
Closed
Posted
Our Zoho Books file has grown messy and unreliable; every module—invoices, expenses, chart of accounts, and the related bank feeds—needs a thorough sweep. Data-entry errors have crept in (incorrect invoices, misclassified expenses, wrong account details), duplicates are scattered throughout the system, and monthly reconciliations no longer tie out. In short, the entire company database must be brought back to a clean, audit-ready state. Here’s what success looks like from my side: • All duplicate contacts, items, and transactions removed or merged without data loss. • Invoices corrected for amounts, customer details, and tax treatment, then re-posted so A/R aging is accurate. • Expenses re-classified to the proper chart-of-accounts structure, with GST/VAT flags fixed where needed. • Bank, credit-card, and payment-gateway feeds fully reconciled through the most recent month, zero unexplained variances. • Chart of accounts streamlined but intact—no orphaned or unused ledgers. • Final verification reports (Trial Balance, P&L, Balance Sheet) exported as PDF and XLSX to demonstrate that totals balance and match bank statements. Please work directly inside Zoho Books; no offline copies. I can grant accountant-level access as soon as you outline an approach and estimated timeline.
Project ID: 40614689
13 proposals
Remote project
Active 3 days ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
13 freelancers are bidding on average ₹272 INR/hour for this job

To bring your Zoho Books data back to its pristine state, you need a professional with not only extensive accounting experience but also a meticulous eye for detail—and that's exactly what I offer! As a CA finalist with 4 years in the field, I've dealt with numerous messy and unreliable databases in the past. My expertise lies not only in cleaning up data – by removing duplicates, rectifying inaccuracies and misclassifications – but also ensuring that it aligns accurately to the respective regulations. Working swiftly while maintaining high standards won't be an issue with me. I am well-versed in using Zoho Books for these tasks. Your expectation of an audit-ready, clean dataset can be fulfilled by my experience in preparing Balance Sheets, P&L Statements, Cash Flow Statement and scrutinising accounts meticulously. Furthermore, I have worked on numerous accounting software like Appfolio, Quickbooks, Tally and Busy accounting tools that adds more value to my profile. By choosing me to undertake this project, you'll be able to transform your chaotic Zoho Books system into an organized one without compromising any vital data. To keep you updated on progress, I'll generate final verification reports as PDF and XLSX files to demonstrate that totals balance and match bank statements. Let my proven skills simplify your complex project, ensuring efficiency and accuracy all along. Your success is inevitable when we partner on this task!
₹300 INR in 40 days
2.1
2.1

I would appreciate the opportunity to handle your Zoho Books data cleanup project. I understand how critical accurate financial records are, and I can work directly within Zoho Books using accountant-level access—no offline copies required. My approach will include reviewing and removing duplicate contacts, items, and transactions, correcting invoices and tax settings, reclassifying expenses to the appropriate chart of accounts, reconciling bank, credit card, and payment gateway transactions, and streamlining the chart of accounts while preserving data integrity. Finally, I will verify the books and provide Trial Balance, Profit & Loss, and Balance Sheet reports in PDF and Excel format to confirm everything is balanced and audit-ready. I work with accuracy, confidentiality, and attention to detail, keeping you informed throughout the process. Give me one opportunity to handle your project, and I assure you I will complete it with full dedication, professionalism, and on-time delivery.
₹250 INR in 40 days
1.6
1.6

Hi, I have **15+ years of experience** in Finance & Accounting with strong expertise in **Zoho Books, Tally Prime, QuickBooks, Xero, bank reconciliations, GST, and financial reporting**. I’m **currently working on an ongoing Zoho Books accounting project**, handling bookkeeping, reconciliations, invoice management, GST, and financial reporting, giving me hands-on experience in maintaining clean, audit-ready Zoho Books data. I can thoroughly review your Zoho Books organization, remove or merge duplicate records, correct invoices and expense classifications, streamline the Chart of Accounts, reconcile bank, credit card, and payment gateway transactions, and resolve discrepancies while preserving data integrity. I will work directly within Zoho Books and provide reconciled **Trial Balance, P&L, and Balance Sheet** reports in both PDF and Excel to confirm that your books are accurate and fully balanced. I’m available to start immediately and can first assess the current data quality, then provide a clear timeline before beginning the cleanup. My focus is on accuracy, transparent communication, and delivering a reliable, audit-ready accounting system. Best Regards, Sumit Adlakha
₹250 INR in 40 days
1.4
1.4

