Intuit quickbookscông việc

...accounting firms that require outsourced accounting services • Generate qualified leads or help onboard new clients • Facilitate introductions and initial communication • Develop long-term client acquisition channels Services We Offer: • Bookkeeping • Bank reconciliations • VAT support • Accounts payable and receivable management • Financial reporting • Accounting software support (such as Xero and QuickBooks) Compensation: We are open to a commission-based partnership, where you will receive a percentage of the revenue from each client you introduce. We are interested in building a long-term collaboration. Recurring monthly commission & Long-term partnership opportunity. Ideal Candidate: • Experience in UK accounting or bu...

I’m moving my bookkeeping from QuickBooks Online into Wave Accounting and need the entire data set transferred without loss or distortion. That includes every historical transaction, the full customer and vendor lists, my chart of accounts, plus all attached files or images linked to those records. The job involves exporting the data from QBO, cleaning or re-mapping anything Wave handles differently, then importing and verifying that balances, open invoices, bills, and reports in Wave match what I see today in QuickBooks. I’ll provide administrator access to both platforms and will be available for any date-based cut-off decisions or two-factor authentication. Let me know your expected turnaround time and any questions you need answered before you start.

Project Description We are looking for an experienced bookkeeper with strong expertise in Intuit QuickBooks to assist with ongoing financial management and accounting support. This role requires someone who is detail-oriented, organized, and capable of handling multiple bookkeeping tasks on a consistent basis. The ideal candidate should have experience working with small businesses and be comfortable managing transactions, reconciling accounts, and keeping financial records accurate and up to date. Responsibilities • Manage and maintain books using Intuit QuickBooks • Record and categorize transactions • Reconcile bank and credit card accounts • Maintain accurate financial records • Prepare monthly financial reports • Review expe...

...supporting workpapers • Provide an e-file-ready PDF plus the source file from your tax software Acceptance criteria 1. The final Form 1120 balances to my trial balance and ties out to supporting schedules. 2. All entries reflect current IRS guidance for small C-corporations. 3. Delivery of the completed return, workpapers, and a brief summary of any planning opportunities identified. I use QuickBooks Online, so familiarity with that platform will speed up data pulls, but I can export into Excel if you prefer. Target completion: two weeks from award so we have cushion before the deadline. Let me know your preferred tax software and any questions about the books, and we can get started right away....

...T4 slip Everything must reconcile perfectly with CPP, EI, and income-tax tables for 2025 and be formatted exactly as the CRA expects so it can be filed without adjustment. Accuracy is crucial because this information feeds directly into our corporate return. Turnaround is ASAP, so please reply with your estimated completion time and the software or spreadsheet template you plan to use (e.g., QuickBooks, Sage, Excel)....

...businesses, accountants, or firms who need outsourced accounting support • Generate qualified leads or directly onboard clients • Coordinate initial communication and introduction • Build long-term client acquisition channels Services We Provide: • Bookkeeping • Bank reconciliations • VAT support • Accounts payable and receivable management • Financial reporting • Accounting system support (Xero, QuickBooks, etc.) Compensation: We are open to a commission-based partnership where the consultant receives a percentage of the revenue from each client brought in. Long-term collaboration is preferred. Ideal Candidate: • Experience in UK accounting or business development • Existing network with UK businesses or accounting firms ...

Project Description We are looking for an experienced bookkeeper with strong expertise in Intuit QuickBooks to assist with ongoing financial management and accounting support. This role requires someone who is detail-oriented, organized, and capable of handling multiple bookkeeping tasks on a consistent basis. The ideal candidate should have experience working with small businesses and be comfortable managing transactions, reconciling accounts, and keeping financial records accurate and up to date. Responsibilities • Manage and maintain books using Intuit QuickBooks • Record and categorize transactions • Reconcile bank and credit card accounts • Maintain accurate financial records • Prepare monthly financial reports • Review expe...

...supporting workpapers • Provide an e-file-ready PDF plus the source file from your tax software Acceptance criteria 1. The final Form 1120 balances to my trial balance and ties out to supporting schedules. 2. All entries reflect current IRS guidance for small C-corporations. 3. Delivery of the completed return, workpapers, and a brief summary of any planning opportunities identified. I use QuickBooks Online, so familiarity with that platform will speed up data pulls, but I can export into Excel if you prefer. Target completion: two weeks from award so we have cushion before the deadline. Let me know your preferred tax software and any questions about the books, and we can get started right away....

