Zoho Books Cleanup & Migration

I want our charitable organization’s Zoho Books to run flawlessly inside our Zoho One environment, and I need it done as soon as possible. The work starts with a full clean-up of every ledger and sub-ledger so the closing balances line up exactly with our most recent audited statements. From there, I need custom, automated donation receipts built to meet 10BE and 10BD requirements and to fire automatically whenever a qualifying donation is posted. Expenses is the major accounting covering 95% of the transaction, want to streamline the expenses recording with minimum efforts. Because we currently sit in the US data centre, I also need the entire account—and any related services—moved to the India data centre without data loss or prolonged downtime. While you are inside the system, please activate the Fixed Assets module. Bank feeds must be linked and set to reconcile automatically, and any other repeatable process that Zoho Books can handle on its own should be automated so manual data entry is kept to a minimum. Deliverables • Reconciled books matching audited figures • Donation receipt automation for 10BE/10BD and donation receipt. • Fixed Assets module fully configured and tested • Successful migration from US DC to India DC • Bank feeds live with auto-reconciliation • Documented automation workflows and a short hand-over session • Expenses entries and invoice attachment with minimum intervention If you have deep Zoho Books experience and can move quickly, let’s get started right away.