Set up ClearBooks
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Post a project like this2841
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- Posted:
- Proposals: 9
- Remote
- #1160164
- Awarded
ACCA, CFA Expert in Bookkeeping, Financial Reporting,Forecasting,Forensic Auditing, Management Accounting, Auditing,
Faisalabad
2383266940712379926988759055266013590276110822151204168
Description
Experience Level: Intermediate
General information for the business: I'm a clinical psychotherapist
Industry: Healthcare
Description of support work: I'm trying to establish a paperless office and as part of that i want to operate ClearBooks for my Book Keeping and Accounts. I need some help getting it set up properly to include:
Bank feeds and connections working correctly. this to include National Bank, Credit Card, PayPal, GoCardless
Invoicing in £ and $ to include services and goods. No more than 10 in total services and goods.
Enter loan from myself, sole trading
Set up system to enter recurrent costs i.e. rent
Enable link for records to be sent to accountant for annual returns etc
Simple cash recording and personal expenses system i.e car costs
Extra notes: Please only say you can do this if you have some experience of CLearBooks. I've just spent a terrible year using another online accounting package with a book keeping firm that, it became clear, knew less about the system than I do.
I need this system to be set up so that it can go into the background and not take so much time so that I am able to focus on my clients
Industry: Healthcare
Description of support work: I'm trying to establish a paperless office and as part of that i want to operate ClearBooks for my Book Keeping and Accounts. I need some help getting it set up properly to include:
Bank feeds and connections working correctly. this to include National Bank, Credit Card, PayPal, GoCardless
Invoicing in £ and $ to include services and goods. No more than 10 in total services and goods.
Enter loan from myself, sole trading
Set up system to enter recurrent costs i.e. rent
Enable link for records to be sent to accountant for annual returns etc
Simple cash recording and personal expenses system i.e car costs
Extra notes: Please only say you can do this if you have some experience of CLearBooks. I've just spent a terrible year using another online accounting package with a book keeping firm that, it became clear, knew less about the system than I do.
I need this system to be set up so that it can go into the background and not take so much time so that I am able to focus on my clients
Brian P.
100% (7)Projects Completed
8
Freelancers worked with
7
Projects awarded
23%
Last project
30 Jul 2019
United Kingdom
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