Project Description We are looking for an experienced bookkeeper with strong expertise in Intuit QuickBooks to assist with ongoing financial management and accounting support. This role requires someone who is detail-oriented, organized, and capable of handling multiple bookkeeping tasks on a consistent basis. The ideal candidate should have experience working with small businesses and be comfortable managing transactions, reconciling accounts, and keeping financial records accurate and up to date. Responsibilities • Manage and maintain books using Intuit QuickBooks • Record and categorize transactions • Reconcile bank and credit card accounts • Maintain accurate financial records • Prepare monthly financial reports • Review expe...

I’m brand-new to QuickBooks and want to feel comfortable using it for day-to-day bookkeeping. My priority is to learn how to handle invoicing and billing, keep track of expenses accurately, and generate clear financial reports that make sense to someone without an accounting background. Real-time guidance works best for me, so I’m after one-on-one sessions held online (Zoom, Google Meet, or a similar screen-sharing tool). Short, interactive lessons with practical homework between meetings would be perfect—I’d like to practice and then come back with questions. When you respond, please let me know: • How you normally structure beginner lessons • Roughly how many hours you expect we’ll need to cover these three areas thoroughly &bull...

I’m comfortable with the basics of QuickBooks, but I still struggle whenever it’s time to raise an invoice or reconcile a payment. I’m looking for a tutor who can guide me—live, step by step—through the entire invoicing and payments workflow: • Creating VAT-compliant invoices from scratch • Emailing them directly from QuickBooks and setting useful payment terms • Recording incoming payments and matching them to bank feeds • Tracking expenses so the P&L and cash-flow reports stay accurate We’ll be working in QuickBooks Online, so any tips you share should be specific to the cloud interface and its most recent updates. By the end of our session(s) I want to feel confident enough to handle routine trans...

I am looking for an experienced bookkeeper to help clean up my 2025 bookkeeping records. Scope of work includes: Reviewing current books and identifying errors or missing entries Categorizing income and expenses properly Reconciling ba...bookkeeper to help clean up my 2025 bookkeeping records. Scope of work includes: Reviewing current books and identifying errors or missing entries Categorizing income and expenses properly Reconciling bank and credit card accounts Fixing uncategorized or incorrect transactions Ensuring the books are accurate and ready for financial reporting and taxes Experience with accounting software such as QuickBooks, Wave, or Zoho Books is preferred. Please include your experience with bookkeeping cleanups and your estimated timeline to complete th...

I need an administrative partner who knows Quickbooks Online inside out. Day to day you will: • Process every invoice that hits the system, coding it correctly and sending it for approval the same business day. • Track expenses as they come in, attach receipts, and reconcile bank and credit-card feeds so the registers stay clean. • Prepare concise weekly and month-end financial reports that I can share with my accountant without extra edits. Beyond QuickBooks you will keep the office running smoothly. That means triaging my inbox, entering data from supplier forms into spreadsheets or the CRM, keeping digital files labeled and easy to find, and drafting polite, accurate replies to routine email enquiries. Accuracy matters more than speed, but I still ...

...straightforward bookkeeping: posting all transactions, reconciling bank and credit-card accounts, and generating clear monthly financial statements I can rely on for decision-making and tax filing later in the year. All bank feeds and source documents are already digitised and shared through Dropbox/Google Drive, so you can work remotely without delays. I’m flexible on the accounting platform—QuickBooks, Xero, or FreshBooks all work for me—so feel free to use the system you know best or propose one you think will suit a growing small business. Deliverables each month: • Reconciled bank and credit-card accounts • Updated general ledger with correctly categorised entries • Balance Sheet and Profit & Loss statements, delivered by the ...

...supporting workpapers • Provide an e-file-ready PDF plus the source file from your tax software Acceptance criteria 1. The final Form 1120 balances to my trial balance and ties out to supporting schedules. 2. All entries reflect current IRS guidance for small C-corporations. 3. Delivery of the completed return, workpapers, and a brief summary of any planning opportunities identified. I use QuickBooks Online, so familiarity with that platform will speed up data pulls, but I can export into Excel if you prefer. Target completion: two weeks from award so we have cushion before the deadline. Let me know your preferred tax software and any questions about the books, and we can get started right away....

