Zoho Books Setup & Bookkeeping

@simplifitax

Being an experienced Chartered Accountant with a specialization in accounting and financial consulting, your Zoho Books project couldn't be more perfect for me, because not only do I have 9 years of experience working with small businesses and startups like yours, but I'm also well-versed with using MYOB and Xero too. To handle your project successfully, my first approach would be scrutinizing the current state of your Zoho account, reviewing the chart of accounts, tax settings, invoice templates etc. I'll then proceed to connect and test bank feeds, import statements wherever needed and meticulously reconcile each account to ensure perfect balance between your Zoho statement and those from different banks. My ultimate goal is to provide you with clear and comprehensive month-end reports reflecting precise reconciled balances of relevant accounts. I anticipate needing approximately X weeks/months to fully bring your file up to date but we can schedule checkpoints at various stages for an ongoing review of my progress. So, let me sort out the financial mess for you while you focus on core business activities!

@nNamanrRathi

I am already assisting a few clients on Zoho for their accounting and tax compliances including GST, so I am familiar with setup, reconciliation, and reporting workflows. I have a few questions: - How many bank and credit card accounts need reconciliation - Are GST settings already partially configured or need setup from scratch - What is the approximate number of unreconciled transactions currently pending About me I am a Chartered Accountant and CPA with over 8 years of experience working with US clients. I work on Zoho for bank categorisation, AR/AP management, invoice management, and reconciliation. I focus on clean books and accurate reporting. Though my presence is new here, I have served more than 200 clients till date.

@roopaliagrawal24

I am a Chartered Accountant with experience of more than 10 years in the field of accounting and taxation. I have successfully completed various similar projects which can be reviewed in my profile. I am interested in your said assignment and look forward to connect to you. Please feel free to contact over chat for detailed discussion.

@ihassan83

Hi There, I can clean up your Zoho Books by connecting bank feeds, importing missing statements, and fully reconciling all accounts so balances match perfectly. I have hands-on experience in Zoho Books setup, backlog cleanup, and ensuring accurate month-end reporting with proper opening balances and tax alignment. I can bring your books up to date within a few days depending on volume, with clear checkpoints for review. Let’s discuss access and get everything organized. Thanks & Regards Hafiz Muhammad Iqbal

@tusharbhatt54321

Dear Sir/Madam, We can assist in completing your Zoho Books accounting software setup and bringing your books to a fully reconciled, audit-ready state. Our Experience: We have hands-on experience in Zoho Books implementation, cleanup, and ongoing accounting for businesses requiring accurate reporting and GST/VAT alignment. Scope Understanding: Review and finalize chart of accounts, tax configuration, and invoice templates Enable relevant automations for efficient workflows Connect bank feeds / import statements and update all pending transactions Reconcile bank, cash, and credit card accounts to match statements precisely Ensure opening balances, retained earnings, and tax figures are accurate Approach & Timeline: We will first assess the current status, then proceed with structured cleanup and reconciliation. Depending on volume, the file can typically be brought fully current within 10-15 working days. Checkpoints: Initial review & setup confirmation Mid-stage reconciliation update Final review with complete reports Deliverables: Fully updated and reconciled Zoho Books data Month-end reports with clean financials Summary of adjustments and key observations We ensure clarity, accuracy, and a smooth transition to reliable financial reporting. Best regards, BCONIQ Advisory LLP Tushar Bhatt

@Pjmassociates

Zoho Books Expert | Accounting & Compliance --- ? What I’ll Deliver - Complete account setup: chart of accounts, tax rules, invoice templates, automation - Bank feeds & imports: connect/test feeds, upload statements, clear backlog - Reconciliation: bank, cash, credit‑card accounts tied to statements - Month‑end reports: opening balances, retained earnings, GST/VAT verified --- ? Timeline - Setup & review: 2–3 days - Bank feeds/imports: 2–4 days - Reconciliation & reporting: 5–7 days --- ? Why Me - Hands‑on Zoho Books expertise - Accuracy & compliance guaranteed - Clear communication with progress updates --- Ready to bring your Zoho Books file fully current and reconciled.

