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Comprehensive ZOHO Books Setup and Training

$250-750 USD

Closed
Posted 14 days ago

$250-750 USD

Paid on delivery
I'm seeking a proficient freelancer to provide comprehensive training and integration of ZOHO Books into our business operations. Here are our primary needs: - Setting up ZOHO Books account: We are starting from scratch and need assistance in setting up our ZOHO Books account correctly. - Importing and managing data: As a business, we handle a vast amount of data that needs to be imported and managed efficiently. A vital part of this task will involve teaching our team how to do this. - Customizing reports and dashboards: We want to maximize the utility of ZOHO Books' reporting and data visualization features. We need someone who can customize these elements for us. Our team is composed of 1-10 employees, all at an intermediate level of proficiency with ZOHO Books. It means that while we have some familiarity, we are not yet proficient and need thorough, understandable training. Ideal skills for this project would include high proficiency with ZOHO Books, excellent training and communication skills, and experience working with small teams. Understanding of effective data management and reporting would also be highly valuable. Your job will help us operate more efficiently in our daily transactions.
Project ID: 38073417

About the project

29 proposals
Remote project
Active 8 days ago

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29 freelancers are bidding on average $561 USD for this job
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Hi there! As I have read, I see you need help setting up and integrating ZOHO Books into your business operations, and I could help you! With my expertise in ZOHO Books, I can assist you in setting up your account from scratch, importing and managing data efficiently, and customizing reports and dashboards to meet your specific needs. I'm a professional Database Administrator and Analytics Engineer with more than 10 years of experience and more than 300 projects done here on this platform. I offer unlimited revisions and I don't require any payment in front. I always meet delivery deadlines working until I get the desired results. I know all the most used softwares to do this project specifically, I could even give you some other options in case you think is better to use other tools. Send me a message so I can show you my previous work and we can discuss more. Respectfully, Giovanni.
$250 USD in 1 day
4.9 (57 reviews)
6.9
6.9
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Hi Good evening , I have read the brief details on your job listing . I see you have been looking for someone experienced with CRM, Zoho, Excel, Xero and Salesforce.com. Its been 8 years since I have been working on freelancer.com, I have 9 years of experience doing similar jobs. I would request you to check my profile and review projects, feedbacks of projects related to those skills. Questions: 1. These are all the requirements of your job or do you have more? If yes, Please provide detailed requirements in chat and let me review and get back with queries. 2. Do you currently have anything done or this job has to be done from scratch? 3. What is the timeline to get this job done? 4. Are you open to use 3rd party APIS for it even if they are paid? Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Portfolio: https://www.freelancer.com/u/AwaisChaudhry Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) Please initiate the chat so we could discuss it in detail and we will continue from there. Thanks! Awais
$750 USD in 13 days
5.0 (1 review)
5.6
5.6
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With over 14 impressive years of experience in Data Science, I am not only proficient in Excel (among other necessary skills for this project) but also know my way around ZOHO Books like the back of my hand. Your need to set up your account from scratch is a task I've helped numerous clients complete seamlessly. I can assure you that with my attention to detail and vast experience in data manipulation, import, and management - your data will be accurately integrated into ZOHO Books with ease. Lastly, my communication skills developed over the years in various technical roles will ensure that thorough training is provided to your team, equipping them with the precise knowledge and understanding required for efficiently handling ZOHO Books. Let's streamline your accounting processes together!
$500 USD in 7 days
5.0 (11 reviews)
4.7
4.7
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Hello Sir, Hope you are doing well, You need a professional Zoho bookkeeper & accountant with expertise in Zoho setup and accounts & finance for your assignment. I am experienced Zoho book keeper & accountant with MBA/MS finance; Member of Institute of Chartered Accountants having more than 10 years of experience in Zoho customization , setup and accounts & finance. I am providing Zoho and accounts services in much organization. Setup Services includes: • Chart of Account • Invoice setting • PO templates setting • Sales order templates setting • Any other customization • Bookkeeping • I will do your task according to your expectations and accuracy with unlimited revisions. I can assure you best of my services in my filed. I am available for more than 40 hours in a week. If you choose me for your project, I guarantee that you will receive a professional and high-quality work in a timely manner. However, if you have any questions, please feel free to ask! I am welcoming. Anxious to hear a positive response from your side Regards, Tahir
