Intuit quickbooks jobs
...identify any area you would need to learn. • Maintain the scripts, integrations, operating notes and handover needed to keep those workflows reliable. Technical acceptance, financial approval and payment authorization remain with their designated owners. OTHER REQUIRED EXPERIENCE AND WORKING CONDITIONS • Practical bookkeeping, AP/AR, invoice/PO matching, reconciliation and project/job costing using QuickBooks Online or comparable accounting software. Cost estimating alone is not enough. • Strong Excel and Microsoft 365 skills: lookups, SUMIFS, tables, filtering, validation, PivotTables, project trackers and financial reconciliation. • Ability to read technical drawings, build/check a BOM and communicate accurately with field teams and engineers. You do not ne...
... cost and revenue discrepancies. • Maintain clear project records and improve repeatable workflows with TNI's ISO manager and M365 specialist. Technical acceptance, financial approval and payment authorization remain with their designated owners. OTHER REQUIRED EXPERIENCE AND WORKING CONDITIONS • Practical bookkeeping, AP/AR, invoice/PO matching, reconciliation and project/job costing using QuickBooks Online or comparable accounting software. Cost estimating alone is not enough. • Strong Excel and Microsoft 365 skills: lookups, SUMIFS, tables, filtering, validation, PivotTables, project trackers and financial reconciliation. • Ability to read technical drawings, build/check a BOM and communicate accurately with field teams and engineers. You do not need ...
...Client/vendor/team onboarding - Documents and contracts - Tasks, workflows, reporting, and dashboards We are open to using existing platforms, frameworks, APIs, and third-party tools where appropriate, but the final system should be customized around our operations. Key integrations may include: - Hostaway - PriceLabs - Airbnb / VRBO - Gmail / Google Drive / Google Calendar - Slack - Dialpad - QuickBooks - Stripe - DocuSign - Ring - Schlage - NoiseAware - Forewarn - Zillow / HAR / MLS - Other APIs as needed The system should include strong workflow automation. Examples: - Reservation confirmed → create operational tasks - Checkout → create cleaning workflow - Cleaner completes task → trigger inspection/validation - Maintenance issue → assign vendor and tra...
...Maintain proper documentation for all transactions - Prepare regular AP reports - Communicate with vendors regarding invoices, balances, and payment status - Coordinate with the accountant/bookkeeper for month-end reporting Required Skills - Practical Accounts Payable experience - Good understanding of bookkeeping and accounting - Strong Excel skills - Experience with accounting software such as QuickBooks Online, Xero, Zoho Books, or Tally - Good attention to detail - Ability to work independently - Good written English - Ability to maintain confidentiality of financial information Preferred Experience Experience working with US/UK/UAE businesses or CPA/accounting firms is preferred. Engagement - Remote freelance position - Part-time or ongoing work - Long-term engagement ...
...help track restricted and unrestricted funds, project expenditure, donor reporting schedules, audit preparation, and complete supporting documentation and audit trails. Key requirements: • 2–3+ years' experience in bookkeeping or accounting • Strong double-entry bookkeeping and reconciliation skills • Experience with invoices, expenses, payments and financial reporting • Strong Excel skills • QuickBooks experience is essential • Sage Intacct experience is highly desirable • Experience with donor-funded projects/grants and restricted funds is an advantage • Charity/NGO accounting experience is desirable • Experience with multi-currency transactions is an advantage • High level of accuracy, confidentiality and attention t...
I need my entire QuickBooks Online Advanced file moved into a new QuickBooks Global account. The scope is very specific: about 15,000 transactions covering roughly thirteen years must come across intact, together with every attachment linked to those transactions. Attachments go back only two years only. I do not need inventory lists, sales-tax setups, or other tax-related data migrated—only the historical transactions and their supporting documents. A clean, verifiable transfer is crucial. After the migration I should be able to open the Global company, pull any report back to 2013. The recent transactions from 2024 should show the attachments. Chart-of-accounts integrity must stay intact. Timeline: I’m aiming to have this wrapped up within the next four weeks,...
