We customize your Zoho Books setup to fit your business—chart of accounts, tax rules, user roles, permissions, and all essential configurations.
Thinking about switching from ClearBooks to Zoho Books? Whether you want to streamline your accounting, reduce software costs, or upgrade to a more modern finance system, we’ve got you covered.
At Cloud Accounting, we make your transition simple. With years of expertise helping businesses move to Zoho Books, we handle every step—from planning and setup to secure data migration and staff training. You’ll be working in Zoho Books before you know it. Get a free consultation and quote today.
ClearBooks is a solid accounting tool, but it can feel limited as your business grows or shifts to new ways of working.
Zoho Books offers a flexible, cloud-based platform that’s built for growth. It integrates seamlessly with other Zoho apps like CRM, Projects, and Inventory, allowing you to manage your entire business from one connected system.
ZohoBooks stands out with its sleek interface, robust automation, and deep integrations with tools like Zoho CRM, Inventory, and more. It simplifies multi-currency accounting, bank reconciliation, and tax compliance in just a few clicks. Designed for growing global businesses, it enables real-time financial insights, mobile access, and collaboration from anywhere. Unlike ClearBooks , ZohoBooks scales effortlessly and doesn’t lock you into long contracts or complex setups. With our experts by your side, migrating to Zoho Books becomes a strategic upgrade—not just a software switch.
✅ Cloud-based and mobile-friendly
✅ Cost-effective pricing with no hidden fees
✅ Built-in automation for invoicing, reminders, and approvals
✅ Seamless integrations with banking, payment gateways, and Zoho apps
✅ Compliant with global tax laws (VAT, GST, etc.)
✅ 24/7 access and collaboration from anywhere in the world
✅ Real-time financial reporting with customizable dashboards
✅ Multi-currency support for international transactions
✅ User-friendly interface designed for non-accountants
✅ Role-based access for better control and security
✅ Scalable features that grow with your business
✅ Audit trail for complete transaction history
We start by understanding how you use ClearBooks and what you need from Zoho Books. This helps us plan a smooth, efficient migration.
We securely transfer your key data from ClearBooks , including contacts, invoices, payments, bank records, and tax info—with full accuracy checks.
We customize your Zoho Books setup to fit your business—chart of accounts, tax rules, user roles, permissions, and all essential configurations.
We train your team on Zoho Books and provide 30 days of expert support post go-live to ensure a smooth and confident transition.
Your financial data isn’t just numbers — it’s the story of your business. So, if you’re thinking about moving from ClearBooks to a new system like Zoho Books, it’s normal to feel unsure. But with the right support, it doesn’t have to be stressful. In fact, it can be a smart step toward simplifying the way you manage your finances.
At Cloud Accounting, we get how important your data is — and we treat it with care. We don’t just copy and paste things over. We make sure your full financial history, reports, and records come with you, clean and intact. When we move you from ClearBooks to Zoho Books, we focus on getting the details right — so you can pick up where you left off, without missing a beat.
We specialize in transferring data from any software that can export data in CSV or Excel format to Zoho Books. No matter how complicated your company transactions or currencies you use, we guarantee the move is smooth and accurate.
Ready to move from ClearBooks to Zoho Books? We’ll migrate your data securely, set up your account, train your team, and support you every step of the way.