Intuit quickbooks jobs
...and verify all discounts to ensure accuracy and approval compliance. Prepare and send daily, weekly, and monthly sales reports. Update and transfer inventory between store locations as needed. Add and register inventory in QuickBooks and ensure records are accurate and up to date. Requirements: Must be punctual, reliable, and highly responsive. Must use an iPhone and be available via WhatsApp 24/7 for communication. Clear and professional English communication skills are required. Must have strong and stable internet access. Previous experience with Shopify and QuickBooks inventory management is required. We have a lot of transactions daily , are looking for someone proactive, accurate, and committed to maintaining operational excellence. payment is base on monthly basis ....
...and verify all discounts to ensure accuracy and approval compliance. Prepare and send daily, weekly, and monthly sales reports. Update and transfer inventory between store locations as needed. Add and register inventory in QuickBooks and ensure records are accurate and up to date. Requirements: Must be punctual, reliable, and highly responsive. Must use an iPhone and be available via WhatsApp 24/7 for communication. Clear and professional English communication skills are required. Must have strong and stable internet access. Previous experience with Shopify and QuickBooks inventory management is required. We have a lot of transactions daily , are looking for someone proactive, accurate, and committed to maintaining operational excellence. payment is base on monthly basis ....
...finance and strategic financial management * Preparation and analysis of Income Statements, P&L, and Cash Flow reports * Tax filing, compliance, and advisory services * Financial modeling, business valuation, and scenario analysis * Fundraising support, investor-ready financials, and pitch documentation * MIS reporting, performance tracking, and financial insights Proficiency in tools such as **QuickBooks, Xero, and advanced Excel** is essential. Experience with **Power BI** or similar reporting tools will be considered an added advantage. Applicants must present a strong portfolio showcasing real-world work — including financial models, analytical reports, dashboards, or tax-related assignments....
I offer various options to help you organize and clean up your accounting records in QuickBooks. Here are the services I provide: - Review and Correction of Transactions: I examine existing transactions in QuickBooks Online and correct any errors or discrepancies in the accounts. - Bank Reconciliation: I ensure that bank transactions match the records in QuickBooks Online. - Classification of Expenses and Income: I correctly organize and classify transactions into the appropriate categories. - Duplicate Removal: I look for and eliminate duplicate transactions or unnecessary records that may inflate financial reports. - Inventory Regularization: If you manage inventory, I verify the accuracy of inventory records and adjust quantities as necessary. - Missing Data Update:...
We are inviting proposals from Enrolled Agents (EAs) and Certified Public Accountants (CPAs) only to handle end-to-end U...preferred; UltraTax, ProSeries, or Lacerte acceptable). The engagement requires delivery of signature-ready, IRS e-file-eligible returns, a concise tax-planning memo with actionable recommendations for the next fiscal year. All work must be accurate, audit-defensible, compliant with current IRS regulations, and aligned with filing deadlines, with secure handling of client data. Prior returns, QuickBooks files, and supporting documents will be provided. Proposals will be evaluated on technical depth across individual and entity returns, quality of review controls, practical tax planning capability, audit support availability, turnaround time, and clarity of fees...
I'm looking for an accountant to prepare a financial statement quickly. It's for a French company. l turnaround time, the software you plan to use (Excel, QuickBooks, Xero, etc.), and any questions you have about my source documents.
I need a qualified accountant to transform our raw records into two formal documents: a proof of loss statement and a year-end balance sheet for fiscal years 2024 and 2025. You will receive complete digital copies of our bank statements, expense receipts and invoices, so the source data is ready to go. I have no preference on the software you use—QuickBooks, Xero, FreshBooks or any other professional tool you feel is best—so long as the final numbers are accurate and the supporting workpapers are well organised. Please deliver: • A signed proof of loss statement for each year, in PDF and editable format. • A balance sheet for 2024 and another for 2025, also in PDF and editable format. • A brief reconciliation file or note set that shows how you arri...
