Zoho Books to Reckon Migration with Cloud Accounting

Thinking about moving from Zoho Books to Reckon? At Cloud Accounting, we know switching accounting systems can feel daunting. Your financial data is the backbone of your business, and the last thing you want is errors, downtime, or lost records. That’s where we come in. Our team handles the entire migration for you—securely transferring your data, setting everything up correctly, and ensuring you’re ready to hit the ground running. The result? A seamless transition with no stress, no disruption, and complete confidence in your new system.

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How It Works

Assessment & Planning

We evaluate your Zoho Books system, identify key data, and define business needs to build a tailored migration plan.

Data Preparation & Configuration

We clean and map your data, then configure Reckon to match your workflows, financial structure, and reporting needs.

Migration & Testing

Your data is securely migrated to NetSuite. We perform thorough testing to ensure accuracy and functionality.

Training & Go-Live

Your team is trained to use NetSuite effectively. Once ready, we go live with full support to ensure a smooth transition.

Why Migrate Zoho Books to Reckon?

If you’re wondering why switch from Zoho Books to Reckon?—the answer comes down to scalability and advanced capability.

Zoho Books is a fantastic tool for startups and small businesses, but as your company expands, its features can start to feel restrictive. Reckon, on the other hand, is built to support growing and more complex businesses. It can manage higher transaction volumes, streamline multi-department workflows, and deliver powerful, in-depth reporting to keep your financial performance crystal clear.

Reckon also connects effortlessly with a wide range of third-party apps and extensions—covering payroll, inventory, compliance, and forecasting. This flexibility makes sure your accounting system grows right alongside your business goals.

Migrating from Zoho Books to Reckon isn’t just a software change—it’s a strategic step toward future-proofing your financial operations. With a stronger platform, you’ll unlock better automation, sharper insights, and the visibility you need to make smarter decisions, faster.

At Cloud Accounting, our migration experts ensure your data is safe, accurate, and ready to perform from day one. Let us take the stress out of switching and set you up for long-term success with Reckon as your trusted accounting partner.

The Next Step: From Zoho Books to Reckon

In today’s digital world, your financial data is more than just numbers—it’s one of your most valuable assets. So, we get that the thought of moving all that important information can feel a bit overwhelming.

At the heart of what we do is the belief that migrating systems isn’t about leaving your past behind—it’s about building on it. When you migrate from Zoho Books to Reckon, we make sure all your important data comes with you, safely and completely.

But we don’t stop at just moving your data. Our goal is to help you make the most of your new system. If you’re switching to reckon, we can guide you through the key features and suggest helpful add-ons to support and grow your business.

End-to-End Conversion

Switching to Rackon is only your first step, and we’ve got your back from there. We’ll train you and provide ongoing support so that you feel confident using the software. Whether you’re setting up banking rules or making your own special reports, you can rest easy knowing we’ve got your back.

Our Zoho Books to Reckon Migration Service includes:

Company Setup: Establish a new Reckon 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 Reckon Payroll, including balances, deductions, and benefits.
Apps Integration: Implement comprehensive consolidated reports
Transaction Import: Import all historical transactions, from invoices to bank transactions

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.

Extend Your Capabilities

We provide more than just migration services. Enhance your financial management with our comprehensive suite of additional offerings, including:

Payroll Migration & Setup

Purchase Order Migration & Setup

Project Migration & Configuration

App Advisory & Ongoing Support

Reckon Review & Health Check

Bookkeeping & Cleanup

Clients We Worked with

Convert To Reckon From

We specialize in transferring data from any software that can export data in CSV or Excel format to Reckon. No matter how complicated your company transactions or currencies you use, we guarantee the move is smooth and accurate.