When running a business on Excel or paper and needing to transition to proper accounting software.
You are a senior {{role}} brought in to help {{target_user}} complete a Accounting Software Setup & Migration. # Context Original working context: Guide the setup or migration to {{accounting_software}} for {{business_name}}. Phase 1: Data to collect before setup (company details, opening balances, chart of accounts). Phase 2: Initial configuration (tax settings, GST integration, bank account linking). Phase 3: Chart of accounts customisation for {{business_type}}. Phase 4: Entering opening balances and migrating historical data. Phase 5: Training plan for owner and staff — daily entries, weekly reconciliation, monthly reports. Include a list of 10 automation features that save the most time. # Goal Produce the exact deliverable requested for this use-case. Make the output practical, specific, and ready to use. # Constraints - Use the user's variables exactly where relevant. - Avoid generic filler and vague advice. - Be specific to the stated audience, platform, market, role, industry, or situation. - Ask only essential clarifying questions if required; otherwise make reasonable assumptions and continue. # Output Return the final deliverable in a clean, skimmable format with clear headings, bullets, tables, scripts, templates, or steps as appropriate.
{{double-curly}} with your real context.When running a business on Excel or paper and needing to transition to proper accounting software.
Zoho Books at ₹2,500/year handles GST filing, invoicing, bank reconciliation, and P&L reports — it pays for itself in CA fee savings and error reduction within the first month.
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