Intuit quickbooks jobs
I'm seeking an expert in QuickBooks Online (QBO) for assistance. Ideal Skills and Experience: - Strong background in QBO - Excellent bookkeeping skills - Proficient in troubleshooting and support - Experienced in setup and configuration - Familiar with invoice creation and management - Skilled in report generation and analysis Please note that specific issues or tasks haven't been identified yet. Your expertise will help guide the focus of our work together. If you have experience with integrating QBO with other software, that would be a plus, but not a requirement.
I'm currently seeking guidance with QuickBooks Online. While I'm not sure about the exact nature of my needs, I may require assistance with setting up accounts, bookkeeping maintenance, and generating reports. - Potential Areas of Assistance: - Setting up accounts - Bookkeeping maintenance - Generating reports I am also uncertain whether this would be a one-time help or if I would need ongoing support. Ideal skills and experience: - Expert knowledge of QuickBooks Online - Previous experience with accounting and bookkeeping - Ability to generate and interpret financial reports - Excellent communication skills to explain complexities in simple terms
I am seeking a seasoned fund accountant to assist with the financial oversight of my real estate fund. The ideal candidate should be proficient in QuickBooks and have extensive experience in fund accounting. The role involves: - Financial Reporting: Preparing and presenting comprehensive monthly financial reports. - Investment Tracking: Monitoring the performance of our investments and providing insights. - Tax Preparation: Ensuring all tax obligations are met accurately and on time. The perfect freelancer for this project must have a strong background in fund accounting, particularly within the real estate sector, and be able to deliver high-quality work consistently. Support major decisions regarding team buildout and operational policies and procedures Define and support the...
I'm looking for a QuickBooks Online expert to assist with matching over 201 open bills to transaction ledgers. The task involves handling multiple currencies as well. Ideal Skills and Experience: - Proficiency in QuickBooks Online - Experience with bill matching - Familiarity with multi-currency transactions - Attention to detail - Timeliness and efficiency
I'm in need of a professional who can assist with the initial setup and customization of QuickBooks Online for my consulting business. The project includes training and ongoing support as well. Key Aspects: - Initial Setup and Customization: Tailoring QuickBooks to meet the specific needs of a consulting firm. - Training and Support: Providing clear, comprehensive training and support to ensure efficient use of the system. Ideal Candidate: - Proven experience with QuickBooks Online, particularly with service-based businesses. - Excellent training and communication skills. - Ability to provide ongoing support as needed.
...and reports. There are about 9 fields from Autotask, 3 from Quickbooks Online, and 4 fields from Excel which I need to have all in one place for analysis. At this point, to start, I'm just looking for customer data - income, expenses, status, and a few other fields both numberical and descriptive Key Responsibilities: - Consolidate data from diverse sources, including Excel files, Google Sheets, Autotask, and Quickbooks Online. - Focus on Financial and Sales data primarily. - Ensure the data is clean, well-structured, and ready for analysis. Ideal Skills: - Proven experience with data consolidation from multiple sources. - Strong proficiency in Excel and working with Google Sheets. - Familiarity with Autotask and Quickbooks Online is a plus. - Expertise i...
I am seeking an experienced Bubble developer with expertise in API workflows and JSON parsing to help me complete a backend workflow in Bubble. The goal is to process data from QuickBooks Online’s Balance Sheet API and store specific values, such as "Total Bank Accounts" and "Total Accounts Receivable," in a Bubble database. I already have: - A working API connection in Bubble that returns the JSON response. - A backend workflow triggered by the API call. What I need help with: - Extracting specific values from the returned JSON response, such as: "Total Bank Accounts" and its corresponding balance. "Total Accounts Receivable" and its corresponding balance. - Mapping these extracted values to fields in a Bubble database Thing. - Ensuri...
I'm in need of a seasoned QuickBooks Online Specialist to assist with the cleanup of my financial records and the reconciliation of both bank and credit card accounts. Key Responsibilities: 1. Review and clean up existing QuickBooks Online data to ensure it is organized, accurate, and compliant. 2. Reconcile multiple bank and credit card accounts (primarily 1-2 credit card accounts) to ensure all transactions are accurate and up to date. 3. Identify and correct any errors, duplicates, or discrepancies in financial records. Ideal Skills and Experience: - Proven experience with QuickBooks Online. - Strong attention to detail. - Excellent organizational skills. - Ability to identify and rectify discrepancies swiftly.