...tracking that links straight into each employee profile • Push and email notifications for deadlines or location anomalies HR management The core HR panel must support: • Employee payroll management • Task assignment and tracking • Employee performance reviews Billing & vendor links Invoices should pull approved hours and expenses automatically, then let me send, export, or sync to QuickBooks/Xero. Each vendor profile needs the same visibility as an employee card so I can compare costs at a glance. Inventory control The stock room has to feed data into purchasing and billing, reducing manual double-entry. Required capabilities: • Inventory tracking • Stock alerts (threshold-based and forecast) • Vendor management l...
I'm seeking an experienced bookkeeper for my grocery store. Key tasks include: - Daily transactions recording - Monthly financial statements Requirements: - Proficiency in QuickBooks - Prior experience with retail bookkeeping - Strong attention to detail - Reliable and organized Communication will be primarily via email.
I need assistance transferring my inventory and customer information from QuickBooks to Excel. Requirements: - Transfer data organized by category - Include supplier details and stock levels in Excel Ideal Skills and Experience: - Proficiency in QuickBooks and Excel - Attention to detail - Experience with inventory management systems
...ever-changing payroll. My goal is to place all of that financial traffic under one meticulous set of eyes so I can stay focused on design and client work. I need complete coverage of three areas: general bookkeeping, management-level financial reporting, and a reliable payroll run. Everything happens inside Xero, so deep familiarity with that platform is essential; you may still tap Excel or even past QuickBooks know-how for analysis, but every journal and reconciliation must live in Xero when finished. Because our revenue streams come from both interior projects and digital artworks, prior experience in both niches is crucial—you’ll know how to treat work-in-progress on a renovation differently from royalties on a limited-edition print, and how to track materials, ...
I need a finance professional who can take my raw transactional data, organise it into a clean trial balance, and deliver a complete set of GAAP-compliant statements. The scope covers th...comparison • Any specific chart-of-accounts mapping rules I already use What I expect back: • Draft and final versions of all three statements in Excel and PDF • A brief analysis memo (1-2 pages) that explains major variances, liquidity ratios, and profitability indicators • A short call or screen-share to walk me through your methodology and findings Tools such as Excel, Power BI, QuickBooks, or similar are fine as long as the final deliverables are editable. Please outline your process, turnaround time, and any relevant experience with financial statements prepara...
...يعمل عن بُعد ليتولى مسك الدفاتر الخاص بشركتي الصغيرة بشكل دوري عبر QuickBooks. المطلوب هو تسجيل وتصنيف جميع العمليات اليومية وإغلاقها في نهاية كل شهر حتى أتمكن من استخراج تقارير دقيقة وقت الحاجة. الدفاتر التي سأعتمد عليك في إدارتها هي: • دفتر المبيعات • دفتر النفقات • دفتر الرواتب أوفر لك وصولاً كاملاً إلى نسخة QuickBooks Online الخاصة بالشركة مع صلاحيات الإدخال والمراجعة. أتوقع متابعة مستمرة لتنظيم الفواتير والإيصالات، مواءمتها مع الكشوف البنكية، ثم رفع التقارير الشهرية الأساسية (Profit & Loss، Balance Sheet، Cash Flow) في موعد أقصاه اليوم الخامس من كل شهر. نجاح المهمة يُقاس بالالتزام بالمواعيد، دقة القيود، وسهولة تتبّع العمليات عند المراجعة الضريبية أو عند طلب أي تقرير مفصَّل. إذا كنت مُلِمًّا بميزات QuickBooks المتقدمة م...
...will be available through my cloud accounting platform; your job is to record, reconcile, and make sure each entry is matched with the correct GST code so that monthly returns are painless. At the close of business each day I expect an Excel-formatted Sales Report that clearly shows taxable and zero-rated sales, totals per tax slab, and any anomalies flagged for review. If you prefer working in QuickBooks Online, Zoho Books, Tally, or a similar tool, that’s fine as long as the final report lands in my inbox as an .xlsx file. Deliverables • Daily-updated bookkeeping ledger with GST correctly applied • Daily Sales Report in Excel, formatted to my template • Brief note highlighting discrepancies or missing documents Acceptance criteria The books must st...
