Intuit quickbooks jobs

My corporation’s books are closed and reconciled for the year, and I now need the federal and relevant state business tax returns prepared and filed. The task centres on tax preparation, specifically corporate (Form 1120 and associated schedules), with an eye toward full compliance while making the most of legitimate deductions and credits. All transaction data is available in QuickBooks Online alongside payroll reports, prior-year returns, and fixed-asset depreciation schedules. I will provide secure access to those records as soon as the engagement starts. I also need a short explanatory memo highlighting key positions taken, any carry-forwards applied, and suggestions for future quarterly estimates so that next year’s filing is smoother. Deliverables • Co...

I need 2025 individual (Form 1040), partnership (Form 1065) and S-Corporation (Form 1120S) returns taken from "yet to st...hand, but not all of it, so the first step will be your helping me identify and gather anything still missing. Once everything is organized, please: • prepare each return accurately with every required schedule, • walk me through a concise review so I can sign off with confidence, • e-file the federal and any necessary state returns and provide acceptance receipts. Prior-year PDFs, QuickBooks reports and draft K-1s are ready for reference. You are expected to work on TaxAct software. Final deliverables: the signed Forms 1040, 1065 and 1120S, all schedules, e-file acknowledgements, plus a brief summary of carry-forwards or plann...

... Performance analytics Anomaly detection 10. CSV Bulk Upload Import leads with column mapping Data validation Buy vs. Build Recommendations Build (Custom Development) Buy (Off-the-Shelf) Multiple projects per client Calendar integration (Google/Outlook API) B2B Future Clients Hub Zoho CRM integration (Zoho Flow/Zapier) Automatic lead assignment Payment processing (Stripe/QuickBooks) Notification system Construction management integration (Procore/Buildertrend) Sample database integration Website form integration (Zapier/webhooks) Measurement integration Reporting dashboards (Power BI/Tableau) Instant quotation generation AI/ML infrastructure (AWS/Google AI) Invoice conversion Customer portal Calling system integration CSV bulk upload Technical Requirement...

...weekly cadence. Each week you’ll receive bank and card statements (plus any scanned receipts) and enter them promptly, flagging anything that doesn’t match supporting docs. By week-end, I’ll need concise reports—primarily an updated profit & loss and balance sheet—so I can make informed decisions before Monday. I already have subscriptions to the major cloud platforms, so if you’re comfortable in QuickBooks, Xero, Sage, or a comparable tool, we’ll get along fine. Accuracy and confidentiality are essential; speed matters only after those two boxes are checked. Deliverables each week: • All transactions entered and categorized • Any discrepancies noted with a brief explanation • P&L and balance-sheet reports e...

We are seeking a detail-oriented and experienced Accountant/Bookkeeper to join our team. The ideal candidate will be an expert in QuickBooks and possess a strong background in accounting and bookkeeping. This is a part-time position requiring 3 hours per day, 15 hours per week. Key Responsibilities: • Maintain and manage financial records, including ledgers, accounts payable/receivable, and payroll. • Reconcile bank statements and ensure accuracy in financial reporting. • Prepare and file tax returns, ensuring compliance with federal, state, and local regulations. • Process invoices, payments, and expenses in a timely manner. • Generate financial reports and summaries for management review. • Assist in budgeting and forecasting activities. • Condu...

I own a retail business that operates on QuickBooks, but my books stopped getting the attention they deserve after 2020. I now need every financial record from January 1 2021 through December 31 2024 brought fully up to date and turned into accurate tax returns. Here is the full scope I expect you to take on: • Catch-up bookkeeping inside my existing QuickBooks file, entering every outstanding transaction, coding expenses properly, and attaching supporting documents where available • Monthly bank and credit-card reconciliations for the entire period so balances tie back to statements • Expense management—flagging duplicates, suggesting re-classifications, and identifying any missing deductible items • Year-end adjusting entries that leave eac...

