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Project Title Zoho Books Implementation + Migration from QuickBooks Desktop & Online + Staff Training – UAE Company Project Description We are a UAE-based engineering and contracting company looking for an experienced Zoho Books implementation consultant to fully implement Zoho Books, migrate our existing accounting data, configure the system, and train our finance/accounting staff. We have one Head Office and two branches under the same UAE company and same TRN. Our existing accounting data is currently maintained in both QuickBooks Desktop and QuickBooks Online, and the selected consultant will be responsible for consolidating/migrating the required data into a properly configured Zoho Books environment. Scope of Work 1. Zoho Books Setup & Configuration Configure Zoho Books for our company, including: Head Office and two branches/locations UAE VAT and TRN configuration Chart of Accounts Multi-currency transactions Customers and vendors Products/services/items Projects and project/job costing Cost centres/reporting structure Purchase Orders Sales Orders Quotations/Estimates Customer invoices Supplier bills Expenses Retentions, advances and accruals where applicable Fixed assets Bank accounts and bank reconciliation User roles and permissions Approval workflows Transaction numbering by location/branch Financial and management reports Project profitability reporting The consultant should review our existing accounting structure and recommend improvements rather than simply copying the existing QuickBooks setup. 2. Data Migration Data must be migrated from: QuickBooks Desktop QuickBooks Online Data relating to the Head Office and two branches Migration should include, as applicable: Chart of Accounts Customers Vendors Items/products/services Projects/jobs Opening balances Historical transactions as agreed Customer invoices and receipts Supplier bills and payments Accounts Receivable Accounts Payable Credit notes Journal entries Bank transactions Fixed assets VAT-related information Customer/supplier advances Retentions Other relevant accounting data The consultant must perform proper data mapping, cleaning, validation and reconciliation. After migration, Zoho Books must be reconciled against QuickBooks, including: Trial Balance, Balance Sheet, Profit & Loss, Accounts Receivable Aging, Accounts Payable Aging, bank balances, VAT balances and other material control accounts. We require the migrated balances to reconcile with the source accounting systems before final acceptance. 3. Workflow & Internal Control Setup Assist us in establishing appropriate workflows for: Purchase Request → Approval → Purchase Order → Receipt/Service Confirmation → Supplier Bill → Payment and: Quotation/Contract → Invoice → Collection The consultant should also configure appropriate approval levels and user permissions for Finance, Procurement, Management and other relevant staff. 4. Project Accounting We are an engineering/contracting company with multiple ongoing projects. The system should be configured to allow management to monitor individual project performance, including: Contract/Project Revenue → Material Costs → Subcontractor Costs → Labour → Equipment → Other Direct Costs → Gross Profit → Project Margin Experience with construction, engineering, EPC, MEP, water/wastewater or project-based companies will be considered a major advantage. 5. Staff Training The consultant must provide live online training to our staff after implementation. Training should cover Finance/Accounting, Procurement/Purchase Orders, Projects/Project Costing, Accounts Payable, Accounts Receivable, Banking/Reconciliation, VAT and management reporting. Training should be conducted using our actual configured Zoho Books environment, not only generic Zoho demonstrations. Recorded training sessions and/or user instructions/SOPs are preferred. Required Experience Applicants should have: Strong practical experience implementing Zoho Books Proven QuickBooks Desktop → Zoho Books migration experience Proven QuickBooks Online → Zoho Books migration experience UAE VAT/accounting knowledge Experience with multi-location/branch accounting Experience with project/job costing Experience configuring approval workflows Strong accounting and reconciliation knowledge Ability to provide remote staff training in English Zoho certification/Zoho Partner status is preferred. Important — Please Include With Your Proposal Please answer the following questions: How many Zoho Books implementations have you completed? Have you personally migrated data from QuickBooks Desktop to Zoho Books? Please explain. Have you migrated QuickBooks Online to Zoho Books? Have you implemented Zoho Books for a construction, engineering, EPC or project-based company? Do you have experience with UAE VAT and multi-location companies? How would you migrate and consolidate data coming from different QuickBooks sources into one Zoho Books organization? How will you verify that the migrated Trial Balance, A/R, A/P, VAT and bank balances are correct? Will you provide live staff training? Will you provide post-go-live support? What is your estimated implementation duration? Please provide examples/references for similar projects. Please do not apply if your experience is limited to basic bookkeeping or simple CSV imports. We are looking for an experienced Zoho Books implementation and migration specialist. Expected Deliverables The project will be considered complete after: Zoho Books is fully configured and operational Head Office and both branches are correctly structured QuickBooks Desktop and QuickBooks Online data are successfully migrated Opening/historical balances are reconciled VAT and accounting reports are verified Projects and purchasing workflows are operational Users and approval authorities are configured Staff training is completed Documentation/SOPs are provided Post-go-live issues are resolved during an agreed support period Project Type: Fixed Price preferred Location: Remote Company Location: UAE Required Platform: Zoho Books Source Systems: QuickBooks Desktop + QuickBooks Online
Project ID: 40681924
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89 freelancers are bidding on average $2,118 USD for this job

