Zoho Books and Waveapps experience similar enough navigation that would allow easy migration, but there are a few notable differences.

Products & Services

When using Waveapps, you’d find this tab under Sales and Purchases. When using Zoho Books, Products and Services are described as “Items” and are found as a unique tab found in the sidebar.

Customer Statements

This module is found under the Sales tab in Wave apps. However, when using Zoho Books, you can create a customer statement by moving to the Customers module, choosing a customer and creating a customer statement.

Reconciliation

When using Waveapps, you’d normally find this module in the Accounting section. With Zoho Books, you can begin a reconciliation task for a credit card or bank accounts by using the Banking tab.

Settings & Integrations

These are located below the module options in Wave apps. Using Zoho Books, you can find Integrations within Settings, navigated to by selecting the gear icon near the top right of the page.

Switching to a different business account

Wave apps allow for navigation through multiple business accounts by selecting the current business account you are in at the top left-hand side of the page. Businesses are denoted as “organizations”, and are found in a similar manner by selecting the existing organization you are managing at the top right side of the page.

Help and Support

Support in Waveapps was accessible through the talk bubble found on the bottom right-hand side of the page. In Zoho Books, there is a Contact Support feature found in the same location. Immediate help and tips are available in the top right-hand corner of the page where resources and tips are available to improve your understanding and troubleshoot issues you may experience. Page tips are available in each individual module as well for on-the-go support.

See? Navigating Zoho Books is pretty straightforward, with a lot of really helpful and useful features at your disposal. Now that you understand how to locate those features, let’s move on to setting up Zoho Books for your business.

Configuring Taxes

The next step requires you to set up your taxes and tax rates. You’ll want to do this in order to be able to apply tax treatments or associate taxes to contacts, transactions and items.

How to configure your taxes:

• Go to Settings by selecting the gear icon found in the top right-hand side of the page, and choose “Taxes”.
• Select “+ New Tax” to make a brand new tax rate.
• Fill in the “Tax Name” and “Tax Rate” fields.
• Select “This is a compound tax option” if this tax is made on top of a primary tax.
• Select “Save”, and you’re all done.

Sell to EU state members? Don’t forget: you can make new tax groups, set how those taxes are tracked and analyzed by Zoho under Tax Settings, and follow the tax on any sales regarding digital services if you have transactions overseas to EU members.

Configure Currencies

Depending on the country you chose during sign up, the base currency will be reflected in Zoho Books. Foreign currencies will be created automatically. You can add new currencies and assign them to a customer for transactional purposes if you sell overseas. Automatic fetching of exchange rate feeds is enabled through Zoho books, as well. To do this, it is required to have the Zoho Books – Global edition.

Configuring currencies is simple:

• Select the gear icon in the top right of the window and go to “Currencies”.
• Pick “+ New Currency” and add a new currency.
• Fill in the currency name, decimal places, symbol and the format.
• Hit the “Save” button and you’re finished!

Customize Email Notifications

Include all details necessary by customizing email notifications that are sent to customers based on various actions, like sending invoices or transactions. Placeholders for specific field values can be adjusted, too.

Customizing an invoice email notification is straightforward:

• Select Settings by hitting the gear icon found at the top right corner of the page and choose “Emails”. A page called Invoice Notifications will pop up and you will be able to look at the existing invoice email template.
• Choose “Show Mail Content” to see and change an email template or select “+ New” at the top right-hand corner to make a new template.
• Near the very bottom of the “Edit” webpage, you can select “Set this to default”  so that the exact email template is used as the default invoice email template going forward.

Remember: you can make, edit, and determine default email templates for all modules.

Adding Bank and Credit Card Accounts

When using Waveapps, you had the choice to add bank statements as transactions on an account, as well as manual reconcile transactions. 

Conversely, banks and credit card accounts can be added straight to Zoho Books, and automatic fetching of bank feeds for reconciliation transactions and categorizations is possible.

Remember: When bringing over the Chart of Accounts, the bank or credit card accounts you have added will be automatically filled. This can still be done manually if you wish.

Adding a bank account:

• In the Banking module in the left-hand sidebar, select “Connect Bank/Credit Card”.
• Choose your bank here from the suggestions, or simply type in your bank in the search bar and choose it manually. Banks in the list here are capable of fetching bank feeds automatically.

Alternatively:

• Select “Enter your account manually” if you are unable to locate it in the list provided.
• Type in the login info for the bank account you want to add or put in the details for the bank account to manually add it.

Importing bank statements is suggested once completed the migration process. Adding bank information manually means you will need to import bank statements manually from then on, rather than selecting banks from the list allowing for automatic fetching of this data.

Setting Up Your Integrations

With Waveapps, it’s possible you integrated with BlueCamroo. If so, consider using a CRM software that is compatible with Zoho Books. For example, Zoho CRM is perfectly designed for use with Zoho Books, allowing for efficient and smooth processing of data and management with minimal interruptions from incompatibilities. You can even start with a free Zoho CRM plan to get started and see if you like it.

Zoho Books has wide integration capabilities to ensure no data is left behind during your migration.

Export Data Using Wave Connect Add-on

If you’re using Wave Connect to download and upload data, you can export invoices and products & services from Waveapps. Skip to the next section if this is the case.

If not, setting up Wave Connect is easy so you can use its export services for migration purposes:

• Enter your Waveapps account.
• Click on Integrations and go to “Add to Sheets” next to Google Sheets. Then, you’ll be sent to Google Workspace Marketplace. From there, you can install the add-on.
• Select the “Install” button underneath the name.
• If not logged in, log in to Google.
• Select “Continue” after viewing installation information.
• Click on your Google account when a new tab comes up.
• Select “Allow” after reviewing the permission info concerning access of your data. Then, Wave Connect will be added and installed to Google Sheets.
• After this, enable this Wave Connect add-on in Google Sheets and you will be able to download Waveapps data.

