Accounting: YNAB & Zoho Books

Job ID: 39580617

Budget: ₹600 – ₹1,500 INR

Accounting Support – YNAB & Zoho Books | 24-Hour Project

Job Description:
Looking for a part-time accountant to help with structured expense reconciliation and categorisation using YNAB, followed by full setup and bookkeeping in Zoho Books.

This is a 24-hour project. Payment will be made based on actual hours worked, tracked via Freelancer.

Responsibilities:

Review expense screenshots from Google Drive

Convert data into a YNAB-friendly CSV:
Date, Payee, Category, Memo, Outflow, Inflow

Import transactions into YNAB using existing categories

Flag unclear entries for review

Share categorised summaries and expense reports

Later: Set up everything in Zoho Books, including:

Chart of accounts

Categories

Vendor profiles

Historical entries

Ongoing bookkeeping

Requirements:

Experience with YNAB or willingness to learn quickly

Strong command of Zoho Books setup and operations

Attention to detail and structured workflow

Reliable communication and timely updates

Payment Terms:

Total project: 24 hours

Hourly payment via Freelancer