I run an Amazon- and Flipkart-based store and need a qualified Chartered Accountant to take full charge of my GST compliance. Each month you will prepare and file GSTR-1 and GSTR-3B, reconcile marketplace TCS reports, and keep m...opportunities. Deliverables • Monthly GSTR-1 and GSTR-3B filed before the due date • Marketplace TCS reconciliation statements with supporting schedules • Back-dated returns filed promptly, with confirmation acknowledgements • A brief monthly summary highlighting liabilities, ITC utilisation, and any issues resolved If you have prior experience handling e-commerce GST on either Tally, QuickBooks, Zoho Books or similar, and can offer a reasonable monthly retainer, I’d like to hear how you would approach the role and your ...

...would like you to review my activity, recommend the appropriate method, and then set up the books accordingly. From there, please: • import and categorize all 2023-24 transactions, • reconcile each month to bank and card statements, • generate standard financials (P&L, balance sheet, cash-flow), and • create a year-end tax summary I can hand straight to my CPA. I am comfortable with QuickBooks Online or Xero—use whichever you prefer, as long as I can log in and see everything clearly organized. If additional apps (e.g., bank rules, receipt capture) will streamline the workflow, let me know and we can add them. Accuracy and clear notes on every entry are essential; I expect the books to tie out to the penny. Please tell me how quickly y...

I’m looking for a QuickBooks specialist who can take my existing accounting data and turn it into clear, accurate financial reports—profit & loss, balance sheet, cash-flow, and any other views that help me understand performance at a glance. The books are already entered; what I need is the reporting side configured properly, with the right account mappings, custom fields, and automated report schedules. The project must be wrapped up within a month, and I’ll be judging proposals mainly on your past experience solving similar QuickBooks reporting challenges. If you’ve built dashboards, customized templates, or streamlined report workflows before, that’s exactly what I’d like to hear about.

I manage a volunteer-run, non-profit sports club and need a reliable bookkeeper who can step in on a part-time basis as our Treasurer wishes to retire. We're looking for someone who communicates clearly, documents their work inside QuickBooks, and is comfortable explaining results in plain language when questions arise. All bank and Stripe feeds are already connected; you’ll simply maintain them, flag discrepancies, and deliver timely reports. Key deliverables - Prepare quarterly invoices for @25 block bookers - This takes about 4 hours every quarter - Enter bank transactions and receipts - complete the annual confirmation statement at Companies House and pay the annual fee - Do an analysis of members from the Stripe system which records all online bookings and send...

I’m already comfortable with day-to-day bookkeeping tasks, but I want to master QuickBooks Online at an advanced level. My main goal is to learn the deeper features that power users rely on—custom reporting, automation tricks, and high-level workflow optimizations. Please structure the sessions so I can follow along in my own live QBO file and immediately apply what we cover. I’m happy to schedule blocks of time or break the training into shorter, focused modules; whatever you feel works best for absorbing advanced material. By the end, I should confidently navigate every corner of QuickBooks Online, build and customize complex reports, and troubleshoot issues without outside help. Remote screen-sharing is fine, and providing takeaway reference notes o...

...would like you to review my activity, recommend the appropriate method, and then set up the books accordingly. From there, please: • import and categorize all 2023-24 transactions, • reconcile each month to bank and card statements, • generate standard financials (P&L, balance sheet, cash-flow), and • create a year-end tax summary I can hand straight to my CPA. I am comfortable with QuickBooks Online or Xero—use whichever you prefer, as long as I can log in and see everything clearly organized. If additional apps (e.g., bank rules, receipt capture) will streamline the workflow, let me know and we can add them. Accuracy and clear notes on every entry are essential; I expect the books to tie out to the penny. Please tell me how quickly y...

...strategy and precision, let’s talk. Your focus areas: Forecasting & Strategy: Budgeting, scenario analysis, and strategic management. Financial Health: Managing the full cycle—from Income Statements to Tax Filing. Growth Support: Driving fundraising efforts with investor-ready modeling. Data Visualization: Building MIS reports and dashboards that provide real clarity. Must-Haves: Pro-level skills in QuickBooks, Xero, and Excel. (Bonus points for Power BI skills!) A portfolio that proves you’ve done this at a high level before. Key Improvements Made: Active Language: Changed "Core areas of expertise should include" to "What you'll bring" or "Your focus areas" to make it more engaging. Narrative Flow: Grouped the technical ta...

