QuickBooks Online Expert Needed – Data Cleanup (11k+ Entries)

@Tahirisrar

Hello Sir, Hope you are doing well, You need a professional book keeper & accountant with expertise in quick books Desktop/online and accounts & finance for your assignment. I am Quick Books Online Certified professional book keeper & accountant with MBA/MS finance; Member of Institute of Chartered Accountants having more than 10 years of experience in book keeping in: 1. Quick books online /Desktop book keeping & customization, 2. Accounts & Finance. 3. Balance Sheet 4. Profit & Loss 5. Cash flow 6. Budget 7. Audit 8. Bank/Credit card reconciliations 9. Microsoft office I am providing book keeping services in quick books online /desktop and accounts services in many organization. I will do your task according to your expectations and accuracy with unlimited revisions. I can assure you best of my services in my field. I am available for more than 40 hours in a week. If you choose me for your project, I guarantee that you will receive a professional and high-quality work in a timely manner. However, if you have any questions, please feel free to ask! I am welcoming. Anxious to hear a positive response from your side Regards, Tahir

@DedicatedVA

CLEANUP Excited for this opportunity because we’ve handled large-scale Excel-to-QuickBooks Online migrations like this before and the key is efficiency without sacrificing accuracy. For 11,000+ transactions, we would start by reviewing your current Chart of Accounts and restructuring it (if needed) to ensure clean mapping. Then, using QBO Accountant tools along with bulk solutions like SaaSAnt or Transaction Pro, we’ll apply batch categorization rules based on vendor/customer patterns—so we avoid manual entry entirely. Next, we’ll identify and merge duplicate vendors/customers systematically, ensuring data integrity across all records. We’ll also run batch reclassification to eliminate any “Uncategorized Expenses” and align everything properly. Finally, we’ll reconcile and validate your Profit & Loss and Balance Sheet against your original Excel data to ensure everything matches perfectly. Would you like us to first run a quick audit of a sample portion of your data to show how we’d structure the cleanup before proceeding with the full dataset?

@tmoi06

"CLEANUP" Hello Sir, I can efficiently handle your 11,000+ transaction cleanup in QuickBooks Online using a structured, bulk-processing approach—no manual one-by-one work. My approach: • Use QBO Accountant batch reclassification tools + bank rules to categorize transactions by vendor/customer at scale • Clean and map your Chart of Accounts to align perfectly with imported Excel data • Identify and merge duplicate vendors/customers systematically • Perform data validation (P&L + Balance Sheet reconciliation) to ensure reports match your original records • Leverage tools like Transaction Pro / SaaSAnt where needed for speed and accuracy I focus on delivering a fully cleaned, reconciled QBO file with zero uncategorized entries and accurate financial reports. Thanks Ayan

@mussadiq3

Hi, I am an experienced QuickBooks Online Accountant with extensive expertise handling large-scale Excel imports and mass transaction cleanups. For your 11,000+ entries, I would approach the project efficiently in the following way: First, I would review your imported data to identify repeat vendors/customers and map them to the correct Chart of Accounts. Using QBO’s Accountant tools, combined with batch reclassification apps like SaaSAnt or Transaction Pro, I would categorize thousands of transactions at once instead of handling them individually. Bank Rules and mapping templates will also be leveraged to automate categorization where patterns exist. Next, I would merge duplicate vendor/customer profiles generated during import and validate every transaction against the original Excel sheet to ensure your Profit & Loss and Balance Sheet match exactly. Any anomalies or uncategorized items would be flagged and corrected immediately. Throughout the process, I maintain meticulous documentation and reconciliation logs so you have full transparency and confidence in the final figures. Accuracy, speed, and consistency are my priorities for a project of this scale. I’m ready to start immediately and can complete the cleanup efficiently while maintaining full integrity of your data. Open the chat for further discussion. Thanks & Regards Mussadiq Hussain

