How do I enter opening balance for my customers and vendors on migrating to Zoho Books?

Here’s how you import your customer / vendor balances in the Opening Balances page in case you’ve added them already:

• Go to Settings in the top right corner of the page.
• Select Opening Balances under Organisation.
• Enter the Opening Balance Date.
• For Accounts Receivable, click Import (or) For Accounts Payable, click Import.

• Click Choose File to upload your import file (CSV/TSV/XLS) with your balances and other relevant data. You can download and refer to the sample file to update your data.

• Click Next and map the fields in Zoho Books with the column headers in the import file.
• Click Next once done and import your data.

This will import all the opening balances of your customers/vendors and map them with the respective customers/vendors.

Read more about importing your customers / vendors along with their opening balances.