Intuit quickbooks jobs

My current bank ledger shows several amounts that do not match the statement, and the trial balance that flows from it is therefore off. I need you to comb through every bank transaction, trace each incorrect amount back to its source, post the right adjustments, and bring the reconcilia...it without extra formatting. I will provide: • PDF or CSV bank statements for the period • Existing ledger and system access for read/write adjustments I expect the ending balance to agree to the statement down to the cent, all adjusting entries documented in the software’s audit trail, and the final trial balance to show no suspense or unreconciled differences. If you work regularly in QuickBooks, Xero, or a similar platform, great—the deliverable must come as the pla...

Paste this: ⸻ IN PERSON ONLY – COSTA RICA – NO REMOTE Looking for a bookkeeper physically located in Costa Rica. This is NOT a remote job. Responsibilities: * Track income and expenses * Reconcile accounts * Review transactions for accuracy * Organize financial records * Assist with basic reporting Requirements: * Must be physically in Costa Rica * Experience with bookkeeping (QuickBooks or similar preferred) * Organized and detail-oriented * Reliable and responsive IMPORTANT: This is an in-person position only. Do NOT apply if you are outside Costa Rica or looking for remote work.

I need someone to keep my QuickBooks file perfectly aligned with the bank each month. Your task is to import or match all transactions, clear any uncleared items, investigate discrepancies, and leave the register and statements in complete agreement. I will provide the bank statements, current QuickBooks backup or online access, and any missing documentation you request; you return a fully reconciled month plus a short note summarising issues you found and how they were resolved. Accuracy and confidentiality are paramount, and I would like a reliable turnaround so that every statement is closed within a few days of receipt.

...all-in-one trucking operations and compliance platform for trucking companies in the United States. I am looking for an experienced developer to build the full production platform. What TruckerGuard AI is: TruckerGuard AI is a SaaS platform that helps trucking companies manage their fleet, drivers, compliance, insurance, accounting, dispatch, and safety — all in one place. Think of it as QuickBooks plus Samsara plus a safety consultant combined into one platform with AI built in. What needs to be built: The platform has 4 completely separate portals: Superadmin dashboard — only accessible to me. Shows all client companies, platform revenue, MRR by plan, sales team performance, and subscriptions. Nobody else ever sees this. TruckerGuard OMS — the main pr...

...inside QuickBooks. The immediate priorities are: • Process every incoming and outgoing invoice. • Post weekly entries so I always know where cash stands. • Close out the first full month in QuickBooks with balanced ledgers and a clear reconciliation report. You’ll start by transferring the existing handwritten records into QuickBooks, establishing the chart of accounts, and making sure opening balances match the paper trail. From there, I need consistent weekly updates and a clean month-end package that I can hand to my accountant. I expect the full transition and first month’s cycle to be finished within four weeks, so please outline how many hours you’ll need, any questions about my source documents, and your experience hand...

...Zoho, Salesforce, or any option you can justify. • Configure custom deal stages that mirror our workflow—from site visit and estimate through contract signing and project completion. • Build automated email sequences for new inquiries, follow-ups on sent estimates, and periodic check-ins with previous clients. Messages must be easy for me to tweak later. • Integrate the CRM with Outlook 365, QuickBooks Online, and our website’s contact form so data flows in and updates instantly. • Import (and de-duplicate) our existing contacts, attach past project notes, and tag each record correctly. • Train me and one office admin on day-to-day use, plus supply concise written SOPs so we stay self-sufficient. Acceptance criteria: contacts are migrate...

...covers three areas: regular bookkeeping, clear financial reporting, and a thorough tax audit at year-end. In addition, I want our statutory company listings kept current so that all regulatory filings are submitted accurately and on time. At the moment we are not using any accounting software, so part of the engagement will be to recommend and implement a cloud solution—whether that ends up being QuickBooks, Xero, or another platform you trust—and migrate our existing records into it. Deliverables I expect: • Complete catch-up and ongoing bookkeeping, reconciled monthly • Quarterly management accounts and an annual set of financial statements ready for external review • A comprehensive tax audit file with supporting schedules, ready for submissi...