@HiraMahmood4072

Hello, I have 7+ years of experience in Data Processing, Excel, Accounting, Financial Analysis, Intuit QuickBooks, Data Entry, Data Management, and MYOB. I have carefully read your project requirements for QuickBooks Online data cleanup with 11,000+ entries. To efficiently handle this project, I would first utilize QBO Accountant tools and Bank Rules for batch categorization of transactions by vendor/customer. I will meticulously map the imported Excel data to the correct QBO accounts, identify and merge duplicate profiles, and validate data to ensure accuracy in the Profit & Loss and Balance Sheet reports. Additionally, I will use batch reclassification tools such as SaaSAnt, Transaction Pro, or QBO Accountant to streamline the process and avoid manual entry. I am well-versed in QuickBooks Online, proficient in batch reclassification, and have a proven track record in large-scale Excel-to-QBO migrations. Attention to detail is paramount in my work to ensure all expenses are accurately categorized. Please connect with me in the chat to discuss further details. You can visit my profile at https://www.freelancer.com/u/HiraMahmood4072 Thank you.

@sujon214

CLEANUP I have solid experience handling large Excel-to-QuickBooks Online migrations and bulk transaction cleanup using QBO Accountant tools, bank rules, and batch reclassification workflows. For 11,000+ entries, I would first review the Chart of Accounts structure and standardize vendor/customer naming to prevent duplication issues. Then I’ll use batch reclassification and rules to quickly map recurring transactions to the correct accounts, followed by identifying and merging duplicate profiles created during the import. Finally, I’ll reconcile totals against the original Excel file to ensure the Profit & Loss and Balance Sheet match accurately, leaving no Uncategorized Expenses behind. I focus on efficiency, accuracy, and clean financial reporting so your QBO file is fully reliable going forward. Suzon

@mhfsha

CLEANUP Hello sir/Madam, I am a QuickBooks Online expert with extensive experience handling large-scale Excel-to-QBO migrations and complex transaction cleanups. For your 11,000+ entries, I would approach this efficiently by combining QBO Accountant tools, Bank Rules, and batch reclassification utilities like SaaSAnt or Transaction Pro to categorize and map transactions in bulk rather than one by one. I would first clean up and merge duplicate vendors/customers to ensure consistent naming, then apply batch rules to assign transactions to the correct Chart of Accounts, followed by a thorough reconciliation to verify that the final Profit & Loss and Balance Sheet accurately reflect your original Excel data. My method ensures no "Uncategorized Expenses" remain and maintains full data integrity throughout. I pay meticulous attention to detail and can complete this large-scale cleanup efficiently. Kind regards, Saaniya.

@simplifitax

CLEANUP. As a Chartered Accountant and ACA qualified professional, I have spent the last nine years helping numerous startups and growing businesses like yours maintain comprehensive financial records. My proficiency in Intuit QuickBooks and MYOB has allowed me to streamline large-scale migrations, making the process easier and more efficient for my clients. Having imported thousands of transactions into QuickBooks Online, I am well-versed in categorizing and mapping data accurately – a crucial skill you'll require to reconcile your migrated entries effectively. Additionally, I understand the importance of maintaining data integrity and accuracy, especially when it comes to Balance Sheets and Profit & Loss statements. Rest assured, every single uncategorized expense will be dealt with meticulously. Data validation is an area where precision is vital. Through my experience, I've developed a keen eye for detail that ensures your final reports will reflect your original Excel data accurately. And let's not forget about avoiding any repetition or duplication that might have occurred during the migration. With my expertise in Duplicate Management, VB script and Macro writing, I'll swiftly identify and merge any vendor/customer profiles created during the process – saving you valuable time and resources.

@zafarfarooq612

CLEANUP Hello, I am an advanced QuickBooks Online specialist with extensive experience in large-scale Excel-to-QBO migrations and bulk data cleanup using tools like QBO Accountant, Batch Reclassification, Transaction Pro, and SaaSAnt. For your 11,000+ entries, I will first map your imported data to the correct Chart of Accounts, then use batch reclassification tools to categorize transactions by vendor/customer efficiently—avoiding manual entry. I will identify and merge duplicate vendor/customer profiles, run bank rules for recurring patterns, and ensure the final Profit & Loss and Balance Sheet tie back to your original Excel data with zero uncategorized transactions left behind. I am ready to start immediately and will deliver a fully cleaned, reconciled file. Regards, Zafar

