What you get with this Offer
I create powerful automations that integrate QuickBooks with your other tools to simplify accounting, reduce manual entry, and give you real-time financial visibility.
My services are ideal for automating workflows in:
Accounting & Bookkeeping Automation
Connect QuickBooks with CRMs, payment processors, spreadsheets, or project tools. Automate invoice creation, categorize expenses, sync payments, and generate reports without lifting a finger.
Project-Based Financial Automation
Automatically assign income and costs to specific projects. Sync time tracking, job costing data, or customer project details from tools like ClickUp, Smartsheet, or Trello into QuickBooks.
Data Sync & Reconciliation
Maintain accurate records by syncing customers, vendors, or transactions across platforms like HubSpot, Shopify, or Airtable. Reduce double entry and ensure your financial data stays in sync.
What You Can Expect:
-Custom workflows using QuickBooks Online API or platforms like Zapier and Make
-Clean and reliable data sync between your systems
-Support for revenue tracking, expense categorization, and project mapping
-Troubleshooting and optimization for existing automations
-Clear documentation and onboarding support if needed
If you use QuickBooks as your financial source of truth, I’ll help automate the flow of data into and out of it—so you spend less time on admin and more time on strategy.
What the Freelancer needs to start the work
1. A brief description of the workflow you'd like to automate
2. The apps/tools involved (e.g. QuickBooks, ClickUp, Salesforce)
3. A sample data flow or use case (e.g. “When an invoice is created, send a Slack alert”)
