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Taskezy is your system of record — it doesn’t need Zoho or any other accounting software. If you run on Zoho Books today, you can bring your history across so you don’t start from an empty screen, then carry on in Taskezy.
Prefer us to do it? Concierge onboarding is free on every plan — we’ll bring your Zoho history across and set up your bank feed with you. Contact support@taskezy.co.

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What comes across

  • Contacts — your customers, and your suppliers as vendors.
  • Items — your catalogue, with prices and stock on hand.
  • Sales — quotes, sales orders, invoices, credit notes and customer payments.
  • Purchases — purchase orders, bills, vendor payments and expenses.
Documents keep their Zoho numbers, so you and your team can still find “INV-000567” by the number you know it by.

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Bring your history across

1

Connect Zoho Books

Go to Settings → Integrations and click Connect on the Zoho Books tile. Sign in to Zoho with an account that can see your books, and approve access. Taskezy works out which Zoho region your organisation is in (US, EU, India, Australia, Japan or Saudi Arabia).
2

Let it come across

Taskezy starts pulling your history straight away. Click Sync on the tile to start a pass now. A large set of books can take a while, because Zoho limits how fast it can be read — Taskezy picks up where it left off until everything is across.
3

Check it

Open your Contacts, Invoices, Bills and Products and spot-check a few you know well — an open invoice, a supplier balance, a stock count.
4

Disconnect Zoho

Back on Settings → Integrations, click Disconnect on the Zoho Books tile and confirm. Everything you imported stays in Taskezy. From here on, Taskezy is the one place your records change.
Don’t leave Zoho connected once your history is across. While it’s connected, Taskezy keeps pulling changes from Zoho every hour, and expenses you confirm are also sent to Zoho. Two systems changing the same invoices and payments is how balances drift apart. Import, check, then disconnect.
The Disconnect confirmation talks about sending expenses to Zoho — that’s the part that stops. Your imported records are not touched.

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After you’ve moved

  • Your numbers are yours. New documents get Taskezy references (INV-2026-0231); imported ones keep their Zoho numbers.
  • Stock is managed in Taskezy. Adjust and count stock from Inventory.
  • Your accountant can work from Taskezy’s P&L, balance sheet and VAT return.
  • Zoho counts as a connector while it’s connected. Disconnecting frees the slot on your plan.

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What’s next