[Webinar] Setting Up and Migrating Accounting System

[Webinar] Setting Up and Migrating Accounting System

Hello folks!

Switching from one accounting software to another can be a challenging task, so it is important to have a plan in place. If you are new to Zoho Books, you probably have a lot of questions about how to set it up and migrate your financial data from your old accounting system.

To answer all questions, we will be hosting a live webinar on Setting Up and Migrating Accounting Systems on September 24th at 9am PDT.


In this webinar, Zoho Books Advisor Joshua Bleznick from Presti & Naegele Accounting Technology Consultants will walk you through the migration process and cover the best practices for setting up a new accounting system.

During the session, you will learn:
  • How to set up a new cloud accounting system
  • How to set up new contacts, invoice & email templates, and more
  • Creating customers, vendors, and item lists for import
  • Best practices for migration paths

This is an interactive webinar, so participants will be able to ask questions during the session. The session also qualifies for 1 hour of CPE credit for CPAs. 

We look forward to seeing you at the webinar. Reserve your seat today!

    Zoho Developer Community






                              Zoho Desk Resources

                              • Desk Community Learning Series


                              • Digest


                              • Functions


                              • Meetups


                              • Kbase


                              • Resources


                              • Glossary


                              • Desk Marketplace


                              • MVP Corner


                              • Word of the Day



                                  Zoho Marketing Automation


                                          Manage your brands on social media



                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now