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I will be your zoho books quickbooks expert for reconciliation migration cleanup
Expert Who Delivers Results, Not Just Setups
Hi, I’m Tommy! I’m a System's Architect who helps businesses get out of tech chaos and automate their daily workflows.
I specialize in bridging the gap between your field operations and back-office t...
About this Gig
Still on QuickBooks? Drowning in messy books? I can fix that.
Most small business owners switch to Zoho Books to save money and get more control but setting it up correctly (without losing data or breaking workflows) is where things go wrong.
THAT'S EXACTLY WHAT I SPECIALIZE IN!
What you get with every package:
- Clean chart of accounts tailored to your business type
- Tax settings, currency, and invoice templates configured
- Bank feeds, payment gateways, and integrations connected
- Handover walkthrough so you actually know how to use it
- Migration package also includes:
- Full data audit before migration nothing gets lost
- Transfer of customers, vendors, chart of accounts & opening balances
- Reconciliation check after migration to confirm accuracy
I use my own 3-phase process Audit, Migrate, Automate to make sure your Zoho Books setup is clean from day one, not something you'll have to redo in 6 months.
Before ordering, please message me with:
1. Your current accounting tool (or if you're starting fresh)
2. Your business type and industry
3. Roughly how many transactions/month you process
Software:
Zoho
My Portfolio
Other Software Management Services I Offer
FAQ
What information do you need to start the setup?
I will need your company details, a list of customers/vendors, chart of accounts, and opening balances (if any). Access to your bank statements and your Zoho Books admin login credentials (or an invitation as an accountant).
Can you migrate data from QuickBooks, Xero, or Excel?
Yes, I can import historical data, customer/vendor lists, and item lists from QuickBooks, Xero, Tally, or Excel into Zoho Books
Can I use this service if I don’t have a Zoho Books account yet?
Absolutely. I can guide you through the sign-up process to select the right plan for your business and set up your organization from scratch.
Do you provide custom invoice templates?
Yes, I can customize your invoice and estimate templates, including adding your company logo, custom fields, and configuring HTML formats to match your branding.
Will you set up automated workflows and bank feeds?
Yes, I can configure automatic bank feeds, set up expense categorization rules, and automate workflows like payment reminders for overdue invoices.
Can you integrate Zoho Books with other Zoho apps?
Yes, I specialize in connecting Zoho Books with Zoho CRM, Zoho Inventory, or other apps in the Zoho One suite to ensure seamless data flow.
Do you offer long-term or monthly bookkeeping services?
yes, I can manage your ongoing bookkeeping on a monthly basis, including bank reconciliation, accounts payable/receivable, and financial reporting
Are your services confidential and secure?
100%. I ensure full confidentiality of your financial data and follow professional, ethical standards in managing your records.
Do you set up inventory management in Zoho Books?
Yes, I can set up your item lists, track inventory valuation, and configure purchase orders and sales orders
Should I contact you before placing an order?
Yes, please message me first so we can discuss your specific business needs and I can recommend the best package for your project.
