Zoho Books

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  1. Tally Migration

    Please provide one click migration process for Tally customers in India. Have their data automatically imported in Zoho Books by handling the Tally data files. It is really hectic to create and upload CSV files for all the things that we want to migrate.

    14 votes
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      1 comment  ·  Migration  ·  Flag idea as inappropriate…  ·  Admin →
    • Provide a way to merge duplicate accounts created during the migration process

      duplicate accounts in the general ledger and items occur easily in the migration process. There should be a simple merge accounts with a warning before proceeding that captures all the history.

      7 votes
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        0 comments  ·  Migration  ·  Flag idea as inappropriate…  ·  Admin →
      • i have the following suggestions

        Chart of Accounts maintenance : I am sure many people would like to use their own chart of accounts. Appreciate if you could please provide a better maintenance option, e.g; multiple selection of accounts for deletion. Some time one could make mistakes in uploading set of accounts and deleting them a painful task as we should delete it one by one and it takes time

        4 votes
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          1 comment  ·  Migration  ·  Flag idea as inappropriate…  ·  Admin →
        • Migrate including attachments to Zoho Books UK Edition

          Enable the migration to the UK Edition of Zoho Books including Attachments, currently if I want to migrate I will lose all the receipts attached to the expenses.

          I do want to migrate to the UK Edition, however I do not have the time or patience to manually export every receipt and re-attach to every expense, it's the one barrier to migrating.

          I wouldn't even mind if there was a seamless migration charge.

          3 votes
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            1 comment  ·  Migration  ·  Flag idea as inappropriate…  ·  Admin →
          • Stand Alone Software

            Instead of loading all elements on the browser for every clicks why can't the graphical elements be stored in standalone software and just load the data from the servers which will make things work efficient and fast manner than seeing the loading icons

            3 votes
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              0 comments  ·  Migration  ·  Flag idea as inappropriate…  ·  Admin →
            • Set language by user

              The language of the interface and customer portal should be possible to set as per each user. I have staff who speak multiple different languages and it will be necessary for them to be able to log in and interact with the data in the language they are comfortable in.

              3 votes
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                0 comments  ·  Migration  ·  Flag idea as inappropriate…  ·  Admin →
              • Auto Migration from Global Edition to US Edition of Zoho Books.

                Automatic migration form Global Edition to US Edition...

                0 votes
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                  1 comment  ·  Migration  ·  Flag idea as inappropriate…  ·  Admin →
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