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.