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English
$
USD
I will do zoho bookkeeping cleanup and bank reconciliation
About this Gig
We are a highly skilled Advanced Zoho Partner with expertise in implementing and setting up a range of Zoho Products. Our services include consultancy for setting up Zoho Books, Zoho Inventory, Zoho Expense, Zoho Finance Suite, Zoho CRM, Zoho One, and more. With over 15 years of experience in finance and IT, we offer assurance bookkeeping according to International Accounting Standards.
Migration from Any ERP Quickbooks,Xero, Sage, Odoo.QuickBooks to Zoho Books and vice versa, including Chart of Accounts, Customers, Suppliers, Products, Sales, Payments Received, Bills, Expenses, Payment Made, Journal Entries, etc.
The scope of work will include the following:
1. Set up Zoho Books, Zoho Inventory, Zoho Finance Suite
2. Initial training if needed by the customer/employees (remote).
3. Migration of transactions with tweaks as needed due to changes in the structure of both applications.
4. Matching of financials for each year of migration.
5. Bank Reconciliation Zoho Books
6. Bookkeeping Zoho Books
Financial software:
QuickBooks
•
Xero
•
Zoho finance plus
Industry:
E-Commerce
•
Financial services
•
Religion & spirituality
Target Country:
Canada
•
United Kingdom
•
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
My Portfolio
FAQ
Can you fix my Zoho bank feed if it's not syncing?
Yes, I can troubleshoot bank feed connections in Zoho Books and manually import any missing statements to ensure your records are up to date.
Do you offer multi-year catch-up bookkeeping?
Absolutely. I can handle months or even years of backlog, categorizing every transaction to make your books tax-ready.
What do I need to provide to get started?
You simply need to invite me as a "User" or "Accountant" to your Zoho Books organization. I may also need PDF copies of your bank statements for reconciliation.
Can you reconcile PayPal or Stripe inside Zoho?
Yes! I specialize in reconciling third-party payment gateways with Zoho Books to ensure every sale and fee is recorded correctly.