@sudp4

I am pleased to propose my services for completing your Zoho Books setup and ongoing bookkeeping at a fixed fee of **₹8,000**. With extensive experience in Zoho Books, I will review and finalize your chart of accounts, configure tax settings, customize invoice templates, and activate automation features to streamline daily operations. I will connect and test bank feeds, import statements where feeds are unavailable, and bring all outstanding transactions up to date. Each bank, cash, and credit‑card account will be reconciled so balances inside Zoho match perfectly with statements. Once reconciled, I will generate clear month‑end reports showing opening balances, retained earnings, and GST/VAT alignment. My workflow emphasizes accuracy, transparency, and efficiency, ensuring your books remain audit‑ready. I will also schedule checkpoints with you to review progress and confirm that everything is current. This approach guarantees reliable financial management and peace of mind for your business.

@Nuel24

If your Zoho Books isn’t reconciled, your numbers aren’t reliable so the priority here is getting everything clean fast and correct. I’ll go straight into: – fixing your chart of accounts and tax setup – connecting/importing bank data and updating all outstanding transactions – reconciling every account so balances match exactly No drawn-out process I’ll work in clear stages so you see progress quickly: setup → cleanup → full reconciliation → final reports By the end, you’ll have: – fully balanced accounts – clean month-end reports – a system that stays organised going forward I’ve handled Zoho cleanups where things piled up, so I know where errors usually hide and how to fix them without dragging it out. Send access and how far back the backlog goes I’ll start immediately and bring everything up to date.

@Dharavyas07

Hi, I can help you clean up and fully reconcile your Zoho Books organisation. My background is in accounting and reconciliation work, so I’m experienced with reviewing books properly — not just data entry. I can handle the pending bank reconciliations, setup corrections, GST/VAT checks, chart of accounts review, bank feed setup, and ensure balances match statements accurately. Since everything is already in Zoho Books, the work can be completed efficiently once I review the backlog and number of accounts involved. We can also keep quick review checkpoints during the process so you can track progress easily. Happy to discuss further.

@eshangarg1

You’re looking for someone who can complete your Zoho Books setup properly, clean the backlog, and leave the system fully reconciled and structured for ongoing use. I’m a Chartered Accountant, Certified Zoho Books Professional, and Zoho Books Partner, with hands-on experience in Zoho Books setup, cleanup, automation, and reconciliation projects for growing businesses. My approach is structured—I’ll first review and optimize your chart of accounts, tax configuration, invoice templates, and automation settings to ensure the foundation is correct. Then I’ll connect/import bank feeds, update all pending transactions, and reconcile every bank, cash, and credit-card account to zero variance. Once the books are clean, I’ll prepare clear month-end reports and verify that opening balances, retained earnings, and GST/VAT balances tie correctly. I also maintain concise notes and checkpoints throughout the process so progress stays transparent and easy to review. I’ve handled similar Zoho Books cleanup and setup engagements where businesses had active systems but incomplete configurations and unreconciled balances. Based on the backlog volume, I can typically bring the file fully current within 5–7 working days, with review checkpoints after setup completion and reconciliation cleanup. Approximately how many months of unreconciled transactions are currently pending in Zoho Books?

@Vicky482

Hello, I reviewed your project and it aligns well with my experience in bookkeeping, financial reconciliation, and Zoho Books account management. I have previously assisted businesses with Zoho Books setup, chart of accounts review, bank reconciliation, tax configuration, automation setup, and month-end financial reporting. I understand you need to complete and clean up an active Zoho Books organisation where the initial setup and reconciliations remain unfinished. I can help finalize the account configuration, connect and test bank feeds, import missing statements, reconcile all outstanding transactions, and ensure balances accurately match bank, cash, and credit-card statements. My approach is systematic, reviewing the existing structure first, correcting inconsistencies, organizing reconciliations account by account, and verifying GST/VAT, retained earnings, and opening balances so the books are accurate and reporting-ready. You will receive a fully updated Zoho Books file, reconciled accounts, clean month-end reports, and progress checkpoints throughout the process to review completed work together. I am ready to start immediately.

@sushilk472

Hi there, I've spent years inside Zoho Books setting up accounts from scratch, fixing messy files, and reconciling backlogs that others left behind. Small business owners trust me with accountant-level access because I'm methodical and I don't touch anything without checking first. For your file: I'll audit the setup, connect the feeds, clear the backlog, and hand you clean month-end reports. Four weeks, two check-ins, done right. Ready to start as soon as you are. Best regards, SUSHIL

@yasha134

Hello Sir, We are a team of qualified Chartered Accountant and Accounting and Finance Post Graduate with 6 years work experience. I will work for company and individual with on-time delivery and 100% Quality. My Gigs are:- Accounting Tally,zoho etc Income tax return TDS return GST return Balance sheet preparation Excle Spreadsheet Taxation Accounting Analysis Financial Management Projects relating to finance Business Plan Investors Pitch Deck Academic and Research Papers Data analysis and scrapping SEO writing And much more..... So, here's your virtual assistant whom you can trust and order to complete your project with on-time delivery with the best Quality. For any query, you can ping me and you can refer my feedback and portfolio. Eagerly waiting to help you.......

