Switch from Zoho Books

Zoho Books has export options on most lists and reports. Pop Books accepts .csv and .xlsx from Zoho Books.

What to export

1. Open Accountant, then Chart of Accounts. Use the three-dot menu, then Export Chart of Accounts, and choose CSV.
2. Export Customers, Vendors and Items the same way, from Sales, Purchases and Items.
3. Open Reports, then Accountant, then Trial Balance. Set the date to your cut-over date, then Export As, then CSV.
4. For open items, export AR Aging Details and AP Aging Details at your cut-over date.
5. Only for full history: export General Ledger for all dates.

Then, in Pop Books

1. Choose Switch from… in the side rail and pick Zoho Books.
2. Drop in your files, or paste cells. Pop Books checks the columns and shows what it found. You can change any match.
3. Choose your cut-over date. This is the day you start in Pop Books.
4. Choose what to bring in. Balances at the cut-over date is recommended. Full general ledger history brings in every journal.
5. Run the dry run. It shows what would come in and any rows to look at. Nothing is written.
6. Choose Bring it in.
7. Download the proof check (PDF). It sets the old trial balance next to the new one at the cut-over date and lists any difference.

Good to know

• You can choose Undo this switch for 30 days. Documents are voided and entries reversed. The history keeps both.
• Credit notes and partly paid documents are not brought in as documents. They are listed as rows to look at.
• Menu names change between releases of Zoho Books. If a name differs, look for the closest one.
• No real export from Zoho Books has been tried yet. The steps come from its documentation.
• Pop Books never signs in to Zoho Books and makes no network call to it.