Switching from Zoho Books
Your trial balance, aged receivables and payables, contacts and product catalogue come across from Zoho Books; posted transaction history does not, and stays in Zoho Books as your archive.
Zoho Books is the accounting product inside Zoho's wider business suite, and if you already run Zoho CRM or Zoho One alongside it, staying is a fair answer. What sends Malaysian owners looking is the statutory side: Zoho Payroll publishes country editions for India, the UAE, Saudi Arabia, the United States and Canada, and Malaysian EPF/SOCSO/EIS/PCB is not among them (checked August 2026). Taokeh puts the books and the Malaysian statutory work on one ledger. Here's exactly how the move works.
Each one comes from what the product itself publishes. If none of them is your situation, staying is the right answer.
Zoho Payroll publishes local payroll for India, the UAE, Saudi Arabia, the United States and Canada (Zoho's own regional payroll sites, checked August 2026). Malaysia is not on that list, so your EPF, SOCSO, EIS and PCB get worked out somewhere else and carried back in. That is the part of a Malaysian book where getting it slightly wrong reaches your staff and LHDN, not just your reports.
Malaysian Zoho Books users generally reach MyInvois through a connector from the Zoho Marketplace rather than something in the box (marketplace.zoho.com, checked August 2026). We have not audited every Zoho edition, so check yours before assuming either way — but if you are adding a connector for e-Invoice and a separate product for payroll, you are assembling the Malaysian half yourself.
If you also run Zoho CRM, Desk or Inventory, your books are wired into all of them, and pulling the accounting out means unpicking those links too. That is a fair reason to stay put. It is worth asking yourself plainly whether you are keeping Zoho Books because the accounting suits you, or because everything else is already in there.
Between a separate payroll product and a Marketplace connector for e-Invoice, the Malaysian half of a Zoho Books setup is usually assembled from parts that are not Zoho's own. They work. But when one of them breaks in the week a return is due, the support queue you need is not the one you have a relationship with.
| Your data | Comes across? | How |
|---|---|---|
| Trial balance | Yes | Upload your Zoho Books trial balance, exported to CSV or Excel. Taokeh matches each account to your chart, and you confirm every figure before a line posts. |
| Customers and suppliers | Yes | Import your Zoho Books customer and vendor exports, so every name and detail is ready before your first document. |
| Aged receivables | Yes, invoice by invoice | Your Zoho Books AR Ageing Details report becomes your opening customer balances. |
| Aged payables | Yes, bill by bill | Your Zoho Books AP Ageing Details report becomes your opening supplier balances. |
| Products and opening stock | Yes | Your product list and opening quantities, reconciled to the cent before the wizard lets you lock. |
| Posted transaction history | No | It stays in Zoho Books as your archive. Taokeh starts from a locked opening balance dated on your cutover date. |
You need four things out of Zoho Books, as CSV or Excel: a trial balance, an AR Ageing Details report, an AP Ageing Details report, and your customer and vendor exports. The wizard reads the column headers, matches each account to your chart with a guess you can change, and you confirm every figure before a single line posts.
Pick the day your Taokeh books begin — usually your last day in Zoho Books. Every opening figure is dated on or before it.
Export your trial balance from Zoho Books as CSV or Excel and upload it. Taokeh matches the header names — code, account, debit, credit, or a single signed balance — reads your figures, and suggests where each account maps in your chart. You adjust anything, then confirm.
Import your customer and supplier lists so every name and detail is ready before you raise your first document.
Upload your aged-receivables report so who-owes-you-what carries across, invoice by invoice.
Same for what you owe — your aged-payables report becomes your opening supplier balances.
Bring your product list and opening stock, run the reconciliation drill-down until every difference is explained, then lock your opening balances and you're live.
Most services businesses land their opening balances in one evening, unassisted. If you carry stock, the wizard reconciles your opening inventory to the cent before it lets you lock — so trading businesses tie out cleanly rather than quickly. Either way, nothing posts until you've confirmed it, and a line-by-line reconciliation explains any difference.
