Moving is easier than you think.
Most businesses are invoicing on SoarLedger within a day. Start at the beginning of a month or quarter and bring opening balances across.
Where you are moving from
From Zoho Books
Built-in importer brings over customers, vendors, items, chart of accounts and transactions, then checks that balances reconcile.
From Tally
Export masters and opening balances to Excel and import them; we help you map ledgers on a call.
From QuickBooks
Import customers, vendors, items and opening balances from CSV exports.
From Excel or paper
Start with templates for customers, items and opening balances. Most small businesses are invoicing on day one.
Four steps, usually one day.
Create your company
Pick your country; tax, currency and chart of accounts are set for you.
Bring your data
Import customers, vendors, items, chart of accounts and opening balances, or run the Zoho Books importer.
Check it balances
Compare the trial balance with your old system before you go live. We'll check it with you on a call.
Start invoicing
Set up your invoice template and invite your team and your accountant.
We'll move it with you.
Book a call and we'll walk through your data, map your ledgers and check the balances before you switch over.
- Templates for every import
- Zoho Books importer with reconcile check
- Opening balances and open invoices
- A call to check the trial balance
Ready to switch?
Start a free trial and import your data, or book a call and we'll do it together.