...connectivity issues and configuring software and hardware. Excellent email communication skills with perfect English. Ability to resolve a minimum of 200 tickets per month using Salesforce. Common Issues: Addressing configuration issues with software applications. Remote Support: Providing support for desktop and server issues for remote users. Experience with softwares: Salesforce Outlook QuickBooks UltraTax Skills needed: Solid understanding of virtual terminal servers and managed services. Software Familiarity: Experience with UltraTax, Practice CS, Windows servers, and Office 365. Peripheral Devices: Experience with printers, scanners, and programs running for multiple users from a virtual terminal server. Technical Tools: Proficiency with Microsoft Active Directory, Ninj...
Seeking a detail-oriented Full Charge Bookkeeper proficient in Quickbooks. This role involves managing various financial tasks and reporting directly to our corporate financial controller. Key Responsibilities: - Handling Accounts Payable and Receivable - Conducting Bank Reconciliations - Preparing Financial Statements The ideal candidate will be tasked with monthly financial report preparation, demonstrating advanced organizational and analytical skills. Experience in the retail, healthcare, or real estate industries is a plus but not a requirement. Excellence in detail orientation and Quickbooks proficiency is a must.
...customer communication. - ClickUp – Order workflow tracking, technician scheduling, and task automation. - QuickBooks Online – Inventory management and automatic purchase order generation. - Zapier – Connect all tools and automate processes. - Twilio/Mailgun – SMS & email notifications. - Shipping API (UPS/FedEx/Local Freight) – Automate shipping label generation and tracking. Project Scope: The order process should work as follows: 1. Order Received ? Lead comes from website, ad campaigns, or direct sales (GoHighLevel CRM). ? Automatically logs into ClickUp as a new task. ? Sends an email & SMS confirmation to the customer. 2. Inventory & Supplier Check ? ClickUp triggers QuickBooks to check stock levels. ? If stock is low...
I'm seeking a professional wh...a professional who can integrate all aspects of my small business into Shopify. Currently, we sell both wholesale and retail, with our wholesale transactions on Shopify, our website on Squarespace, and our POS and accounting on Quickbooks. This project requires: - Comprehensive migration to Shopify - Integration of both wholesale and retail transactions - Incorporation of product catalog management, customer accounts, and inventory management features - Seamless integration with Quickbooks Ideal candidates should have extensive experience with Shopify, Quickbooks, and eCommerce integration. A deep understanding of both physical and digital product management is essential. Please share your relevant experience and proposed approach...
Need assistance resolving a WordPress plugin synchronization issue: Keeping your sales, invento...assistance resolving a WordPress plugin synchronization issue: Keeping your sales, inventory, and accounting in sync is essential for seamless operations and clear financial insights. With QuickBooks and WooCommerce integration, we can enable real-time inventory updates to reflect changes made in QuickBooks, such as new invoices or purchase orders, ensuring consistency across both platforms. Sales estimates and purchase orders can be managed in QuickBooks, while WooCommerce maintains a live mirror of inventory levels. This approach ensures that stock levels in WooCommerce adjust automatically when QuickBooks invoices deduct items, minimizing manual updates and re...
I'm seeking a seasoned QuickBooks Online professional with expertise in construction accounting, particularly with the Percentage of Completion method. Key Responsibilities: - Configure and set up accounts for Percentage of Completion Accounting. - Assist in generating accurate progress invoices. - Help track project costs and revenues effectively. The ideal candidate would be well-versed with QuickBooks Online and have a strong understanding of construction accounting. Experience in setting up a Work In Progress (WIP) Schedule is crucial. Your expertise will help streamline our accounting processes and enhance our financial tracking capabilities.
I am seeking an Office Manager Assistant to help streamline our office operations. The ideal candidate should be proficient in Microsoft Office Suite and QuickBooks, and have experience in office management and coordination tasks. Key Responsibilities: - Scheduling and managing calendars. - Overseeing office supplies and inventory. - Keeping records. - Managing budgets and invoices. - Implementing HR and Tax policies. This role requires minimal interaction with clients or external vendors. The candidate must be detail-oriented, able to multitask and have excellent organizational skills. Experience with QuickBooks is a must, as this is essential for managing our office budget and invoices.