The wizard parses your amounts deterministically and ties them to your file's own total, to the cent. AI is used for one thing only: suggesting where an unmatched account belongs in your chart — a suggestion you accept or overrule. No number is ever invented, and nothing posts unconfirmed.
Connect the AI assistant you already use — Claude, ChatGPT and more — and just ask: “How were sales this month?”, “Who owes me money?” It reads your live books and files drafts you approve; it can never post on its own.
You do not have to buy anything extra to get the AI. The RM45 base has it already: a built-in assistant answers your how-do-I questions anywhere in the app — where a setting lives, how to raise a credit note — and on the /go screen you type what happened in plain language and the entry is drafted for you, with 10 AI credits a month included and more available as a pack. Then, if you want your own AI in your books, the Ask Taokeh connector adds RM29 a month — RM74 a month all in, since the connector runs on top of the base — and the assistant you already pay for reads your live books and your payroll and files drafts you approve. It can never post on its own.
Connect Shopee, TikTok Shop and Shopify and orders land as invoices with the platform fee already netted — each payout tied to your bank deposit, with no separate reconciliation tool to subscribe to.
Full statutory payroll — EPF, SOCSO, EIS, PCB, HRDF and zakat. LHDN confirmed our PCB (MTD) 2026 calculation in writing (letter ref 2026-256, August 2026), and a consolidated e-invoice we submitted came back Valid on LHDN's MyInvois preproduction portal.
RM45 a month covers the books, the MyInvois e-Invoice export and payroll for your first 2 staff — then RM5 per extra staff per month. No second subscription for payroll, no monthly file to carry between two systems, and only the add-ons you switch on. Your data is always yours: full export, any time.
Every claim above has a receipt — see the proof page.
Worth seeing all of them side by side before you move anything.
Capability lines only. No prices, and no claim about which one suits your business — that depends on your books.
Your history stays where it is — keep your Zoho Books account open long enough to download the reports you want as your archive. Taokeh starts you from a clean cutover: your trial balance, open invoices and bills, contacts and opening stock become your opening position, and you carry on from there. You're not re-keying a year of transactions.
A trial balance, your aged receivables and aged payables, and your customer and supplier lists — as CSV or Excel. Zoho Books exports all four from its own reports. Bring the ones you have and come back for the rest; the wizard saves your progress.
It reads any trial balance or aged report whose columns it can name. It matches your header names against a long alias list — "account code", "a/c code", "nominal code", "debit", "dr", "closing balance" and so on — and asks you to point at anything it can't place. It has not been tuned to one specific Zoho Books layout, so expect to confirm a column or two on the first pass. Nothing posts until you do.
Payroll is the clearer gap: Zoho Payroll publishes country editions for India, the UAE, Saudi Arabia, the United States and Canada, and Malaysian EPF/SOCSO/EIS/PCB is not among them (checked August 2026), so Malaysian payroll runs in a separate product. For e-Invoice, Malaysian Zoho Books users commonly add a MyInvois connector from the Zoho Marketplace — we have not audited every Zoho edition, so check your own before assuming either way. In Taokeh both are in the base plan and in the same ledger: full statutory payroll, and a MyInvois batch file built from your own books with no per-document fee.
If you run a services business, most people finish their opening balances in an evening. If you carry stock, plan a little longer: the wizard ties your opening inventory out to the cent before it lets you lock. There's no rush — you can stop and resume anytime.
Yes — start a free 14-day trial, no card required, and run the switch wizard on your real reports. The trial is the base plan plus the Ask Taokeh connector; add-ons stay off until you switch them on. Nothing posts to your books until you confirm and lock.
The suite. Zoho Books is one product in a large family — CRM, Desk, Inventory, Projects, the Zoho One bundle — and if your business runs on several of them, the accounting is what ties them together and moving it out costs you that. Taokeh is accounting, payroll and your selling channels; it is not a CRM or a helpdesk. If the suite is why you are on Zoho, stay on Zoho, and we would rather say so than sell you a move you regret.
Start a free trial and open the switch wizard — your trial balance and ageing reports become your opening balances, tied to the cent.