...brief on each case, review the work papers or tax projections, then schedule or join the call with the client. • After the discussion, you’ll write a concise call summary with any action items flagged for me or the CPA firm. Tools & environment We already run everything through Microsoft Teams, RingCentral, and a secure client portal. If you’re comfortable with standard accounting suites (QuickBooks, UltraTax, CCH, etc.) that’s a plus, though not required for the calls themselves. Ideal background You’re a retired CPA or senior accountant who still enjoys talking shop, knows current U.S. tax and accounting terminology, and can translate jargon into plain English for business owners. Active licensure isn’t mandatory; up-to-date kn...
... - Product/Service or PLU (not visible to customers) - Quantity (Stand alone, Not programmed to reflect in the amount column) - Length (numbers & characters) - Product Description (Auto-fill based off the PLU -I believe that's industry standard) - Color (dropdown list) - Amount - Rate/Price - Subtotal - Must include our logo * I'm attempting to re-create what I had set up in QuickBooks desktop * the only major difference from the template Xero offers for customization is the first Quantity column, the column for length and the column for color added. These don't need to be programmed into the other columns at all. * I will give you an example: I want to be able to order 2, 10 foot, metal panels, black, 20 total feet, $2.70 a foot. Subtotal $5...
...posting journals, substantiating every balance-sheet line tied to revenue, and turning the month-end close into a predictable, five-day process. All schedules feed a consolidated reporting pack, so accuracy and clear audit trails are non-negotiable. We live in Excel today—power-user skills (complex formulas, pivot tables, Power Query, VBA macros a plus) are essential. If you also know NetSuite or QuickBooks, great; we may migrate later, but your first few cycles will be spreadsheet-driven. Key deliverables (each month): • Completed revenue recognition schedules with documented policy references • Updated deferred revenue roll-forward and supporting reconciliation • Posted and reviewed journal entries with supporting workpapers • Signed-off balan...
...balanced and our stock moving. I’m looking for a dependable freelancer who can step in long-term to record each day’s sales, expenses and payments, keep every bank or gateway fully reconciled, and update the inventory ledger each time items move in or out. You will work directly inside our Odoo instance, so hands-on experience with the platform is essential. If you also know your way around QuickBooks, Xero or even a well-structured Excel sheet that’s a plus, but Odoo proficiency is the non-negotiable skill. The single most important output for me is a clear MONTHLY SUMMARY report covering both the financials and stock position. As long as those numbers are accurate, timely and easy to follow, I’m happy. Deliverables • Daily posting of all financia...
...posting journals, substantiating every balance-sheet line tied to revenue, and turning the month-end close into a predictable, five-day process. All schedules feed a consolidated reporting pack, so accuracy and clear audit trails are non-negotiable. We live in Excel today—power-user skills (complex formulas, pivot tables, Power Query, VBA macros a plus) are essential. If you also know NetSuite or QuickBooks, great; we may migrate later, but your first few cycles will be spreadsheet-driven. Key deliverables (each month): • Completed revenue recognition schedules with documented policy references • Updated deferred revenue roll-forward and supporting reconciliation • Posted and reviewed journal entries with supporting workpapers • Signed-off balan...
...1040s as well as 1120-S returns. You must be physically located in the United States to work on this project. Your task will be to take client-supplied source documents, complete and review each 1040 in Drake Tax software, flag any missing information, and return an e-file-ready return once all documents have been received. You will also prepare some S Corp returns, taking data exported from QuickBooks to make excel workpapers that support the amounts reported on the return, enter the data in Drake Tax and return an e-file ready return after all outstanding questions are answered. When you respond, highlight the experience that best proves you can hit the ground running during a compressed season—years of experience preparing taxes, familiarity with Drake Tax, past volu...
