Migrate from Exact to Zoho Books – Fast, Easy, and Stress-Free

Thinking about switching from Exact to Zoho Books? Whether you’re looking to streamline your accounting, reduce expenses, or upgrade to a modern finance system, we’ve got you covered.

At Cloud Accounting, we make your migration seamless. With years of experience helping businesses transition, we handle it all from planning and configuration to secure data transfer and team training. You’ll be fully set up in Zoho Books faster than you think. Get your free consultation and quote today.

Exact to Zoho Books

Why Migrate from Exact to Zoho Books?

Why Migrate from Sage to Zoho Books?

Exact is a capable platform, but it can feel complex and expensive to maintain. As your business evolves or shifts toward remote operations, you may benefit from a more agile, cloud-based system.

Zoho Books offers simplicity without compromising power. It integrates effortlessly with Zoho apps like CRM, Projects, and Inventory, enabling you to manage your entire business from one central platform.

Why ZohoBooks Is the Smarter Choice

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 Exact, 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.

Key Benefits of Migrating to ZohoBooks:

✅ 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

Zoho Books Migration

How Its Works

Assessment & Planning

We start by understanding how you use Exact and what you need from Zoho Books. This helps us plan a smooth, efficient migration.

Data Migration

We securely transfer your key data from Exact , including contacts, invoices, payments, bank records, and tax info—with full accuracy checks.

Zoho Books Migration

How Its Works

Zoho Books Setup

We customize your Zoho Books setup to fit your business—chart of accounts, tax rules, user roles, permissions, and all essential configurations.

Training & Support

We train your team on Zoho Books and provide 30 days of expert support post go-live to ensure a smooth and confident transition.

The Next Step: Migrate from Exact to Zoho Books

Your financial data isn’t just numbers — it’s the story of your business. So, if you’re thinking about moving from Exact 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 Exact to Zoho Books, we focus on getting the details right — so you can pick up where you left off, without missing a beat.

Our Exact to Zoho Books Migration Service includes:

Clients We Worked with

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Frequently Asked Questions

Migrate to Zoho Books with Cloud Accounting

Ready to move from Exact to Zoho Books? We’ll migrate your data securely, set up your account, train your team, and support you every step of the way.