Hi, I'm a Semi-Qualified Chartered Accountant with 7+ years of experience in **Zoho Books, bookkeeping, reconciliations, and financial cleanup**. I have successfully cleaned and reorganized accounting records for businesses before month-end and year-end reporting. I can help you with: • Cleanup of invoices, expenses, contacts, and transactions • Removal and merging of duplicate records without data loss • Chart of Accounts review and restructuring • GST/VAT correction and transaction reclassification • Bank, credit card, and payment gateway reconciliations • Trial Balance, Profit & Loss, and Balance Sheet verification • Delivery of clean, audit-ready books directly within Zoho Books My approach is to first review the current database, identify duplicate and reconciliation issues, clean the Chart of Accounts, verify every balance against supporting records, and reconcile all accounts before generating final reports. I work directly within Zoho Books, maintain complete data integrity, and provide regular progress updates throughout the project. I am available to start immediately and would be happy to discuss the expected timeline after reviewing your Zoho Books file. Best regards, **Tushar Bhatt** Semi-Qualified Chartered Accountant Zoho Books Expert | QuickBooks Online ProAdvisor | Xero Certified Advisor
₹400 INR in 40 days
0.4
0.4

INTRO Recently, we helped a company achieve a clean and organized financial database, restoring accuracy and reliability to their accounting records. We will help you achieve a thorough data cleanup in your Zoho Books environment, ensuring everything is in order and up to date. MIDDLE I understand the importance of a clean, professional, and user-friendly accounting system. Your need for removing duplicates, correcting invoices, and fully reconciling bank feeds aligns perfectly with our expertise. We specialize in data cleanup and have worked extensively with financial software. With 75+ 5-star reviews on similar projects, we rank in the top 1% among 75 million users. OUTRO It will be our privilege to help you with this project. Giving us a chance is a choice you will not regret. Regards, Henco Burger.
₹300 INR in 7 days
0.0
0.0

Hi there, With 10+ years of bookkeeping experience, I specialize in cleaning, restructuring, and maintaining accurate accounting records inside Zoho Books. I can restore your Zoho Books file to an audit-ready state by reviewing and correcting invoices, expenses, chart of accounts, duplicate records, and bank/payment feeds. I have experience fixing data-entry errors, cleaning A/R and A/P records, correcting GST/VAT treatment, and completing full reconciliations. I will work directly inside Zoho Books using accountant-level access, with no offline copies. My approach will be: first audit the current database, identify duplicates and errors, clean and correct transactions, reconcile all feeds, and then verify final balances through Trial Balance, P&L, and Balance Sheet reports. Estimated timeline will depend on the volume of records, but I can start immediately and provide a clear completion plan after reviewing the current file. I focus on accuracy, traceability, and delivering a fully reconciled Zoho Books database with no unexplained variances. Best regards, Rekha
₹350 INR in 40 days
0.0
0.0

As your potential candidate for this project, my name is Arslan, an experienced and detail-oriented Accounts Executive skilled to address your deep Zoho Books cleanup needs. With over three years of experience in full-cycle bookkeeping, I have always prioritized accounts maintenance tailored to the US Accounting Standards (GAAP). My approach from the outset would be comprehensively cleaning out the duplicate contacts, items, and transactions while ensuring zero loss of data. Understanding that a messy database can have severe implications on key financial aspects like invoicing, expense management, and reconciliations, I assure you that I can efficiently navigate all these tasks to bring your database back to an order. My proficiency is backed up by skills in Data Entry and Excel that allow me to deliver complete Zoho Books services directly inside the platform as per your request. Also, my familiarity with generating verification reports such as Trial Balance or Profit & Loss statements will be handy in exporting the same to PDF and XLSX formats for easy audits. By working together and leveraging on my competences, we can meet your objective of having a clean and audit-ready database with precise financial insights.
₹100 INR in 40 days
0.0
0.0