@MrSaiyadRizwan

CLEANUP Hello, I am Mohmed, an Accounting professional with over 8 years of experience in Intuit QuickBooks. I have carefully reviewed your project requirements for cleaning up 11,000+ entries in QuickBooks Online. To efficiently handle this project, I will utilize QBO Accountant tools and Bank Rules for batch categorization, map Excel data to the correct Chart of Accounts, merge duplicate profiles, and validate data accuracy for Profit & Loss and Balance Sheet. I will ensure meticulous attention to detail throughout the process to avoid any "Uncategorized Expenses." Let's discuss further details in chat to tailor a customized solution for your project needs. Best regards, Mohmed

@Feriver

CLEANUP Hello, I can efficiently clean up and categorize your 11,000+ QuickBooks Online entries using batch tools without manual entry. I will: • Apply QBO Accountant features and Bank Rules to categorize transactions by vendor/customer in bulk. • Map all imported data to the correct Chart of Accounts so P&L and Balance Sheet match the original Excel. • Identify and merge duplicate vendor/customer profiles for a clean database. • Validate all data to ensure zero “Uncategorized Expenses.” • Use batch reclassification tools like SaasAnt or Transaction Pro for speed and consistency. Deliverables will be fully reconciled financials, ready for reporting or further analysis. Client Clarification Questions: 1. Should historical transaction dates remain unchanged during cleanup? 2. Are there priority accounts or transaction types to focus on first? Thanks, Asif

@juanjosec63

CLEANUP Hi, As a individual developer, I can jump in at your suitable time. I can help with your project, focusing on bulk transaction cleanup, structured categorization, and reconciliation inside QuickBooks Online using efficient batch tools rather than manual processing. With my experience in QBO Accountant workflows, batch reclassification, Excel-to-QBO migrations, and tools like SaaSAnt/Transaction Pro, I would first normalize vendors/customers, eliminate duplicates, then apply rule-based and bulk categorization mapped to a clean Chart of Accounts, followed by reconciliation against your source Excel to ensure P&L and Balance Sheet accuracy. You can expect clear communication, fast turnaround, and a fully cleaned dataset with zero uncategorized entries and reliable financial reporting. Best regards, Juan

@swatijain5558

Hello there, I am an experienced QuickBooks Online expert with a proven track record in large-scale data migration projects. I just completed a migration of 11,000+ entries from Excel to QBO and now require assistance in categorizing, reconciling, and cleaning up the data to ensure accuracy and efficiency. With my expertise in batch categorization, Chart of Accounts cleanup, and duplicate management, coupled with a keen eye for detail, I am confident in delivering a high-quality outcome for your project. Clean-up is my top priority, and I am ready to dive in and tackle this task effectively. Regards, CA. Swati Jain, CPA | Indian CA & CS

@manojpkd2018

Dear Sir, I hope you're doing well. I’m excited about the opportunity to apply for the Bookkeeper position you’ve posted. As a seasoned professional with over 15 years of experience in accounting and bookkeeping, I have a comprehensive understanding of the financial processes required to support businesses across various sectors. I am highly skilled in a variety of accounting software, including QuickBooks, Xero, and Sage, which are essential to streamline bookkeeping processes. This will allow me to efficiently manage general ledger entries, accounts payable/receivable, payroll, and financial reporting for your company. From managing general ledger functions and conducting bank reconciliations to assisting with audits and preparing monthly and annual financial reports, I offer end-to-end bookkeeping services. I will ensure that your financial records are up-to-date, organized, and ready for any necessary tax filings. I would love to discuss further how I can support your company’s bookkeeping needs and provide you with reliable, accurate financial reporting. Please feel free to reach out, and I would be happy to jump on a call to discuss how I can contribute to your team. Thank you for your time and consideration. I look forward to the possibility of working together. Best regards, Manoj

