Set up online Accounting Software Account for me
4315
$$
- Posted:
- Proposals: 1
- Remote
- #149868
- Archived
Description
Experience Level: Intermediate
I have a number of rental and mortgage payments going into a bank account. I'd like to use one of the online accounting software services (xero, clearbooks, kashflow, etc.) to help categorise the monthly transactions automatically. Here is what is required:
- I will upload a bank statement every month into the software.
- The software need to automatically recognise what each transaction is for (e.g. property X rent, property Y mortgage payment, etc.). I understand I need to define these rules first.
- What I need is to be able to see clearly is when the rent and mortgage payments for each property was made and for how much.
- I tried Xero personal package but they limit me to 20 categories only. I need 52 categories as a minimum.
- I tried Xero business package but, since this is not a Ltd company, I couldn't configure it properly. There is so much stuff about business related items, etc. which doesn't fit the simple model I'm after.
Looking forward to receiving your bid if you can configure anyone of those online software to do the simple task I'm after.
- I will upload a bank statement every month into the software.
- The software need to automatically recognise what each transaction is for (e.g. property X rent, property Y mortgage payment, etc.). I understand I need to define these rules first.
- What I need is to be able to see clearly is when the rent and mortgage payments for each property was made and for how much.
- I tried Xero personal package but they limit me to 20 categories only. I need 52 categories as a minimum.
- I tried Xero business package but, since this is not a Ltd company, I couldn't configure it properly. There is so much stuff about business related items, etc. which doesn't fit the simple model I'm after.
Looking forward to receiving your bid if you can configure anyone of those online software to do the simple task I'm after.
E G.
100% (2)Projects Completed
15
Freelancers worked with
15
Projects awarded
34%
Last project
2 Aug 2017
United Kingdom
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