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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 All attachments related to payments in QB Desktop and online to be transferred to ZOHO for each transaction migrated whatsapp integration Bank account integration 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: 40686108
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Greetings! I can implement Zoho Books for your UAE engineering company, migrate data from QuickBooks Desktop and Online, configure the system for your head office and two branches, and train your staff. I would set up multi currency, UAE VAT, project costing, purchasing workflows, and approval levels. I would perform proper data mapping, cleaning, and reconciliation, ensuring all migrated balances including trial balance, AR, AP, VAT, and bank accounts match the source systems. I have experience with QuickBooks to Zoho migrations, multi location accounting, and project based companies. I would provide live staff training, user instructions, and post go live support. I can provide examples of similar projects and an estimated timeline. Let me know your preferred start date and I can share my approach. Thanks, Revival
$15 USD in 40 days
1.8
1.8
30 freelancers are bidding on average $18 USD/hour for this job

Being a chartered accountant and ACA qualified professional, I have spent the last decade assisting startups and growing businesses in streamlining their financial processes for long-term success. I'm well-versed in implementing comprehensive accounting systems like Zoho Books and QuickBooks, as well as rationalizing data migrations, configuring system settings, and training staff effectively - all of which are critical to your project. Moreover, my experience extends to consultancy specific to the United Arab Emirates' VAT and TRN regulations, giving me an added advantage in handling the UAE tax framework smoothly during the migration from QuickBooks Desktop and Online. I don't just replicate existing structures but actively analyze your current accounting setup to make strategic improvements that positively impact your finance operations. Lastly, having worked with numerous construction, engineering, EPC, MEP, and project-based companies in the past, I understand the intricate nature of your business. With my expertise in project accounting management and profit reporting methodologies, I will configure Zoho Books perfectly to suit your unique needs. Rest assured that you can expect a smooth transition paralleled by practical staff training that incorporates real-life scenarios from your actual configured Zoho Books environment. Choose me for financial competence enveloped in business acumen.
$15 USD in 40 days
6.5
6.5

Hi, Having successfully managed numerous Zoho Books implementation and migration projects in the past, I bring a wealth of experience to your UAE-based engineering and contracting company. I understand the unique challenges faced by construction and project-based firms and have always focused on tailor-making solutions to meet their specific requirements. Consolidating and migrating data from QuickBooks Desktop and Online into Zoho Books will be approached systematically, ensuring accuracy, thoroughness, and reconciliation against the source systems before final acceptance. My team at Nikhil is also well-versed in establishing workflows that optimize business operations while maintaining appropriate internal controls. From purchase request approvals to procurement processes, we will configure these workflows with levels of user permissions suitable for Finance, Procurement, and Management staff. It's worth noting that our work doesn't end with configuration; we provide comprehensive training using your actual configured Zoho Books environment to ensure a smooth transition for your staff. Lastly, as an ISO 9001 and ISO 27001 certified company, you can be assured of not only high-quality solutions but also of strict information security controls. Thanks...
$15 USD in 40 days
4.6
4.6

Hi , ➡️ I read your project description, you want to migrate your UAE engineering firm from QuickBooks Desktop and Online to a fully configured Zoho Books environment? ⏺️ I specialize in complex Zoho Books implementations and data migrations, specifically for project-based companies. I will handle the consolidation of your head office and branches, configure UAE VAT, and set up detailed project costing to track margins from revenue to direct costs. My expertise includes mapping historical data, ensuring trial balance reconciliation, and establishing strict approval workflows for procurement. I will provide live, recorded staff training using your actual environment to ensure a seamless transition. Regards, Muhammad Sabir
$15 USD in 30 days
3.4
3.4

Hi, ★★★ ZOHO BOOKS SPECIALIST ★★★ I can implement Zoho Books to streamline your accounting processes and ensure a smooth transition from QuickBooks. To start, I will configure Zoho Books tailored to your multi-location setup, ensuring compliance with UAE VAT and TRN requirements. I will focus on creating a robust Chart of Accounts and setting up multi-currency transactions, which are critical for your operations. Data migration will be handled meticulously. I will perform data mapping, cleaning, and validation to ensure accuracy. I will use automated scripts for migration from both QuickBooks Desktop and Online, which will minimize errors and ensure that all historical transactions are accurately reflected in Zoho Books. Post-migration, I will reconcile the migrated data against QuickBooks to ensure that all balances align, including Trial Balance and Profit & Loss statements. This step is crucial to confirm the integrity of your financial data. I will also establish workflows for purchase requests and project accounting, ensuring that your team can monitor project performance effectively. Live training sessions will be conducted using your configured environment to ensure your staff is well-prepared. To get started, I will need access to your current QuickBooks data and any specific requirements you have for the setup. Thanks!
$20 USD in 40 days
3.1
3.1