I’m looking to hand off a mix of day-to-day bookkeeping and light office support so I can stay focused on growth activities. The core of the role is basic accounting: recording expenses, reconciling bank statements, and preparing simple monthly summaries—everything maintained in my existing Excel workbooks, not QuickBooks or any other package. Alongside the numbers, I’ll rely on you for two straightforward admin duties: keeping my inbox organised (prioritising messages, flagging anything urgent, archiving the rest) and entering customer or supplier data into shared sheets. Accuracy and clear communication are essential; if you can also converse in Tamil, that will help when I deal with a few regional clients, but it isn’t a deal-breaker. I’ll share ...
...courtroom-ready file. Scope of work You will turn a large box of receipts, medical statements, emails, videos, and tenancy records into a clear, defensible narrative. That includes: • Documenting personal losses—cataloguing damaged possessions, relocation costs, lost income, and other out-of-pocket expenses. • Calculating financial damages—using spreadsheets or bookkeeping software (Excel, QuickBooks, or similar) to arrive at accurate totals that can withstand scrutiny. • Compiling medical records—organising test results, doctors’ notes, and treatment invoices in a logical, date-indexed binder (digital and PDF). • Building evidence lists—linking each photo, video, or email to its corresponding event date and impact. &b...
...performing. All bookkeeping is already up to date in Excel and QuickBooks; what I lack is an expert eye to turn those raw numbers into insight. Your task is to dig into the financials, run the appropriate ratios and trend comparisons, flag red-or-green indicators, and translate everything into a concise report that management can act on right away. Please include: • A written analysis (PDF) covering liquidity, profitability, cash-flow health, and any other metrics you deem relevant • Visual summaries—charts or dashboards—that highlight the story behind the numbers • Action-oriented recommendations backed by the data you uncover I’m happy to supply prior-year statements, current trial balance, and access to our QuickBooks file once ...
I need an experienced QuickBooks bookkeeper to bring my records fully up to date. The task is straightforward: reconcile bank transactions only, across two active operating accounts plus one savings account, covering the last four to six months. You will be granted secure, limited-time access to my QuickBooks Online file as soon as we agree on a start date. Statements for each month are already downloaded as PDFs, so you can match every entry against the bank feed without delays. Once the work is finished, I expect each account to show a $0.00 reconciliation difference and for all historical discrepancies—if any—to be clearly identified and explained in a short note. Deliverables • Reconciled QuickBooks records for the three bank accounts, Apri...
...small sign-making company that brings in roughly $25,000 each month. All day-to-day entries, invoicing, and reconciliations are handled internally, but as we approach our fiscal year-end I want a fresh set of eyes on the books. What I’m after is straightforward: a professional general-bookkeeping review that zeroes in on the accuracy of our balance sheet. I’ll provide you with the current QuickBooks file, bank statements, and supporting documents; you verify that every asset, liability, and equity account is clean, properly classified, and backed by documentation. Deliverables • Corrected balance-sheet trial with any adjusting journal entries • One-page summary confirming the review scope and outcome Please double check at all entries that we h...
I run a small business and would like an experienced consultant to review where we are today and guide the next phase of...business consulting, though I’m open to exploring specific angles such as strategic planning, operations management, or financial planning if your analysis points us there. Please share: • A brief outline of your approach for an initial discovery session. • Examples of similar small-business projects you have completed. • Any frameworks or tools you typically use (e.g., SWOT, Lean Canvas, QuickBooks analysis, KPI dashboards). I value clear communication, data-backed insights, and practical next steps I can afford and execute without a large corporate team. Let me know how soon we can start and what information you would need from me be...
I’m looking for a seasoned financial accountant who can step in and manage our end-to-end finance function with minimal hand-holding. The focus is strictly on financial accounting, and the work will revolve around keeping our records clean, compliant, and ready for management review at any time. Day-to-day you’ll be working in Tally ERP 9, the platform we already have in place. If you prefer QuickBooks, Xero, or Sage and can demonstrate clear advantages, I’m open to discussing a migration plan—but please be prepared to handle the transition yourself. Key deliverables: • Complete, error-free financial statements issued monthly and at year-end • Timely internal audits of all financial records with concise commentary on variances or red flags &...
I run a small business that still relies on handwritten ledgers, and it’s time to move everything into a dependable digital system. I need someone who can: • Transfer my existing manual records into cloud-based software such as QuickBooks, Xero, or a comparable platform • Set up a clear chart of accounts and keep income and expense tracking up to date each month • Generate monthly and year-end financial statements that are ready for review • Prepare and file all required business tax returns on schedule, ensuring full compliance with current regulations All historic data must match my paper logs, every transaction needs proper categorisation, and the final tax filing should reconcile perfectly with the year-end reports. If you’re meticulous ...