$250 USD in 4 days
4.9 (19 reviews)
4.3
4.3
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With my extensive experience in virtual accounting and financial advisory services, I am well-equipped to help you master ZOHO Books proficiently. Having worked extensively with multiple accounting platforms including Quickbooks, Zohobooks, Xero, WaveApps & Tally ERP, I have gained the flexible expertise necessary to seamlessly manage and migrate data between systems. Meticulous with ensuring GAAP compliance, I can ensure that your data is not just managed effectively but also guarantees accurate financial statement preparations. As a CA from ICAI (equivalent to CPA/ACCA), and someone who thrives on simplifying complex financial processes, my dedication lies in empowering small businesses such as yours to reach their zenith. Over the years, I have developed deep knowledge of the intricacies inherent in comptroller tasks thanks to which I can precisely import and manage large datasets that your company handles. My skills will prove particularly valuable in your quest to maximize ZOHO Books' reporting and data visualization features. From A/R, A/P Management to GST/BAS/VAT Filings and Tax Advisory, I possess a range of skills perfect for your business needs. Let me transform your team's intermediate familiarity with ZOHO Books into professional proficiency with my comprehensive training sessions that cater specifically to individual employee skills
$250 USD in 7 days
5.0 (4 reviews)
3.7
3.7
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I’m Valentina, specializing in Zoho CRM solutions. Recognizing your need for a robust setup of ZOHO Books, I offer comprehensive services designed to integrate seamlessly into your operations. Here's what we can do for you: Initial setup of ZOHO Books tailored to your specific business requirements. Data management solutions, including data importation and instructional sessions for your team to handle data independently. Custom report and dashboard creation to leverage ZOHO Books’ advanced data visualization and reporting capabilities. can achieve this together. With a track record of enhancing small team operations through effective training and system integration, my aim is to elevate your business processes and ensure that your team not only understands but excels in using ZOHO Books. I am eager to help streamline your business operations. Let’s connect to explore how we
$500 USD in 7 days
5.0 (1 review)
3.7
3.7
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Hello kailasnadh3, I can get this project done ASAP with high accuracy! Xero I am a qualified accountant and a certified quickbooks and Xero Advisor with 12 years of experience in bookkeeping, reconciliation, financial statements, AP/AR, taxation, etc. I have expertise in Zoho Books, Wave Apps, and Excel as well. I have helped multiple clients to do full cycle bookkeeping/accounting and maintain their books clean, accurate, and up to date. Lets connect in chat so that We discuss further. Thank You Akshay
$500 USD in 7 days
4.4 (8 reviews)
3.6
3.6
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Hi, I am interested in the job you recently posted. I'm a professional Zoho developer, and I have an experience in Zoho customization, automation, and integration 3rd party applications, create Workflow, deluge coding, Integration Rest API, WordPress, and PHP. MySQL, ajax, Javascript, HTML, and CSS. I have completed many projects in Zoho CRM, Zoho Creator, Books, etc. I Would really appreciate it If you can grant me the opportunity to work on this job. For further discussion on this project, please feel free to contact me directly over the chat. Thanks
$600 USD in 7 days
5.0 (2 reviews)
2.8
2.8
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we have an(  Certified  Accountant And Zoho books Expert ) immediately available to start the work as per your requirement. He has more than 10+ years of experience specialized in working in any software including  Quickbooks, Zoho, Xero, Tally ERP 9 etc. His immense accounting expertise and good analytical skills would be an added advantage to complete your task with more accuracy, reliability and on time. He will also be backed by CFO with 22+ years Experience  . CFO services will be free of costs. Please allow us to showcase our capabilities by giving a quick call. Positively, looking forward for a immediate start. Thanks SAYEED
$250 USD in 1 day
5.0 (2 reviews)
2.0
2.0
