move?
Yes, if you want it to. Zoho Books imports open and historical transactions, Zoho CRM imports past records and attachments, and Zoho Desk moves old tickets with their conversations. For accounting, we usually recommend opening balances plus the current financial year in detail, with older years kept in reports, because that keeps the books clean and the project shorter.
Can we migrate from QuickBooks or Xero mid-year?
Yes. Zoho recommends switching at financial year end, but a mid-year move works if you use a closed month-end trial balance as the migration date. We then import the year's transactions up to that date, sync them with the opening balances, and reconcile VAT accounts so your next VAT return is correct.
What happens to our old system after the migration?
Keep it read-only for at least one audit cycle. We freeze it for new entries on go-live day, export the key reports to PDF and Excel, and help you decide when to cancel the old licence. For Salesforce, HubSpot or Freshdesk, we time the cut-over around your renewal date so you avoid paying for two systems longer than needed.
Plan your move to Zoho
Tell us what you use today, how many years of data you have and when your financial year ends, and we will send a migration plan with dates.