We need to download data from web services tables to a local Access or Sql database. The main web services are quickbooks online, MyJohn Dere, and others. The Project will have several connections, so we are looking for a person with this skills

I’m ready to retire Sage 100 Contractor and move everything into QuickBooks Online without losing a single cent of history. The scope is focused solely on financial transactions—no customer, vendor, or payroll records—so I need a specialist who knows both platforms inside out. Here’s exactly what must make the trip: • Invoices • Expense records • Bank transactions • Chart on accounts Both historical data and the current year’s activity have to land in QBO intact, reconciled, and aligned with the original reporting in Sage 100 Contractor. Acceptance criteria: 1. Opening balances in QuickBooks Online match Sage 100 Contractor to the penny. 2. Every invoice, expense, and bank transaction is searchable in QBO by origi...

I will share my screen with you over AnyDesk or Zoom so you can work directly inside my Vyapar file. All outstanding invoice, payment, and journal entries must be recorded, using the detailed templates and field-by-field guidelines I’ll supply before we connect. Accuracy is essential—each entry should re...field-by-field guidelines I’ll supply before we connect. Accuracy is essential—each entry should reconcile with its source document and leave the ledgers balanced. Once finished, export a quick summary report so I can verify totals at a glance, and note any discrepancies you spot along the way. If you already know Vyapar, this should feel straightforward; if your background is primarily in Tally, QuickBooks, or Zoho Books, just be sure you can adapt to Vyap...

I need a part-time bookkeeper to clean up, correct, and reconcile my QuickBooks Online accounts. Key Tasks: - Clean up and correct bank statements - Duplicate transactions - Incorrect entries - Missing transactions - Reconcile bank statements monthly or quarterly, once initial cleanup is done Ideal skills and experience: - Proficient in QuickBooks Online - Strong attention to detail - Experience with bank statement reconciliation - Prior bookkeeping experience is a plus Accounts to get caught up & started fresh & accurate. I have inputted most everything in the register and should be ready for you to reconcile but I was a couple of years behind and so I'm not sure all have downloaded correctly. Once I am able to get everything up to date. I would be int...

I have one QuickBooks file containing a little over 1,000 uncategorised bank-feed entries for a single client. My only goal right now is to get every transaction properly organised so the books are tidy and ready for whatever comes next. Scope of work • Sort and categorise every Income, Expense and Payment item pulled in from the bank feed. • Ensure each entry lands in the correct account or sub-account so the registers are clean and searchable. • Leave the file ready for seamless future reconciliations—no additional financial reports are needed at this stage. Deliverable A QuickBooks file (or cloud access) in which every transaction through the current statement period is categorised with no unapplied or “uncategorised” lines re...

...statements, and solid budget planning that keeps our cash flow healthy. You should already know the nuances that set staffing apart (co-employment concerns, worker classification, client contract implications, etc.) and be comfortable advising on the best legal structure, registering in the right states, and setting up accounting systems that integrate seamlessly with common staffing tools. QuickBooks, Gusto, ADP, or similar platforms are all in play as long as they support our compliance goals. Deliverables I expect during the first phase: • Written compliance checklist covering employment-law and payroll obligations for our target states • Recommendation memo on optimal business entity and registration steps • Setup of an accounting workspace (chart o...

I need an Excel expert to help with financial reporting. Tasks include: - Organizing existing data. We have a real estate project that I need help reconciling who put in what money and how much with interest accrued. - Setting up structure for: - Balance Sheet - Income Statement - Cash Flow Statement - reconciling the work in Excel to Quickbooks and making sure they match. Ideal skills and experience: - Proficiency in Excel - Strong accounting knowledge - Experience with financial reports setup and data organization

I’m looking for a QuickBooks specialist who can step in once a week to keep my services-based business up to date on an accrual basis. Each week there are about 100 new entries—mostly sales transactions, with a steady flow of investment activity and occasional trust distributions—that must be reconciled, properly classified, and fully matched to supporting documents. Right now I’m behind by roughly 1,500 historical transactions, so the first phase will be a clean-up catch-up before we settle into the regular weekly rhythm. Accuracy is critical; I need every discrepancy identified, every split recorded correctly, and every balance sheet account tied out. What you’ll handle • Reconcile all bank, credit-card, and brokerage feeds in QuickBooks...