I need to synchronize transactions between QuickBooks Online and Excel. This is a one-time task. Ideal skills and experience: - Proficient in QuickBooks Online - Experienced with Excel, especially in data integration - Attention to detail to ensure accuracy in synchronization - Ability to complete the task promptly
...balanced and our stock moving. I’m looking for a dependable freelancer who can step in long-term to record each day’s sales, expenses and payments, keep every bank or gateway fully reconciled, and update the inventory ledger each time items move in or out. You will work directly inside our Odoo instance, so hands-on experience with the platform is essential. If you also know your way around QuickBooks, Xero or even a well-structured Excel sheet that’s a plus, but Odoo proficiency is the non-negotiable skill. The single most important output for me is a clear MONTHLY SUMMARY report covering both the financials and stock position. As long as those numbers are accurate, timely and easy to follow, I’m happy. Deliverables • Daily posting of all financia...
I need to synchronize transactions between QuickBooks Online and Excel. This is a one-time task. Ideal skills and experience: - Proficient in QuickBooks Online - Experienced with Excel, especially in data integration - Attention to detail to ensure accuracy in synchronization - Ability to complete the task promptly
...centered on our non-profit accounts, with a clear focus on fund accounting. Each restricted and unrestricted fund must stay cleanly separated, activity recorded promptly, and balances reconciled so our board can see exactly where every grant and donation stands. You will handle day-to-day entries, maintain the fund sub-ledgers, and close the books on a schedule we agree on. I’m currently in QuickBooks Online, so fluency there—or in a comparable cloud platform—will make the transition smooth. Deliverables I expect: • Up-to-date, reconciled fund balances (monthly) • Concise financial statements we can share with the board (quarterly) • A clear year-end fund summary ready for our auditors Accuracy, confidentiality, and the ability to trans...
...centered on our non-profit accounts, with a clear focus on fund accounting. Each restricted and unrestricted fund must stay cleanly separated, activity recorded promptly, and balances reconciled so our board can see exactly where every grant and donation stands. You will handle day-to-day entries, maintain the fund sub-ledgers, and close the books on a schedule we agree on. I’m currently in QuickBooks Online, so fluency there—or in a comparable cloud platform—will make the transition smooth. Deliverables I expect: • Up-to-date, reconciled fund balances (monthly) • Concise financial statements we can share with the board (quarterly) • A clear year-end fund summary ready for our auditors Accuracy, confidentiality, and the ability to trans...
I need QuickBooks Desktop 2024 Premium user to bring several company and personal files fully up to date. The work involves entering bank transactions along with all income and expense activity spanning multiple years for more than one company files. Beyond catching up the books, I want each file configured for smoother day-to-day handling: bank feeds connected, auto-match rules refined, and due-date reminders or memorized transactions set so routine postings happen with minimal manual effort. All work must be done live through a secure screen-sharing session (AnyDesk or TeamViewer). No local copies or file downloads. I am on Pacific Time and prefer sessions scheduled within that window so we can collaborate in real-time when questions arise. If you are comfortable navigating ...
I received a price update from a vendor via Excel spreadsheet. I want to import the new costs into Quickbooks based on our part#. Quickbooks Data Import.
My QuickBooks file is already up and running; what I need now is a meticulous pair of eyes to keep it tidy. Your primary task will be to take every incoming bank and credit-card transaction, assign it to the correct income or expense account, and flag anything that looks out of place. Consistent, accurate categorization is critical for me so month-end reports are trustworthy and tax preparation stays smooth. I’m working in QuickBooks Online and will give you secure, limited access along with the relevant bank statements, receipts, and my current chart of accounts. The volume isn’t huge but it is steady, so once we agree on a workflow we can set a cadence that fits—whether that’s weekly touch-ups or a larger monthly pass. Deliverables • All pendi...
I need an accountant to match each month’s sales reports to the corresponding deposits that appear on my bank statements. The workload is light—fewer than 100 transactions per month—but I expect every item to be traced, any variance to be explained, and the final numbers to tie out cleanly. You may work in QuickBooks, Xero, FreshBooks, or another platform you are comfortable with, provided you can generate audit-ready backup. I will supply the daily sales summaries and the PDF bank statements at the start of every month; you return a reconciled file and a brief note of any discrepancies you uncovered. Deliverables • A reconciled ledger (software file or spreadsheet) showing a zero difference • A short discrepancy log highlighting unmatched or unusua...