@gybmaspvtltd

Hi, Gybmas (OPC) Pvt. Ltd. is an India-based accounting firm with 10+ years of experience in bookkeeping and financial system setup, including strong hands-on expertise in Zoho Books. We have successfully completed Zoho implementations involving setup, cleanup, automation, and reconciliation for growing businesses. How we will support you: • Review and finalize chart of accounts, tax settings, and invoice templates • Configure automation features for smooth day-to-day operations • Connect bank feeds / import statements and update all pending entries • Reconcile bank, cash, and credit-card accounts with zero differences • Ensure opening balances, retained earnings, and GST/VAT align correctly Our approach: • Step-by-step cleanup and validation of existing data • Line-by-line reconciliation with proper documentation • Regular checkpoints to review progress and ensure accuracy Timeline: • Full cleanup and setup: typically 3–7 days depending on volume • Reporting and final validation immediately after reconciliation Deliverables: • Fully configured and updated Zoho Books file • Clean reconciliations and accurate month-end reports We are detail-oriented, reliable, and focused on delivering a clean, audit-ready system with clear communication throughout. Looking forward to working with you. Best regards, Anurag Giri Director

@caankitamittal

Hi, I have done a similar task for 2 of my clients who uses Zoho Books in India. 1. I will pull your bank statements, categorize and reconcile it. 2. I will intimate you the chart of accounts whose opening balances are not reconciled. We can match that for previous years also. 3. I will also reconcile the GST and TDS with challans deposited, GSTR-1, GSTR-3B and filed TDS returns. 4. You will also get a clean list (in Zoho Books and excel file) specifying your lost ITC on account of errors of your suppliers. We can connect to discuss further.

@johanap42

Hola, Mi nombre es Johana Portela Fuertes y soy freelancer especializado en gestión de documentos y entrada de datos, con experiencia en la conversión precisa de archivos y manejo de información en Excel y bases de datos. ola, Revisé tu propuesta y puedo convertir el PDF a Word manteniendo exactamente el formato (tablas, encabezados y diseño). Me enfocaré en que el documento quede idéntico, no solo en el texto sino también en la estructura. Después puedo ingresar los datos en tu hoja de cálculo y actualizar la base de datos siguiendo tus instrucciones, verificando que todo coincida correctamente. ¿El PDF tiene tablas complejas o es formato simple? Así puedo ajustarlo aún mejor desde el inicio. Puedo comenzar hoy mismo.

@Princ80

I am a professional accountant with 8 years of experience, specializing in Zoho Books setup, cleanup, and reconciliations for growing businesses. Summary: I will organize your existing setup, clear all pending entries, and ensure your books are fully accurate and compliant. What I’ll do: ✅ Review and finalize chart of accounts, tax settings (GST/VAT), invoice templates, and automation workflows ✅ Set up and test bank feeds, import statements where required, and record all outstanding transactions ✅ Perform detailed reconciliation of bank, cash, and credit-card accounts to match statements exactly ✅ Identify and fix discrepancies, duplicate entries, or incorrect postings ✅ Ensure opening balances and retained earnings are accurate and properly aligned ✅ Deliver clear month-end reports (P&L, Balance Sheet, Cash Flow) with complete accuracy I focus on accuracy, clean reporting, and making your system easy to manage going forward.

@rajvarma2004

I am a professional having hands on experience in accounts and taxation.I have enough experience in setting up the chart, classifying and record keeping and reconciling books of accounts

@derickm54

Hi, This is a pretty common situation with Zoho Books, the system is live, but the setup wasn’t fully completed early on, so transactions start stacking up and reconciliation gets messy. I’ve worked on a few cleanups like this, and the key is not just catching up, but fixing the structure so it doesn’t keep happening. I’d start by reviewing how your chart of accounts and tax settings are currently set up, then connect or fix the bank feeds and bring everything up to date. After that, I go through each account and reconcile it properly so your balances actually match your statements. Once it’s clean, you’ll have clear reports you can rely on, not just numbers sitting in the system. Quick thing that would help me gauge the timeline, how far back are the unreconciled transactions? Happy to take a look and get this sorted properly. Regards, Derick M