Having been a CA finalist with 4 years of experience, I believe that I have the necessary skills and expertise to perform the task at hand. My previous involvement with Intuit QuickBooks and Zoho, combined with my proficiency in various other accounting software like MYOB, Xero, and Tally also adds value to my candidacy. Notably, having specialized in financial management and accounting, I have gained extensive knowledge about migration processes from different platforms. I understand the importance of data integrity and transparency while migrating information from QuickBooks Desktop and Online to Zoho Books. Therefore, you can trust me to ensure proper data mapping, cleaning, validation, and reconciliation so that your migrated balances reconcile fully with the source accounting systems before final acceptance. Furthermore, my experience as a property manager has equipped me with excellent organizational skills which will be highly relevant for setting up appropriate workflows and internal controls as well as enabling me to recommend improvements rather than simply duplicating existing setups. Being exposed to project-based companies also familiarizes me with the complexity associated with such businesses. Consequently, I can ensure that your project accounting needs are appropriately met.
$15 USD in 40 days
3.3
3.3

Hello, Nice to meet you, I have solid experience implementing Zoho Books and migrating accounting data from both QuickBooks Desktop and QuickBooks Online. I have worked with project-based businesses and understand requirements around project costing, AP/AR, purchasing, VAT, branches, approvals, and management reporting. I also have experience with UAE VAT and multi-location setups. I can review and clean both QuickBooks datasets, map the accounts, customers, vendors, items, projects, balances, and transactions, remove duplicates, and then consolidate everything into one properly structured Zoho Books organization. After migration, I would reconcile the Trial Balance, P&L, Balance Sheet, A/R, A/P, VAT, bank balances, and other key accounts against QuickBooks to ensure everything matches. Yes, I can provide live training using your actual Zoho Books setup, documentation/SOPs, and post-go-live support. Please check my portfolio: https://www.freelancer.com/u/webperfection123 Lookingforward to work with you. Best Regards Ritu Sharma
$15 USD in 40 days
2.9
2.9

Hi there, I have read your project requirement, and I understand you need an end-to-end Zoho Books implementation for a UAE engineering/contracting company, including consolidation and migration from QuickBooks Desktop and Online, multi-location setup, UAE VAT, project costing, workflows, reconciliation, staff training, and post-go-live support. We can review your existing QuickBooks structures first, design the appropriate Zoho Books architecture, map and clean the data, migrate historical transactions and attachments, configure branches, VAT, projects, approvals, banking and reporting, and perform detailed reconciliation against Trial Balance, P&L, Balance Sheet, A/R, A/P, VAT and bank balances. We can also conduct live training using your configured environment and provide SOPs/documentation. A few questions: ============== Approximately how many years of historical data and how many transactions are in QuickBooks Desktop and Online? Are the Head Office and two branches currently maintained as separate QuickBooks companies/files, or within the same organisations? Do you already have a Zoho Books subscription, and which edition/plan are you considering? Can you provide sample QuickBooks reports (Trial Balance, P&L, A/R, A/P and VAT) for an initial migration and reconciliation assessment? Best Regards, Srashtasoft Team
$16 USD in 40 days
0.0
0.0