@sheza381a

CLEANUP" Allow me to alleviate your stress and time consumption from this meticulous task. As an accounting professional with extensive experience in QuickBooks Online, I am familiar and proficient with batch reclassification techniques and can handle bulk data management effectively. I have successfully handled multiple large-scale Excel-to-QBO migrations in the past performing tasks like categorization, Chart of Account mapping, duplicate management, and data validation with extreme attention to detail - leaving no 'uncategorized expenses' behind! Choosing me would mean opting for efficiency and accuracy; attributes that I built throughout my 5+ years of experience in bookkeeping. My proficiency is not only limited to QuickBooks Online or Excel, but also extends to other popular accounting software such as Xero, NetSuite, Sage Intacct and MYOB. Moreover, being a collaborative partner is my nature. Just like each business is unique, so are their needs. For that reason, I always tailor my services to fit my client's particular goals. You'd find working with me very easy-going as I thrive on effective communication and ensure complete confidentiality of all sensitive information entrusted to me. Let's make sure your Profit & Loss and Balance Sheet accurately reflect your original Excel data - contact me today so we can talk details!

@Waqar381a

As a CLEANUP specialist adept in various accounting software including QuickBooks Online, I assure you of my competence in handling your 11,000+ transaction conundrum with swiftness and astute accuracy. My five-plus years' experience in bookkeeping has rendered me proficient in tasks such as data entry, batch categorization, chart of accounts cleanup, duplicate management and more – all skills that align perfectly with your requirements. My efficiency-driven approach ensures a time-saving endeavor without sacrificing the quality and detail-oriented work needed for meticulous financial matters. As an advanced QuickBooks Online user, I'm well-acquainted with the “Batch Reclassification” feature, allowing swift categorization to avoid doing transactions one by one. This saves laborious manual entry and eliminates risks associated with human error. Apart from my technical prowess, my dedication to maintaining clients’ privacy is unyielding. I comprehend that your financial info is sensitive and needs to be handled professionally. In line with this understanding and commitment towards safeguarding your trust, I assure you that every effort will be made to maintain the highest standards of privacy and confidentiality throughout our partnership. Join me on this journey to simplify your financial process, save time and effort while ensuring accuracy. Reach out today, let's get started toward a CLEANUP of your QBO data!

@jepita200

Hello there,, I have advanced experience in Data Mining, Statistics, Statistical Analysis and Data Science. With my vast background in data analysis and management, I am confident in my ability to handle your categorical data project effectively and efficiently. I have extensive experience in collecting, cleaning, analyzing, and visualizing data using Python programming, an invaluable asset for a project of this nature. Additionally, I am well-versed with CRISP-DM framework and adept at identifying patterns within datasets Choosing me means benefitting from not only my expertise but also my personal approach to projects. I understand that each task is unique, requiring tailored skills, and so I'm willing to go the extra mile to provide you with results that meet and exceed your expectations. Let's join forces in this project as our combined strengths will surely produce a result that's efficient, elegant and insightful! Let's not waste any more time! Together, we can mine this data efficiently and answer the questions to achieve your goals. Best Regards, Thanks

@roopaliagrawal24

I am a Chartered Accountant with experience of more than 10 years in the field of accounting and taxation. I have successfully completed various similar projects which can be reviewed in my profile. I am interested in your said assignment and look forward to connect to you. Please feel free to contact over chat for detailed discussion.

@hsalahuddin

CLEANUP Dear Employer, I can clean and restructure your QuickBooks file efficiently and make it fully tax-ready. With large Excel imports, the main issues are misclassified transactions, duplicate vendors, and reports not matching the original data. I will handle this using a structured approach: batch reclassification of transactions, proper mapping to the Chart of Accounts, removal/merging of duplicate vendors and customers, and full bank and ledger reconciliation. The end result will be clean books, an accurate Trial Balance, and financials aligned for IRS compliance. Was your data imported as bank transactions or journal entries, and do you have a final Excel Trial Balance to match after cleanup? Also, how many bank and credit card accounts need to be reconciled? I bring over 14 years of accounting experience, working with clients across the US, UK, and Australia. I specialise in QuickBooks Online cleanup, large-scale data migration, and reconciliation using tools like QBO Accountant, SaaSAnt, and Transaction Pro, ensuring accurate, structured, and fully reliable financials. Sincerely, Hafiz