...books messy? Reports unclear? Numbers not making sense?I help business owners gain complete financial clarity, keep their books accurate, compliant, and up-to-date, and turn numbers into actionable financial insights.I am a Professional Accountant and Bookkeeper, QuickBooks & Xero Certified ProAdvisor and Excel expert with 7+ years of hands-on experience serving clients across the USA, UK, Australia, UAE, and you hire me, I treat your business like my own.⭐ Accounting & Bookkeeping Services ⭐✅ Bookkeeping (QuickBooks Online and Xero)✅ Bank, Credit Card & PayPal/Stripe Reconciliations✅ Accounts Receivable & Payable Management✅ Cleanup & Catch-up Bookkeeping✅ Year-End Adjustments & Financial Closing✅ Financial Statements (P&L, Balance Sheet, Cash...

I need an experienced, licensed CPA to perform an independent review of the general ledger for one of my programs that was financed with grant funds. The ledger covers a single fiscal year and was maintained in QuickBooks Online. Your mandate is to confirm that every entry tied to the grant—both income deposits and expense allocations—has been recorded accurately, falls within the grant’s allowable cost categories, and is supported by proper documentation. I also want your professional eye on the overall bookkeeping posture: spotting mis-codings, omitted accruals, or other issues that could raise red flags if the grantor—or an external auditor—asks for backup. Deliverables • A concise review memo (PDF) summarizing findings, exceptions, and re...

...bookkeeper who can take full ownership of my day-to-day Accounts Payable and Accounts Receivable in QuickBooks. Every business day I need: • All incoming vendor bills entered promptly, matched to purchase orders where applicable, coded to the correct expense accounts, and scheduled for payment. • Customer invoices generated, sent, and followed up so our aging report stays tidy. • Bank and credit-card feeds reviewed for proper categorization, with any discrepancies flagged to me immediately. Because this is a daily rhythm, consistency and clear communication matter more to me than fancy reports; accuracy and same-day turnaround are the priority. You’ll have direct access to QuickBooks Online and a shared email for vendor and customer corresponde...

My small business needs its federal and state quarterly taxes calculated and filed accurately each quarter. I’m not on QuickBooks, Xero, or any other platform, so you’ll be working directly from the raw source material I supply—PDF-scanned receipts and client invoices. Here’s what I expect from you each filing period: • A clean working spreadsheet or tax-prep file that shows how every receipt and invoice flows into the return. • Completed forms (or e-file confirmations) for federal and relevant state quarterly submissions. • A short summary of allowable deductions and any red-flags you spot so I can address them before year-end. If you can also weave my personal return into the process later in the year, let me know; for now the foc...

I need a QuickBooks Pro expert for troubleshooting and support. Key Tasks: - Assist with troubleshooting QuickBooks issues - Provide support for accounts payable and receivable tasks Ideal Skills and Experience: - Proven QuickBooks Pro expertise - Strong problem-solving skills - Experience with accounts payable and receivable

...categorise expenses cleanly, • produce clear, at-least Cash-Flow-Statement level reports, and • support multi-user workspaces secured by two-factor authentication, user-activity tracking, and role-based access. Because we already rely on Xero and QuickBooks, smooth integration with either platform is essential. Deliverables 1. A shortlist of three to five current market-ready tools that tick every box above. 2. A comparison table showing for each tool: price tiers, macOS browser compatibility, integration depth with Xero / QuickBooks, standout strengths, and any notable limitations. 3. Your single best recommendation for small-to-medium businesses, backed by clear reasoning. 4. A concise, step-by-step setup checklist so we can start logging costs ...

As discussed, I'll guide you through to format the XLS/CSV file for upload to QBO

...running my regular employee payroll and making sure every income-tax withholding is spot-on each pay period. The core of the job is straightforward: gather the approved hours, process gross-to-net calculations, apply the correct federal and state income-tax tables, and generate clean payslips on schedule. My current system can export time-sheet data to CSV, and I’m open to having you work in QuickBooks Payroll, ADP, Gusto, or a similar cloud platform—whichever you are most fluent in. While my immediate priority is accurate income-tax treatment, it would be helpful if you are also comfortable flagging any social-security or Medicare issues you notice so I stay fully compliant as the team grows. Deliverables each cycle: • Payroll run completed and approved ...