Having worked extensively with accounting software such as QuickBooks, Oracle ERP, NetSuite, and Xero among others, my firm and I are well-versed in handling the complex tasks your Zoho Books implementation project entails. We adopt a comprehensive approach when it comes to setting up, configuring, and migrating data to ensure that workflows and controls are not diluted but rather enhance efficiency. As Chartered Accountants, CPAs, and Bookkeeping Specialists, we understand the intricacies of solid accounting systems and the critical need for accurate data mapping, cleaning, validation, and reconciliation. Time is of the essence in any migration process; hence our priority is ensuring the migrated balances reconcile with the source accounting systems before final acceptance. With an added advantage of having experience in project-based companies like yours in the engineering/contracting industry, we can successfully integrate comprehensive project accounting into your Zoho Books framework. Making an investment in an experienced team like ours translates into getting value for your money through a seamless and efficient Zoho Books implementation that meets all your specific requirements while enhancing financial interdepartmental communications for better decision-making. Think of us as more than just consultants but as partners vested in your overall company's success!
$2,500 USD in 7 days
8.9
8.9

With over a decade of experience implementing Zoho solutions, specifically Zoho Books, I believe I'm the perfect candidate for your project. I've worked with various industries including construction, engineering, and project-based companies just like yours. I understand the unique needs and complexities in managing multiple branches and projects simultaneously -- making me an excellent fit. In addition to my practical experience, I'm also a Zoho Certified Developer with a proven track record. This means you can expect top-notch service from me, tailored to your specific organizational structure . My work is not limited to data migration but also includes cleaning, validation, and reconciliation processes which will ensure there is no loss whatsoever during migration. The final product should not only meet your expectations but surpass it. I also understand that the transition to a new accounting system can be challenging for staff. So, I offer comprehensive training using your actual Zoho Books environment to make sure everything taught is relevant and actionable. Additionally, I provide recorded training sessions and user instructions as reference materials for future use. With my deep knowledge of Lebanese VAT regulations (similar to UAE), rest assured that the setup will fully comply with your VAT requirements too. Let's make your finance processes faster, smarter, and more efficient!
$3,000 USD in 7 days
6.5
6.5

As an experienced Chartered Accountant and ACA qualified professional, I believe I am the ideal fit for your UAE-based engineering and contracting company's comprehensive Zoho Books implementation and migration project. Over the past 9 years, I have been dedicated to helping startups and growing businesses like yours effectively manage their finances with clarity and confidence, leveraging advanced accounting tools such as Zoho Books and Intuit QuickBooks. Throughout my career, I've honed my skills in the areas of accounting, financial consulting, tax planning, auditing, compliance, IFRS and financial modeling. This knowledge will not only ensure a seamless migration process but also guarantee that your new Zoho Books environment is purpose-built to suit your unique business requirements – rather than simply copying what's already been done in QuickBooks. Moreover, as someone familiar with managing multiple branches under a single entity premise as well as executing projects for engineering and contracting companies involving MEP/ EPC processes, I can bring a deep understanding of your operational needs into configuring Zoho Books. Alongside mapping and cleaning your data properly during migration, I'll assist you to develop workable workflows based on purchasing all through to payment and quotation to invoice cycle for better internal controls.
$1,950 USD in 15 days
6.5
6.5