We have been running QuickBooks for years and recently designed a fresh General Ledger chart of accounts. What I now need is a careful clean-up: tighten the new structure, eliminate redundancies, and then map every line item back to our legacy chart so historical data stays meaningful. The objective is straightforward—sharper, more insightful financial reports—so the mapping must be accurate enough for seamless year-over-year analysis and audit trails. Deliverables • Reviewed and streamlined QuickBooks General Ledger COA, with inactive or duplicate accounts flagged • Cross-reference matrix that links each old account to its new counterpart, delivered in Excel and imported into QuickBooks • Short guideline on how to maintain the new ...

Monthly financial reports are needed straight from my ERP system. Each cycle you will reconcile the ledger, confirm account accuracy, and export a clean report pack that includes the three cash-flow breakdowns I track. Deliverables • Reconciled books inside the ER...breakdowns I track. Deliverables • Reconciled books inside the ERP • Complete monthly report pack highlighting the three cash-flow views (PDF + Excel) • Brief variance notes on significant movements Acceptance criteria Reports must balance to the ERP trial balance and land in my inbox by the agreed monthly deadline. If you already navigate ERP platforms comfortably (rather than only QuickBooks, Xero, or FreshBooks), share a brief outline of similar jobs you have completed and you...

...live, and QuickBooks Online is running—we just need them to talk to each other. I want every new Squarespace order to pass through the TRUX API and then land in QuickBooks automatically, carrying across the full order record plus the customer’s details. Here’s what the finished workflow should do: • Capture each completed checkout on Squarespace, convert it to the format TRUX expects, and push it in real time to their API. • From TRUX, forward the data to QuickBooks so a matching sales transaction is created and the customer profile is added or updated. • Keep customer names, addresses, emails, and phone numbers in sync between the three systems without duplicates. • Run unattended, log successes and errors, and allo...

...are partially maintained in QuickBooks, but they require review, reconciliation, and adjustment. ⸻ Scope of Work The accountant will review the raw data and prepare the following: • Balance Sheet • Income Statement (Profit & Loss) • Cash Flow Statement • Shareholder Loan Summary (separate tracking per shareholder) • Statement of Equity / Equity Roll-forward • Simple Break-even Analysis (based on current cost structure) • Prepare GST/HST summary and working papers based on reconciled records The work should include proper reconciliation and documentation of adjustments. ⸻ Data Available The following source materials will be provided: • Bank statements / bank feeds • POS (Clover) sales exports • Payroll summaries &bull...

...accurate balances before month-end reporting. I will give you secure access to statements, receipts and my existing general ledger. You’ll enter the missing transactions, match every line item against the source documents, flag any discrepancies and leave clear notes where something looks off. If you spot gaps in source paperwork, let me know so I can supply it quickly. I’m comfortable working in QuickBooks, Xero or FreshBooks—use whichever platform you feel will let you move fastest and keep the audit trail clean. Deliverables • Reconciled accounts through the latest statement date • Updated ledger files returned in native software format and exported to Excel/PDF • Short summary highlighting outstanding issues or items needing my attent...

...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...

My QuickBooks file needs a thorough spring-clean. I’m looking for someone who can dive straight into data entry and reconciliation, sort out the historical mess, and leave every transaction correctly categorized. I have around 500 transactions from 2024 that need to be cleaned up. Here’s what I need you to tackle: • Bring the books up to date, correcting any coding errors you uncover along the way. • Reconcile two bank accounts and multiple credit-card accounts so the registers match the statements to the penny. • Create clear, consistent rules for future transaction categorization so nothing slips into “uncategorized expense” again. The deliverable is a pristine QuickBooks file (desktop or Online—let me know which vers...

Key Responsibilities • Analyze existing accounting software such as Sage, QuickBooks, Zoho Books, and Xero. • Suggest innovative features and improvements for a modern accounting platform. • Design functional workflows for core accounting modules. • Prepare functional specifications and documentation for development teams. • Recommend automation and AI-based capabilities to improve efficiency. • Ensure compliance with standard accounting principles and reporting practices. Core Modules Knowledge and Experience Expected • R3 • Business Objects • WPS • General Ledger • Accounts Payable • Accounts Receivable • Inventory Management • Payroll Management • Tax / VAT / GST Management • Financial Reporting &bull...