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HIRE ME. BE HAPPY I AM FROM UNITED ARAB EMIRATES ALSO. With respect to your project requirements, my extensive experience with bookkeeping, accounting, and financial analysis makes me uniquely positioned to assist your team in the ZOHO Books setup and training process. I have a proven track record of streamlining processes and reducing costs while ensuring regulatory compliance, which aligns perfectly with your need for maximizing efficiency in your daily transactions. In addition, my multi-faceted background has honed my skills in data management and reporting – core aspects of the project. I can guarantee not only a thorough understanding of ZOHO Books but also effective communication of that knowledge to help bring your intermediate-level team up to speed. I'm patient, approachable, and always willing to adapt my teaching methods to ensure understanding at all levels. Lastly, having experience working with small teams is an added advantage for our collaboration. My understanding of the dynamics of smaller organizations allows me to tailor my approach accordingly, delivering projects effectively and on time. My promise is simple – you won't just receive a service from me; you'll experience true assistance that's committed to your success. I look forward to helping transform your business operations using ZOHO Books. Let's get started!
$500 USD in 7 days
5.0 (2 reviews)
1.6
1.6
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Hi there, I hope you are good. I have read the brief details of your project. I have rich experience doing similar jobs from past few years regarding to these skills CRM, Excel, Xero, Zoho and Salesforce.com. You can check my portfolio as well: https://www.freelancer.com/u/Sidrairfan078 Lets start chat, So we could discuss it in detail and finalize the timeline and budget after discussing requirements. Thanks! Sidra
$350 USD in 8 days
0.0 (0 reviews)
0.0
0.0
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I will assist you in your ZOHO Books training and integration project. Here's how I will help you: Setting up ZOHO Books Account: Starting from scratch, through the process step by step, ensuring that all configurations align with your business requirements. Importing and Managing Data: I will import and organize your data within ZOHO Books, providing hands-on training to your team to ensure they are proficient in managing data effectively. Customizing Reports and Dashboards: I will work closely with your team to customize reports and dashboards to suit your specific needs, enabling you to make informed decisions based on real-time data. ? ???? ????? ??????? ??????? ??? ??????????? ?? ??????? ??? ?????? ?? ??????? ???? ??? ????? I have 6+ years of experience as a Zoho Certified Developer, I specialize in Zoho All One Application, including Zoho CRM, Zoho Creator, Data Migration, Customization, Automation, and API Integrations. I will provide examples of similar projects, I have completed in our initial meeting. After analyzing the work length I will provide you with the estimation Let's jump on an initial meeting so that we can discuss your project in more detail and identify how my skill set will work for you and provide immense value to your business as well. Best Regards, Hameez T.
$650 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi, Having worked with multiple accounting software including ZOHO Books, I am well-equipped to handle your project efficiently. I have extensive experience in setting up books from scratch, categorizing transactions, and creating customized reports - all of which align perfectly with your project requirements. As an expert in Excel, I can also ensure smooth importing and management of the vast amount of data your business handles on a daily basis. My experience in handling Amazon, Shopify, Stripe reconciliations will be particularly beneficial as well. Moreover, my deep understanding of ZOHO Books' functionality combined with my knack for simplifying complex concepts makes me an ideal trainer for your team. I specialize in providing training to users at various proficiency levels; from novices to intermediates like your team. My goal is not just to ensure that you are proficient with the tool but also that you understand how to use it effectively for maximum utility. Lastly, my commitment to meticulousness and quality reflects in my work approach. I would leave no stone unturned to make sure that your ZOHO Books account is appropriately set up and tailor-made for streamlined operations. Choose me for a comprehensive, professional yet personalized experience where not only will you see immediate value addition but also learn the ropes for future self-sufficiency. Thanks, Ankit
$500 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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With over two decades of valuable experience in the IT field, I can confidently say that I am your ideal freelancer for this project. Not only do I have exceptional proficiency in ZOHO Books, but my comprehensive understanding of various software systems and extensive project implementation background will enable me to optimize this platform to suit your unique business needs. One of my key strengths is my ability to train individuals at varying levels of proficiency effectively. Your team's intermediate understanding aligns perfectly with my training and communication skills honed throughout my career. As an effective team player and excellent communicator, I can ensure that our sessions are thorough yet accessible, providing thorough training that will empower your team to make the most out of ZOHO Books.
$1,000 USD in 7 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED ARAB EMIRATES
Al Fujairah City, United Arab Emirates
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Member since May 5, 2024

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