Hi, I’m an experienced accountant and Zoho Books/QBO professional with hands-on experience in accounting system setup, migration, reconciliation, project accounting, and UAE VAT compliance. I can support the complete implementation, including: Zoho Books setup for Head Office + two branches under one TRN Migration and consolidation from QuickBooks Desktop and QuickBooks Online UAE VAT, multi-currency, COA, projects/job costing, fixed assets, and banking setup Purchase/sales workflows, approval levels, and user permissions Detailed reconciliation of Trial Balance, P&L, Balance Sheet, A/R, A/P, VAT, and bank balances against QuickBooks Project profitability and cost-centre reporting for your engineering/contracting operations Live staff training using your actual Zoho Books environment For migration, I would first review and map both QuickBooks files, clean and standardize the data, identify duplicates/overlaps, and then migrate into a properly designed Zoho structure. I would not simply replicate the existing QuickBooks setup where improvements are needed. I have practical experience with Zoho Books, QuickBooks Desktop/QBO, UAE VAT, reconciliations, multi-currency accounting, and project-based accounting environments. I’d be happy to discuss your current QuickBooks structure, the volume of historical data to migrate, and your preferred go-live date before confirming the fixed price and implementation timeline. Best regards, Sajid
$2,500 USD in 60 days
6.4
6.4

Hello, We are Koevo, a consulting agency specialized in business strategy, technology, and digital transformation, focusing on implementing and migrating accounting solutions tailored to enhance financial operations and reporting capabilities. Our approach is deeply rooted in understanding the unique needs of your organization, ensuring that the solutions we deliver are not one-size-fits-all but are instead finely tuned to your specific context. To initiate the project, I would start by conducting a comprehensive assessment of your current accounting practices using QuickBooks, identifying the critical data that needs to be migrated to Zoho Books. This evaluation will involve collaborating closely with your finance team to comprehend unique requirements for configuration, especially regarding your head office and branches. A question I have is whether there are any specific customizations you currently utilize in QuickBooks that need to be replicated in Zoho Books, such as customized reports or specific workflows that your team relies on. I would be delighted to discuss the project's specifics, understand your existing architecture, and define the best path forward. Let’s schedule a video call; could you please confirm which day and time works best for you? Best regards, Raquel
$2,250 USD in 7 days
5.9
5.9

With over 6 years of experience as an accountant and bookkeeping expert, I am confident in my ability to deliver what your engineering and contracting company needs. Having worked extensively with Intuit QuickBooks, I understand the intricacies of migrating and managing data across different platforms, particularly in multi-location frameworks. In fact, my skill set aligns perfectly with your project's requirements for Zoho Books implementation, data migration, workflow/internal control setup, project accounting, and staff training. What makes my service unique is not just my technical proficiency but also my commitment to empowering businesses through financial clarity. Beyond just managing the numbers, I will provide insights that can fuel growth, control costs, and maximize profits. I have a solid grasp on matters of compliance. I go beyond tax preparation to ensure thoroughness while simultaneously keeping it simple for you. In choosing me as your Zoho consultant, you're gaining a financial co-pilot who values dependability, confidentiality, and punctuality. Your business will receive meticulous bookkeeping where everything is organized accurately and always up-to-date because every business deserves its peace of mind that comes with excellent financial management. Consider taking our next steps together by reaching out today!
$2,000 USD in 7 days
6.1
6.1

hey , i can help you with zoho implementaions.............................connect to me in chats......................................................................................................................................................................................................
$3,000 USD in 7 days
6.3
6.3

