Upcoming Webinar: Mastering Bookkeeping in QuickBooks Online - Advanced Techniques, Date: 14th May, Time: 11:30 AM EST. Upcoming Webinar: Mastering Bookkeeping in QuickBooks Online - Advanced Techniques, Date: 14th May, Time: 11:30 AM EST
Home » Software Specialization » Transitioning from QuickBooks to Zoho Books with Meru Accounting

Hire Remote Bookkeeper, Accountant , Tax return Preparer or Admin Person

Monthly Bookkeeping, Payroll, Financial Statements or Tax returns for Business owners

Quality Driven

QuickBooks and Xero Certified Experts

50% Reduction in

Part Time/Full Time Resources For

⚪ CPA Firms
⚪ Enrolled Agents 
⚪ Bookkeeping Firms
⚪ Tax Practitioners

Hire Remote Team​

Hire Remote Bookkeeper, Accountant , Tax return Preparer or Admin Person

Monthly Bookkeeping, Payroll, Financial Statements & Tax returns for Business owners

Quality Driven Approach

QuickBooks and Xero Certified Experts

50% Reduction in Costs

Part Time / Full Time
Roles For

100 +
1100 +
250 k+
20 +

Bookkeeping software expertise

End to End Remote Bookkeeping & Accounting services for Business Owners & Accounting firms

Meru Accounting is a CPA firm providing complete outsource bookkeeping and accounting solutions to CPAs and small & medium-sized businesses across the United States, United Kingdom, Australia, New Zealand, Hongkong, Canada, and European countries.

bookkeeping services
Bookkeeping Service

Regular Management Accounts for your Business, We serve bookkeeping services for different industries.

Setup Xero/Quickbooks

Set up your accounting software in a day through our checklist, for converting a client from your legacy software to Xero.

Bookkeeping for CPAs

We help CPAs to reduce 50 % of their cost by outsourcing recurring tasks to us, with trust and security.


We do Payroll for all countries in all software and comply with all tax formalities of the IRS, HMRC, ATO, etc.

Payable Accounting

Manage your Payables on daily basis, cost-effectively with reduced invoice discrepancies and disputes.

Indirect Tax

We do BAS, VAT, GST101A, Sales Tax, etc. reduce attribution errors and costs, and ensure indirect taxes are handled correctly.


Are you tired of dealing with the limitations and complexities of QuickBooks? Are you looking for a streamlined accounting solution that can help take your business to the next level? Look no further than Zoho Books! With its user-friendly interface, robust features, and cloud-based capabilities, Zoho Books is quickly becoming the preferred choice for businesses looking to simplify their accounting processes. We’ll discuss why making the switch from QuickBooks to Zoho Books is worth considering, how to transition smoothly between platforms, and how Meru Accounting can assist in transferring your account data seamlessly. Let’s dive in!

Why make the switch from QuickBooks to Zoho Books?

When it comes to managing the financial aspect of your business, using efficient software is crucial. QuickBooks has been a popular choice for many years, but with the emergence of tools like Zoho Books, it may be time to consider making the switch.One significant advantage of Zoho Books over QuickBooks is its affordability. With different pricing plans available and added features at no extra cost, businesses can save money without compromising on functionality.Another benefit of switching to Zoho Books is its user-friendly interface. Even non-accountants can easily navigate and use its features without assistance from an accountant or bookkeeper.Zoho Books also offers integrations with other useful programs such as CRM software and project management tools, streamlining operations by centralizing all important data in one place.Moreover, unlike QuickBooks that only allows access for up to five users on their standard plan, Meru Accounting can assist you in setting up multiple users on your account through Zoho Books Enterprise Plan.Making the switch from QuickBooks to Zoho Books will enable businesses to have a more affordable yet feature-rich solution that simplifies financial management processes while providing greater control over your accounts payable and receivable processes.

How to transition from QuickBooks to Zoho Books

Transitioning from QuickBooks to Zoho Books can be a daunting task, especially if you are not familiar with the process. However, with proper planning and execution, it can be a seamless transition.Firstly, ensure that all your account data is up-to-date in QuickBooks before making the switch. This will save time and prevent any discrepancies during the transfer process.Next, create an account on Zoho Books and set up your organization’s details such as company name, currency preferences and tax information. You can also customize invoices and other templates to suit your branding needs.After setting up your Zoho Books account, import all relevant data from QuickBooks including invoices, expenses, customers and vendors using the provided migration tool or by seeking assistance from Meru Accounting.Once data has been transferred successfully into Zoho Books system verify transactions to ensure accuracy of data entered.Finally run test scenarios for few days in order identify any discrepancies which may occur after transitioningSwitching over to Zoho books should not deterred businesses from making their accounting processes more efficient as long as they partner with experienced professionals like Meru Accounting

How Meru Accounting can assist in transition?

When considering transitioning from QuickBooks to Zoho Books, it’s crucial to have a professional team by your side. Meru Accounting is here to assist in streamlining the process and ensuring a smooth transition.Our experienced team of accountants has helped numerous businesses make the switch with ease. We understand that transferring account data can be daunting, but we’re equipped with the knowledge and tools needed to make it seamless.We begin by assessing your current accounting system and identifying any potential roadblocks during the transition process. From there, we create a personalized plan that caters specifically to your business needs.Our team will guide you through every step of the way, from setting up new accounts in Zoho Books to transferring financial data accurately. We’ll also provide training for you and your staff on how to navigate Zoho Books effectively.

With Meru Accounting’s assistance, you can rest assured knowing that your finances are in good hands during this transition period. Contact us today for more information on how we can help make the switch from QuickBooks to Zoho Books as seamless as possible!


Making the switch from QuickBooks to Zoho Books can seem like a daunting task, but with the right support and guidance, it can be a smooth transition. Meru Accounting has proven time and again that they are not just experts in accounting, but also in helping businesses make this transition seamlessly.

Transferring account data is no easy feat, but with the help of Meru Accounting’s team of professionals, you can rest assured that your data will be safely migrated without any hiccups. We will ensure that all necessary information is transferred accurately and efficiently so that you don’t lose any vital financial records.

In addition to our expertise in transferring account data, we provide exceptional customer service throughout the entire process. Any questions or concerns you have during the transition will be addressed promptly by our knowledgeable team members.If you’re considering making the switch from QuickBooks to Zoho Books for your business needs, let Meru Accounting help guide you through every step of the way. With our assistance and expertise, transitioning to Zoho Books can be an effortless process for both you and your business.Contact us today at [email protected] to learn more about our services! Please book a call, by selecting your suitable time zone to speak to one of our great accountant meru :

Don’t hesitate – make the switch today!

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