...books messy? Reports unclear? Numbers not making sense?I help business owners gain complete financial clarity, keep their books accurate, compliant, and up-to-date, and turn numbers into actionable financial insights.I am a Professional Accountant and Bookkeeper, QuickBooks & Xero Certified ProAdvisor and Excel expert with 7+ years of hands-on experience serving clients across the USA, UK, Australia, UAE, and you hire me, I treat your business like my own.⭐ Accounting & Bookkeeping Services ⭐✅ Bookkeeping (QuickBooks Online and Xero)✅ Bank, Credit Card & PayPal/Stripe Reconciliations✅ Accounts Receivable & Payable Management✅ Cleanup & Catch-up Bookkeeping✅ Year-End Adjustments & Financial Closing✅ Financial Statements (P&L, Balance Sheet, Cash...

I need an experienced accountant who can take full responsibility for my day-to-day bookkeeping. Your job is to record every transaction promptly, keep the general ledger tidy, reconcile statements, and produce concise monthly summaries so I always know where the business stands. I’m open to the platform you prefer—QuickBooks, Xero, Zoho Books, or any other cloud solution—as long as it keeps collaboration simple and data secure. Accuracy and consistency are far more important to me than which tool you use. Deliverables I expect each month: • All transactions entered and correctly categorised • Bank, credit-card, and PayPal accounts fully reconciled • A brief report highlighting cash flow, outstanding invoices, and any red flags you notice ...

Project Title Zoho Books Implementation + Migration from QuickBooks Desktop & Online + Staff Training – UAE Company Project Description We are a UAE-based engineering and contracting company looking for an experienced Zoho Books implementation consultant to fully implement Zoho Books, migrate our existing accounting data, configure the system, and train our finance/accounting staff. We have one Head Office and two branches under the same UAE company and same TRN. Our existing accounting data is currently maintained in both QuickBooks Desktop and QuickBooks Online, and the selected consultant will be responsible for consolidating/migrating the required data into a properly configured Zoho Books environment. Scope of Work 1. Zoho Books Setup & Config...

...for every referenced fabric or other material, save, and immediately post the refreshed stock figures back to our WhatsApp group. “Immediately” means within ten minutes of receiving the invoice, no matter whether I send five invoices in a day or twenty. During working hours you should keep the chat window open so nothing is missed. Tools and scope • Platform: pure Microsoft Excel (no SAP, no QuickBooks). • Document type: sales invoices only; no purchase data entry involved. Acceptance criteria 1. Every line item from the invoice appears in the correct worksheet columns. 2. Running stock levels reflect the deduction accurately, with no formula breaks. 3. The updated file—or clear screenshot of the relevant sheet—is delivered to the group...

My second business needs every transaction entered into QuickBooks on the same day it happens. Sales, expenses, transfers—everything must be posted, categorised correctly, and matched to the right class so real-time figures stay reliable. Alongside that daily recording, I want accounts payable and receivable kept fully up to date. You’ll: • enter vendor bills, schedule or record payments, • raise customer invoices when prompted, • track and follow up on any overdue balances. I’ll provide secure cloud access to QuickBooks and digital copies of receipts or bills. Most source documents arrive automatically, but you may occasionally need to flag missing paperwork. Accuracy and timeliness are critical. Merchant feeds should reconcile. A sho...

I run a transportation-focused company and need a CPA who truly understands the sector’s tax nuances. The immediate assignment is straight-forward: prepare and file both my business and my personal returns, then outline year-round tax-planning steps I can act on right away. All supporting documents—statements, receipts, prior-year r...Deliverables • Completed federal and state business return • Completed federal and state individual return • Concise tax-planning memo highlighting deductions, credits, and compliance deadlines for the coming year • E-file confirmations and a brief hand-off call to walk through the results Experience with transportation clients, multi-state filings, fuel-tax considerations, and tools like QuickBooks or similar a...

I need someone to reconcile both my bank and credit card accounts for the past 5 years. I have all statements in PDF format. Requirements: - Use QuickBooks for the reconciliation - Attention to detail and accuracy is crucial - Experience with financial reconciliation and QuickBooks

...citations of current IRS code. • Recommendations on the optimal legal entities or trusts for holding present and future real-estate assets, with pros, cons, and setup steps. • An implementation roadmap with quarterly checkpoints so my existing CPA team can roll out the plan smoothly. You should already be comfortable modelling scenarios in Excel or a similar tool, know your way around QuickBooks data exports, and be up to date on recent real-estate tax law changes. Familiarity with high-net-worth asset-protection structures is a plus; if you can integrate ideas like cost segregation and opportunity-zone investing, even better. Once I receive the strategy document and walkthrough call, I’ll verify that the numbers align with my latest filings and projected ...