Senior Zoho Books Implementation Consultant with 15+ years of experience, I specialize in comprehensive financial system migrations and optimizations. I will ensure a seamless transition from QuickBooks to Zoho Books while enhancing your accounting structure to meet your company's unique needs. Proposed Solution: - Configure Zoho Books for your Head Office and two branches, including VAT, multi-currency support, and tailored reporting. - Facilitate data migration and consolidation from QuickBooks Desktop and Online, ensuring thorough validation and reconciliation. - Establish robust workflows for procurement and project accounting, aligning with your operational structure. - Conduct live training sessions using your configured environment, ensuring staff are equipped for effective use. Expected Outcomes: - Fully operational Zoho Books setup with reconciled opening and historical balances. - Customized financial and project reporting for informed decision-making. - Comprehensive documentation and SOPs provided for ongoing reference. Quality & Performance: - Data integrity checks to ensure accurate migration and reporting. - Scalable setup, accommodating future growth and additional projects. Delivery Timeline: - Estimated implementation duration: 4-6 weeks, with post-go-live support available for smooth transitions. Best Regards, Karthik B Resonite Tech
$3,250 USD in 7 days
5.0
5.0

Hi, I’m Sahanaj. This is a proper implementation/migration—not a CSV-import job. I’ve handled Zoho Books rollouts, QuickBooks Desktop/Online consolidation, UAE VAT, multi-location accounting, project costing and finance workflows. I can configure HO + 2 branches, clean/map historical data, migrate and reconcile TB, A/R, A/P, VAT, banks and fixed assets, build approval workflows, project profitability reporting, then train your team using the live system. Fixed price: $3000 USD Timeline: 4–6 weeks Includes documentation, live/recorded training and 30 days post-go-live support. I’ll use reconciliation checkpoints before final acceptance—so your Zoho balances prove out against QuickBooks, rather than simply “looking migrated.”
$3,000 USD in 28 days
4.5
4.5

Hi, Aashiq (Ash) here from Cape Town, South Africa. This project instantly caught my eye, so I had to reach out. I see you are looking for someone to implement Zoho Books and migrate your data from QuickBooks while training your finance staff. It’s clear you need a seamless transition across your head office and branches. With years of experience in implementing Zoho Books, I’ve helped businesses like yours streamline their accounting processes and improve reporting accuracy. I’ve successfully migrated data from QuickBooks Desktop and Online to Zoho Books, ensuring everything is reconciled and optimized. Feel free to ask for examples of my past projects. Based on what you mentioned, here is how we would approach the project: - Conduct a thorough review of your existing accounting structure. - Migrate and validate all relevant data from both QuickBooks platforms. - Configure workflows and internal controls tailored to your needs. - Provide live training sessions using your configured Zoho Books environment. You can count on clear communication and a user-focused solution that performs optimally. Best Regards, Aashiq
$2,700 USD in 7 days
4.0
4.0

HEY! I UNDERSTAND YOUR QUICKBOOKS DATA SHOULD MOVE INTO ZOHO BOOKS WITH CONTROLLED MIGRATION, VERIFIED RECONCILIATION, AND WORKFLOWS THAT FIT YOUR UAE ENGINEERING BUSINESS—not just a basic CSV import. We have 12+ years of IT experience and can support end-to-end Zoho Books implementation, accounting-system migration, workflow configuration, reporting and staff training. I understand the key requirements: • Zoho Books setup for HO + 2 branches under one UAE TRN • UAE VAT, COA, multi-currency, customers, vendors and items • QuickBooks Desktop + Online consolidation and data mapping • Projects, job costing, retention, advances and profitability • AP/AR, banking, reconciliation and fixed assets • Purchase-to-payment and quotation-to-collection workflows • RBAC, approvals and management reporting • Staff training using your live configured environment • Post-go-live support and SOP/documentation Migration approach: audit both QuickBooks sources → clean/map data → migrate in controlled stages → validate opening/historical balances → reconcile TB, P&L, BS, AR, AP, VAT and bank balances → UAT → go-live. We can provide a fixed-price proposal and implementation schedule after reviewing your QuickBooks data structure and required historical period. We’ll ensure the final system is maintainable, properly documented and aligned with your operational workflow. Thanks
$1,500 USD in 7 days
3.7
3.7