Downloading Data Directly from Google Sheets

• Navigate to the sheet which you connected to your Waveapps account. Connect the sheet to your Waveapps account and set up the Wave Connect add-on if you haven’t yet (refer to the Export Data Using Wave Connect section above).
• Click the Add-ons tab at the top bar > Wave Connect > Download > Customers (or Products or Invoices or Chart of Accounts).
• You should be presented with an option to select your Waveapps account, followed by a large range of fields giving you options for what you want to download to the Google Sheet. Invoices as well as invoice payments can be downloaded. To do so, select the “Data to Download” option for “Invoice Data and Payments” in the field options to get your invoice payments downloaded.
• Mark all selected fields and hit “Download Customers” (you may also hit “Download Products” or “Download Invoices” or “Download Accounts”). Overwrite the sheet if dated data already exists on it. Everything will be imported to the sheet. 
• Then, go to “File”, hit “Download”, and choose “Comma-separated values (.csv, current sheet)”. A list of customers will be available as a .CSV file on the device you download it onto.
• After that, hit the “+” icon at the bottom left hand side of the Google Sheet page. Here, you can make a brand new sheet and redo the above steps to download your invoices, COA and products from Waveapps directly to your device.

Importing Data to Zoho Books

There is a feature called “Migration Wizard”, which assists in uploading a .CSV file to import your data. Here’s how:

• On your dashboard, select “Migrate Data”. From here, a new page will come up detailing how to export your data. 
• If you have your exported data from Waveapps, go ahead and select “Import Files”. If not, refer to “Exporting Data from Waveapps”.
• You can then upload the customers, products, and accounting .CSV files.
• Select “Import Files”. When the data is transferred to Zoho Books, you can observe if any records were skipped, and also see a detailed list of all records successfully moved over.
• If you want to move over outstanding invoices, Hit “Proceed to Import Transactions”. Otherwise, you can select “Complete Import” and you may begin using Zoho Books!

Importing Bills and Receipts

If you wish, you can import your receipts and bills to Zoho Books with accuracy so everything is in line for your Trial Balance report.

Import Bills

Remember when you selected the “Data Export” option earlier, to get an import file for your bills? Move them into Zoho Books easily:

• Navigate to “Purchases”, and then “Bills”.
• Select the icon that looks like a hamburger on the top right-hand side of the webpage.
• Choose “Import Bills”.
• Select the “Choose File” button, which should be somewhere underneath the “Upload File” section. It’s advisable to not import a file larger than 1 MB.Remember: It’s easy to just download the sample import file and find out the format of the import file. 
• Select the “Character Encoding” and “File Delimiter” specific to your file.
• Hit “Next”.
• Use the “Map Fields” page to map the fields correctly if they don’t appear right.
• Check the “Save these selections for use during future imports” option if you think you may need to use an import format next time that resembles this one. Then, hit “Next”.
• There should be a “Preview” window. Inside it, click “Import”. Done!

• To import your outstanding invoices:

  • Navigate to “Sales”, followed by “Invoices”.
  • Select the hamburger icon.
  • Choose “Import Invoices”, and voila!

  Remember: Importing the paid invoices is only possible by taking away any rows that show the “Status” column as unpaid.

  Additionally, you can set up an approval process for invoices that is really handy, and it’s done easily from the Settings option in Zoho Books. 

Importing Receipts

Receipts used in Waveapps can be imported to Zoho Books. It can be safely stored to make expense sheets or used for future references. They will be transferred to the Documents module in Zoho Books.

Remember: Before importing receipts, you must enable this Documents module.

To upload these receipts, select “Upload File” and choose the receipts you exported from Waveapps. They should then be uploaded into Zoho Books, and auto-scanned if you have that add-on. Any receipts can be uploaded by emailing or uploading them in your day to day.

Dealing with Non-exported Data

Receipt transactions, recurring invoices and estimates can’t currently be exported to Zoho Books. You have to individually modify these sheets to a suitable format if you want to import it to Zoho Books. If having a record of these transactions in Zoho Books is important to your business, your best route would be to create them manually.

Sync Transactions

Opening balances need to be checked for proper syncing with your imported transactions so you get accuracy in your Trial Balance report values.

 Any transferred transactions to Zoho that were dated on or before the migration date need to be synced manually with the “Opening Balance” feature in Zoho Books. Syncing opening balances: 

• Navigate to Settings, and then select “Opening Balances”. Backdated transactions will be stated here. 
• Select “Sync”.

Comparing Trial Balance reports from Waveapps and Zoho Books

One of the last steps is to ensure all records moved to Zoho Books are set in the correct account, and the reflected account balance is correct after coming from Waveapps.

To check this, make a Trial Balance report in Waveapps and then create one in Zoho Books as well and cross-reference them. Any incorrect information must be followed by a check on the records made for those accounts.

Once this step is confirmed, you’re ready to use Zoho Books!

“I had a great experience working with websiteTOON. They helped me migrate my data and trained my team to use Zoho. I would definitely work with them again.”
– Monica H.

“Thanks for helping me migrate to Zoho Books. I enjoy using it more than other platforms I’ve tried in the past. Highly recommend websiteTOON.”
– Naomi B.

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– Mark K.

Interested in migrating from Waveapps to Zoho Books? Call 647-987-8780 or email info@websitetoon.com to book a free assessment today.