Drawing on my 19 years of experience in financial management and my deep knowledge of Zoho Books, I am perfectly equipped to untangle your messy database and turn it into a streamlined, audit-ready system. I've spent years dealing with the very issues you outlined— correcting misclassified expenses, fixing invoices for tax treatment, removing duplicates—-and can assure you that no task is too big or small. The extensive data-entry skills I have acquired over the years will be vital in identifying and merging any duplicate contacts, items, and transactions without any data loss. Furthermore, my proficiency with Excel and Zoho Books will enable me to compile thorough verification reports that demonstrate the accuracy of the figures; something essential for audit readiness. Lastly, my dedication to empowering teams and clients toward sustained growth aligns perfectly with your goal of establishing a clean financial database. Hiring me guarantees receiving more than just a freelancer; you are getting a seasoned financial professional with a passion for helping businesses achieve greater clarity and efficiency in their operations.
₹100 INR in 40 days
0.0
0.0

Hello, I can help clean up and restore your **Zoho Books** account to a reliable, audit-ready state. I have experience correcting invoices, reclassifying expenses, removing duplicates, organizing the chart of accounts, and reconciling bank and payment gateway transactions with complete accuracy. My approach is simple: first, I'll review your current data, identify inconsistencies, and then systematically clean each module while working directly in Zoho Books. I'll ensure all records are accurate, reconciliations are complete, and your financial reports (Trial Balance, P&L, and Balance Sheet) match your bank statements. I prioritize accuracy, data integrity, and clear communication throughout the project. I'm ready to start immediately and can provide a realistic timeline after reviewing your Zoho Books file. Looking forward to helping you bring your books back to a clean and organized state.
₹180 INR in 38 days
0.0
0.0

Hi there, I have carefully reviewed your project requirements for cleaning up, organizing, and reconciling your Zoho Books database. I understand how critical an audit-ready, accurate financial record is for your business. How I can assist with your Zoho Books cleanup: Data Cleaning & Duplicate Removal: I will carefully identify, remove, or merge duplicate contacts, items, and transactions without losing essential records. Data Verification & Entry Accuracy: I will cross-check invoices, expense entries, and customer/vendor details against your source documents to eliminate typos and misclassifications. Data Reconciliation Support: Using structured Excel templates, I can cross-reference bank statements, credit card feeds, and gateway logs against your Zoho Books records to flag any unexplained variances. Organized Workflow: I am comfortable working directly within Zoho Books under accountant/admin access, following your exact chart-of-accounts structure and GST/VAT requirements. Exporting & Reporting: Once all entries and reconciliations are matched, I will help generate and export the final reports (Trial Balance, P&L, Balance Sheet) in PDF and XLSX formats for your final review. I am detail-oriented, highly analytical, and ready to start as soon as access is provided. Looking forward to discussing the timeline and getting your database back on track! Best regards,
₹200 INR in 30 days
0.0
0.0

Ludhiana, India
Member since Sep 22, 2021
€8-30 EUR
₹750-1250 INR / hour
$15-25 AUD / hour
$250-750 USD
$250-750 USD
$30-250 USD
₹750-1250 INR / hour
₹750-1250 INR / hour
$30-250 USD
₹750-1250 INR / hour
$750-1500 AUD
$15-25 USD / hour
₹1000-5000 INR
$10-30 USD
$15 USD / hour
₹12500-37500 INR
₹750-1250 INR / hour
$2-8 USD / hour
$250-750 USD
$18.5 USD / hour