Overview
Our client, a provider of tax, advisory, audit, and accounting services, was able to effectively manage their branch operations and offer real-time visibility with the help of a successful Zoho Books implementation.

About Client
Our client is a leading tax and business consulting firm from India that offers tax solutions for its US-based clients to benefit them from tax credits, incentives, and deductions.
The client has never used Zoho Books or other applications before. They have retained us to implement Zoho Books for their organization and offices in India.
Challenges
- Client was using QuickBooks before – which was stopping their services in India. Hence the client wanted to migrate to another platform within a specified timeframe
- The client faced challenges while migrating data from QuickBooks as there was no automated solution available
- They had challenges with online payments, Automated GST Transactions using previous accounting software
- Since the client was dealing with multi-currency transactions, back reconciliation was proving to be difficult and taking too much time and effort
- Simple and speedy reporting was a key challenge
Solution
Our team of Zoho Consultants has recommended Zoho Books in place of QuickBooks and offered a quick path for data migration. The solution had the following advantages:
- The user interface of Zoho Books is clean and efficient, and it is also user-friendly. By using Zoho Books, the time spent on accounting can be reduced
- It is cloud-based accounting software that protects against data loss and constantly backs up data
- When moving data from other accounting tools, Zoho Books has the right migration formats in place
- Zoho Books has proper data migration formats which can be easily migrated from any other accounting tools
- Direct Integration with GST and Invoicing Portal is possible with Zoho Books
- Direct bank integration is possible with Zoho Books, and you can start paying your suppliers online
- Customers can immediately pay by clicking on payment links with direct feeds from the bank on Zoho Books, and it also helps them to make online payments to vendors directly from Zoho Books. Moreover, it can sync bank accounts, credit cards, and reconcile bank statements
- With the help of the Connected Banking feature from Zoho Books, businesses can integrate their ICICI Bank account with Zoho Books to perform their banking transactions from the accounting platform
- Instant financial reports are available from Zoho Books
Technical/Business expertise used
Our team of Zoho Consultants has used Zoho Books to implement it for our client.
Outcome
- Migrated from Quickbooks to Zoho Books within a time of 3-4 weeks
- Data for the past 3 years migrated
- Data accuracy was improved with the implementation of Zoho Books
- Quick and simple processes of O2C and P2P have been achieved
- GST integration made possible with Zoho Books
To know more about our experience implementing Zoho Books and other Zoho products, connect with our team of Zoho Implementation Experts.