I need assistance with cleaning up my QuickBooks bookkeeping for the past 4-6 months. The focus areas are: - Bank Reconciliations: Ensure all transactions are accurately recorded and reconciled. - Financial Reports: Generate and correct financial reports for accuracy. Ideal Skills and Experience: - Proficiency in QuickBooks - Strong understanding of bank reconciliations and financial reports - Prior bookkeeping cleanup experience - Attention to detail and accuracy Looking for a freelancer who can efficiently restore my books to good standing. Please provide relevant experience in your bids.

I’m looking to deploy a custom AI agent that can shoulder two pressing needs inside my small business: insightful sales-data analysis and hands-off operational automation. On the analysis side, the agent should ingest our sales data (CSV exports from Shopify and QuickBooks Online today, API feeds later), clean it, surface week-over-week trends, flag anomalies, and generate simple forecasts I can view in a lightweight dashboard or receive as a concise daily email summary. Operationally, I need the same agent to remove the manual work from inventory management and employee scheduling. When stock falls below predefined thresholds it should create a purchase-order draft or at least fire off a Slack / email alert. For scheduling, tying into Google Calendar to auto-populate staff ...

I run a very small sole proprietorship with a head-count that never exceeds five people and pay everyone once a month. What I need is straightforward: every period th...chase deadlines or decipher EFTPS notices. Your work will cover: • Preparing the correct monthly federal form (941 or its equivalent), state withholding and unemployment returns that apply to a business of my size. • Submitting those returns electronically through EFTPS and the relevant state portals. • Sending me confirmation receipts and a brief reconciliation summary so my books in QuickBooks stay in sync. Returns must be accepted by each agency before the job is considered complete, and I should have the PDFs of all filings for my records. If everything goes smoothly this can become an ...

...tax compliance, bookkeeping, and light CFO level oversight. This is a client-facing role, not just a back-office position, so strong spoken and written English and comfort leading meetings matters as much as the technical skill set. Responsibilities Manage US tax preparation and filing (1040, 1120, 1120S as applicable) and ongoing tax strategy Own monthly bookkeeping and reconciliation using QuickBooks or Xero Serve as the primary point of contact for client communication, including live meetings and calls Provide fractional CFO level insight: cash flow visibility, reporting, and financial recommendations Represent the business in deal related conversations and help move engagements to close Requirements Strong working knowledge of US tax law and GAAP bookkeeping standards Pro...

Every week I’ll pass along raw figures f...categorize, and keep these three streams; sales records, expense tracking, and disbursement requests, cleanly organized inside QuickBooks. I expect the file to remain up-to-date by the end of each week, with clear notes on anything that needs my review or supporting documentation that’s missing. Reconciliations should tie back to bank and payment-processor statements so I can run accurate reports at a moment’s notice. Deliverables each week: • All new transactions entered and correctly categorized in QuickBooks • Reconciled balances matching bank statements • A short summary highlighting outstanding items or anomalies If you already work comfortably in QuickBooks Online and can maintai...

My books are already set up in QuickBooks Online; what I need now is someone who can step in each month, keep them perfectly current, and hand back clean, reconcilable reports. Scope of work • Enter and code all incoming and outgoing transactions, staying on top of both accounts payable and receivable. • Reconcile every bank and credit-card account against the monthly statements so balances in QuickBooks match the bank to the cent. • Flag any discrepancies or missing paperwork right away so I can supply the information without delays. Timing & cadence On the first business day after each month-end I will upload statements and any extra backup you need. I would like the reconciliation completed, reports generated, and any questions sent back wi...

Project Title Zoho Books Implementation + Migration from QuickBooks Desktop & Online + Staff Training – UAE Company Project Description We are a UAE-based engineering and contracting company looking for an experienced Zoho Books implementation consultant to fully implement Zoho Books, migrate our existing accounting data, configure the system, and train our finance/accounting staff. We have one Head Office and two branches under the same UAE company and same TRN. Our existing accounting data is currently maintained in both QuickBooks Desktop and QuickBooks Online, and the selected consultant will be responsible for consolidating/migrating the required data into a properly configured Zoho Books environment. Scope of Work 1. Zoho Books Setup & Config...