Hello, I'm Jordan from Tequlia. I understand you need a Zoho Books specialist to set up your UAE company, migrate data from QuickBooks Desktop and Online, configure workflows, and train your accounting staff. I can help you: Configure Zoho Books for your Head Office and two branches Set up UAE VAT, TRN, accounts, users, and permissions Migrate and consolidate QuickBooks Desktop and Online data Map and clean accounts, customers, vendors, projects, and transactions Transfer relevant attachments and historical records Set up banking, reconciliation, projects, costing, and reporting Configure purchase, sales, invoice, payment, and approval workflows Integrate WhatsApp and bank accounts where supported Reconcile Trial Balance, A/R, A/P, VAT, and bank balances Provide live training using your actual Zoho Books environment Prepare SOPs and provide post-go-live support For migration, I would first review both QuickBooks sources, create a clear data-mapping plan, clean duplicates, migrate the agreed data, and then reconcile the results against the original systems. I can provide live training and post-go-live support. The exact implementation timeline would depend on the amount and history of data, but I would provide a detailed schedule after reviewing your files and current setup. I can start immediately and focus on a clean, accurate implementation rather than a simple CSV import. Best Regards, Jordan
$20 USD in 40 days
0.0
0.0

Dear Hiring Manager, I am an experienced accounting professional with hands-on expertise in QuickBooks Online/Desktop and Zoho Books. I can manage your complete Zoho Books implementation, including data migration, consolidation, reconciliation, workflow setup, project costing, UAE VAT configuration, and staff training. I can migrate and reconcile data from both QuickBooks Desktop and Online, including customers, vendors, invoices, bills, payments, projects, opening balances, bank transactions, VAT, and other relevant records. I will also review your existing accounting structure and recommend improvements rather than simply replicating the QuickBooks setup. I would be happy to discuss your requirements, data volume, and implementation timeline and provide a fixed-price proposal. Thank you. Best Regards, Iqbal Karim
$15 USD in 40 days
0.0
0.0

Hi There!!! i understand you need an experienced Zoho Books consultant to migrate your engineering firm from QuickBooks Desktop and Online, configure UAE VAT, multi-branch costing, and train your staff. Direct answers to your screening requirements: * Completed 25+ Zoho Books implementations across the GCC. * Personally migrated data from QuickBooks Desktop using detailed transaction exports, script cleaning, and verified mapping templates. * Migrated QuickBooks Online organizations directly via APIs and structured batch imports. * Implemented project accounting for multiple MEP, EPC, and contracting companies with real-time job costing. * Deep expertise in UAE VAT compliance, TRN setup, and multi-location reporting. * Consolidation approach: standardizing chart of accounts first, eliminating inter-branch duplicates, mapping entities, and staging data before final cutover. * Balance verification: running side-by-side reconciliation reports for Trial Balance, open AR/AP aging, bank reconciliations, and VAT returns until balances match down to the cent. * Live staff training provided using your actual configured portal, complete with recordings and SOPs. * Post-go-live support included for 30 days to resolve any operational questions. * Estimated implementation duration: 3 to 4 weeks depending on data volume. Let us connect over chat to review your current QuickBooks data structure and outline the migration roadmap. Best Regards, Hussain Ahmed
$15 USD in 40 days
0.0
0.0

Hi, I will implement a fully configured Zoho Books environment for your Head Office and branches under a single TRN, migrate your data from both QuickBooks Desktop and Online, and deliver a reconciled system with clear documentation for your team. With over seven years of accounting experience across QuickBooks, Xero, Zoho Books, Sage 50, and Odoo, including hands-on migration from both QuickBooks platforms, I will review your existing structure and recommend improvements rather than replicate it, configuring the Chart of Accounts, multi-currency, UAE VAT/TRN, project costing, approval workflows, and branch-based transaction numbering. For migration, I will consolidate both QuickBooks sources into a single validated mapping framework, cleaning and reconciling customers, vendors, items, and historical transactions before import. Post-migration, Zoho Books will be reconciled against QuickBooks across Trial Balance, A/R, A/P, VAT, and bank balances, confirmed before final acceptance. Project accounting will track revenue through material, subcontractor, labour, and equipment costs to gross margin per project, aligned with your engineering and contracting operations. I bring hands-on experience with QuickBooks-to-Zoho migrations, multi-location UAE VAT setups, and project-based accounting for construction/engineering operations, and am pleased to share references upon request. Kind regards, Muhammad Amish Imtiaz
$15 USD in 40 days
0.0
0.0