I need end-to-end support that covers voucher preparation, timely tax filing, and the production of accurate monthly and annual financial statements. At the moment I am not tied to any platform—I will rely on you to recommend and set up the right accounting software, whether that turns out to be QuickBooks, Xero, or another option that suits the workflow and regulatory environment in my region. The goal is comprehensive financial management, so beyond entering historical data and bringing the books up to date, the engagement should include routine reconciliation, ledger maintenance, and clear financial reporting that I can use for decision-making and compliance. I expect reliable timelines, transparent workflows, and documentation that lets me step in and understand the numbe...
I’m looking for...that highlights trends, seasonality effects, or operational inefficiencies I should know about. I already have a basic payroll process in place, so you’ll only need to coordinate with it to make sure wage costs land in the correct accounts; the lion’s share of your time will be on the reporting side. Solid Excel skills are essential, and familiarity with cloud accounting platforms such as QuickBooks Online or Xero will make the workflow smoother. Deliverables will be considered complete when the Income Statement ties back to source documents without unreconciled differences, and the commentary clearly explains any variance above 5 % month-over-month. If you have a track record of turning retail numbers into clear, decision-ready reports, I&rs...
I need an experienced professional bas...documentation for every transaction, ready for audit at any time • Coordinate with my local banking partners to streamline transfers, deposits, and foreign-currency settlements • Draft concise weekly summaries so I can see cash flow at a glance Accuracy, integrity, and up-to-date knowledge of Bangladeshi financial regulations are essential. If you already work with accounting tools such as Tally, QuickBooks, or Xero, that will make onboarding faster, but I’m open to whichever system you prefer as long as the records remain transparent and exportable. Please outline similar projects you’ve managed and the controls you typically implement to keep everything compliant and error-free. I’m ready to move quickl...
...monthly payroll run in QuickBooks and then turn those numbers into clear, reliable financial reports. Here’s what the job looks like with us: • Process the entire monthly payroll in QuickBooks—enter hours or salaries, calculate gross-to-net, apply statutory deductions, and post the payroll journals. • Generate individual PDF payslips and a concise liability summary so taxes and benefit payments can be settled on time. • After payroll is closed, prepare the month-end P&L, balance sheet, and a short payroll-expense breakdown that ties back perfectly to the ledger. Acceptance criteria: – No calculation or rounding errors in the payroll register. – Payslips and liability summary delivered no later than two business days after cut...
I’m ready to leave QuickBooks completely and run my operation inside Zoho One. The move needs to be seamless: all customer records, every historical financial transaction, and current inventory levels must travel over intact. Here’s what I expect you to take care of: • Implement Zoho CRM, Zoho Books, and Zoho Inventory so they talk to each other smoothly. • Migrate the customer data, full financial history, and inventory data from QuickBooks with zero loss or duplication. • Build the essentials I rely on in QuickBooks—custom fields, automated workflows, and the custom reports my team pulls weekly—inside Zoho so the switch feels familiar but faster. I’ll provide access to both accounts and clarify any report or ...
...field-service software — replacing a patchwork of Pool Brain, Skimmer, and House Call Pro — built around their own operating standards. The full project is scoped as a four-phase roadmap (Core Operations → Customer Portal → Field Intelligence → Offline/Advanced). This engagement is for Phase 1: Core Operations — price book, estimates, payment policy enforcement, invoicing approval, batch payments, QuickBooks sync, and job scheduling. A working scaffold already exists (tech stack chosen, data model built, core business logic implemented and typechecked). This is not a greenfield build — it's finishing, hardening, and shipping what's already started. Current State Stack already decided: • Field/office app: React + TypeScript, bu...
