phoenix
phoenixPhoenix - Your AI Assistant
Inactive session will be ended in 24 hours
End Session

Set up Zoho Books and migrate your existing business data

$205
Quantity
1
Delivery in
5 days
  • Views 23
   
  • 0

What you get with this Offer

I will help you set up Zoho Books for your business and migrate your existing business data into the system in a clean and organised way.

This offer is ideal for SMEs, startups, service businesses, distributors, e-commerce sellers, and business owners who want to move from spreadsheets, manual records, or another system into Zoho Books.

This basic setup can include:

Zoho Books organisation setup
Business profile and tax settings
Chart of accounts review/setup
Customer list import
Supplier/vendor list import
Product or service item list import
Opening balances support
Invoice and payment tracking structure
Basic sales and purchase settings
User roles and access guidance
Import of clean spreadsheet data
Simple handover notes on how to use the setup

My focus is to help you get Zoho Books structured properly so your invoices, customers, suppliers, items, payments, and reports are easier to manage.

This offer covers a basic setup and migration using clean data provided by the buyer. If your data is large, messy, incomplete, or requires advanced cleanup, I can review it first and agree any extra work before starting.

Get more with Offer Add-ons

  • I can lean and format messy spreadsheet data before migration

    Additional 2 working days

    +$67
  • I can customise your invoice template and branding

    Additional 1 working day

    +$34
  • I can provide a 30-minute Zoho Books walkthrough call

    Additional 1 working day

    +$54

What the Freelancer needs to start the work

To get started, I will need:

Access to your Zoho Books account or an invitation as a user, if this is not available i can help with the setup.
Your business name, address, currency, and tax/VAT preferences
Customer list
Supplier/vendor list
Product or service item list
Existing invoice or sales records, if required
Opening balances, if available
Current spreadsheet, accounting export, or business records
Any invoice template or branding preferences
A short explanation of how you currently manage invoices, payments, and expenses

Please provide the data in Excel, CSV, Google Sheets, or another clear format.

This offer does not include formal tax advice, statutory accounts, or filing with tax authorities. It is for Zoho Books setup, business records organisation, and data migration support. It also does not include Zoho Books subscription.