Are you Migrating from Wave to Zoho?
This conversion process is for the current customers of Wave who wish to move to Zoho Books outside the US and Canada.
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Zoho Books is convenient accounting software that will help you actively address your daily requirements for business finance. It's a safe place to keep up with the bills and invoices of your company, align your financial records, regulate your expenditure, supervise project work, and eliminate GST compliance concerns. Another highly configurable invoicing software called ''Wave'', saves your time, gets you billed, and makes it stress-free to handle customer records.
If you are having a plan to migrate from wave to Zoho here are the which you should need to know.
Step 1: Zoho Books Set Up
Step 2: Customers, suppliers, goods, services, bills, invoices, and receipts for exports and imports
Step 3: Utilizing Zoho Books
Zoho Books Sign Up
The software Wave would have routed you to a Zoho Books landing page, from where you can sign up for Zoho Books if you're a Wave user from outside the US and Canada. It's helpful to familiarise yourself with the discrepancies in words used in Wave and Zoho Books before you can start migrating your data to your Zoho Books organisation.
Comprehension of the words in Zoho Books
Although most of the terms used are the same in Wave and Zoho Books, there are a few terms that are distinct from Wave in Zoho Books, and they are listed for your comparison below.
Wave & Zoho Terms
| Business | Organisation |
| Products | Services Items |
| Price | Selling and Cost Price |
| Notes/ Terms Customer Notes | Terms and Conditions |
| Receipts | Expenses |
| Income by Customer Receivable Summary | Receivable Details |
| Aged Receivables | Aging Summary |
| Purchase by Vendor Payable Summary | Payable Details |
| Aged Payable | Aging Summary |
Exporting Wave Data
Exporting your Wave data helps you to conveniently import them into Zoho Books and link to the records in the future. However, Wave's data export options are limited.
Import to Zoho Books
To help you quickly upload your CSV files and import your data into Zoho Books, Zoho Books has created a Migration Wizard.
Configure Transfers Online
Zoho Books helps you to accept your customers' payments online and encourages you to obtain payments quicker. To get started with collecting payments, create a payment gateway. You will first have to connect to your Stripe account to set up your integration and then customise the integration to start monitoring payments.
Mobile Software by Zoho Books
By using Zoho Books' iOS and Android smartphone applications, you can handle your company finances from anywhere. From adding clients to creating and displaying the reports, the mobile apps are filled with features.
Zoho Books Summary of Pricing
In your 14-day trial span, you can start using the product after you sign up for Zoho Books. You can subscribe to any one of the paying plans to continue using Zoho Books after your trial is finished (or even during your trial). On an annual or monthly basis, packages can be chosen. Zoho offers 5 types of subscriptions. They are standard, professional, premium, elite and ultimate. Add on options are also available. For subscription details please visit their website.