I want my QuickBooks Online account to run on autopilot through scenarios. Each week the following must happen without manual effort: • Invoicing – pull new billable items from our CRM, generate and send branded invoices from QuickBooks. • Expense tracking – sweep the linked payment gateway, tag incoming charges to the right categories in QuickBooks, and attach any available receipts. • Report generation – compile a summary P&L and cash-flow snapshot, then email the PDF to me and push a copy back to the CRM for the team. The CRM and the payment gateway are already connected to , so you can focus on mapping data fields, setting filters, and building error-handling in the scenarios. Clear, commented documentation of each module...
...work centres on three concrete duties: handling incoming bills and outgoing invoices, compiling clear sales reports, and tracking every expense so I always know where the money is going. All of my bookkeeping currently lives inside Moneybird. Familiarity with that platform would be a real plus because it will let you hit the ground running, but I’m happy to guide the right person who’s used QuickBooks, Xero, FreshBooks or similar tools and can learn quickly. Here’s what success looks like for me: • Bills and supplier invoices entered within 48 hours of receipt, correctly coded and scheduled for payment. • Weekly sales reports exported from Moneybird and summarised in a simple dashboard I can read at a glance. • A clean monthly expense re...
I need QuickBooks Online feeding Zoho Analytics continuously so that every sale, expense, supplier balance, customer balance and project-level profitability figure appears in my Zoho workspaces the moment it is entered in QBO. Scope • Build or configure an integration that listens to QBO in real time (webhooks/API) and pushes the data into Zoho Analytics through its Data Upload or in-built connector endpoints. • Map fields for the five data sets mentioned above, preserving historical records and incremental updates without duplicates. • Set up error handling and simple logging so I can trace failed uploads, if any. • Provide a short hand-off document (or quick Loom walkthrough) showing how to restart or adjust the sync if I change a field or add a new r...
This quote includes migrating your QuickBooks Desktop file to QuickBooks Online, setting up the system for accurate reporting, and providing ongoing bookkeeping including transaction categorization and reconciliations. I will also prepare monthly financial reports and ensure your books are tax-ready for your CPA. Services can begin as soon as access and required data are provided.
I’m seeking a freelancer to configure QuickBooks Online Essentials from the ground up for a UK-based professional services business. There is no legacy data to import. The engagement is focused entirely on structuring the file correctly, optimising workflows, and ensuring VAT compliance so the system for when it is needed. Below is the detailed scope of work required. Chart of Accounts Design & Structure • Design and implement a clean, logical chart of accounts tailored to a professional investigations/services business. • Separate income streams (e.g., surveillance, tracing, consultancy). • Create appropriate cost of sales accounts to allow gross profit visibility. • Configure operating expense categories suitable for a field-based professional ser...
...Completing and submitting the corporate T2 return, with all schedules accurate and ready for CRA review. • Handling our regular GST/HST filings so they are on-time and fully compliant. • Delivering practical, Canada-specific tax planning and strategy advice that keeps the business compliant while legitimately reducing overall liability. Access to CRA My Account / My Business Account, comfort with QuickBooks or similar bookkeeping data, and up-to-date knowledge of federal and provincial rules are essential. Acceptance is based on successful e-filing confirmations from CRA for both the T1 and T2, plus a brief written plan outlining any recommended adjustments or forward-looking strategies....
I’m looking for a detail-oriented bookkeeper who can jump straight into my QuickBooks file and keep every ledger line spotless on a daily basis. Your core task will be recording income and expenses the same day they occur, reconciling them against receipts or bank feeds, and flagging any discrepancies before they snowball. Because this is a young business, I still export key reports to Excel for deeper analysis, so it helps if you’re comfortable tweaking pivot tables or creating simple dashboards when I ask. Accuracy and consistency matter more to me than volume—one mis-posted transaction can throw off my whole week—so I value someone who double-checks their work and keeps neat digital audit trails. Here’s how we’ll work: • Each morni...
