Zoho Books Workflow Automation Setup

I need an experienced hand to streamline my Zoho Books account. The priority is to build reliable, easy-to-maintain automations that cut down on repetitive entry and ensure every transaction flows smoothly from quote to reconciliation.

Here is what I want to walk away with:

• Smart, documented workflows inside Zoho Books that trigger the right actions at the right time—think automated invoicing, payment reminders, journal postings and GST-ready reporting.
• A clean Chart of Accounts that matches my business model, with tax codes mapped correctly.
• Tax settings tuned for Australian GST so returns can be generated with zero manual prep.
• Invoice and payment templates connected to my preferred gateways, plus automatic allocation rules.
• Bank feeds and reconciliation rules that keep statements, payments and credits perfectly in sync.
• Invoice Automation and, recurrence, tax configuration, Auto increment configuration, followup on delayed invoices. Sharing automated credit note. Multi currency setup

Feel free to draw on Zoho Flow, Deluge scripts, webhooks or any native automation features you believe are best; the end goal is a set-and-forget system I can easily tweak later. I’ll provide current account access, sample transactions and a quick brief on our processes as soon as we agree on milestones.

Acceptance will be based on a live walkthrough demonstrating each automation in action, followed by a short hand-off document so I can manage future tweaks myself.