QuickBooks Cleanup & Categorization (1-Month Transactions)

Description:
We’re looking for an experienced QuickBooks expert to categorize and clean up one month of transactions for our company. The data is already imported — we just need accurate categorization based on our chart of accounts and proper tagging for income, expenses, and transfers.

Scope of Work:

Review and categorize approximately one month of bank and credit card transactions

Ensure correct mapping of accounts and vendors

Reconcile with bank statements if needed

Identify any duplicates or uncategorized items

Provide a short summary of changes once completed

Requirements:

Proven experience with QuickBooks Online

Strong attention to detail and understanding of accounting categories

Ability to finish within a few days

Deliverable:
Clean and properly categorized QuickBooks file for the month.

Duration:
One-time project (for one month’s data), potential for ongoing bookkeeping work.