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$
USD
I will setup and implement zoho book
Gig Summary
Business Automation Consultant, Zoho One Expert CRM and ERP Solutions Architect
Senior Zoho Consultant, 10+ years, 50+ clients. I build and integrate Zoho One, CRM, Books, Creator, and Analytics with WhatsApp, Tally, telephony, AI Agent and custom REST APIs — plus Power BI/Zoho A...
About this Gig
I will set up and implement the Zoho Book application to run your business smoothly.
Set up the company's complete information with all your vendors, customers, items, etc. Managing Zoho books Estimates, Sales orders, Invoices, purchase orders, price books, inventory, Web tabs, etc. Migration of data to ZohoBooks from Tally, QuickBooks, Wave, and Excel.
Basic Features:
- Company Profile, Vendors, Customers Setup
- Required Items setups
- Customize Chart of Accounts
- Fixed Asset, Loans, and Equity Set Up
- Connect Bank accounts & Credit Card
- Predefined invoice customization according to your business requirement.
Standard Features:
- Basic+
- Vendors & Customers portal
- Upload inventory opening balance
- Set payment reminder
- Email & Report Schedule
- Domain authentication
- Online payment Integration(eg: Razorpay, Easypay, PayPal & many more...)
Premium Features:
- Standard+
- Custom field - invoice & estimate
- Automation, workflow & Reporting.
- Customized invoice template in HTML format as per your business requirement.
- integration with Zoho applications
Please contact me before placing an order & discuss the project in detail so it will helpful for me to provide quality work.
Thank you!
#ZohoBooks
Device:
Desktop
•
Laptop
•
Mobile
Operating system:
Windows
FAQ
How could I add you as a user to my account?
You could give me the credentials of an existing user or create a new one for me. Please use your company email address. You could not create a new user using my own email address
Could you do a setup remotely?
Sorry but I do not do system setup and customization remotely as it takes much more time. For rare exceptions please contact me if you have a very special inquiry.
I am not sure are about my requirements. Could I buy a consultation?
Yes, sure. You could buy a consultation so we could discuss your business and your needs. Please send me a message and I will send you a custom offer. My consultation (up to 1 hour) costs 15 USD / hour.
Could you work with us on ongoing basis?
Yes, this is a usual practice with my clients. I could send you a custom offer for some number of hours that you could use during a few weeks or months. I track all tasks and time logs, and you could check how much time is spent on every task at any time.
What is your hourly rate?
My hourly rate is 15 USD / hour.
I don't have a zoho account yet, how do I create one ?
Zoho has over 50 applications. So, make sure to choose the right one for your business. And with this gig, I can help you do that. We will go through the sign-up process together.
Do you migrate previous years data to Zoho Books.
Yes. I can migrate your all previous year's data to Zoho Books from Tally ERP, Quickbooks, Wave, Xero, & Excel, etc.
Reviews
20 reviews for this Gig
| (20) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
Most relevant
G 
giverup
United Arab Emirates
She done her work very well.
$50
Price
7 days
Duration
Helpful?A akinwale_oyelek
Germany
Swati is really good with Zoho, very patient in understanding the peculiarity of our requirements, and very helpful in customizing the ERP to our specific needs. I will definitely be engaging her for new projects soon.
$200-$400
Price
K 
Seller's Response
Helpful?C csgsourcing
India
Very hardworking and sincere person. Swati has helped me setup our Zoho Books account and also explained the settings and process in detail. She was a very responsive and great help in setting up our accounts on time. We will highly recommend her service!
$50-$100
Price
Helpful?T treadall
Canada
Swati was very professional, polite and capable. She was incredibly patient as it took me a long time to get her the information she needed to complete the project. Extremely satisfied and I highly recommend.
$100-$200
Price
Helpful?U user47028263
United States
She was very professional and quick. I enjoyed working with her and look forward to the future, as Im sure I will need her again.
$50
Price
Helpful?
Reviews
20 reviews for this Gig
| (20) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
Most relevant
G giverup
United Arab Emirates
She done her work very well.
$50
Price
7 days
Duration
Helpful?A akinwale_oyelek
Germany
Swati is really good with Zoho, very patient in understanding the peculiarity of our requirements, and very helpful in customizing the ERP to our specific needs. I will definitely be engaging her for new projects soon.
$200-$400
Price
K Seller's Response
Helpful?C csgsourcing
India
Very hardworking and sincere person. Swati has helped me setup our Zoho Books account and also explained the settings and process in detail. She was a very responsive and great help in setting up our accounts on time. We will highly recommend her service!
$50-$100
Price
Helpful?T treadall
Canada
Swati was very professional, polite and capable. She was incredibly patient as it took me a long time to get her the information she needed to complete the project. Extremely satisfied and I highly recommend.
$100-$200
Price
Helpful?U user47028263
United States
She was very professional and quick. I enjoyed working with her and look forward to the future, as Im sure I will need her again.
$50
Price
Helpful?
