We are a consulting services firm that relies on independent contract labor in the United States.  We were forced to upgrade to Quickbooks Desktop 2020 recently, so this is our current version.  We would like to convert everything (all historical data) from quickbooks desktop to zoho books and obviously have everything reconcile (6 years of data).  We are looking for a zoho partner with experience for migration as well as integration experience with QB and Zoho.  Below is a summary of the functionality we use:

• Items (We only have service items), Vendors (USD/CAD), Customers(USD/CAD), Customer jobs (USD/CAD), Chart of Accounts (USD/CAD- we have numbered these for ease of conversion)

• We have transactions in both USD and CAD.  This includes bank accounts, invoices, payables, and transfers between USD and CAD accounts

• We have estimates (USD/CAD), invoices (USD/CAD), payables, timesheets, and bank transfers
• Any Sales Orders or Purchase Orders that we have were created in error.  The number is extremely small and can either be converted as is or transitioned to an invoice or payable.

• Master Data
• Currencies
• Transactions
• Taxes
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