Quickbooks Projects

opportunity

Quickbooks to Jobtread Using Zapier

Job Description: Automate roughly 200 reoccurring monthly invoices from QuickBooks to JobTread The Problem: Currently JobTread only sends invoices to QuickBooks. JobTread cannot receive invoices from QuickBooks. Solution Option #1: If, and only if Zapier can grab ONLY reoccurring invoices then we just run a script to pull all reoccurring invoices from QuickBooks to JobTread. Solution Option #2: We currently have all our reoccurring invoices set up to go out on the 2nd of every month. We can run a script for all invoices created during this night timeframe and move them to JobTread. Notes: Payments and expenses talk both ways between JobTread and QuickBooks so no need to worry about any of that. It is only reoccurring invoices sent out on the 2nd of each month. To complete the QuickBooks to JobTread integration we will have to match the 200 accounts made in JobTread to QuickBooks and then migrate the past data/payments/invoices from 1/1/2026 to now. Goal: Updated everything between the systems so that all data is current and correct from the beginning of the year.

opportunity

Bank Reconcilliation

I need our bank reconciled as our bookkeeper has disappeared! This needs to be done from now back to June 25 - it approx two pages of transacations per week using Quickbooks

Weekly/monthly data input into quickbooks

I work in construction and i want my new quickbooks account to run like a machine. I have started to work it all out but i think i should pay someone to enter the data as it takes me too long and also some anomolies that crop up i dont know how to deal with them. Weekly is best or fortnightly

Pandadoc to Quickbooks Integration

Looking for a PandaDoc/QBO expert to help us fasttrack setting up proposals to convert to QBO invoice... Step 1. Setup Pandadoc proposals to create QBO Invoice after acceptance (using native integration) Step 2. Accomodate partial invoicing i.e invoice 40% section A, invoice 100% section B etc The goal is to make it easy to generate proposal, get signed and invoiced for payment easily and quickly.

Quick Book Specialist needed

We are seeking a highly skilled QuickBooks Specialist to assist with our financial management needs. The ideal candidate will possess extensive experience in QuickBooks, demonstrating proficiency in bookkeeping, financial reporting, and payroll processing. Your responsibilities will include reconciling accounts, managing invoices, and ensuring accurate record-keeping. A strong attention to detail and the ability to work independently are essential. If you are committed to delivering exceptional financial services and are looking to collaborate on a dynamic project, we invite you to submit your proposal.

Need a VA for 3 hours to create invoices in Quickbooks

Looking for a virtual assistant for 2-3 hours to create invoices in Quickbooks - payment has been taken in Shopify and need the new invoices creating in Quickbooks to include 20% VAT. Need the person to start work right away and complete by 4th February 2026.

Clean Quickbooks contacts

Clean Quickbooks contacts -- estimated time I will need is around 15-20 hour considering looking at 1000 contacts

Quickbooks clean up an set up

I have used the US version of quickbooks for some years and I only us it for invoicing. I set it up the best way I could when I started but I do not this its works well and I'd like my experience of it improved. I do not need an accountant or any tax preparation I have 1482 contacts but I think some are duplicated and I need the duplicates removed • Contact duplication identification and cleanup • Return invoice setup and handling • Invoice template review and configuration • Accounts Receivable follow-up research and recommendations • Charge and billing automation research and recommendations

Personal Assistant support for Town Planning Consultancy

We are in search of a highly organized and proactive Personal Assistant to provide extensive support to our executive team at a Town Planning Consultancy. The ideal candidate will exhibit exceptional administrative skills, professionalism, and the ability to efficiently manage multiple tasks. Responsibilities include handling correspondence, preparing reports and presentations, performing accurate data entry using software such as QuickBooks and HubSpot, and maintaining digital filing systems. The role demands strong organizational skills, excellent communication, and the ability to manage confidential information discreetly. Join our dynamic team and leverage your talents in a supportive environment.

Quickbook and payroll specialist

We are in search of a QuickBooks and Payroll Specialist to enhance our dynamic team. The ideal candidate will be detail-oriented, efficient, and adept at fostering workplace and client relationships. While prior experience is not mandatory, we welcome applications from individuals, particularly parents seeking flexible school hours. A genuine passion for supporting others and a commitment to personal growth are essential. Candidates should possess outstanding computer and communication skills, along with the ability to multitask and stay organized. Full training will be provided, making this an excellent opportunity for motivated individuals eager to thrive in a collaborative environment.