...and statutory compliance ● Financial statement preparation and review ● Bank and ledger reconciliation ● Audit and assurance activities ● Client document review and validation ● Regulatory filings and compliance ● Managing financial information across multiple clients ● Advising clients on accounting or tax-related issues Familiarity with the following tools is a plus (not a hard requirement): QuickBooks, TaxJar, MS Excel, WhatsApp Business, Zoom, MS Word, Adobe Acrobat, MS Outlook 2. Corporate Tax & Transfer Pricing Professionals with practical experience working on corporate taxation, transfer pricing, or related compliance and advisory activities. Relevant experience may include: ● Corporate income tax ● Transfer pricing analysis and documentation ● Related-party/intercom...
...no business done in financial year I need a qualified professional to take my OPC Private Limited through its full set of statutory duties for the current financial year. The immediate scope covers two pillars: filing the Annual Return with the Registrar of Companies and handling all tax-related compliance that falls due for an OPC. Because I have been maintaining records manually—no Tally, QuickBooks or other software—you will need to gather raw bank statements, invoices and ledgers from me, structure them into the formats required by MCA and the Income-Tax portal, and then prepare and e-file the returns. I expect you to: • Draft and submit the ROC annual forms (AOC-4/MGT-7A or any form that applies to an OPC) • Prepare the income-tax computation, fina...
I am looking for a dependable, mid-level Accounts Executive who can take charge of three core functions within our finance team: managing payroll, keeping every accounts receivable and payable entry up to date, and producing timely, accurate financial reports. Your day will revolve around Tally Prime; that is the platform we live on, so fluency in it is non-negotiable. If you have worked in QuickBooks, Xero, or SAP before that is fine, but success here depends on how quickly and confidently you can navigate Tally Prime. What I need done: • End-to-end payroll processing, including statutory deductions and final pay slips • Daily maintenance of AR and AP, ensuring vendor payments go out on time and customer receipts are reconciled without exception • Weekly and m...
I run a service-based yacht charter company and need an experienced QuickBooks specialist to get our books off on the right foot and keep them ship-shape each month. First, I’d like a clean QuickBooks Online set-up: create an appropriate chart of accounts, connect bank and credit-card feeds, import opening balances, and hand back fully reconciled starting reports so I know everything agrees with the bank. After that, I want ongoing monthly care. Each month you will: • categorise all new transactions • reconcile every account • flag anything unusual for my review • issue a concise P&L, balance sheet and cash-flow snapshot within five business days of month-end Acceptance criteria • All accounts reconcile to the penny. • ...
I need help setting up QuickBooks Online and ongoing support. Initial Setup: - Chart of Accounts - Invoicing and Payments Ongoing Support: - Regular bookkeeping and maintenance Ideal Skills and Experience: - Proficient in QuickBooks Online - Experience in setting up and managing Chart of Accounts and Invoicing - Strong bookkeeping skills - Available for regular maintenance
We are looking for a company or developer that already has a substantially developed tax-compliance platform with working Xero and/or QuickBooks Online integration. This project has two fundamental requirements: 1. You already have the platform We are not looking to build the underlying platform from scratch. Your existing platform should already have infrastructure for: - Xero and/or QuickBooks Online integration - Accounting-data ingestion and normalization - Tax calculations and rules - Compliance outputs - Tax-form generation - Working papers/supporting outputs - Client/tenant management - Audit trail and traceability Please be prepared to demonstrate the existing platform and its working Xero/QBO integration. 2. Your platform can implement Philippine tax The platform do...
...work will be done in QuickBooks, so solid, hands-on experience with the platform is essential. Here is what I expect: • Post and categorise weekly transactions, reconcile every linked bank and credit-card account in QuickBooks. • Close each month, then generate the P&L, balance sheet and a simple cash-flow snapshot I can share with stakeholders. • Flag unusual movements and add a short variance note so I understand the story behind the figures. You do not have to be a licensed CPA or CMA; however, I would like someone who is a CA Final student (or at an equivalent stage) so the fundamentals are second nature. Accuracy, consistency and the ability to communicate questions promptly are more important than years of experience. If you’re comfo...
I'm seeking a junior accountant to assist with bookkeeping tasks. The ideal candidate should have intermediate experience with QuickBooks. Key responsibilities include: - Managing and recording financial transactions - Reconciling bank statements - Assisting in preparing financial reports Ideal Skills and Experience: - Proficiency in QuickBooks at an intermediate level - Prior bookkeeping experience - Attention to detail and accuracy - Strong organizational skills If you have a background in accounting and the necessary skills, I would love to hear from you.
