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English
$
USD
I will zoho CRM setup, zoho one, zoho books, automation, integration expert
CRM Automation and Zoho Books Specialist
I'm Paul, a Zoho Books specialist focused on keeping your books accurate, organized, and up to date. I handle chart of accounts setup, bank and credit card reconciliation, invoicing, multi-currency, i...
What people loved about this freelancer
james_pros1
United States
Great experience working with this seller. They fixed the payment issues, checked the customer balances, and explained what was corrected. Communication was smooth and delivery was exactly as requested.
westly_cur
United States
Great work! My Zoho Books workflow was getting messy, especially with approvals and user permissions. Everything was reorganized properly, the automation was...
lucaswest5
United States
Excellent work fixing the VAT issues in my Zoho Books account. The seller identified the incorrect tax assignments, corrected the affected invoices, and made...
victor_westy
United States
Very professional and knowledgeable with Zoho Books. The setup was exactly what I needed, and the seller delivered everything as agreed. Highly recommended
About this Gig
Looking for a Zoho CRM expert to handle your Zoho CRM setup, Zoho One, Zoho Books, Zoho Campaign, Zoho Forms, automation, customization, workflows, and integrations? You're in the right place.
I help businesses streamline sales, customer management, and daily operations with customized Zoho solutions. Whether you need a new CRM setup, workflow automation, or seamless third-party integrations, I'll build a secure, scalable system tailored to your business.
My services include:
- Zoho CRM Setup & Customization
- Zoho One Implementation
- Zoho Books Setup & Integration
- Zoho Campaign & Zoho Forms
- Workflow Automation & Zoho Flow
- Zoho Creator, Inventory, Desk & SalesIQ
- WooCommerce, Shopify, Gmail, Stripe, PayPal, Mailchimp & Zapier Integration
- Custom Fields, Reports & Dashboards
- Lead Capture & Sales Pipeline Automation
Why choose me?
- Fast communication
- Reliable delivery
- Secure integrations
- Business-focused solutions
- 100% satisfaction
Let's transform your Zoho account into a powerful system that saves time, improves productivity, and supports business growth. Contact me before placing your order to discuss your project.
Software:
Zoho
My Portfolio
FAQ
Do you offer Zoho Books setup from scratch?
Yes, I provide full Zoho Books setup including configuration, chart of accounts, invoicing, and system customization tailored to your business.
Do you handle bank reconciliation in Zoho Books?
Yes, I will reconcile your bank and payment transactions in Zoho Books to ensure your accounts match perfectly and are error-free.
Can you fix messy or incomplete Zoho Books records?
Absolutely. I specialize in Zoho Books cleanup, bookkeeping correction, and reconciling bank transactions to restore accurate financial records.
Do you integrate Zoho Books with other Zoho apps?
Yes, I can integrate Zoho Books with Zoho CRM, Zoho One, Zoho Forms, and other Zoho applications for smooth automation and workflow efficiency.
Can you create financial reports for my business?
Yes. I generate profit & loss reports, expense summaries, and financial statements using Zoho Books for clear business insights.
Reviews
6 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
J james_pros1
United States
Ongoing collaborationGreat experience working with this seller. They fixed the payment issues, checked the customer balances, and explained what was corrected. Communication was smooth and delivery was exactly as requested.
$50
Price
2 days
Duration
Helpful?W westly_cur
United States
Great work! My Zoho Books workflow was getting messy, especially with approvals and user permissions. Everything was reorganized properly, the automation was set up, and the team roles were adjusted exactly as needed. Very professional and easy to work with. Highly recommend.
$50
Price
4 days
Duration
Helpful?L lucaswest5
United States
Excellent work fixing the VAT issues in my Zoho Books account. The seller identified the incorrect tax assignments, corrected the affected invoices, and made sure everything was properly checked. Very knowledgeable and professional.
$50
Price
3 days
Duration
Helpful?V victor_westy
United States
Ongoing collaborationVery professional and knowledgeable with Zoho Books. The setup was exactly what I needed, and the seller delivered everything as agreed. Highly recommended
$50
Price
3 days
Duration
Helpful?J james_pros1
United States
Ongoing collaborationExcellent work! The seller quickly identified the payment allocation issues in my Zoho Books account and corrected the affected invoices. Very professional and knowledgeable. Highly recommended.
$50
Price
2 days
Duration
Helpful?
Reviews
6 reviews for this Gig
| (6) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
J james_pros1
United States
Ongoing collaborationGreat experience working with this seller. They fixed the payment issues, checked the customer balances, and explained what was corrected. Communication was smooth and delivery was exactly as requested.
$50
Price
2 days
Duration
Helpful?W westly_cur
United States
Great work! My Zoho Books workflow was getting messy, especially with approvals and user permissions. Everything was reorganized properly, the automation was set up, and the team roles were adjusted exactly as needed. Very professional and easy to work with. Highly recommend.
$50
Price
4 days
Duration
Helpful?L lucaswest5
United States
Excellent work fixing the VAT issues in my Zoho Books account. The seller identified the incorrect tax assignments, corrected the affected invoices, and made sure everything was properly checked. Very knowledgeable and professional.
$50
Price
3 days
Duration
Helpful?V victor_westy
United States
Ongoing collaborationVery professional and knowledgeable with Zoho Books. The setup was exactly what I needed, and the seller delivered everything as agreed. Highly recommended
$50
Price
3 days
Duration
Helpful?J james_pros1
United States
Ongoing collaborationExcellent work! The seller quickly identified the payment allocation issues in my Zoho Books account and corrected the affected invoices. Very professional and knowledgeable. Highly recommended.
$50
Price
2 days
Duration
Helpful?
