Bulk Excel Import to Zoho

Descripción de la oferta

We need an experienced Zoho Books specialist to help bulk import historical transactions into our existing company account. We already generate sales invoices in Zoho Books. We have also prepared Excel sheets containing historical transaction details, including descriptions and the properties or projects they relate to. However, we have had difficulty importing this data successfully. The work involves: - Reviewing our Excel sheets and existing Zoho Books records. - Identifying the correct import templates and required fields. - Helping us format the sheets and map the columns correctly. - Importing missing expenses, historical invoices and related payments, as applicable. - Preserving property/project references wherever supported. - Resolving import errors and preventing duplicate entr...

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