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Infallibletechie

Zoho Books Accounting and Integration Expert

Infallibletechie, Little Rock, Arkansas, United States

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1 day ago Ends in 5 days Paid on delivery We are evaluating Zoho Books for our accounting and integration needs across Branch A and Branch B. Below is a summary of our key requirements:Payments & Receipts: Record all incoming and outgoing payments; integrate with Tabby, Tamara, Stripe, PayTabs, HyperPay; support bank transfers, POS systems (Branch A & B), and cash/cheques.Expenses: Categorize expenses, manage employee expenses via Zoho Expense, and allocate expenses by branch.Banking: Enable bank feeds, reconciliation, and transaction matching for each branch.Reporting: Generate Trial Balance, Balance Sheet, and P&L (branch-wise & consolidated); Income Statements by category and payment channel; Cash Flow, AR/AP Aging, and VAT reports.Tax Management: Configure VAT compliance with branch-level segregation.Data Migration: Import historical data from Rawah and Qoyod, including COA, opening balances, customers/vendors, invoices, and inventory.CRM Integration: Automate invoice creation from Zoho CRM , link invoices to correct branch/category, and synchronize customer data between CRM and Books. 20 freelancers are bidding on average ₹12,525 INR for this job Dear dharmavarapun,I'm excited to propose my services for your "Zoho Books Accounting and Integration Expert" project. I've thoroughly reviewed your detailed requirements, including the critical multi-branch setup for Branch A and B, comprehensive payment gateway integrations (Tabby, Tamara, Stripe, etc.), Zoho Expense management, and the need for robust banking, reporting, tax, and CRM integration.My extensive background in implementing and optimizing Zoho Books, Zoho CRM, and Zoho Expense, specifically for complex accounting workflows and multi-branch operations, aligns perfectly with your needs. I have a proven track record in data migration from systems like Rawah and Qoyod, integrating various payment channels, and automating critical processes from CRM to Books.My approach will focus on a tailored Zoho Books configuration that ensures seamless integration of all your payment systems, accurate expense allocation, precise branch-wise and consolidated reporting, and efficient data migration. I'm confident in delivering a solution that provides clear financial insights and streamlines your operations.I'd appreciate the opportunity to discuss your project further.Sincerely,Navneet 3x Certified Zoho ProfessionalHey, I am Fateh Singh, with 9-year experience in ZOHO Eco System and extensive knowledge of Business processes and Customization/Development.Core Competencies :• ZOHO Consultancy• API Integration• Configurations & Customisation• App Development• Data Migration• ZOHO Training• SupportI have good exposure to different areas of ZOHO like• Custom Modules• Custom Fields• Canvas• Widgets• Blueprints• Schedules• Workflows• Validations• Advanced Formula+• Deluge• Security Control• Process Management• Automations• Data Administration• General System Setup• Channels Setup• Portals• Reports and DashboardsI am confident that my skillset can be utilized for your project and provide the desired outcome. Please feel free to reach out if you have any questions or would like to discuss furtherThanks! As a Chartered Accountant with over 10 years of professional experience, I have serviced clients in many different capacities, including Senior Trust Accountant at a California-based Property Management Company. My extensive experience is not limited to bookkeeping and accounting. I am also highly skilled in taxation, financial management and proficient in various accounting software such as MYOB, Quick Book, Xero etc – which includes Zoho Books.In particular, my professional tenure with AIG for 12 months sharpened my expertise in tax management- a vital component of your project. I am well-versed with the nitty-gritty of VAT compliance and managing data at branch level segregation - skills that we will indisputably need to migrate your data from Rawah and Qoyod efficiently.Moreover, I have hands-on experience with designing and maintaining cash flow statements, monthly financial reports, proficiently producing trial balances, balance sheets and P&L statements on one hand and AR/AP aging and VAT reports on other. To sum it up - my skills precisely match your needs. My analytical skills honed through years of practice will help me to produce reports that will be insightful for your business growth. In addition to my professional capabilities, I bring a strong work ethic, keen attention to detail,'... Hi there,I have good working experience with ZOHO one. So, I m fluent with BOOKS. So, you can take my interview for details.Thanks With 7 years of experience in Zoho ecosystem, ERP, and financial integrations, I