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Send your books to Zoho Books, Qoyod or Daftra

Download your accounts and journal as spreadsheets your accountant’s software imports. Business plan.

1. Open Books and choose your software under Send to your accountant's software.
2. First time only: download Accounts and add them in your software.
3. Download the Journal for the period on screen and import it (see your software below).

What you get

Two spreadsheets from Books: Accounts (the list of accounts Tajer uses, with a type each software understands) and the Journal for the period on screen, one row for every debit and credit. Each entry carries a reference like TAJER-J12 so you can find it again.

Zoho Books

First time: download Accounts and import them in Zoho Books under Accountant → Chart of Accounts → Import. Download the Journal and import it under Accountant → Manual Journals → Import Journals. The columns already use Zoho’s names.

Qoyod

First time: add the accounts from the Accounts file (Qoyod asks for the chart of accounts before entries). Download the Journal, open Accounting → Manual Journal Entries → Import, download Qoyod’s template and copy the rows in. Each entry keeps one number; its date and description sit on its first line.

Daftra

First time: add the accounts from the Accounts file. Download the Journal, open the journal import in Daftra, choose the file and match each column.

Tips

• Export one closed month or quarter at a time, so nothing is imported twice.
• Corrections are new entries in Tajer, never changes, so a period you already sent stays the same.

Related

• Your books: profit, cash and what customers owe
• Your VAT return numbers
• Record your expenses