Phoenix - Your AI AssistantClean up, set up and reconcile your QuickBooks Online books
Delivery in
2 days
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What you get with this Offer
Messy QuickBooks books? Accounts that won't reconcile, transactions sitting in "Uncategorised", duplicates from bank feeds, or a brand-new setup to get right? I'll fix it and make your numbers reliable.
This offer covers: fixing up to 50 miscategorised or duplicate transactions, OR reconciling 1 bank or card account for 1 month. Bigger jobs are available as add-ons below.
What I do:
- New QuickBooks Online setup: chart of accounts, bank feeds, rules, products and invoice templates
- Cleanup: miscategorised and uncategorised transactions, duplicates, old uncleared items
- Bank and credit card reconciliation, tied to your statement balances
- Debtors and creditors cleanup
- P&L and balance sheet ready for your accountant
Why work with me:
- Certified QuickBooks ProAdvisor with hands-on Xero experience
- Experience with US and Australian small businesses, including multi-location companies
- I don't guess: anything unclear goes on a short list for you to confirm
I review your file first and confirm the scope before changing anything, so there are no surprises.
This offer covers: fixing up to 50 miscategorised or duplicate transactions, OR reconciling 1 bank or card account for 1 month. Bigger jobs are available as add-ons below.
What I do:
- New QuickBooks Online setup: chart of accounts, bank feeds, rules, products and invoice templates
- Cleanup: miscategorised and uncategorised transactions, duplicates, old uncleared items
- Bank and credit card reconciliation, tied to your statement balances
- Debtors and creditors cleanup
- P&L and balance sheet ready for your accountant
Why work with me:
- Certified QuickBooks ProAdvisor with hands-on Xero experience
- Experience with US and Australian small businesses, including multi-location companies
- I don't guess: anything unclear goes on a short list for you to confirm
I review your file first and confirm the scope before changing anything, so there are no surprises.
What the Freelancer needs to start the work
1. Invite me to your QuickBooks Online company as an accountant user (free, and you can remove access anytime). I never need your password.
2. Tell me which bank and card accounts and which months are involved, and attach the statements (PDF is fine).
3. Tell me the main problem: new setup, uncategorised transactions, duplicates, accounts that won't reconcile, or getting ready for your accountant.