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English
$
USD
I will set up zoho books for your business
Muhammad Bilal
About this gig
Still sending invoices from Word or chasing payments on a spreadsheet?
I'll set up Zoho Books so your finances are clean, automated, and audit-ready without the accounting headache.
I'm a certified Zoho Books specialist with hands-on experience configuring accounting systems for freelancers, SMEs, e-commerce stores, and service businesses across multiple industries and tax jurisdictions.
What I'll configure for you:
- Full Zoho Books account setup & chart of accounts
- Business profile, tax settings & currency configuration
- Invoice & estimate templates
- Payment gateway connection
- Bank account connection & reconciliation setup
- Expense tracking & vendor/bill management
- Recurring invoices & automated payment reminders
- Customer & vendor portal activation
- Tax rules setup
- Chart of accounts mapped to your business type
- Reports: P&L, balance sheet, cash flow configured
What you'll get:
- A fully working accounting system from day one
- Branded invoices that get paid faster
- Automated reminders so you stop chasing payments
- Clean books your accountant will actually thank you for
- Full walkthrough so you can manage it yourself going forward
Message me before ordering
ORDER NOW!!!
Get to know Muhammad Bilal
Muhammad Bilal
Zoho CRM and Zoho One Developer
- FromPakistan
- Member sinceNov 2025
Languages
English, Urdu, Hindi
I’m a Zoho CRM & Automation Specialist helping businesses streamline operations through CRM customization, workflow automation, and integrations.
I specialize in Zoho CRM, Creator, Analytics, Deluge scripting, API integrations, and KPI dashboards.
For a driving academy, I built automated lead workflows and daily data synchronization from custom software into Zoho Creator to enable detailed KPI reporting. These improvements helped increase monthly signups by 50%, from approximately 60 to 90.
I build reliable, scalable solutions that reduce manual work and deliver measurable business results.
My Portfolio
FAQ
Can you set up Zoho Books for my country's tax system (VAT, GST, sales tax)?
Yes. I've configured Zoho Books for businesses in the UAE (VAT), UK (VAT), India (GST), USA (sales tax), Pakistan, Canada, and Australia. Tell me your country during checkout and I'll set up the correct tax rules.
Can you migrate my data from QuickBooks, Wave, or FreshBooks?
Yes. I can migrate your chart of accounts, customer list, vendor list, open invoices, and historical transactions. Data migration is included in the Premium package or available as an add-on for Basic and Standard.
Do you connect Zoho Books to my bank account?
Yes. I'll connect your bank feed and set up bank reconciliation rules so your transactions import and categorize automatically. Bank connection availability depends on your country and bank.
Can you integrate Zoho Books with Zoho CRM or my e-commerce store?
Yes. Zoho Books integrates natively with Zoho CRM, Zoho Inventory, and Shopify. Third-party integrations via Zoho Flow are also available as a gig extra. Message me with your tools to confirm compatibility.
Will I be able to manage Zoho Books myself after the setup?
Absolutely. Every delivery includes a recorded walkthrough video covering daily tasks — creating invoices, recording expenses, reconciling your bank, and running reports. You'll be confident running it from day one.