Somos una empresa integradora...gubernamentales Actualmente utilizamos Microsoft Dynamics 365 CRM (Customer Engagement) junto con QuickBooks Enterprise Desktop. El CRM fue configurado originalmente como un sistema de gestión de casos internos, pero queremos transformarlo en un sistema completo de gestión comercial y automatización de procesos de ventas y cotización. Buscamos un consultor senior en Dynamics 365 CRM que nos ayude a rediseñar la arquitectura del CRM y optimizar nuestros procesos comerciales. 1. Pipeline de ventas 2. Proceso de solicitud de cotización (RFQ) 3. Módulo de compras 4. Módulo de licitaciones 5. Automatización de renovaciones 6. Dashboards 7. Integración con: Microsoft Outlook Microsoft Te...

I need both my business checking and savings accounts reconciled in QuickBooks Online. Each ledger holds about 130 transactions spanning the last eight months. I’ll upload the digital statements immediately; they are the only supporting documents available. The purpose is to produce clean, tax-ready books. I’m not sure whether earlier periods contain lingering discrepancies, so please flag anything you uncover while you work. Deliverables • Reconciled balances for every month on both accounts • QuickBooks reconciliation reports saved to PDF • Brief summary of any outstanding or unusual items Everything must be completed and back to me by this Thursday, 5 PM Eastern. If you’re confident with QuickBooks bank feeds, manual matchin...

...operate a Delaware-registered corporation and need a qualified tax professional to handle this year’s annual return from start to finish. This engagement is limited to the preparation and filing of our federal Form 1120 and the corresponding Delaware state obligations; quarterly estimates and broader tax planning are not part of the scope. You’ll work from my finalized, accrual-basis books in QuickBooks Online and the prior-year return, draft all required schedules, and e-file with both the IRS and the Delaware Division of Corporations. Before submission I’ll review a complete draft; after approval, you’ll transmit the return and provide stamped acknowledgments along with a brief summary of any carry-forwards or key positions taken. Deliverables: • ...

...sitting between Stripe and QuickBooks, but right now every item lands in QuickBooks under the generic “Stripe Sales” product. I need your help configuring Acodei so that each Stripe product category is pushed into QuickBooks as its own product (or matched to the correct one) on a daily schedule. Scope of work • Configure Acodei’s mappings so only product-category data is synced—transactions or customer records are out of scope. • Set the sync frequency to run automatically once every 24 hours. • Clean up the existing data: re-assign any items that were dumped into the “Stripe Sales” bucket to their proper categories so historical reporting is accurate. • Verify the end-to-end flow with a test sal...

...send me a concise end-of-day summary of dials, connects, and outcomes. Acceptance criteria 1. Minimum 80 dials per day with clear CRM notes. 2. Conversion target: at least 5 qualified appointments or 2 signed clients per week (can be adjusted after the first sprint based on live metrics). 3. Zero compliance issues—respect local Do-Not-Call lists and privacy laws. Familiarity with Xero, QuickBooks Online, or similar cloud-accounting platforms is a plus, as it helps you speak confidently about our workflow and integrations. If you thrive on consultative selling and enjoy helping small businesses gain financial clarity, let’s start this campaign right away....

I need my QuickBooks brought fully up to date by matching every bank and credit-card transaction against the corresponding statements. You’ll have direct access to the company file plus PDF statements; once finished, the registers should show a clean, zero-difference reconciliation for each account. Please be comfortable working with both bank and credit-card feeds, resolving any duplicates or coding errors, and documenting any discrepancies you find so I can follow the audit trail later. QuickBooks rules, journal entries, and class tracking are already in place—just make sure they remain intact while you work. Deliverables expected: • All bank and credit-card accounts reconciled to the latest statement dates • Reconciliation reports exported to PDF ...