As an experienced financial consultant with a strong background in implementing Zoho Books for diverse businesses, I'm confident in my ability to address the complexity of your project. Over the past 7 years, I've gained extensive knowledge of QuickBooks and have helped numerous clients migrate and streamline their accounting data into Zoho Books. My proficiency includes setting up multi-branch organizations, handling UAE VAT and TRN configurations, managing complex account structures, and generating comprehensive financial reports. Migrating data from QuickBooks Desktop and Online will involve a meticulous cleaning, validation, reconciliation process that requires significant attention to detail, something I excel at. Where I stand out is not only in implementing the system but also in empowering your team with the skills they need for effective utilization. Combining my technical knowledge with strong communication skills, I am adept at providing comprehensive training that goes beyond generic Zoho Books demonstrations. If chosen for this project, you can expect a smooth migration process, a well-tailored system for your business needs and a confidentzed workforce primed for dividend finance operations.
$1,500 USD in 7 days
3.7
3.7

Hi , ➡️ I read your project description, you want a comprehensive Zoho Books implementation and data migration from QuickBooks Desktop and Online for your UAE-based engineering company? ⏺️ I specialize in complex Zoho Books deployments, specifically for project-based industries requiring detailed job costing and multi-branch configurations. I will handle the end-to-end migration of your Chart of Accounts, VAT settings, and historical data, ensuring a perfect reconciliation of your Trial Balance and Aging reports. I will establish robust approval workflows for your procurement and sales cycles and provide live, tailored training for your staff to ensure a seamless transition. Regards, Muhammad Sabir
$1,500 USD in 14 days
3.4
3.4

With vast experience working with various accounting software like QuickBooks Online and Zoho, I am more than equipped to handle your comprehensive Zoho Books implementation and migration needs. Not only can I set up and configure Zoho Books from scratch according to your company's unique structure, but I can also expertly migrate your existing accounting data from both QuickBooks Desktop and QuickBooks Online while ensuring accurate data mapping, cleaning, validation, and reconciliation. Being detail-oriented is crucial in an accounting role, and my meticulous approach will come in handy during the task of migrating historical transactions, invoices, bills, journal entries, bank transactions, fixed assets, VAT-related information, advances, retentions, and other important data into Zoho Books. On top of that I am an Efficiency Enthusiast which ensures the work will be completed swiftly while adhering to high standards- no compromise on quality work Don't settle for someone who'll simply copy-paste your current setup; choose someone who will review and suggest improvements essentially providing tailored solutions. Let's streamline and simplify your finances together. Plus, did I mention that confidentiality is one of my top priorities? The security of your financial information is guaranteed with me. Let's discuss how we can make your transition to Zoho Books smooth and efficient.
$1,500 USD in 7 days
3.3
3.3

Hi, I'm ACCA part-qualified with hands-on QuickBooks Online and Zoho Books experience, and I can support your implementation and migration project from a strong accounting foundation. I'll answer your required questions directly. For this scope, I'd propose $2,000 USD, delivered within 7 weeks. Samiha S.
$2,000 USD in 7 days
3.5
3.5

Hi, there! I understand the key challenge is consolidating QuickBooks Desktop and Online into one properly structured Zoho Books environment while keeping UAE VAT, branches, projects, and financial balances accurate. I’ve done similar accounting system implementations involving QuickBooks migration, data mapping, reconciliation, multi location setup, project costing, workflows, and staff training. I can handle the migration in controlled stages, validate Trial Balance, A/R, A/P, VAT and bank balances, and provide documentation and post go live support. I’d be glad to discuss your current QuickBooks structure and migration scope. Best regards, George
$2,250 USD in 7 days
3.1
3.1

