Comprehensive Zoho Books Implementation & Migration

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: