- Home
- Convert To
We can migrate any number of historical years, both single and multi currency entities, customized Chart of Accounts.
This is a full transactional conversion wherein we bring Chart of Accounts, Contact Master, Item Master, Opening Trial Balance, Invoices, Bills, Bank Transactions and Manual Journals. - FAQ
- Chart of Accounts
- Customer Details
- Supplier Details (Only Name of Supplier)
- Opening Account Balances
- Aged Receivables
- Aged Payables
- Bank Transactions
- Credit Card and PayPal Accounts
- Items
- All Sales Invoices and Credit Notes
- All Purchase Bills and Credit Notes
- All Manual Journals
- Repeating Invoices
- We make our best attempt to give you the exact image of your Zoho data, however, due to the limitations of few fields which are different in Zoho and FreshBooks, we might have to use some workarounds to bring the transactions.
- Classes
- Purchase Orders and Estimates
- Multi-Currency Files
- Budgets
- Track Inventory
- Fixed Asset
- Payroll
- Expense Claims
- Memorised Transactions
- Payment Terms
- Custom VAT Rates
- Invoice Templates
- Time Sheets
- Deleted/Void Transactions
- Allocation of Invoices or Bills against credit notes
- Transaction lines with Nil Values
- Individual Payruns for the conversion period
- Sales Rep
- Customer Jobs
- Attachments
- We are specialist in converting core financial information and we try our best to bring the other non-financial information as well, however, because of the limitation of APIs of both software, we might not be able to get few fields
- Sales Invoices - All Sales Invoice from Zoho shall be coded to "Sales" Chart of Account in FreshBooks, since this is the default Chart of Account used in FreshBooks for all Sales Invoices.
- Sales Receipt - They are entered as Sales Invoice in FreshBooks. Currently, FreshBooks does not have separate functionality of Sales Receipt.
- Sales Credit Note - They shall be brought over as Journal Entry in FreshBooks and not as Sales Credit Note. Currently, FreshBooks does not have separate functionality of Sales Credit Note.
- Purchase Invoices - They shall be brought over as Expenses in FreshBooks. Currently, FreshBooks does not have functionality to add Purchase Bill Number, Due Date, Quantity, Inventory Item, Unit Amount and Tax Type.
- Purchase Credit Note - They shall be brought over as Journal Entry in FreshBooks and not as Purchase Credit Note. Currently, FreshBooks does not have separate functionality of Purchase Credit Note.
- Recurring Sales Invoices - They shall be brought over as Recurring Sales Invoices in FreshBooks. Currently, FreshBooks does not have functionality to add Invoice Number, Account Code.
- General - FreshBooks API does not accept the special character "&" for any functions, and ":" for Chart of Account function.
- Expense Payments (Bank) - FreshBooks does not permit pushing of expense directly through banks. It automatically takes Petty Cash as default account code for applying expense payments. Thus, an adjustment entry shall be passed for each payment between Petty Cash and the bank account in FreshBooks to match it to original software.
- Manual Journal Entries - Currently, there is no option to add Tax Type in Journal Entries. Thus, if there are tax type in Manual Journal in the original software, it shall be brought over as a Separate Line item
- Chart of Accounts - Sub Accounts in Zoho are converted as Independent Accounts in FreshBooks
- Chart of Accounts - Inactive Accounts, if used in Zoho in the conversion period are turned as Active Accounts in FreshBooks
- Open Receivable and Payable Invoices shall contain only a single line showing the unpaid balance of Invoice in FreshBooks
- Multiple Accounts Receivables in Zoho are merged in a single Account Receivable in FreshBooks
- Multiple Accounts Payables in Zoho are merged in a single Account Payable in FreshBooks
- Multiple VAT Accounts in Zoho are merged in a single VAT Account in FreshBooks
- Custom Sales Tax Rates are converted into standard Sales Tax Rate with "Tax Adjustment" entry as a separate line item in FreshBooks
- Inter Bank Transfers may be converted through a Clearing Account in FreshBooks
- Transactions without any contact/payee name in Zoho would be transferred as "No Name" contact in FreshBooks
- System Accounts like Retained Earnings, Sales Tax Account, Realised Currency Gains are used in FreshBooks for their counterpart accounts in Zoho.
- Rounding can be different in FreshBooks and Zoho because of the data precision techniques used in both software.
What makes us Special?
What Our Customers Say
Read All...How It Works We Convert your data file with few simple steps.
- Step1Load File
- Step2Select Service & Provide Details
- Step3Make Payment
- Approve QuotationStep4Leave file with MMC
- Step5Receive Subscription Transfer
Copyright © 2023 - MMC. All Rights Reserved.