Time to move to a better accounting solution? Plan for a smooth
transistion!
Switching from one accounting software to another can be a daunting task, with challenges such as data migration, process changes and training requirements. In this webinar, Hemal Kamdar, CEO of Kraj accounting services talks about the details on how to migrate from legacy accounting software in India to Zoho Books. Join us and unlock the power of Zoho Books – real-time insights, smarter decisions, and anytime access to your financials!
1) Comparison: Traditional vs Next-Gen Technological Accounting Software
- Native cloud capabilities
- Cloud based data accessibility
- Default multi-GSTIN, multi-Branches & amp; multi-User with Approval Mechanism
- Connected banking
- Integration with E-Way Bill, E-Invoice & GST Portal
- Built-In document management
- Automated reminders, notifications, and scheduled reporting
2) Avoiding 'Suboptimal Deployment' of Zoho Books
- Core objectives: Cost-Control-Compliance
- Real-time case studies
- Checklist for optimal Zoho Books utilization
3) Master data import with or without opening balances (Live demo)
- Prerequisites for Master data entry with opening balances:
(i) Basic setup.
(ii) Understanding master data architecture and mapping with legacy data.
- Importing COA, Customers, Vendors, and Items with Closing Balances from Legacy Accounting Data.
4) Clarifying Nuances (Live demo)
- Banking & Reconciliation.
- Handling Customer receipts & Vendor payments.
- Entries related to GST
- Generating reports