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English
$
USD
I will setup zoho books accounting, bookkeeping, quickbooks xero and wave migration
Zoho Specialist, Business Systems, Automation and Integrations
Greetings! I'm John, a Zoho expert specializing in Zoho One, CRM, Books, People, Creator, Analytics, Forms, Mail, Flow, Desk and Campaigns. What particular Zoho project do you have? I'm available to h...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Are inaccurate records, manual bookkeeping or a difficult migration making your business
finances harder to manage? Simply opening a Zoho Books account is not enough. It must be
properly structured around your transactions, taxes, customers, vendors and reporting
needs.
I will set up and customize Zoho Books for your business or migrate your accounting data
from QuickBooks, Xero, Wave or spreadsheets.
My services include:
- Zoho Books setup and customization
- Chart of accounts and opening balances
- Customers, vendors, products and services
- Invoices, bills, expenses and bank feeds
- Payment reminders and recurring transactions
- Workflow and invoice automation
- QuickBooks, Xero and Wave migration
- Reports, user roles and Zoho CRM integration
I first review your requirements and records. I then configure the system, import the agreed
data and test the setup before delivery.
You will receive an organized Zoho Books system that is easier to use and manage.
Please message me before ordering, especially if you need data migration.
Software:
Zoho
My Portfolio
FAQ
How do you confirm that the migrated balances are correct?
I compare the imported totals and opening balances with the financial reports you provide. Final approval must come from you or your accountant.
Can I continue using my current accounting software during migration?
Yes, but we need to agree on a migration cut-off date so that transactions entered afterward are not missed.
Can you connect Zoho Books with Zoho CRM?
Yes. I can connect Zoho Books with Zoho CRM and configure the supported synchronization based on your package.
Is bank reconciliation included?
Basic reconciliation is available in the Premium package. A large backlog or unexplained balance differences may require a custom offer.
Do you provide ongoing bookkeeping?
Ongoing bookkeeping is not included automatically. It can be provided through a separate custom offer after reviewing your monthly transaction volume.
Reviews
2 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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Most relevant
G garrymiller940
United States
John is perfect, great professionalism. His documentation help us in choosing the right sales platform for out business. I highly recommend.
$50
Price
3 days
Duration
Helpful?A abraham156
United States
John was fantastic and i had experience in understanding what i actually need. I recommend working with him
$50
Price
7 days
Duration
Helpful?
Reviews
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
G garrymiller940
United States
John is perfect, great professionalism. His documentation help us in choosing the right sales platform for out business. I highly recommend.
$50
Price
3 days
Duration
Helpful?A abraham156
United States
John was fantastic and i had experience in understanding what i actually need. I recommend working with him
$50
Price
7 days
Duration
Helpful?