We are looking for an experienced accountant or bookkeeper with strong QuickBooks Online skills to manage ongoing reconciliations and keep our accounts balanced and accurate. Perform full bank reconciliations for all accounts. Review and clear outstanding transactions, unmatched items, and differences. Ensure bank balances in QuickBooks match actual bank statements Check and correct account balances, profit & loss, expenses, and sales figures where needed Investigate and resolve discrepancies Maintain clean, up-to-date books and prepare for month-end / year-end close. Advise on QuickBooks setup or process improvements, if needed. Requirements Proven experience with QuickBooks Online (must be comfortable with bank feeds, reconciliations, and reports) Stron...
...processes by creating operational dashboards and writing step-by-step SOPs. Required Freelancer Profile: Experience: 4+ years of cross-functional experience bridging Logistics, Operations, Finance, and Administration. Industry Expertise: Proven background in petroleum, fuel distribution, or heavy logistics industries. Technical Stack: Advanced MS Excel skills (XLOOKUP, Pivot Tables) and hands-on QuickBooks/Xero data entry experience. Communication: Flawless, assertive spoken and written English, capable of confidently directing U.S. truck drivers and suppliers. Mindset: Extreme ownership and autonomy. You must be comfortable making live operational decisions under pressure without supervision. If you meet all the mandatory background and night shift requirements, please sub...
...expense data from the documents I’ll provide (bank statements, sales summaries, receipts). • Reconcile the figures to ensure nothing is missing or duplicated. • Produce a quarterly Profit & Loss statement in both PDF (final, locked) and an editable spreadsheet (Excel or Google Sheets). • Highlight any irregularities or deductions that may need follow-up before filing. Preferred tools QuickBooks, Xero or a well-structured Excel workflow—whatever you’re most efficient with, as long as the final numbers are audit-ready. Acceptance criteria 1. Totals align with source documents within a ±0.5% tolerance. 2. Categories follow standard IRS line items. 3. Files are delivered within the agreed deadline, ready for my CPA to at...
...pieces of work completed so I can run the business with better data and turn more site visitors into confirmed bookings. 1) CEO Profit-and-Loss Dashboard I want a single place where I can open my laptop each morning and see daily, weekly and monthly profit & loss, broken down by the specific Chart of Accounts we already use. Data has to flow automatically through Zapier from Square, Canadian QuickBooks Online, Payworks and Jobber. The mapping between each system and the COA needs to be built once and then monitored so nothing falls out of sync. I’m open on the display layer—Google Looker Studio, Tableau, Power BI or even a well-structured Google Sheet—as long as it is live-updating, shareable and can be filtered quickly. Key needs • Robust Zapier ...
I’m looking for a certified QuickBooks ProAdvisor who can jump in and get my payroll feature fully and correctly configured. My priority is Payroll setup—from creating the payroll items and schedules to making sure tax tables, withholdings, and any direct-deposit connections are working flawlessly. You’ll start with a clean QuickBooks file, walk me through the key settings, and enter a small test batch so we can confirm everything calculates and reports as expected. I’d appreciate a concise, step-by-step hand-off guide once the setup is complete so I can run future payrolls on my own with confidence. If you have deep experience configuring payroll in QuickBooks (Desktop or Online) and can complete this quickly while explaining the process in p...
I need an accountant who can keep my QuickBooks file immaculate throughout the year and then turn that data into a complete, accurate tax return when deadlines roll around. Day to day you’ll be recording every transaction, reconciling each account, and generating up-to-date financial statements. Once those numbers are locked, you’ll handle the full tax preparation process so I can file on time without surprises. Deliverables I’m expecting: • A continuously updated QuickBooks ledger with all transactions properly categorized • Monthly bank and credit-card reconciliations showing zero unreconciled items • Timely profit-and-loss, balance sheet, and cash-flow statements that tie back to the ledger • Year-end tax package (workpapers...
...preparation – prepare and file the current year’s returns accurately and on time, making sure every allowable deduction and credit is captured. • Internal audit of our financial statements – review the books for accuracy, consistency with GAAP, and highlight any discrepancies or areas that may raise red flags with the tax authorities. You’ll receive secure access to our accounting software (QuickBooks Online) plus last year’s returns and supporting documents. After your review, I expect a concise audit report that summarizes findings, provides actionable recommendations, and confirms that the numbers used for the tax filing are reliable. Experience with small-to-mid-sized businesses, U.S. tax codes, and internal auditing standards is essenti...