...accurate and up to date directly in TallyPrime, the platform I already have in place. Your core focus will be day-to-day bookkeeping—recording sales, purchases, expenses, and reconciling bank and cash accounts—so that I always have a clear snapshot of my finances. While TallyPrime experience is essential, it’s a plus if you’re also comfortable migrating data from or cross-checking with tools like QuickBooks, Xero, or even Excel should the need arise down the road. Deliverables each month • Clean, fully reconciled TallyPrime ledgers • Trial balance, profit & loss, and balance-sheet reports exported to PDF • A brief summary of any anomalies or issues spotted I value accuracy, timeliness, and clear communication, so please outline yo...
I’m looking for a freelance billing engineer in Udaipur who can jump in whenever w...will be to raise fully compliant GST invoices, keep our compact set of accounts tidy, and follow up with clients until each payment lands in the bank. Work comes in bursts, so I need someone comfortable with an on-call rhythm rather than a fixed daily schedule. As long as the books stay current and every invoice is uploaded on time, you can choose the tools you prefer—Tally ERP, Zoho Books, QuickBooks, or any other software you’re already efficient with. Clear communication is everything else is flexible. If you understand Indian GST rules inside-out, enjoy managing lean accounts, and don’t mind picking up the phone for the occasional payment reminder, let’s conne...
I run a service-based company and am looking for a detail-oriented accountant who can take over our compliance cycle for the current fiscal year. The scope is straightforward: • Bring one full year of transactions in QuickBooks Online up to date, reconcile every account, and flag any discrepancies you find. • Prepare and file four quarterly GST/HST returns, ensuring each aligns with the reconciled books. • Complete and file the annual corporate income tax return once the year is closed. You will have direct access to our QBO file and bank feeds so you can work efficiently. I expect clear communication on any missing documents, and I’d appreciate brief status updates as each milestone is reached. Accuracy, CRA compliance, and meeting filing deadlines are es...
...and printable bills. The interface should feel classic and simple—think tidy screens, large touch targets, and minimal ornamentation—yet leave room for our logo and a primary brand colour. The build has to expose at least one clean way to push daily summaries to external accounting software (REST, webhook, or a small middleware module). If you already have a connector for popular tools such as QuickBooks or Xero, even better; if not, document the endpoints so my developers can plug one in. Deliverables that will mark the job complete: • Production-ready APK plus matching source code that compiles in the current stable Android Studio version • A short white-labelling guide (where to change icons, package name, colours) • Setup notes for the account...
I received a price update from a vendor via Excel spreadsheet. I want to import the new costs into Quickbooks based on our part#. Quickbooks Data Import.
...and automation layer. • All funds flow through a small number of hub accounts. • Every transaction must carry a structured identifier. • QuickBooks (or equivalent GL) is the system of record. 3. System Architecture Overview The system consists of five layers: Bank Hubs, Payment Orchestration, Automation Logic, Accounting Ledger, and Reporting/Audit. Incoming and outgoing ACH transfers are initiated or received through orchestration tools and recorded in real time within the accounting platform. 4. Technology Stack (Recommended) • Banking: Mercury / Chase (Business), Schwab / Ally (Personal) • ACH Orchestration: Dwolla or Stripe Treasury • Accounting: QuickBooks Online • Automation Layer: or Zapier • Optional AP/AR: or Tipalti 5. Tr...
...for up to five employees each month, emailing payslips and handling any ROS submissions. • Tracking every sales and purchase invoice and matching them to bank transactions so the ledgers reconcile cleanly. • Preparing the full annual set of CRO-ready, audit-exempt accounts and filing them. I’m flexible on software and will happily follow your recommendation, whether that ends up being QuickBooks, Sage, Xero or another cloud platform, provided it integrates smoothly with our bank feeds and any future job-management apps we adopt. Acceptance criteria: the books stay fully reconciled, statutory returns are filed before deadline, staff are paid correctly to the cent, and the final accounts are accepted by Revenue and the CRO without query. What is current...
