Hi
I am new to Zoho Books and want to import my last 12 months of data into the system, and then reconcile with my bank feeds. What is the best way to do this?
I was going to:
- Import all my customer records
- Import all my vendors
- Then import all my products (items)
- Then import my sales orders (linking customers to items ordered) - maintaining my previous system's order numbers
- Then import my sales invoices (linking to sales orders created above - maintaining my previous system's invoice numbers
- Then reconcile customer payments to the sales invoices
- Then import all my purchase orders (linking to sales orders) maintaining my previous system's PO numbers, linking them to my vendors
- Then import my vendor invoices
- Then reconcile my supplier payments to the vendor invoices
I think that's everything.
Am I on the right track? It's a hell of a job and I've only finished points 1 & 2 so far! Just want to know this it the right way to go about it before I get too far in.
Is this the best way to go about if for past records?
Alternatively, can I just import invoices with a total balance and no line items? I mainly want to just reconcile my bank feeds with these past records, I don't need each individual sales data. Happy to start recording that for new sales captured within Zoho where the Sales Order, Invoice, PO, etc. was all created with Zoho Books from scratch rather than imported.
Thanks in advance for your help