Accountant: UK & Hong Kong (Intercompany & Audit-Ready Books)

We are looking for an experienced freelance accountant to manage bookkeeping for two related small companies: • Hong Kong holding company (principal – sells to customers outside HK) • UK subsidiary (agent – holds PSP agreements and collects customer payments, remits to HK) Annual revenue is modest ($23k in 2024, ~$47k in 2025), but there are intercompany transactions that must be handled correctly. Scope of Work • Bookkeeping for both HK and UK entities • Proper recording of PSP statements and bank transactions • Intercompany reconciliation (HK parent / UK subsidiary) • Month-end reconciliation and clean trial balances • Preparation of audit-ready schedules for the HK statutory audit • Liaising with the HK auditor during the audit process Tax filing is optional. The HK audit will be handled by a separate CPA firm, but we would like the accountant to support and coordinate with them. Requirements • Proven experience with multi-entity bookkeeping • Strong intercompany reconciliation experience • Experience preparing books for external audit • Comfortable working with QuickBooks or Xero • Detail-oriented and structured (not basic data entry) When applying, please briefly explain: Your experience with intercompany accounting Your experience supporting audits Your hourly rate

Quickbooks export to new company

I have an existing company on Quickbooks online and need the just the products and nominals exporting over to a new company which has been set up. I also need the new company invoice copying over frim the existing company in the same format and the logo changing etc. i also need Vat setting up MTD with HMRC for the new company

Quickbooks Bank Reconciliation

I am seeking a proficient freelancer to perform monthly bank reconciliation using QuickBooks. The ideal candidate will meticulously match transactions from various accounts, ensuring accuracy and completeness. You will be responsible for cleaning up discrepancies and ensuring that all records align seamlessly. To facilitate this process, CSV files containing the necessary data will be provided. Your attention to detail and expertise in QuickBooks will be crucial in maintaining the integrity of our financial records. Please submit your bids for this ongoing project.

English Speaking Experienced Bookkeeper

I am looking for an experienced, English speaking Bookkeeper. We are a limited company of 16 years, currently on a rebuild so It is only 1 or 2 hours a week at the moment. Rising steadily over time from Feb / March. You must be experienced with Quickbooks, a proactive worker with good communication skills & have a sense of urgency (i.e. someone that keeps on top of things.) Initially it will be an hourly rate. Once we get busy, it will be a fixed contract. It is a good time to join the company. You can get use to things before we get busy. The work can be carried out anytime however communication & meetings with us would need to take place during UK business hours.

Payroll Officer for Mysterious Shopping Company (United States)

We are seeking a detail-oriented and reliable Payroll Officer to manage payroll processes for our dynamic Mysterious Shopping Company. As a key part of our team, you’ll be responsible for ensuring accurate and timely payment to employees, maintaining payroll records, and ensuring compliance with relevant tax regulations. The ideal candidate will have strong experience in payroll systems, excellent organizational skills, and a high level of confidentiality. Responsibilities: Process bi-weekly or monthly payroll for employees Ensure compliance with tax laws and company policies Maintain payroll records and ensure accurate deductions Address employee payroll inquiries and resolve discrepancies Prepare reports and assist with audits as needed Requirements: Proven experience as a Payroll Officer or in a similar role Familiarity with payroll software (e.g., QuickBooks, Xero) Strong attention to detail and confidentiality Excellent communication and problem-solving skills If you're looking to make a direct impact on our operations and have a passion for ensuring financial accuracy, we’d love to hear from you!

Accounting tasks 200 hour

We are seeking a skilled accountant for a comprehensive project totaling 200 hours, comprised of various critical tasks. Task 1 involves a meticulous review of our accounting system and file structure, requiring 15 hours to familiarize oneself with our existing chart of accounts and software such as QuickBooks or Xero. Task 2 requires 25 hours for bank and credit card reconciliations, ensuring all transactions from the current and prior months are accurately recorded. Task 3 focuses on a 10-hour clean-up of accounts receivable, necessitating a review of aged receivables and follow-ups on overdue invoices. Finally, Task 4 entails a 10-hour organization of accounts payable, which includes reviewing unpaid bills and processing vendor payments. Your expertise will be invaluable in enhancing our financial accuracy and efficiency.

Bookeeper/Accountant

Need help inputting bank statements, business expenses, and other business documents into Quickbooks online. Working knowledge of California sales tax is ideal but certainly not necessary

Excel management accounting pack

We are an accountancy firm looking for an experienced freelancer to create a professional, branded management accounts pack in Excel. This will be a one-off project and the pack must work for multiple clients across different industries. What We Need An Excel pack that allows us to paste in data (TB, P&L, balance sheet) from any software (Xero, QuickBooks, FreeAgent, Sage). All reports and charts should update automatically. Required Features • P&L and Balance Sheet (monthly and quarterly views) • Quarterly variance analysis • Core KPIs (e.g., margins, debtor/creditor days, cash runway) • Charts and visual dashboards • Commentary boxes for us to add narrative for clients • Clear input section separate from the report pages • Branded using our logo and colours