...date/time Enter job details + address Upload photos if possible (preferred) Business admin must be able to approve, modify, or manage appointments Automatic appointment confirmation emails (required) Text/SMS confirmation is a bonus 3. Online Payments Ability for customers to pay online Must allow either: Deposit payments OR Full payment option Integration preferred: Stripe / Square / PayPal / QuickBooks Payments 4. Core Pages Needed Home Page (high conversion layout) About Us Services (organized categories) Service Area Gallery / Before & After Photos Testimonials / Reviews Book Online Page Contact Page 5. Lead Capture + Contact Quote request form “Call Now” and “Book Now” buttons on every page Click-to-call on mobile Contact form should go to email +...
...statements so no line is left unexplained. • Prepare and send a concise monthly report pack—profit & loss, balance sheet, cash-flow snapshot, and any relevant schedules for receivables and payables—by the 5th of each month. • Spot discrepancies, investigate variances, and suggest corrections or process improvements before they become issues. Tools and flexibility I’m happy to work in QuickBooks, Xero, Sage, or another cloud platform you already master, provided everything is securely accessible for both of us. Working style You’ll operate remotely, share source files and supporting documents in a secure workspace, and join occasional video calls during GMT+7 business hours. Confidentiality and accuracy are non-negotiable. To ...
I need my QuickBooks Online file fully reconciled, covering all transactions from January 2025 through the present month then on a month-to-month continued work. I’d like the work completed inside QBO environment so the file history stays intact. All bank, credit card, and loan payment feeds are already connected, and every statement, receipt, and supporting document is organized in shared folders. You’ll be able to begin reconciliation immediately without chasing missing data. Objectives • Reconcile every account month-by-month from Jan 2025 to present • Correct existing transaction entry mistakes and lingering mismatches with bank statements • Eliminate uncategorized transactions and redundant accounts, leaving a clean, streamlined file for future book...
My husband has passed away and I am the executor. I need help with printing his year-end Profit and Loss statement from two business he owned. Also to access his past Tax information from his Intuit Tax software. This is possibly a one-time meeting at a home office. Key Tasks: - Gather necessary financial data already in QuickBooks Pro account - Locate and Print Profit and Loss statement Ideal Skills and Experience: - Proficiency in accounting software - Experience with financial reports - Attention to detail - Printing and document preparation
...Single-member LLC (US-based) Accounting software: QuickBooks Online (QBO) Books status: Up to date Monthly volume: ~100 transactions per month Accounts: 2 bank accounts 2 credit cards Scope of Work Tax Filing Prepare and file annual business taxes for a single-member LLC Coordinate with us on any required documentation Ensure compliance with US tax requirements Monthly Bookkeeping Maintain books on a monthly basis Categorize and reconcile all transactions Reconcile bank accounts and credit cards Track revenue, expenses, and payouts accurately Keep books fully current and audit-ready at all times Deliver monthly financial reports (P&L at minimum) Requirements US-based (required) Experience filing taxes for US single-member LLCs Strong proficiency in QuickBooks Online...
I'm looking for a freelancer to assist with data entry and cleaning for QuickBooks. The source data is in Excel spreadsheets, and will require some data cleaning before entry. Key Requirements: - Enter product dimensions, inventory counts, and pricing information into QuickBooks - Clean and reformat source Excel data for accuracy and consistency Ideal Skills and Experience: - Proficiency in QuickBooks and Excel - Strong attention to detail - Experience with data cleaning and entry
...already in QuickBooks Online; what I’m looking for is someone who can step in, review the books for accuracy, reconcile every account, and deliver clean, ready-to-file financials at year-end. Here’s how I picture our workflow: • Reconcile bank, credit-card, and loan accounts inside QuickBooks • Adjust chart-of-accounts entries so expenses and revenue are correctly classified for federal and Tennessee state returns • Generate the final profit & loss, balance sheet, and any supporting schedules my CPA will ask for • Flag any missing documentation and let me know so I can upload it promptly While your immediate focus is tax preparation, I’d like someone who’s comfortable with QuickBooks payroll because I may add ...