I already run my store on Shopify and have it linked to QuickBooks; what I now need is steady, reliable bookkeeping that focuses squarely on sales reporting. Every payout, refund, discount, fee and tax needs to end up in the right place inside QuickBooks Online so, at any moment, I can see how the store is truly performing. Your job is to dive into the existing data flow, make sure nothing is slipping through the cracks, and then generate clear, consistent sales reports from QuickBooks. I’m mainly interested in knowing what sold, when it sold, and how that translates into net revenue after fees. If you prefer using the standard QuickBooks Sales by Product summary, custom tags, or a third-party connector, I’m open—as long as the final numbers m...

...books in QuickBooks Online and need a detail-oriented bookkeeper to step in on a recurring basis. Each month I will upload PDF bank and credit-card statements along with scanned receipts; your job is to enter every transaction from those documents, code them correctly in the existing chart of accounts, attach the source image, and note anything that needs my clarification. Once the entries are in, reconcile the accounts to the ending balances shown on the statements so we start each new month clean. At the close of every quarter, pull the standard Profit & Loss, Balance Sheet, and Cash Flow reports and package them for my review. Accuracy is essential because these quarterly numbers roll directly into our tax prep. Key deliverables • Complete monthly transaction ...

I need an experienced QuickBooks Online accountant for ongoing management. Key tasks include: - Bookkeeping and data entry - Financial reporting and analysis - Tax preparation and planning Ideal skills and experience: - Proficiency in QuickBooks Online - Strong bookkeeping and accounting background - Experience with tax preparation and financial reporting - Attention to detail and accuracy - Ability to manage accounts on an ongoing basis Preference will be given to professionals based in India.

I need my company books brought up to date and maintained on a quarterly cycle inside QuickBooks Online. At the close of each quarter you will clean up the ledger, verify all entries, and then generate a full financial reporting package—Profit & Loss, Balance Sheet, Cash-Flow statement and any supporting schedules that help me understand performance at a glance. Source documents (bank feeds, receipts and invoices) are already connected to QuickBooks, so most data will be waiting for categorisation and review. Accuracy and consistency are more important to me than speed; every quarter’s file should be ready for my CPA without additional edits. Deliverables each quarter: • Reconciled QuickBooks file, tagged and classified • PDF set of the th...

...Receipt history and reprinting 12. Layaway Management * Installment-based inventory holds * Deposit configuration * Payment schedules * Automated WhatsApp/Email reminders * Overdue payment handling * Inventory release rules 13. Third-Party Integrations The platform will require integrations with: * Shopify * WhatsApp Business Cloud API * Instagram/Meta * Podium * Offerly * Legacy Capital * QuickBooks Online * Future marketplace integrations such as Etsy/Amazon Shopify should support bidirectional synchronization of products, inventory, pricing and orders. Proposed Technology Stack Frontend * * React * TypeScript * Tailwind CSS Backend * Node.js * NestJS * REST / GraphQL APIs Database * PostgreSQL Queue & Background Processing * Redis * BullMQ Authentication &...

...single customer timeline that ties interactions to specific vehicles. • Sales tracking – deal desking, F&I product upsells, commission calculations, and real-time dashboards that show pipeline health for the team and each salesperson. I also need seamless integration with: • Payment gateways (think Stripe or similar) for deposits and online reservation fees. • Accounting software such as QuickBooks or Xero so every sale posts automatically to the general ledger. • Marketing tools like Mailchimp and Meta Ads for one-click campaign launches from within a customer profile. • Our existing website templates, so inventory and specials publish instantly without duplicate data entry. Core expectations 1. Cloud-based architecture (AWS or co...

...Company Tax Returns • Annual statutory accounts and Companies House filing requirements • Confirmation Statement guidance • VAT advice and registration if/when required • Making sure I understand important filing and payment deadlines • Advising me on legitimate business expenses and what can/cannot be claimed • Helping me choose and correctly set up suitable accounting software such as Xero, QuickBooks, FreeAgent or similar I would like ongoing accounting support, not just a one-off setup. I am a new Ltd company owner, so I need someone who can explain things clearly in plain English as well as handle the professional accounting work. Please tell me: What UK accounting qualifications or professional memberships you hold (for example ACCA, ICAEW,...

