Import my bank account to Xero and reconcile the year's bookkeeping
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£120(approx. $151)
- Posted:
- Proposals: 6
- Remote
- #2200622
- OPPORTUNITY
- PRE-FUNDED
- Awarded
AAT Licensed Accountant and Full Member (MAAT). Xero Certified & Silver Partner
Peterborough
773399533271727104227382523870422434721
Description
Experience Level: Entry
Estimated project duration: less than 1 week
Import my bank account to Xero and reconcile the year's bookkeeping
The first stage is to recreate/import my bank account in Xero and ensure that it is balancing at the start of the year and at the end of the year, this is my 3rd year of trading. This should be very simple as all transactions are available in CSV, there are circa 500 bank transactions to enter and reconcile in Xero
Then you will need to assign the transactions/reconcile. This is where I need you to be an experienced user of Xero. As there will be a lot of duplication, I need you to be experienced with setting up rules as these will be assigned to many items. When you come across any type of transaction that you and unclear about you can ask me and I will tell you how to assign. You might also need to add new bank accounts/cards when you come across transfers inwards and outwards.
The first stage is to recreate/import my bank account in Xero and ensure that it is balancing at the start of the year and at the end of the year, this is my 3rd year of trading. This should be very simple as all transactions are available in CSV, there are circa 500 bank transactions to enter and reconcile in Xero
Then you will need to assign the transactions/reconcile. This is where I need you to be an experienced user of Xero. As there will be a lot of duplication, I need you to be experienced with setting up rules as these will be assigned to many items. When you come across any type of transaction that you and unclear about you can ask me and I will tell you how to assign. You might also need to add new bank accounts/cards when you come across transfers inwards and outwards.
Kristian K.
99% (19)Projects Completed
35
Freelancers worked with
32
Projects awarded
20%
Last project
29 Dec 2019
United Kingdom
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