I need a reliable hand keeping my QuickBooks file up to date and chasing a small roster of overdue invoices. Your core work will revolve around monthly account reconciliation and preparing concise financial reports that I can share with my accountant and stakeholders. Everything lives in QuickBooks, so you should be fully comfortable inside that ecosystem—from bank feed maintenance to generating balance-sheet and P&L snapshots. On the debt-collection side, the emphasis is on maintaining good client relationships while recovering what is owed. You’ll start with friendly reminder emails and scheduled follow-up calls, then move on to negotiating realistic payment plans when necessary. Legal escalation is not on the table right now; tactful persistence and clear ...

...Meadows Properties, needs its books brought fully up to date—from January 2023 right through to the present—inside QuickBooks Online. All bank, credit-card and rental income transactions must be entered, categorised and reconciled, with clear audit trails that match statements to the cent. Once the ledgers are clean I also need federal and state tax preparation completed for the same period, including any necessary schedules for rental property income, depreciation and expense allocations. I will supply bank feeds, prior returns, closing statements and any additional source documents you request; I just want accurate, documented work I can sign off on. Deliverables • Reconciled QuickBooks file covering 2023-current • Year-end trial balance and fin...

My small business already runs on QuickBooks and I’d like to hand the day-to-day bookkeeping over to someone who lives and breathes the platform. The file is set up; what I need now is steady, accurate upkeep so I can stay focused on sales and operations. Here’s how I picture the collaboration: • Invoicing & Payments – Create and send invoices as soon as I flag a completed job, monitor open balances, and record customer payments so A/R is always current. • Financial Reporting – Reconcile accounts and prepare up-to-date P&L, balance sheet, and cash-flow reports each month so I can make data-driven decisions. All work will be done directly in QuickBooks; if you prefer Online or Desktop, let me know and we’ll confirm we&rsqu...

...categorise expenses cleanly, • produce clear, at-least Cash-Flow-Statement level reports, and • support multi-user workspaces secured by two-factor authentication, user-activity tracking, and role-based access. Because we already rely on Xero and QuickBooks, smooth integration with either platform is essential. Deliverables 1. A shortlist of three to five current market-ready tools that tick every box above. 2. A comparison table showing for each tool: price tiers, macOS browser compatibility, integration depth with Xero / QuickBooks, standout strengths, and any notable limitations. 3. Your single best recommendation for small-to-medium businesses, backed by clear reasoning. 4. A concise, step-by-step setup checklist so we can start logging costs ...

...opportunities, and dashboards—so every new inquiry is tracked from first touch to payment. • Automated email / SMS campaigns that kick in at each pipeline stage, including post-service review requests. In Jobber I need: • Service calendar, job templates, and crew assignments set up so my team can schedule work without double-booking. • Invoicing and payment workflows ready to go, with Stripe and QuickBooks hooks activated. • Branded client communication (quotes, reminders, follow-ups) templated and scheduled. For the integration you’ll build real-time syncing—via native connections, Zapier, or direct API—so that: 1. A qualified lead in GoHighLevel instantly becomes a Jobber client and job. 2. Status changes in Jobber update th...

...categorise expenses cleanly, • produce clear, at-least Cash-Flow-Statement level reports, and • support multi-user workspaces secured by two-factor authentication, user-activity tracking, and role-based access. Because we already rely on Xero and QuickBooks, smooth integration with either platform is essential. Deliverables 1. A shortlist of three to five current market-ready tools that tick every box above. 2. A comparison table showing for each tool: price tiers, macOS browser compatibility, integration depth with Xero / QuickBooks, standout strengths, and any notable limitations. 3. Your single best recommendation for small-to-medium businesses, backed by clear reasoning. 4. A concise, step-by-step setup checklist so we can start logging costs ...