...clean and up to date inside QuickBooks. The core of the role is routine but critical: recording and coding all client invoices and vendor bills, reconciling multiple bank accounts, and running payroll on schedule. At month-end I’ll also need a clear reporting package so I can see exactly where we stand—standard financial statements, a cash-flow snapshot, and a budget-vs-actuals comparison. These reports should pull directly from the data you’ve maintained during the month, with any discrepancies flagged before they reach me. Deliverables • Weekly: updated A/R and A/P ledgers, fully reconciled bank and credit card accounts, completed payroll run • Monthly: income statement, balance sheet, cash-flow report, and budget-vs-actuals exported from ...

I offer various options to help you organize and clean up your accounting records in QuickBooks. Here are the services I provide: - Review and Correction of Transactions: I examine existing transactions in QuickBooks Online and correct any errors or discrepancies in the accounts. - Bank Reconciliation: I ensure that bank transactions match the records in QuickBooks Online. - Classification of Expenses and Income: I correctly organize and classify transactions into the appropriate categories. - Duplicate Removal: I look for and eliminate duplicate transactions or unnecessary records that may inflate financial reports. - Inventory Regularization: If you manage inventory, I verify the accuracy of inventory records and adjust quantities as necessary. - Missing Data Update:...

Monthly Bookkeeping (QuickBooks & ) I'm looking for an experienced bookkeeper to provide ongoing monthly bookkeeping support using QuickBooks and Bill.com. The ideal candidate should be detail-oriented, able to maintain accurate financial records, and ensure bills and payments are processed efficiently. Scope of Work: - Record and categorize all business transactions in QuickBooks - Reconcile bank and credit card accounts - Review and maintain the general ledger - Manage and update vendor bills and payment workflows in - Match bills with supporting documents and resolve discrepancies - Prepare monthly Profit & Loss and Balance Sheet reports - Review accounts for accuracy and post necessary adjustments where required - Maintain organized, accurate, and u...

...spreadsheets that feed my dashboard current, and tagging each expense to the correct category so nothing slips through the cracks. Once the raw data is tidy, I’ll rely on you to reconcile the bank and credit-card accounts, compile clear monthly financial reports, and assemble a year-end tax package. Although Peachtree is my current platform, I’m open to migrating portions of the workflow to QuickBooks, Excel or even Xero if that will streamline the process and you can manage the transition smoothly. Deliverables • Complete, accurate transaction log imported into Peachtree • All accounts reconciled to the latest statements with supporting notes for any discrepancies • Monthly P&L, balance sheet and cash-flow reports in PDF and spreadsheet...

I need help with my QuickBooks trial balance. I'm encountering discrepancies in accounts, and I need an experienced accountant to resolve this issue. Key Requirements: - Expertise in QuickBooks - Strong accounting background - Ability to identify and correct discrepancies Ideal Skills: - Detail-oriented - Experienced in trial balance reconciliation - Quick turnaround time

...with trust accounting features and scalability for managing 50-100+ properties (e.g., QuickBooks Online or alternatives). - Uploading pre-categorized transactions (~1000 per year) from spreadsheets into the accounting software. - Creating a Chart of Accounts, class and location tracking, and property-level financial reporting. - Reconciling bank and credit card accounts to ensure accuracy. - Establishing trust account workflows applicable to Georgia regulations for future scaling. Key Notes: - Most transactions are already categorized; minimal manual categorization is required. - Software like QuickBooks allows for automated uploads of transaction data. - Freelancers are expected to use their own QuickBooks Online license or equivalent accounting software license. ...

...straightforward bookkeeping in QuickBooks and preparing concise financial reports. Excel will mainly be used for tidy data entry, basic formulas, and simple summaries that feed those reports—no macros or VBA required. Typical rhythm: record and reconcile transactions in QuickBooks a few times each week, then turn that data into monthly P&L and balance-sheet snapshots in Excel. Because the workload is light and predictable, hours can be flexible as long as deadlines are met and statements stay current. Key deliverables • QuickBooks file kept fully up to date • Monthly financial statements exported or recreated in Excel using basic formulas • Clear, well-labeled Excel sheets that I can review at a glance If you have solid accounting f...

