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

Looking to move from Sage to Zoho Books? Whether you’re aiming to simplify your accounting, cut down costs, or modernize your finance system, we’ve got you covered.

At Cloud Accounting, we make the switch easy. With years of experience helping businesses like yours, we take care of everything—from planning and setup to secure data transfer and training. You’ll be up and running in Zoho Books in no time. Get a quote now for free consultation.

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Why Migrate from Sage to Zoho Books?

Sage is a powerful platform, but it can be complex and costly to maintain. As your business grows or shifts to remote work, you may need a more flexible, cloud-based solution.

Zoho Books is simple, powerful, and perfect for growing businesses. It connects with other Zoho apps like CRM, Projects, and Inventory, so you can manage everything from one place.

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 Sage, 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 Sage and what you need from Zoho Books. This helps us plan a smooth, efficient migration.

Data Migration

We securely transfer your key data from Sage, 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 Sage 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 Sage 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 Sage to Zoho Books, we focus on getting the details right — so you can pick up where you left off, without missing a beat.

Our Sage to Zoho Books Migration Service includes:

Company Setup: Establish a new Zoho Books organisation for your business.
Chart of Accounts: Customise the chart of accounts to match your business needs.
User Setup: Manage user access to grant permissions to your team or accountant.
Payment Gateway Setup: Integrate payment gateways for faster transactions.
Multicurrency Accounts: Establish multicurrency bank accounts for global operations.
Group VAT Return: Set up Group GST/VAT MTD returns for compliance.
Payroll Setup: Set up employees in QuickBooks Online Payroll, including balances, deductions, and benefits.
Apps Integration: Implement comprehensive consolidated reports

Transaction Import: Import all historical transactions, from invoices to bank transactions from sage.
Contact Import: Migrate all contacts including customers, suppliers, and employees.
Financial Settings: Configure tax codes and financial settings.
Bank Accounts and Feeds: Set up bank and credit card accounts, activate bank feeds.
Department: Set up and import historical departmental data.
Asset Register: Create a fixed asset register and define depreciation rules.
Pension Setup: Establish pension schemes with NEST, Smart Pension, and other pension providers.
Customised Reports: Set up tailored reporting templates.
Consolidated Reporting: Implement comprehensive consolidated reports.
Support & Training: Benefit from 4 hours of live training and 30 days of aftercare.

Clients We Worked with

Convert To Zoho Books From

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.