With my extensive experience in financial reporting and audit assurance, I can assure you of a comprehensive and seamless implementation and migration process for Zoho Books. As a Chartered Accountant, my deep understanding of accounting principles and my mastery over software like Intuit QuickBooks and Zoho make me an ideal candidate for this job. My ability to identify risks, enhance financial controls, and comply with the latest regulations will ensure a smooth transition from your existing accounting data in QuickBooks to a properly configured Zoho Books environment. Furthermore, I have previously handled complex projects similar to yours which involved consolidating data from multiple branches and entities into a unified system. This will come in handy as I migrate your existing data and apply proper mapping, cleaning, validation and reconciliation to guarantee its integrity in Zoho Books. Finally, consider my track record not only in executing projects but also empowering teams for proficient use of implemented systems. I have conducted numerous live online training sessions catered to clients' specific systems and needs just like what your staff requires. In addition to providing extensive training on various Zoho Books functionalities such as Finance/Accounting, Procurement/Purchase Orders, Projects/Project Costing, Accounts Payable/Accounts Receivable
$1,800 USD in 7 days
2.7
2.7

With a strong background in implementing Zoho Books and my extensive experience working as a Senior Accounts Executive, I am confident that I have the skills needed to fully implement Zoho Books for your UAE-based engineering and contracting company. I am well-versed in configuring Zoho Books for multi-branch organizations, setting up UAE VAT and TRN, and handling complex chart of accounts, multi-currency transactions, customers, vendors, products/services/items, projects/job costing, cost centers/reporting structure, bank accounts/bank reconciliation etc. My goal is not just to copy your existing QuickBooks setup but to critically review and recommend improvements for more streamlined operations. My job doesn't complete at implementation; it extends to include full data migration with proper mapping, cleaning, validation, and reconciliation. My project-based experience will be an advantage for you! It enables me to grasp the intricacies of project accounting perfectly. I deeply understand how crucial ongoing training is post-implementation. So after setting up a thorough system as required by you,I will provide comprehensive live online training sessions based on your configures Zoho Books environment
$2,500 USD in 7 days
2.2
2.2

With over 16 years of experience in accounting, bookkeeping, and ERP software implementation, I can confidently say that I am the perfect fit for your Zoho Books project. My expertise extends to every aspect of Zoho Books, from initial setup and configuration to data migration, system reconciliation, workflow establishment and staff training. Having successfully implemented Zoho Books for numerous companies across diverse industries, including engineering and contracting, I am familiar with the unique needs and processes associated with project-based accounting. This makes me well-equipped to configure your system for effective management of contracts, revenue, costs, profitability and margins. In addition to ensuring a smooth transition from QuickBooks to Zoho Books, I am focused on adding value to your operations by recommending process improvements based on best industry practices. My commitment to delivering quality results is matched by my dedication to knowledge transfer. I understand the critical role your staff plays in the success of this implementation. Hence, I emphasize delivering engaging and hands-on training sessions that are customised to your specific Zoho Books environment. Allow me the opportunity to make your transition to Zoho Books efficient, error-free and empowering for your team!
$1,500 USD in 7 days
1.8
1.8

Hi, Thanks for sharing your project. It aligns well with work I’ve successfully completed for other clients, and I’m confident I can deliver a high-quality solution tailored to your requirements. Before providing an accurate timeline, scope, and budget, I’d like to clarify a few key details to ensure we're aligned from the start. Freelancer’s proposal character limit makes it difficult to cover everything thoroughly here. If you're available, let's connect via chat. I can walk you through similar projects I've completed, discuss the best approach for your specific requirements, and answer any questions you may have. Once I understand your expectations, I'll provide a clear execution plan with realistic timelines and pricing. I’m ready to get started as soon as we finalize the details and look forward to working with you. Best regards, Mayank Sahu
$2,250 USD in 7 days
1.5
1.5

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