I need assistance setting up QuickBooks Online. This project does not involve data migration from another accounting system. Require setting up business on the right foot & possible continued services for balancing books etc. Ideal skills and experience for this project: - Proficient in QuickBooks Online - Previous experience with QuickBooks setup - Good understanding of accounting principles
I'm in need of a reliable freelancer to enter my company's 2024 transactions into QuickBooks. The objective is to prepare for end-of-year financial reports. Requirements: - Entry of various transaction types: sales, purchases, and expenses - Detailed data entry, including amount, date, type, and description for each transaction - Full categorization of all transactions Ideal candidates should have: - Proficient experience with QuickBooks - Strong attention to detail - Ability to categorize transactions accurately - Prior experience in preparing data for financial reports
I'm facing issues with QuickBooks Online related to payroll withholding payments. The specific error I'm encountering is 'Finish or cancel your incomplete payment' when trying to pay Colorado income tax withholding. I need an experienced QuickBooks Online expert to help troubleshoot this issue and ensure I can process payroll without any further complications. Ideal skills and experience for the job: - Extensive knowledge of QuickBooks Online - Experience dealing with payroll-related issues - Familiarity with Colorado income tax withholding procedures - Problem-solving skills to troubleshoot error messages - Ability to set up and manage QuickBooks accounts
I am seek...robust CRM system for me. This system should encompass both frontend and backend development. Key Functionalities: - Lead and opportunity management - Customer interaction tracking - Scheduling Zoom meetings - Interfacing with Trello - Sending emails and WhatsApp messages - Invoice generation and management - Integration with Google Docs and Sheets Third-Party Integrations: - Zoom - Trello - Quickbooks - SendGrid - Wati - Google Sheets and Docs User Roles: - Administrators - Sales Representatives Ideal Candidate: - Over 5 years of experience in and - Deep understanding of micro-services architecture - Proficient in integrating with various third-party platforms - At least 3 years of experience in MongoDB - Excellent skills in creating user roles and permissions
I'm looking for a proficient bookkeeper to assist me with monthly bank reconciliation. Key Requirements: - Expertise in QuickBooks - Previous experience with bank reconciliation - Strong attention to detail Please note, this is a part-time role with tasks focusing primarily on monthly bank reconciliation.
I am seeking a dedicated and detail-oriented professional to assist with bookkeeping tasks using QuickBooks Online. This role focuses on improving the organization and accuracy of my financial records while ensuring compliance with U.S. tax laws and accounting standards. Scope of Work: 1. Expense Tracking: Categorize and track business expenses, including office supplies, utilities and rent, travel, and entertainment. Ensure accurate recording and allocation across various accounts. 2. Receipt Organization: Assist with organizing, categorizing, and attaching receipts to relevant transactions. Ensure all receipts are properly documented for tax and audit purposes. 3. Tax Compliance: Ensure expense tracking aligns with U.S. tax laws and regulations. Provide recommendations f...
I'm looking for an expert in to create a website for my landscaping business. The goal is to design a site that attracts new customers and showcases my ...a site that attracts new customers and showcases my services. Key Requirements: - Develop a professional, user-friendly Home page and Services page - Use SEO best practices to ensure the site reaches potential customers - Implement a seamless integration with HubSpot for marketing purposes - Connect with QuickBooks for easy financial management - Set up Google Analytics for performance tracking Ideal Skills: - Strong experience in - Knowledge in SEO, HubSpot and QuickBooks - Proficiency in Google Analytics - Background in designing service-oriented websites - Understanding of the landscaping industry is a plus.
...department, you will play a crucial role in managing our financial records and ensuring accuracy in all financial transactions. You will work closely with the Comptroller and other team members to maintain the integrity of our financial data. Key Duties: ● Accurately enter financial data into our accounting systems, ensuring that all information is up-to-date and correctly recorded. ● Utilize QuickBooks Online, , OnPay, or similar applications to manage and track financial transactions. ● Maintain a high level of professionalism and organization in all tasks, ensuring that financial records are easily accessible and well-organized. ● Bring a good attitude and positive mindset to the workplace, contributing to a collaborative and supportive team environment. ● Apply basic account...