...organizational and time-management skills • Ability to handle confidential client information • Experience supporting sales teams or client services ⸻ Preferred Qualifications • Background in art, design, or creative industries • Experience working with collectors or high-net-worth clients • Familiarity with email marketing platforms (Mailchimp, Klaviyo, ConvertKit) • Basic bookkeeping knowledge (QuickBooks familiarity a plus) • Experience managing digital art or NFT-related CRM systems (optional) ⸻ Key Competencies • Detail-oriented with strong data accuracy • Professional and client-focused mindset • Self-motivated and proactive • Strong problem-solving skills • Ability to work independently in a remote...
...reconcile every balance back to the trial balance, and flag any ledger issues you spot so I can clear them quickly. A brief hand-over call at the end to walk me through the figures will complete the assignment. When you respond, focus on your experience producing small-company accounts in the UK—especially if you have filed through Companies House or worked with cloud packages such as Xero, QuickBooks, or Sage....
I need an experienced QuickBooks hand to configure “jobs” (sub-customers/projects) inside my existing company file so I can pull a clean, one-page view of any individual job’s numbers. Right now everything sits under broad customer accounts, which makes it impossible to see revenue, expenses, and profitability per job at a glance. What I’d like you to do is hop into a screen-share, assess how the file is organised, and then: • create a sample job structure I can reuse • map the right income and cost accounts to it • turn on or fine-tune any preferences required for job costing • demonstrate how to generate the key report that isolates one job (Profit & Loss by Job or the closest equivalent in my version) Please record or...
I need a QuickBooks expert to help with data entry and reconciliation. Key tasks include: - Entering and reconciling: - Invoices and receipts - Bank transactions - Vendor bills and payments - Setting up automated processes for bank feeds The ideal candidate should have: - Proven experience with QuickBooks - Strong attention to detail - Ability to set up automation within the platform - Prior experience with data entry and reconciliation Please provide examples of similar work done and estimated completion time.
I'm experiencing an issue with QuickBooks 2012 for Mac, where all types of history (transaction, customer, and vendor) are not being retained. This problem has occurred without any recent changes on my part. Key Requirements: - Diagnose and fix the history retention issue - Ensure stability and integrity of the data - Provide guidance on preventing future occurrences Ideal Skills and Experience: - Expertise in QuickBooks, especially the 2012 Mac version - Strong troubleshooting skills for offline software - Experience with data integrity and retention issues
Hi Client, I’d be happy to support your monthly QuickBooks Online bookkeeping. I specialize in helping small businesses keep their records accurate, reconciled, and ready for decision-making. With around 50 transactions per month, this is a great fit for a consistent and well-organized workflow. Here’s how I can help you: • Reconcile all bank, credit card, and payment accounts • Categorize income and expenses based on your chart of accounts • Deliver clear month-end reports (Profit & Loss, Balance Sheet, Cash Flow) • Complete everything within your 5-day timeline I’m detail-oriented, maintain strict confidentiality, and communicate clearly if questions come up. I’m ready to start and would love to work with you long term. If you&...
I need a custom accounting package based on QuickBooks Online (QBO). I've used ChatGPT to help outline the requirements, but I need someone to piece it all together and troubleshoot. Essential Features: - Invoicing and billing - Expense tracking - Financial reporting - Quoting - GST - Receive payments - Integration with banking software Ideal Skills and Experience: - Strong familiarity with QuickBooks Online - Experience in developing custom accounting solutions - Proficiency in integrating banking software - Problem-solving skills for troubleshooting Please reach out if you need additional information as I have a few other things we need to go over like not using bank feeds and using .csv's instead.... Thank you