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Xero to Zoho Books Migration

Xero to Zoho Books Migration

Moving from Xero to Zoho Books? We convert your contacts, items, open transactions and balances, set up Zoho Books and connect the Zoho apps you use. True Tally is a Zoho Partner.

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Tell Us How We Can Help

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What We Move Over

Real_Time_Access

Chart of Accounts

Mapped to a clean Zoho Books structure.

Automatic_Updates

Contacts

Customers and suppliers with their details.

Enhanced_Collaboration

Items

Products and services with prices and accounts.

Integrations

Open Transactions

Open invoices, open bills and credit notes.

Data security

History

Full history or opening balances, your choice.

Simplified_Transactions

Zoho Apps

Zoho CRM, Inventory and other Zoho apps connected.

Financial_Insights

What Needs Care

Xero tracking categories map to reporting tags in Zoho Books, and the two work a little differently. We agree the mapping before we start.

Cost_Effective

Clean Handoff

Notes and training so your team can carry on without gaps.

Why Businesses Are Leaving Xero

Common reasons we hear:

  • Lower subscription cost as the business grows
  • The business already uses Zoho CRM or other Zoho apps
  • Built in automation and workflows
  • One vendor for more of the business software

How It Works

Data_Integrity_and_Completeness

1. Discovery Call

We look at your Xero data, how much history you have and what you want from Zoho Books.

Customization_and_Configuration

2. Fixed Quote

You get a written scope, timeline and price.

Backup_and_Security

3. Extract and Clean

We pull the data out of Xero and fix problems before it moves.

Training_and_Support

4. Migration

We map the data into Zoho Books and connect banks and payroll.

Integration_with_Third_party_Applications

5. Tie Out and Handoff

We confirm the numbers match, then hand everything to you or your bookkeeper.

How long does it take? Most projects take 2 to 4 weeks, depending on how many years of history you bring over and the condition of the data. We agree a cutover date up front so there is no gap in your books.

Questions People Ask

Can you bring over my Xero history?

Yes. Tell us how far back you need and we will include it in the quote.

We map them to reporting tags in Zoho Books.

Yes. We connect your bank and card accounts as part of the setup.

Yes. We work white label for many bookkeeping firms and hand the finished file straight back to you.

Why Choose True Tally Services?

  • 25+ Years of Data Integration: Old, custom and unsupported systems are routine for us.
  • Built for Bookkeepers: Many firms use us white label.
  • Fixed Pricing: You get a written scope and price before we start.
  • Numbers That Match: Every project ends with a tie out report and a clean handoff.

Ready to Move Off the Desktop?

Tell us what you use today and where you want to be. We will reply within one business day. Book a call.