Switching from Zoho Books
Move from Zoho Books, balances checked.
Contacts and items come from your Zoho Books export. Balances and open bills follow, then we reconcile.
- Unlimited users
- Pay only for the modules you use
- Core ready in 1–2 weeks
- Customised to your requirements
In short
MyRecords reads the contacts and items you export from Zoho Books as CSV or Excel. The setup wizard picks the Zoho Books columns for customer, supplier and item fields for you to confirm, shows a dry run, then creates them with opening balances, HSN or SAC codes, GST rates, units and prices. Ledger balances and unpaid bills go into the wizard's Opening balances step, open orders through our Excel templates. Then the trial balance and party balances go side by side with Zoho Books before you go live.
Before and after
Why people move.
What changes when Zoho Books gives way to one system.
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Today: Every new user adds to the monthly bill.
With MyRecords: Users are unlimited. You pay for the modules you switch on, never per person.
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Today: Payroll, CRM and support tickets are separate subscriptions with separate logins.
With MyRecords: Payroll, CRM, Support and Chat run on the same books and the same login.
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Today: The business needs factory, godown and counter work, not just accounts.
With MyRecords: Inventory by warehouse and batch, and point of sale, come with the ERP; Manufacturing is a module you switch on.
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Today: The books should sit on a server the business chooses.
With MyRecords: Your own dedicated system, on your server under an AMC or on MyRecords Cloud, in India or your region.
5 steps
How the move works.
Every step is checked with you before the next one starts.
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Export from Zoho Books
Export contacts and items as CSV or Excel, and your trial balance for the opening-balance date.
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Contacts in
In the setup wizard, choose Zoho Books. It picks the column for each customer and supplier field; you check the picks, run a dry run, then create them with opening balances.
Sales -
Items in
Items come in with SKU, HSN or SAC, unit, GST rate, selling price and buying price. Opening stock is entered by godown.
Inventory -
Balances and open documents
Ledger balances and unpaid bills in the Opening balances step; open orders through our Excel templates.
Accounting -
Reconcile and run in parallel
Trial balance and party balances side by side with Zoho Books, then one to two weeks in both until three days in a row match.
Your data
What moves, and how.
Item by item, from Zoho Books to MyRecords. Every file is checked before anything is imported.
| What | How it moves |
|---|---|
| Customers and suppliers | From your Zoho Books contacts export, columns picked for you to confirm, with GSTIN, PAN, contact, address and opening balance. |
| Items | From your Zoho Books items export, with SKU, HSN or SAC, unit, GST rate and prices. |
| Ledger balances | One opening entry from your trial balance, matched to the chart of accounts. With the AI Assistant, a PDF of the trial balance fills the lines for you to check. |
| Opening stock | By item and godown on the opening-balance date, through the Opening balances step or our template. |
| Unpaid bills | As opening invoices, so ageing is right from day one. |
| Older history | Stays in your Zoho Books account; export it before you close the account. History can move through CSV templates at extra cost. |
Timeline
Week by week, to go-live.
Nothing goes live until the checks pass and you agree.
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Week 0
Walk your Zoho Books setup. Agree the cutover and opening-balance dates.
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Week 1
Contacts, items, groups and godowns. Check, fix, import.
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Weeks 1–2
Balances, opening stock and unpaid bills. An accountant reviews a 20-row sample first.
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Week 2
Reconcile with Zoho Books for the opening-balance date.
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1–2 weeks
Parallel run until three consecutive days reconcile with no manual fix.
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Cutover
Final export, the gap imported, a go-live backup kept. Sign-off starts support.
Go-live checklist
5 checks, signed off with you
- Trial balance — every account matches Zoho Books on the opening-balance date.
- Receivables and payables — totals and ageing, party by party.
- Stock — quantity and value by item and godown, if you track stock.
- Bank and cash — each account matches its statement.
- GSTIN present on every registered party — 100%.
6 modules
What you run after the move.
Most businesses like this start here. Every module shares one set of books, one login and one list of customers and items.
- Accounting Ledgers, bank reconciliation and financial statements, in your currency.
- India compliance India’s GST, TDS and e-invoice files from your own books.
- Sales Quotation to payment in one connected chain.
- Inventory Stock by warehouse, batch, expiry and serial, with reorder alerts.
- CRM Leads, deals and a pipeline board, with today’s follow-ups first.
- Payroll A nine-step pay run; India’s PF, ESI, PT and TDS built in.
Add any time, on the same books
Honest fit
When to stay where you are.
We would rather say so now than after you have paid.
Compare the options fairly- If you only need accounts and invoicing for a few users, Zoho Books' Standard plan is ₹749 a month billed yearly with 3 users, and there is a free plan for turnover up to ₹25 lakh (Zoho Books pricing, checked 1 Nov 2026).
- If you want to sign up and start on your own today, MyRecords has no self sign-up; every system is set up with you.
- If you depend on ready-made connectors to e-commerce stores, those are not built in MyRecords yet.
- If you need GSTR-9 or a TCS return from the same software, MyRecords does not prepare these yet.
Questions
Questions people ask
Something else on your mind?
Ask us anything about modules, a quote or moving across. A person from our team replies.
Ask a question01Does MyRecords import Zoho Books files directly?
Contacts and items, yes. The setup wizard reads your Zoho Books CSV or Excel export, picks the columns for you to confirm and shows a dry run. Balances and unpaid bills go into the Opening balances step.
02Do my Zoho Books transactions come across?
Only what is still open moves by default — balances, unpaid bills and open orders. Closed history stays in your export and can move at extra cost.
03Can my accountant still log in?
Yes. Invite your accountant or CA with an end date; the login switches itself off after it. Users are unlimited.
04Is MyRecords cloud software too?
It runs as your own dedicated system, either on MyRecords Cloud (hosted in India or your region) or on your own server. It works in any phone browser and installs to the home screen.
05How long does the move take?
About two weeks to a reconciled opening, then one to two weeks of parallel running.
06What does it cost?
Masters and opening balances from our templates are part of the setup fee. Older history is optional, quoted up front by the years you move. See data migration.
Last updated
Next step
See it on your own numbers.
A live demo on our sample company, shaped to your kind of work, with your questions answered. Or ask us for a quote first.
Live demo
Book a walk-through
- On our sample company, for your kind of work
- A quote for the modules you need
- Your questions, answered by our team