I run a retail business and need someone to keep my QuickBooks file accurate, tidy, and up to date. All day-to-day sales, supplier bills, payment runs, and bank feeds already flow into QuickBooks; what I’m missing is the regular attention that turns that raw data into reliable books. Here’s what I would like delivered: • Weekly or fortnightly coding of all transactions, matched to the correct chart-of-accounts categories and classes. • Reconciliation of every bank, credit-card, and payment-gateway account so the balances in QuickBooks mirror my actual statements. • A month-end close that produces a clean P&L, balance sheet, and cash-flow snapshot I can rely on for inventory orders and marketing spend decisions. • Ongoing revi...

Target Audience: QuickBooks ProAdvisors, Accountants, and Bookkeepers. I am looking for 50,000 records total. To move forward, please answer these 3 questions: Source: How will you identify specifically that these people are Melio users or QuickBooks ProAdvisors? (What tools/methods?) Verification: What tool do you use to verify that the emails are currently active? I will not pay for 'bounced' or invalid emails. Sample: Can you provide a sample of 10 leads matching my criteria right now so I can check the quality? Timeline: How many leads can you deliver per week? For an order this size, I prefer to work in batches (e.g., 5,000 leads at a time) to ensure quality remains high. Specific Criteria: Professionals who specialize in QuickBooks Online (QBO) and M...

Target Audience: QuickBooks ProAdvisors, Accountants, and Bookkeepers. I am looking for 50,000 records total. To move forward, please answer these 3 questions: Source: How will you identify specifically that these people are Melio users or QuickBooks ProAdvisors? (What tools/methods?) Verification: What tool do you use to verify that the emails are currently active? I will not pay for 'bounced' or invalid emails. Sample: Can you provide a sample of 10 leads matching my criteria right now so I can check the quality? Timeline: How many leads can you deliver per week? For an order this size, I prefer to work in batches (e.g., 5,000 leads at a time) to ensure quality remains high. Specific Criteria: Professionals who specialize in QuickBooks Online (QBO) and M...

...categorise expenses cleanly, • produce clear, at-least Cash-Flow-Statement level reports, and • support multi-user workspaces secured by two-factor authentication, user-activity tracking, and role-based access. Because we already rely on Xero and QuickBooks, smooth integration with either platform is essential. Deliverables 1. A shortlist of three to five current market-ready tools that tick every box above. 2. A comparison table showing for each tool: price tiers, macOS browser compatibility, integration depth with Xero / QuickBooks, standout strengths, and any notable limitations. 3. Your single best recommendation for small-to-medium businesses, backed by clear reasoning. 4. A concise, step-by-step setup checklist so we can start logging costs ...

Target Audience: QuickBooks ProAdvisors, Accountants, and Bookkeepers. Specific Criteria: Professionals who specialize in QuickBooks Online (QBO) and Melio. Data Points Needed: First Name, Last Name, Verified Email, LinkedIn Profile URL, Company Name, and Website. Geography: [USA]. Verification: All emails must be verified (0% bounce rate guarantee). Format: Delivered in a clean Excel or CSV file.

Title: Lead Generation Expert for QuickBooks & Melio Accountants List I am looking for a lead generation specialist to build a custom list of target email leads. Target Profiles: Certified QuickBooks ProAdvisors Accountants and Bookkeepers specializing in QuickBooks Online (QBO) Professionals/Agencies using or recommending Melio for accounts payable. Required Data Fields: Contact Name (First & Last) Direct Business Email (Must be verified) LinkedIn Profile Link Company Name Company Website Quality Requirements: Please do not provide generic "info@" or "admin@" emails. I need direct contact info. All emails must be run through a verification tool (like NeverBounce or ZeroBounce) to ensure they are active. Please let me know which tools...

Our QuickBooks Online account is already active and clean, but I no longer have the time to keep it current. I average fewer than 100 transactions per month and need a dependable accountant to take over two ongoing responsibilities: 1. Monthly bookkeeping – import or match the bank feeds, categorise every transaction, reconcile the accounts, and generate the standard management reports (P&L, balance sheet, cash-flow snapshot). 2. Payroll management – run a straightforward payroll inside QBO Payroll, handle employee onboarding/off-boarding details, and ensure the associated filings and payments are submitted on time. I’ll grant accountant-level access as soon as we agree to start. Clear, timely communication is important to me, so a short monthly summary of ...