can help configure Zoho Books to meet your branch-specific requirements. I have worked on payment gateway integrations (Tabby, Tamara, Stripe, PayTabs, HyperPay), branch-level accounting, VAT compliance, and expense management via Zoho Expense. My expertise includes CRM–Books automation, bank reconciliation, and historical data migration from systems like Rawah and Qoyod. I ensure accurate reporting, streamlined workflows, and compliance-driven solutions tailored to your business.Best regards, "I am a perfect fit for your project as I specialize in integrating Zoho Books and streamlining accounting processes for multiple branches. I excel in setting up seamless payment gateways with Tabby, Tamara, Stripe, PayTabs, and HyperPay as per your requirements.""While I am new to Freelancer, I have extensive experience in data migration from platforms like Rawah and Qoyod, ensuring a clean and professional transition. I also offer expertise in setting up bank feeds, reconciliation, and customized reporting for each branch.""I would love to chat more about your project!Regards,Tiffany Pienaar" ️I earn your trust through results, not promises️I think we are the perfect fit for your project. We specialize in Zoho Books integration and accounting solutions tailored to your needs. Our expertise includes seamless payment integration with Tabby, Tamara, Stripe, PayTabs, HyperPay, as well as efficient expense categorization, branch-specific banking features, and detailed reporting. Data migration from Rawah and Qoyod is also within our scope, ensuring a smooth transition for your branches.My focus is on providing high-quality work, clear communication, and solutions tailored to your needs. I’m confident that once you see the value I bring, you’ll know you made the right choice.Let’s get started — your success is my priority.Regards,Divan NO RISK: ? YOU ONLY PAY IF YOU'RE TRULY SATISFIED.I understand your need for seamless integration with multiple payment gateways like Tabby, Tamara, Stripe, PayTabs, and HyperPay. With expertise in Zoho Books, I ensure a clean, professional, and user-friendly setup for both Branch A and Branch B.Although I’m new to freelancer.com, I bring extensive experience from completing many projects outside this platform.I’d be excited to discuss your project further—after all, the worst that can happen is gaining some valuable insight.Regards,Jayden Hello,We are evaluating Zoho Books for accounting, reporting, and branch-level integrations across Branch A and Branch B. Below is a structured summary of our requirements:? Core Requirements1. Payments & ReceiptsRecord all incoming/outgoing payments.Integration with Tabby, Tamara, Stripe, PayTabs, HyperPay.Support bank transfers, POS systems (A & B), cash, and cheques.2. ExpensesCategorize and allocate expenses by branch.Employee expense management via Zoho Expense integration.3. BankingBank feeds & reconciliation for each branch.Automated transaction matching.4. ReportingBranch-wise & consolidated Trial Balance, Balance Sheet, P&L.Income Statements by category & payment channel.Cash Flow, AR/AP Aging, VAT reports.5. Tax ManagementVAT configuration with branch-level segregation.6. Data MigrationImport historical data from Rawah & Qoyod, including:Chart of AccountsOpening BalancesCustomers/VendorsInvoices & Inventory7. CRM IntegrationSync with Zoho CRM:Automated invoice creation from CRM.Invoices linked to correct branch & category.Customer data synchronization between CRM & Books.Best regards,Swapnil I’m confident I’m a great match for your project because I know the value of a website that is clean, professional, and easy to use. My approach is to design an experience that feels smooth and intuitive for your clients—fully integrated, automated, and built to function efficiently while maintaining a polished, modern look. Your need for a smooth design that works flawlessly aligns perfectly with my approach to building high-performing digital solutions.I specialize in web development, UI/UX design, and custom integrations that ensure your platform not only looks great but also works effortlessly behind the scenes. While I am new to Freelancer.com, I have tons of experience and have successfully completed numerous projects off-site — delivering on time, on budget, and beyond expectations.I would love to chat more about your project!Regards,Faeez Jacobs. Hey,This looks interesting and right up my alley. I’ve done similar work before and can help you get this done quickly and properly. Let me know what you need most, and I’ll make it happen without any hassle.Even though I am fresh on Freelancer, I'm looking to make the ranks with better pricing and quality work. Our team is ready to tackle your Zoho Books integration project for Branch A and Branch B effectively.Best Regards,CJ & Team Dear dharmavarapun,I am writing to express my interest in your Zoho Books Accounting and Integration project. With extensive