Our recent webinar '' Zoho Books SA Edition: How To Migrate With Confidence'', hosted by Paul Wilson and Matt Mederer from DSL Telecom, provided valuable insights into the new VAT-compliant Zoho Books SA Edition and its benefits for South African businesses. If you missed the session, here's an overview of the key points discussed, along with answers to some of the most common questions raised during the Q&A.
Webinar Overview:
A major highlight of the session was the practical guidance from our team, based on real migration experiences to Zoho Books SA Edition. These insights helped attendees understand the steps and best practices for a smooth migration process.
Here's what was covered:
- Zoho Books SA Edition Overview: Key features, VAT compliance, and other enhancements designed for South African businesses.
- Migration Process: A step-by-step guide on migrating from Zoho Books Global to Zoho Books SA Edition, with actionable tips.
- Q & A: We also addresses several common questions related to the migration.
Q & A Highlights:
During the interactive Q & A, we addressed several key concerns from the attendees.
Here are some of the most frequently-asked questions:
Question 1: Will there be more integrations into source vectors in this release?
DSL Telecom Team: At present, there's no direct integration with source systems. However, Zoho Books SA Edition includes VAT number validation, and direct filing integrations are expected in future updates.
Question 2: How will this pull through to the CRM if customers are pulled from the CRM?
DSL Telecom Team: You can integrate Zoho CRM with Zoho Books by updating the mapping settings. Ensure VAT numbers are correctly mapped between systems for seamless data flow.
Question 3: How far back can I migrate my data?
DSL Telecom Team: The VAT structure will apply from the date of migration. It's recommended to start at the beginning of a tax period for smooth transition. Previous transactions will remain under the old VAT structure, but can still be accessed in Zoho Books.
Question 4: If a client is not yet VAT-registered, can we prepare by adding their VAT number once they become liable?
DSL Telecom Team: Yes, you can still prepare the client or supplier profile by adding their VAT number once they become liable for VAT. This ensures seamless updates when their VAT registration is finalised.
Question 5: If an organisation is initially set up as non-VAT registered, can VAT numbers still be added for clients later?
DSL Telecom Team: Yes, you can add a client's VAT number once they become VAT-registered, and the system will update automatically.
Question 6: Do I need to migrate if I don't use VAT?
DSL Telecom Team: Even if you're not using VAT right now, we recommend migrating to ensure compliance with future tax regulations.
Question 7: Will migration to Zoho Books SA Edition affect my financial statements?
DSL Telecom Team: The migration shouldn’t affect your financial statements, but new VAT-related accounts will be added. Ensure you adjust your financial reports accordingly.
Question 8: How will the subscription module's billing be affected by the migration?
DSL Telecom Team: After migration, all invoices and transactions will follow the new VAT rules. Any necessary changes will be handled during the migration process.
Key Takeaways
The webinar provided attendees with a clear understanding of the Zoho Books SA Edition migration process and benefits. If you missed the session or want to revisit the information, feel free to watch the full recording or reach out to us for further assistance.
Ready To Migrate To Zoho Books SA Edition?
If you're ready to get started with your Zoho Books SA Edition migration, contact our team today for more information or support. We're here to help!