I’m a .NET WinForms Developer with 5+ years of experience. I build and maintain desktop business applications including POS/Inventory/Accounts modules, reporting, integrations, and database-driven systems (SQL Server). My Skills C#/.net/Crystal Report/DevExpress/Global Payment/QuickBooks Desktop I’m looking for a freelance sales agent / lead generation partner who can find and bring software development clients for me on a commission basis. What you will do Find businesses that need Windows desktop software or maintenance/enhancements of existing .NET apps Reach out (LinkedIn, email, freelancer platforms, your network) Qualify leads and book calls with me (Optional) Help close deals Typical work I can deliver WinForms desktop applications (ERP/POS/Backoffice to...

...Submit the return before the deadline and supply me with the confirmation receipt • Flag any discrepancies or missing information so we can resolve them quickly • Keep concise workpapers for audit support Experience with small-business sales-tax compliance is essential. Familiarity with online filing systems (e.g., Avalara, TaxJar, or state portals) and popular bookkeeping platforms such as QuickBooks is a plus. Accuracy, clear communication, and punctual filings are what matter most to me....

...Compliance reminders * Business success training FUTURE EXPANSION The system must be scalable for future: * White-label systems * Affiliate systems * Public training programs * Certification programs * Continuing education * Multi-state expansion * Additional divisions * Partner onboarding systems PLATFORMS & TOOLS Current tools include: * * Canva * Google Drive * Loom videos * QuickBooks * Future CRM integrations PREFERRED EXPERIENCE Please apply ONLY if you have experience with: * * LMS systems * Membership portals * Automation workflows * Funnel systems * CRM onboarding * Course progression systems * User role permissions * Online training systems BONUS EXPERIENCE * Tax industry systems * Notary industry knowledge * Remote Online Notary systems * White-label

I’m moving from a Windows 10 desktop to a brand-new Windows 11 Pro machine and want the transition to feel seamless. All data, user profiles, and application settings need to come across exactly as they are now, including: • QuickBooks (company files, templates, licence activation, memorised reports, user permissions) • Microsoft Outlook (all PST/OST files, rules, signatures, account profiles) • Microsoft Word and the rest of Office (, custom dictionaries, add-ins) After the transfer, I’d like you to handle the full installation and configuration on the new PC so each program launches without licence or plugin issues and reflects my current preferences. Beyond the desktop work, the small office LAN needs a quick tune-up—updating comput...

...clean, professional-looking service receipt on the spot and push the data straight into QuickBooks via the official API. The flow is simple: a driver opens the app, fills in the service details, captures the customer’s signature on the screen, and taps “Save”. The app then (1) stores a PDF copy locally and in the cloud and (2) posts the transaction to the correct customer account in QuickBooks. Core data to capture on every receipt • Start & end time • Type of service performed • Customer name • Date of service • From / To location • Signature (on-screen) Essential features • Instant PDF export of the completed receipt (with our logo and the signature embedded) • Seamless QuickBooks On...

... customizable PDF invoice generation (company logo, tax/VAT rates, payment terms, notes, etc.). Automated invoice numbering and status tracking (Draft, Sent, Paid, Overdue, Partially Paid). Option to email invoices directly from the system. Basic invoice dashboard and reporting. Nice-to-have (optional): Integration with payment gateways (Stripe, PayPal, etc.) Export to accounting software (QuickBooks, Xero, etc.) Multi-currency and multi-language support Skills & Experience Required Proven experience building invoicing or billing modules Strong full-stack development skills (the exact tech stack of the current system will be shared with serious applicants) Experience integrating new features into existing applications Clean, well-documented code and good attention to UI/U...

We're a small business looking for a detail-oriented QuickBooks Online (QBO) bookkeeper to take ownership of our monthly close and keep our balance sheet clean and accurate. This is a low-volume but high-precision engagement — we care more about accuracy and clear communication than speed. You will receive view-only statements and secure access to the QBO file. Once the month is reconciled, I need a brief summary confirming that every account ties to the statements and that the balance sheet is free of suspense or mis-postings. Accurate, on-time delivery is essential because these numbers feed straight into our management reports and tax prep. If you are confident working inside QuickBooks Online at the Pro subscription level and enjoy keeping the books spotles...