experience in end-to-end software development and system integrations, I am confident in delivering a robust Zoho Books setup tailored specifically to your multi-branch accounting needs.Your requirements—comprehensive payment processing integration (Tabby, Tamara, Stripe, PayTabs, HyperPay), branch-wise banking feeds and reconciliation, VAT-compliant tax management, detailed financial reporting including Trial Balance and P&L, and seamless CRM synchronization—align well with my skills in PHP and API integration. I understand the criticality of accurate data migration from legacy systems like Rawah and Qoyod, ensuring COA, opening balances, and transactional data are preserved without discrepancies.I look forward to discussing how I can contribute to optimizing your accounting workflows with Zoho Books.Best regards,Miljana I have a knowledge of real books, quick books, and sap knowledge with tally ( all versions ) for accounting purpose, Please consider my profile. I am a seasoned software developer with 13 years of experience, holding a degree from IIT Delhi.My expertise aligns perfectly with the required skills for your project.I have successfully delivered complex solutions across diverse domains with a focus on quality and scalability.I bring strong problem-solving ability, hands-on technical depth, and client-centric delivery.I am confident I can add value to your project and deliver results within timelines. I understand you need Zoho Books fully set up to manage both branches with smooth accounting, compliance, and automation. Here’s my approach:Payments: Configure Zoho Books to record all transactions and integrate Tabby, Tamara, Stripe, PayTabs, and HyperPay. Support POS, cash, cheques, and bank transfers for each branch.Expenses: Create clear categories, connect Zoho Expense for reimbursements, and assign costs by branch.Banking: Enable live feeds, reconciliation, and auto-matching to cut errors.Reporting: Build branch-wise and consolidated P&L, Balance Sheet, Cash Flow, AR/AP Aging, VAT, and category-based income reports.Tax: Ensure VAT compliance with proper branch segregation.Data Migration: Import COA, balances, vendors, invoices, inventory from Rawah and Qoyod.CRM Integration: Automate invoice creation from CRM, map to the right branch, and sync customer data.This way both branches run seamlessly with accurate reporting. Would you like me to outline a phased rollout plan for clarity?Best regards,Happy. Dear Sir/Madam,I am a Qualified Chartered Accountant with hands-on experience in **Zoho Books** for diverse clients across different industries. I have successfully managed bookkeeping, financial reporting, and compliance through Zoho Books, ensuring accuracy, efficiency, and timely insights for decision-making.With my background in accounting and tax, I not only ensure smooth **Zoho Books integration and setup**, but also streamline workflows like:- Automated invoicing, expense & bank reconciliations- Custom financial reporting for business insights- Compliance-ready records for tax & audit purposes- Migrating data from existing systems to Zoho BooksMy approach goes beyond bookkeeping — I focus on aligning Zoho Books with your business model so that you get the **best value from automation and accounting insights**.I would be happy to discuss how I can add value to your finance process and tailor Zoho Books to your requirements.Looking forward to connecting.Best regards,CA Mahabaleswar Gali Our solution will be delivered in a phased approach, ensuring meticulous attention to each of your stated requirements. We will configure and customize Zoho Books to provide a complete, centralized financial system with detailed branch-level segregation.1. Payments & ReceiptsWe will configure Zoho Books to accurately track all incoming and outgoing payments. This includes setting up payment channels and integrating with your specified gateways:Gateway Integrations:Manual & POS Transactions:2. Expenses ManagementA structured system will be established for all company expenses:Categorization: Custom expense categories will be created to align with your business operations.Zoho Expense Integration:Branch-wise Allocation:3. Banking & ReconciliationWe will connect your bank accounts and set up a streamlined banking process:Bank Feeds: We will configure automatic bank feeds to import transactions from your financial institutions.Reconciliation: Our team will set up efficient bank reconciliation rules and transaction matching to simplify the monthly closing process for each branch.4. Reporting & Financial AnalysisWe will configure and customize reports to provide you with comprehensive financial insights:Branch & Consolidated Reports:Income Statements:Key Reports:5. Tax ManagementVAT Compliance:6. Data MigrationData Import:7. CRM IntegrationAutomated Invoicing:Data Synchronization:Branch & Category Linking: Freelancer

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