Junior Accountant – Zoho Books Migration

Location: Coimbatore

Experience: 1–2 Years

Employment Type: Full-Time

Key Responsibilities

1. Accounting Data Migration

- Understand the client's existing accounting/ERP system and processes
- Extract and analyze accounting data from systems such as Tally, SAP, Oracle, QuickBooks, Busy, Marg, or other ERP/accounting applications
- Prepare accounting data for migration into Zoho Books
- Map existing accounting masters and transactions to the appropriate Zoho Books structure
- Perform data cleansing, formatting, and validation before migration
- Assist in migrating: Chart of Accounts, Customers and Vendors, Items and Services, Opening Balances, Invoices, Bills, Payments and Receipts, Credit Notes and Debit Notes, Journal Entries, Bank Transactions, and other relevant accounting data

2. Data Validation & Reconciliation

- Validate migrated data against the source ERP/accounting system
- Perform reconciliation of: Trial Balance, General Ledger, Accounts Receivable, Accounts Payable, Bank Balances, Customer/Vendor balances, and Inventory balances (wherever applicable)
- Identify discrepancies between the source system and Zoho Books
- Investigate and resolve migration-related accounting differences
- Ensure the closing balance in the source system matches the opening/closing balance in Zoho Books

3. Accounting Understanding

- Apply fundamental accounting principles while reviewing migration data
- Understand double-entry bookkeeping, debit/credit concepts, journal entries, trial balance, P&L;, balance sheet, accounts receivable/payable, bank reconciliation, accruals and prepayments,



fixed assets, and basic GST/taxation concepts
- Identify incorrect or unusual accounting entries during the migration process

4. Zoho Books Implementation Support

- Assist the implementation team in setting up Zoho Books based on client requirements
- Configure and validate accounting masters under supervision
- Assist with opening balance and historical transaction migration
- Support testing of accounting workflows after migration
- Help identify gaps between the client's existing accounting process and Zoho Books
- Support post-migration validation

5. Client Coordination

- Communicate with clients to collect required accounting and ERP data
- Understand the client's existing accounting practices and requirements
- Clarify accounting-related queries with the client
- Prepare data templates and communicate migration requirements
- Participate in client calls and migration review meetings when required

Required Skills
- Strong understanding of basic accounting concepts and debit/credit principles
- Ability to read and understand Trial Balance, Profit & Loss, and Balance Sheet
- Good Excel skills: VLOOKUP/XLOOKUP, SUMIF/SUMIFS, IF formulas, Pivot Tables, data filtering, sorting, cleaning, and formatting




- Solid analytical and reconciliation skills, with good attention to detail
- Ability to work with large volumes of accounting data
- Willingness to learn ERP and accounting applications

Preferred Qualifications
- B.Com / M.Com / CA Inter or equivalent accounting qualification
- 1–2 years of experience in an audit firm, CA firm, accounting outsourcing company, or a finance & accounts department
- Experience with Tally Prime, Zoho Books, SAP, QuickBooks, Busy, Marg, or other ERP/accounting software is an advantage

Preferred Candidate Profile The ideal candidate has a strong accounting foundation (not just data-entry experience), is comfortable working with accounting data in Excel, has experience reviewing ledgers and financial statements, brings an audit mindset with strong attention to detail, is willing to work across multiple client migration projects, is comfortable learning Zoho Books and other Zoho Finance apps, communicates professionally with clients, and is willing to travel to client locations if required.

Key Performance Indicators (KPIs)

- Accuracy of migrated accounting data
- Successful reconciliation of source ERP and Zoho Books
- Number of migration errors identified and resolved
- Timely completion of migration activities
- Accuracy of master and transaction mapping
- Quality of data validation and reconciliation
- Client satisfaction during migration and implementation

To apply: Please share your profile at [email protected] Pay: From ₹25,000.00 per month

Benefits

- Provident Fund

Work Location: In person

📌 Junior Accountant (Puliakulam)
🏢 Work figure
📍 Puliakulam