I’m brand-new to QuickBooks Online and want to fast-track my confidence with it through focused, one-on-one guidance. The first goals are straightforward: create and send professional invoices, keep expenses organised, and pull the key financial reports I need for monthly reviews. Please walk me through the platform live—screen-sharing over Zoom, Google Meet or a similar tool—so I can ask questions in real time and practise as we go. Short, practical homework between sessions is welcome if it helps the lessons stick. By the end of our work together I should comfortably: • Draft and customise invoices, then track payments inside QBO • Record expenses accurately (including bank feed rules and receipt uploads) • Generate essential reports&md...

I’m already comfortable with day-to-day bookkeeping tasks, but I want to master QuickBooks Online at an advanced level. My main goal is to learn the deeper features that power users rely on—custom reporting, automation tricks, and high-level workflow optimizations. Please structure the sessions so I can follow along in my own live QBO file and immediately apply what we cover. I’m happy to schedule blocks of time or break the training into shorter, focused modules; whatever you feel works best for absorbing advanced material. By the end, I should confidently navigate every corner of QuickBooks Online, build and customize complex reports, and troubleshoot issues without outside help. Remote screen-sharing is fine, and providing takeaway reference notes o...

I’m a sole-proprietor who keeps day-to-day records in QuickBooks, but I need an experienced bookkeeper to turn that data into an accurate, compliant tax return. Your job is to review and reconcile my QuickBooks file, flag any inconsistencies, and then prepare the full set of schedules and forms required for annual filing. The file is current through the year; bank and credit-card feeds are connected, yet some transactions still need proper categorisation and matching. Once everything balances, I’ll rely on you to generate the final tax package, along with a brief summary of deductible items you’ve optimised so I understand the numbers before submission. Deliverables: • Reconciled QuickBooks file through year-end • Completed tax return (s...

...compliance. Flag any issues, risks, or corrections needed. Advise on tax obligations, deadlines, and any relevant filings. Offer recommendations for improving efficiency as the business grows. Requirements Qualified accountant with proven experience in Ireland. Strong understanding of Revenue requirements for sole traders / small companies. Familiarity with cloud accounting tools (e.g., Xero, QuickBooks, Sage, Surf Accounts) is a plus. Ability to communicate clearly and provide practical, actionable advice. Comfortable working with founders who handle their own bookkeeping. Deliverables One‑off initial review and setup guidance. Quarterly review reports with corrections, recommendations, and compliance checks. Ongoing availability for occasional questions or clarificat...

I have an Excel sheet that contains Customer Payment information, and I’m using Pabbly Connect to push that data into QuickBooks. I need a specialist who can jump into Pabbly with me and create the exact field-to-field mapping so every payment record lands in QuickBooks accurately. You’ll review the current Excel column structure, identify the corresponding QuickBooks payment fields, and configure the workflow in Pabbly Connect. Once the mapping is in place, I’d like a quick test run to confirm that a sample payment posts to the correct customer account in QuickBooks without errors. A brief hand-off showing me where to adjust the mapping in the future would be appreciated as well.

I have a batch of raw vertical footage that needs to be...stabilise where needed so every frame looks crisp on mobile. • Export in 1080 × 1920 (vertical) and deliver ready-to-post MP4 files, plus any working files (Premiere Pro or Final Cut preferred) for future tweaks. I’ll supply: • The raw footage (multiple B-roll angles and talking-head segments). • A brief outline of the key moments and the core inspirational message. I appreciate editors who can intuit rhythm and energy, experiment confidently with speed ramps or glitch effects, and keep branding subtle but consistent. If you have previous work that matches this fast-cut, high-motivation style, link it so I can gauge fit quickly. Looking forward to seeing how you can turn raw clips into scroll...

...double entry, the application must integrate seamlessly with my existing accounting software (QuickBooks Desktop; I can provide SDK details). No other external systems are in play right now, so the integration can stay focused and lean. Key deliverables • Desktop or web-based app that records incoming and outgoing stock for finished goods. • Two-way sync with QuickBooks: item catalogue, quantities, and basic valuation data. • Simple dashboard showing current on-hand, low-stock alerts, and transaction history. • Import/export via CSV for legacy data. • Clear user documentation and a brief hand-off session. Acceptance criteria 1. All stock movements entered in the inventory system appear in QuickBooks within five minutes. 2. Discre...