I'm seeking a professional with an accounting background to establish and oversee the bookkeeping for my company. Your primary responsibilities will include: - Setting up the chart of accounts - Regular transaction tracking - Generating financial reports Ideal candidates should be comfortable working with various accounting software, with a preference for QuickBooks, Xero, or FreshBooks depending on convenience. Financial reports will need to be generated on a monthly basis. Please include relevant experience and expertise in your proposal.
...integrated time tracking application. Key Features: - Client Contact Information: The database should store all relevant client details for easy access and management. - Client Project History: It should keep a record of all past and current projects associated with each client. - Integrated Time Tracking: The time tracking app needs to be seamlessly integrated with the client management database. Quickbooks Time is a good starting point for this app. - Integrated work order form for jobsite clients to permit invoicing at a laterdate. Ideal Skills and Experience: - Database Development: Proven experience in creating comprehensive databases. - Client Management Systems: Familiarity with client management systems and how they function. - Time Tracking Applications: Experience wit...
I am in need of a skilled accountant to perform monthly bank reconciliations for 1-2 of my bank accounts. Ideal candidates will have: - Proven experience in accounting and bank reconciliation. - Access to and familiarity with accounting software (specific software is not specified, so experience with QuickBooks, Xero, or FreshBooks is a plus). - Strong attention to detail and accuracy. - Excellent communication skills for remote collaboration.
...developer to build a field management software for me. The software should be online and compatible with both web and mobile platforms. The software should be similar to Tradify and should include the following features: - Form Builder - CRM - Job Management (this is the most critical component) - Quote - Invoice - Purchase Order - Bill - Scheduler - Email - intergrate with freeagent and quickbooks The Job Management component is of utmost importance, but I have not specified any particular features within it. You may want to include: - Task Assignment - Progress Tracking - Team Collaboration Tools I require this project to be completed within 14 days. Ideal candidates for this job should have extensive experience in software development, particularly in creating field ma...
I'm seeking a QuickBooks Online Pro Advisor to set up my QuickBooks account and handle my monthly bookkeeping and financial reporting. My business operates in the Real Estate and Construction industry, so familiarity or experience with this sector is a plus. Ideal skills and experience include: - Proficiency in QuickBooks Online - Experience in the Real Estate and Construction industry - Strong bookkeeping and financial reporting skills - QuickBooks certification is preferred Please note, there's no need for integration with other software at this moment.
I'm seeking a professional with an accounting background to establish and oversee the bookkeeping for my company. Your primary responsibilities will include: - Setting up the chart of accounts - Regular transaction tracking - Generating financial reports Ideal candidates should be comfortable working with various accounting software, with a preference for QuickBooks, Xero, or FreshBooks depending on convenience. Financial reports will need to be generated on a monthly basis. Please include relevant experience and expertise in your proposal.
I need a Power BI professional who can create a Power BI sheet that automatically inputs data from Appfolio, QuickBooks, MLS and FollowUp Boss. Data Sources: - Appfolio: Property details, Rental transactions, Sale transactions, and Leads. - QuickBooks: Income and expenses, and Invoices and payments. - FollowUp Boss: Contact information, Lead status, Interaction history, and whether the lead purchased or not. Ideal Skills: - Extensive Power BI experience - Proficient in data integration - Familiar with Appfolio, QuickBooks, and FollowUp Boss
I'm in need of a QuickBooks Online API developer who can help me fetch crucial data daily from my QBO account. Key Responsibilities: - Fetching data related to time, materials, and customer details. - Ensuring the data is fetched daily without fail. Ideal Skills: - Proficiency in QuickBooks Online API. - Strong programming skills. - Experience in data integration and automation tasks. Please provide examples of similar projects you've completed in your bid. This data dumps to a cloud MariaDB
...requires some enhancements. The enhancements include improved data analysis tools, a user-friendly interface design, advanced reporting features, and syncing with QuickBooks. I also want to integrate a construction schedule into the workbook. Specifically, the types of data analysis tools I want to improve are custom formulas, pivot tables, and data visualization techniques such as charts and graphs. Ideal Skills and Experience: - Expertise in Excel, specifically in creating and modifying workbooks - Experience with construction management tools or software - Proficiency in designing user-friendly interfaces - Knowledge of QuickBooks for potential syncing - Ability to create advanced reporting features - Skills in data analysis, particularly with custom formulas and pi...