I need a bookkeeper who can jump straight into my QuickBooks file and, on a cash-basis, record every daily transaction—both sales income and outgoing expenses. The goal is to keep my books fully up to date so that I always have a clear picture of cash flow, profitability, and readiness for tax season. Here’s what the role involves day to day: • Enter each sale and expense promptly in QuickBooks • Reconcile bank, PayPal, and credit-card feeds so balances always match statements • Digitally attach receipts or invoices to every entry and keep the document folder tidy • Flag any missing paperwork or unusual items for clarification that same day • Produce a concise weekly summary (P&L and cash-flow snapshot) and, at month-end, a m...

...everything brought fully up to date and kept that way going forward. The records already sit in Excel alongside my cloud-based ledger (QuickBooks Online); what’s missing is the methodical matching of every bank and credit-card transaction, flagging of duplicates or errors, and production of a clean, balanced statement that agrees with the general ledger. Accuracy, confidentiality, and a clear audit trail are essential. Scope of work • Reconcile every linked business and personal bank or card account for the past six months, then continue monthly. • Investigate and explain any discrepancies, uncleared items, or bank fees. • Update the Excel workbook and QuickBooks file so closing balances tie exactly to the bank. • Provide a concise reconc...

...take me straight into advanced-level workflows in both QuickBooks and Tally. I already understand the basics, so the focus should be on high-level features such as multi-currency handling, complex inventory management, custom reporting, automation tools, and audit-ready reconciliations. Please outline a detailed project proposal that describes: • the learning path you recommend for mastering each of the two platforms, • a rough session schedule (number of hours, preferred delivery method—live online, recorded modules, or a blend), • the practical exercises or case studies you plan to use, • the final competency checks you will run to confirm I’ve reached an advanced level. I expect clear handouts or reference guides for both QuickBooks and...

I run a growing SaaS c...expect from you: • Day-to-day posting of income and expenses, with all bank and credit-card accounts fully reconciled. • Timely handling of invoices and vendor bills so cash flow stays predictable. • Payroll entries recorded correctly, including taxes and benefits. • Month-end financial statements delivered in a format I can review at a glance. I’m flexible on software—if you’re comfortable in QuickBooks, Xero, or FreshBooks, that works for me. Suggest the platform you’re fastest with, and we’ll spin up secure access. Success on this project means the books tie out to the last cent, key reports are waiting for me at month-end, and any questions from my CPA can be answered with a single click. If that sounds...

I manage a daycare school and my QuickBooks file has fallen behind. I need the past four to six months cleaned up so I can rely on current financials before our next licensing review. The priorities are clear: • Reconcile every bank (and linked credit-card) statement for the last 4–6 months until QuickBooks shows a zero unreconciled difference. • Review and correctly categorize all expenses for the same period—supplies, payroll-related costs, food, tuition refunds, and any other daycare-specific outlays must sit in the proper accounts. • Flag unusual or duplicate transactions and let me know if anything looks off so I can address it right away. Deliverables I expect: 1. An updated QuickBooks file with all statements fully reconciled. ...

I need a dependable bookkeeper to step in each month, log into our existing accounting software, and d...credit-card and pay-pal feeds fully reconciled • No uncategorised or suspense items left open • Statements exported to PDF plus the native file inside the software, dated and ready for management review within five business days of month-end Everything is cloud-based, so you can work remotely at whatever hours suit you, as long as the deadlines are met. Familiarity with common platforms such as QuickBooks Online, Xero or Wave is welcome—just let me know your preference and experience. If you’re comfortable taking raw ledger data and turning it into clear, accurate monthly reports, I’d love to hear how you can help streamline my close process an...

I’m looking for an individual freelancer—no agencies, please—who can bring my QuickBooks Online file fully up to date under Australian tax rules. You must communicate in clear, straightforward English First priority • Reconcile every bank transaction for the current financial year, covering both sales and expense entries, until the bank feed and QBO match perfectly. • Provide a fixed-price quote for that work so I know exactly what it will cost before we begin. Once this year is locked in I’ll ask you to roll back and tidy any earlier years that are still out of sync, but right now I need this year closed fast so I can see a clear income picture. You’ll need solid experience with QuickBooks Online . If that’s you, ...