...work • Capture and post each sale, purchase, payment, receipt, and adjustment on the same day it occurs. • Apply the correct chart-of-accounts codes, taxes, and supporting notes so entries remain audit-ready. • Flag any discrepancies or missing documents to me promptly instead of letting them roll into month-end. While Tally Prime is my primary platform, I know some professionals prefer QuickBooks, Xero, or FreshBooks. If you have a strong reason to use one of those, let me know—accuracy and timeliness are more important than the tool, and I can export data if needed. Deliverable An up-to-date Tally Prime (or agreed-upon alternative) company file with each day’s transactions posted and balanced, plus a brief weekly summary highlighting cash fl...

...accounts to jump in, tidy up my PayPal feed and make sure every sale lands where it belongs. At the moment sales receipts are being pushed into the wrong bank account (cash & cash equivalents) as no bank account seems to be set up right,the PayPal connection is linked incorrectly has well currently showing negative balance. Here’s the scope: • Re-link PayPal to the correct clearing account in QuickBooks Online. • Move any sales transactions that are currently sitting in the wrong bank account back to their rightful place. • Confirm that future PayPal sales and other sales, refunds and fees flow to the right accounts and reconcile cleanly. - suggest best way to record Shopify payments and fees. This is a quick 1–2 hour task for someone who ha...

My business accounting needs have outgrown spread...supporting workpapers ready for my local authorities. I already have bank feeds and invoices organised; you’ll take ownership of the books, maintain them weekly, and deliver a short narrative analysis each month alongside the standard reports. Experience is the single most important credential here—please share similar engagements you have handled, any cloud tools you are comfortable with (QuickBooks Online, Xero, Zoho Books, etc.), and how you normally structure your workflow to stay ahead of deadlines. Final deliverables are up-to-date ledgers, monthly analytical summaries, and ready-to-submit tax packages. If your approach clicks with my expectations, there’s room to extend the collaboration into adjacent...

I maintain my accounts in a customised Microsoft Excel workbook and now want that process handled for me each month. All raw data—bank statements, invoices, receipts, and payroll summaries—will be supplied on the first business day. Your task is to enter and categorise every transaction, recon...please keep my current column structure, formulas, and colour-coding intact while flagging any discrepancies or missing documentation in a separate tab. Once the month is closed I need a clean copy of the updated workbook plus a brief highlights note (key variances, unusual items, and anything that might affect cash flow next period). If you are comfortable working exclusively in Excel—no QuickBooks or Xero—let’s talk so we can walk through the template and a...

My business accounting needs have outgrown spread...supporting workpapers ready for my local authorities. I already have bank feeds and invoices organised; you’ll take ownership of the books, maintain them weekly, and deliver a short narrative analysis each month alongside the standard reports. Experience is the single most important credential here—please share similar engagements you have handled, any cloud tools you are comfortable with (QuickBooks Online, Xero, Zoho Books, etc.), and how you normally structure your workflow to stay ahead of deadlines. Final deliverables are up-to-date ledgers, monthly analytical summaries, and ready-to-submit tax packages. If your approach clicks with my expectations, there’s room to extend the collaboration into adjacent...

...Canada and the United States. The scope covers the full tax preparation cycle—filing the returns, maximising every legitimate deduction and credit, and confirming all compliance and reporting requirements at the federal and provincial/state levels. I will supply organised PDFs and Excel sheets with income, expense, and payroll data. You will work in recognised software such as ProFile, TaxCycle, Intuit ProConnect, or a comparable CRA/IRS-approved platform and provide the finished files ready for electronic submission. Please note in your proposal which program you use and confirm you hold the necessary EFILE/IRS PTIN credentials. Deliverables • Completed Canadian and U.S. business tax returns in software or fillable-PDF format, ready to e-file • A concis...

...Canada and the United States. The scope covers the full tax preparation cycle—filing the returns, maximising every legitimate deduction and credit, and confirming all compliance and reporting requirements at the federal and provincial/state levels. I will supply organised PDFs and Excel sheets with income, expense, and payroll data. You will work in recognised software such as ProFile, TaxCycle, Intuit ProConnect, or a comparable CRA/IRS-approved platform and provide the finished files ready for electronic submission. Please note in your proposal which program you use and confirm you hold the necessary EFILE/IRS PTIN credentials. Deliverables • Completed Canadian and U.S. business tax returns in software or fillable-PDF format, ready to e-file • A concis...