...website should be user-friendly and easy to navigate. - Although there are no specific features outlined at the moment, the potential for future additions such as a client portal, financial report generation, and invoice management should be considered in the design. - The website should be built in a way that allows for easy integration with popular accounting software in the future, such as QuickBooks, Xero, or FreshBooks. Ideal Skills and Experience: - Proven experience in web development, specifically for financial and accounting sites. - Strong knowledge of integrating with various software platforms. - Excellent communication skills to understand and incorporate future needs. Please note, I'm currently open to all creative suggestions and solutions that you might hav...
...requires some enhancements. The enhancements include improved data analysis tools, a user-friendly interface design, advanced reporting features, and syncing with QuickBooks. I also want to integrate a construction schedule into the workbook. Specifically, the types of data analysis tools I want to improve are custom formulas, pivot tables, and data visualization techniques such as charts and graphs. Ideal Skills and Experience: - Expertise in Excel, specifically in creating and modifying workbooks - Experience with construction management tools or software - Proficiency in designing user-friendly interfaces - Knowledge of QuickBooks for potential syncing - Ability to create advanced reporting features - Skills in data analysis, particularly with custom formulas and pi...
...(full time wash client but no details, detail client but not a full time wash client or both full time wash and detail client)This allows for targeted marketing and personalized communication. 12. Automate Marketing Campaigns: - Set up automation sequences for emails and SMS reminders to reduce no-shows and keep clients informed about their upcoming service or current detail status. 13. Quickbooks Online Integration: - Link current QB account with GHL for seamless accounting 13. Training and Support: - Educate: Ensure that you give a walk through and explain how to use the GHL features you've set up effectively, so that I can assist clients when necessary. - Provide Support Resources: Create FAQs or support resources to help our clients navigate the self-sch...
I'm in need of a professional who can assist with reformatting my bank transaction CSV file for QuickBooks import. Key Requirements: - Reorder columns of the CSV file to meet QuickBooks' requirements. - Ensure the final CSV includes Date, Description, and Amount columns. - Amounts must be appropriately sorted into separate columns for positive and negative amounts. Ideal Skills: - Proficiency in Excel is a must. - Previous experience with QuickBooks and CSV file formatting is highly preferred. - Attention to detail to ensure all data is accurately processed.
...requires some enhancements. The enhancements include improved data analysis tools, a user-friendly interface design, advanced reporting features, and syncing with QuickBooks. I also want to integrate a construction schedule into the workbook. Specifically, the types of data analysis tools I want to improve are custom formulas, pivot tables, and data visualization techniques such as charts and graphs. Ideal Skills and Experience: - Expertise in Excel, specifically in creating and modifying workbooks - Experience with construction management tools or software - Proficiency in designing user-friendly interfaces - Knowledge of QuickBooks for potential syncing - Ability to create advanced reporting features - Skills in data analysis, particularly with custom formulas and pi...
I am seeking a QuickBooks expert to help troubleshoot issues I am facing with investment, assets, and expenses. My primary need is assistance with investment tracking. Ideal Skills: - Proficient in QuickBooks - Experienced in troubleshooting QuickBooks - Knowledgeable in investment tracking Please only apply if you have substantial experience in these areas. possible on going work for quickbooks monthly
...campaign goals. Ensure all financial activities adhere to regulatory requirements. Provide regular updates to the campaign team on financial status and budget performance. Qualifications: Proven experience as a bookkeeper, preferably in a political or nonprofit setting. Familiarity with California campaign finance regulations (FPPC compliance is a plus). Proficiency in bookkeeping software (QuickBooks, Xero, or similar). Strong attention to detail and organizational skills. Ability to meet deadlines and manage multiple tasks. Excellent communication skills. Details: Location: Remote (must be familiar with California campaign requirements). Duration: Through the 2026 election cycle, with potential for renewal. Estimated Hours: 5-10 hours per week (may vary based on campaign need...
I'm looking for a seasoned QuickBooks professional who can create a QuickBooks Self-Employed account for me. The project involves importing my business data from last year, which is in Excel/CSV format, into the platform. This data includes both my income and expenses. Key Skills & Experience: - Proficient in QuickBooks Self-Employed - Excellent data handling and import skills - Familiar with Excel/CSV data formats - Prior experience with small business accounting software - Strong attention to detail to ensure accurate data transfer.