Hi there, ANSWERS TO YOUR QUESTIONS : 1. I have completed multiple Zoho Books implementations covering setup, migration, configuration and training. 2. Yes, I have personally migrated QuickBooks Desktop data, including masters, opening balances, transactions and reconciliation. 3. Yes, I have migrated QuickBooks Online data and validated the balances. 4. Yes, I have experience with project-based accounting, including project costs, income, expenses and profitability. 5. I have good working knowledge of UAE VAT and its Zoho Books configuration, but have not handled UAE VAT filing/compliance. I also have multi-location experience. 6. I would review, clean and map both QuickBooks databases, remove duplicates, set opening balances, migrate the agreed data and reconcile it in Zoho. 7. I would reconcile the Trial Balance, P&L, Balance Sheet, A/R, A/P and bank balances against QuickBooks. VAT can be reviewed by a VAT specialist. 8. Yes, I can provide live training using the configured Zoho Books environment. 9. Yes, I can provide post-go-live support for an agreed period. 10. I can confirm the timeline after reviewing the data, volume and migration scope. 11. I can share relevant examples and references once connected.
$15 USD in 40 days
0.0
0.0

As an experienced accounting profession, I have been specializing in accurate data migration and implementation of accounting systems for over 3 years. I'm confident my skills align perfectly with your project requirements and can provide the level of precision you are seeking for. Having worked extensively with QuickBooks and Zoho Books, which make you sure that your transition will be smooth and successful. I appreciate the unique needs of engineering/contracting companies like yours, especially when it comes to project-based accounting. I am highly skilled in creating workflow setups that ensure seamless approvals and appropriate user permissions, as well as structuring the system to give you comprehensive visibility over individual project performance. It is worth mentioning that records and reconciliation hold utmost importance to me. Another key attribute I bring to this project is my dedication to training and ensuring staff competency. I understand how important it is for your team to hit the ground running after the implementation of the new system. Hence, not only shall I conduct training sessions on various aspects (finance/accounting, procurement/project costing, banking/reconciliation, VAT etc.) but also personalized ones tailored specifically to your configured Zoho books environment. Let me alleviate one of your major concerns by handling this transition with precision and diligence
$15 USD in 40 days
0.0
0.0

Hi, I’m a Xero & QuickBooks certified accounting professional with strong experience in bookkeeping, accounting system cleanup, migration, reconciliation and financial reporting. I can help you consolidate QuickBooks Desktop + QBO data into Zoho Books, properly configure UAE VAT/TRN, branches, projects, workflows, approvals and reporting, followed by full reconciliation of TB, P&L, A/R, A/P, VAT and bank balances. I can also provide live staff training and post-go-live support. I’d be happy to review your existing QuickBooks setup and discuss the migration plan, timeline and fixed-price scope. Best regards, Manan
$15 USD in 40 days
0.0
0.0

You need a Zoho Books implementation that consolidates QuickBooks Desktop + QuickBooks Online into one UAE-ready organization for Head Office and two branches, properly mapped, cleaned, validated, and reconciled before acceptance. Scope approach: - Zoho Books configuration: UAE VAT/TRN, multi-currency, chart of accounts, cost centres, projects/job costing, fixed assets, bank accounts + reconciliation, items/customers/vendors, purchase & sales documents, retentions/advances/accruals where applicable. - Migration & reconciliation: structured mapping from QB Desktop and QB Online (including invoices/receipts, bills/payments, A/R, A/P, credit notes, journals, bank transactions, VAT-related fields, advances/retentions) plus attachment transfer per transaction; then reconciliation to Trial Balance, Balance Sheet, P&L, A/R/A/P aging, bank/VAT control balances. - Internal controls: approval workflows aligned to Purchase Request → PO → receipt/service confirmation → supplier bill → payment; Quotation/Contract → invoice → collections; role permissions and location/branch numbering. - Project profitability: revenue vs material, subcontractor, labour, equipment, other direct costs, gross profit and margin by project. - Training & documentation: live online training using your actual configured environment, with recorded sessions or SOPs, plus agreed post-go-live support. References and timelines can be aligned after reviewing your current account structures and data exports.
$20 USD in 30 days
0.0
0.0

I can handle the complete Zoho Books implementation, consolidate QuickBooks Desktop/Online data with proper mapping and reconciliation, configure UAE VAT, branches, project costing and workflows, migrate attachments, integrate banking/WhatsApp, and provide live staff training plus post-go-live support.
$20 USD in 40 days
0.0
0.0

Abu Dhabi, United Arab Emirates
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