...(roughly 5–6 hours a week) and keep my QuickBooks file perfectly up-to-date. Your core work will involve posting every sale and expense, reconciling both bank and credit-card statements, and entering and processing biweekly payroll. Once the numbers are clean, I’ll also rely on you to export the data to Excel and prepare clear weekly, monthly, and quarterly financial reports that I can share with my management team. Because the files you’ll handle contain sensitive information, I need someone who is disciplined about maintaining a tidy digital filing system and can keep source documents organized for easy reference at any time. Familiarity with QuickBooks (online or desktop) and strong Excel skills are essential. Deliverables • Accurate quickbo...
I need help installing QuickBooks 2015 on a new Windows laptop. Requirements: - Install QuickBooks 2015 - Configure additional settings as needed Ideal Skills: - Experience with QuickBooks installation and configuration - Proficient with Windows operating system - Attention to detail and reliable
...processes by creating operational dashboards and writing step-by-step SOPs. Required Freelancer Profile: Experience: 4+ years of cross-functional experience bridging Logistics, Operations, Finance, and Administration. Industry Expertise: Proven background in petroleum, fuel distribution, or heavy logistics industries. Technical Stack: Advanced MS Excel skills (XLOOKUP, Pivot Tables) and hands-on QuickBooks/Xero data entry experience. Communication: Flawless, assertive spoken and written English, capable of confidently directing U.S. truck drivers and suppliers. Mindset: Extreme ownership and autonomy. You must be comfortable making live operational decisions under pressure without supervision. If you meet all the mandatory background and night shift requirements, please sub...
Opserly puts dispatch, quoting, e-signed contracts, invoicing and a two-way QuickBooks sync into one streamlined SaaS platform built for HVAC, plumbing, electrical and other trade contractors with 5–50 employees. I’m looking for a hunter who can bring new subscribers on board entirely on commission—20 % of every customer’s monthly fee, paid to you for as long as the account stays active. There is no cap, no base salary, and the role is fully remote with flexible hours. What you’ll do • Source prospects through social-media outreach and your own existing business network—these are the two channels you selected and the ones I expect you to focus on. If you also enjoy cold calling or working local trade events, feel free to add them to your m...
...Budget Planning module that talks seamlessly to QuickBooks. What I need you to craft: • A React–driven budget planning interface that lets managers create, adjust, and track department or project budgets in real time. • Node/Express APIs that push and pull data to QuickBooks (transactions, chart of accounts, budget actuals) with proper OAuth flows and webhook handling. • A MongoDB schema optimised for financial records, versioning, and audit trails. • Role-based access controls and basic reporting dashboards (monthly burn, variance, forecast). • Build scripts, environment docs, and a short README so the team can spin everything up with one command. Acceptance criteria: 1. All CRUD actions on budgets persist correctly and re-sync to ...
I need a clean, well-structured QuickBooks Online file built from scratch and then linked seamlessly to our Salesforce CRM so I can manage every financial transaction in one place. The core objective is straightforward: invoices, payments, deposits, and bank feeds must all flow into QuickBooks accurately, giving me reliable real-time data without manual entry or duplicated effort. Here is what I expect: • QuickBooks Online initial setup (chart of accounts, tax settings, bank/credit-card connections, user permissions). • Two-way integration with Salesforce using the most stable app connector you recommend, fully tested with sample sales and refunds. • Custom mapping of Salesforce fields to QuickBooks (customers, products, classes, payment ter...
I’m looking for reliable help keeping two business bank accounts in perfect order inside QuickBooks Online. Each month I’ll grant you secure access; your job is to match every transaction, clear up any discrepancies, and confirm the balances agree with the statements before the close of the following month. We do not use Desktop or Self-Employed editions—everything lives in QBO. There are no credit cards to touch, so your focus stays solely on those 1–2 bank feeds. Accuracy, concise notes on any outstanding items, and a brief month-end summary are what I expect back so I can file reports without second-guessing the numbers. If that sounds straightforward for you, let’s get started this month.