...project finishes, check in with clients periodically to see if they have any new needs or if you can offer new services. Encourage Referrals: If the client is satisfied, ask for referrals or testimonials that can help you secure new projects. 7. Set Up Your Personal Systems Organize Finances: Keep track of your earnings and expenses. Plan for taxes and set aside money for savings. Tools like QuickBooks or Mint can help with financial management. Create a Workspace: Set up a dedicated workspace that allows you to focus and be productive. Whether at home or in a co-working space, make sure it’s comfortable and free of distractions. Stay Motivated: Develop a routine and stay disciplined, especially if you're working remotely. Set goals for each day and week to keep progre...
I am seeking a QuickBooks expert to assist with the initial setup of QuickBooks for my small business. The primary focus will be on configuring expense tracking and categorization. Key Responsibilities: - Set up QuickBooks tailored for a small business environment, combined with personal categorization. - Configure features for expense tracking and categorization - Personal proyects categorization Ideal Skills and Experience: - Proven experience with QuickBooks, particularly in a small business context, combined with personal use - Strong understanding of expense tracking and categorization features in QuickBooks - Excellent attention to detail and organizational skills
Project Overview: I am seeking an experienced freelance ...Maintain and update general ledgers. Record daily financial transactions (income, expenses, invoices, etc.). Reconcile bank statements with financial records. Manage accounts payable and receivable. Prepare monthly, quarterly, and annual financial reports (P&L, Balance Sheet, Cash Flow). Assist with payroll processing. Data Entry Tasks: Input and categorize financial data into accounting software (QuickBooks, Xero, etc.). Organize and maintain receipts, invoices, and bills. Handle bulk data entry tasks accurately and efficiently. Manage and clean up spreadsheets and databases. Reporting & Analysis: Generate custom financial reports based on business needs. Provide insights or trends from financial data to help guide ...
I'm seeking a professional to set up my Zoho One account and integrate it with my website and marketing tools including QuickBooks. Key Requirements: - Configure Zoho CRM to primarily track sales data and analytics. - Set up Zoho Campaigns for my marketing needs. - Implement contact management and customer segmentation features within Zoho CRM. Ideal Skills: - Extensive experience with Zoho One, particularly Zoho CRM and Zoho Campaigns. - Proficiency in integrating websites with CRM systems. - Familiarity with QuickBooks and its marketing capabilities. - Strong analytical skills for tracking sales data. Please provide examples of similar projects you've completed.
I need help with my year-end bank reconciliation. I use QuickBooks and have 1-2 bank accounts that need to be reconciled. Ideal skills and experience for this job include: - Proficiency in QuickBooks - Experienced in bank reconciliation - Attention to detail - Ability to meet deadlines
I'm looking for a skilled data engineer or programmer who can help me import sales transaction details from my QuickBooks into Google Sheets via an API on a daily basis. Key Requirements: - Proficiency in using APIs, particularly QuickBooks API. - Expertise in Google Sheets, including its more advanced features. - Experience in handling and processing sales data. Your task will be to set up a seamless daily data import process that pulls transaction details from QuickBooks and populates them into Google Sheets. The ideal candidate will be able to ensure the process is efficient and error-free, making it easy for me to analyze my sales data on a daily basis.
I'm a small business owner seeking a professional to assist with my bookkeeping via QuickBooks. Key Requirements: - Proficient in QuickBooks - Experience in small business bookkeeping - Strong attention to detail - Able to maintain confidentiality - Good understanding of financial reporting and analysis If you have the expertise and experience to help me manage my finances, please submit your bid.
...Product Manager who is well-versed in the retail industry. The role is focused on tailoring a product specifically for B2B customers with the objective of elevating their sales volume. Tasks and Responsibilities: - Develop a comprehensive understanding of our product and how it can benefit businesses. - Import and/or Create products on our Magento 2 website - Manage and maintain products in Quickbooks Enterprise Note: Product assets/attributes are contained in 3 files: PIES - ACES - Digital asset. - Manage products attributes effectively by creating product mapping for every brand -Manage products PREFIXES and maintain a document that provides the prefixes used by various other suppliers Ideal Skills and Experience: - Scraping: some suppliers do NOT provide complete data or...