...most critical part of the job is making sure every sale automatically triggers a professional invoice, every cost is captured, and I can pull monthly profit-and-loss snapshots without juggling spreadsheets. You are free to recommend and configure the best-fit mix of plugins or external services—whether that means WooCommerce PDF Invoices, an all-in-one bookkeeping extension, or a connector to QuickBooks or Xero—as long as the end result is reliable, easy for a non-developer to maintain, and ready for future growth. Deliverables • WooCommerce fully installed and configured on WordPress (payments, taxes, shipping, email templates). • Automated invoicing set up with branded templates. • Expense tracking linked to orders and operational costs. &bull...

...structures. • Flagging duplicate or ambiguous items so I can confirm them quickly. • Running a final balance check and exporting a simple reconciliation report so we can see that totals align with my bank statements. Accuracy, confidentiality, and a clear audit trail are essential; speed is secondary to getting every cell right the first time. Familiarity with typical accounting platforms such as QuickBooks, Xero, or similar browser-based ERPs will make the process smoother, but the workflow is straightforward for anyone experienced in financial data entry. Deliver the fully updated database plus the reconciliation report, and the project is complete....

...Back-office support On the operations side, I need reliable help with daily data entry into our CRM and QuickBooks, proactive schedule management for multiple installation crews, and prompt, friendly customer service via email and phone. Mastery of Microsoft 365 (Outlook, Excel, Teams) will make you immediately valuable, and any QuickBooks experience is a definite bonus. Personal assistance for the Founder My own schedule is a moving target. You’ll triage emails, organise meetings, arrange travel, and keep me reminded of critical follow-ups so I stay focused on growth initiatives. Deliverables • Mobile-responsive front-end updates pushed to our live site • Accurate CRM and QuickBooks entries processed each business day • A well-manag...

I need a seasoned US-tax professional to prepare and file both my company returns and my personal returns for the 2024 and 2025 tax years. All federal and relevant state obligations must be handled end-to-end, from data review through e-filing and confirmation. You may work in QuickBooks, Xero, FreshBooks or whichever platform you prefer, provided the records are kept audit-ready and easy for me to access. When you reply, focus on your experience with U.S. corporate filings alongside 1040 work, any CPA or EA credentials you hold, and the typical turnaround time you achieve once books are closed. Deliverables: • Completed and signed business tax returns for 2024 and 2025, with e-file acknowledgements • Completed and signed personal tax returns for the same years, wi...

We need assistance in completing 2025 financial statements (Balance Sheet, P&L) for a grant application with a deadline of September 02, 2026. Specific corrections are needed. These have been reviewed with our current CPA, who is on presently unreachable (vacation). The c...with our current CPA, who is on presently unreachable (vacation). The corrections needed include: - Errors in journal entries - Correct 'Opening Balance Equity' journal entry - Adjust 'Payroll Clearinghouse' QBO representative entries - Correct Payroll Tax - split between employer taxes and employee withholdings -review amortization/depreciation Ideal skills and experience: - Proficiency in QuickBooks Online (QBO) - Strong background in accounting and journal entries - Expertise wit...

I need an experienced bookkeeper who already feels at home inside QuickBooks to keep our small law-firm accounts up to date on a weekly schedule. Each week you will log in, post new transactions, reconcile all bank and credit-card accounts, and send back a brief status report so I always know where we stand. QuickBooks is the only platform we use, so deep familiarity with its features If you have previous experience with legal-industry clients (e.g., trust or IOLTA reconciliations) that will be a big plus Please outline your process for weekly closes and how you would handle the first clean-up import from my existing QuickBooks file. I look forward to working with someone who can make our numbers crystal-clear every single week.

...Your role is to: • Determine and confirm nexus or filing requirements across all states and any relevant local jurisdictions • Register the business where required and keep those accounts current • Pull accurate sales data from Amazon, reconcile it (QuickBooks Online and CSV exports available), and prepare timely returns • File each return on schedule—monthly, quarterly or annually, depending on the state—and provide proof of submission • Advise me on best-practice record-keeping so I’m always audit-ready I currently use QuickBooks Online and have experimented with both TaxJar and Avalara, so experience with those platforms—or a comparable solution you prefer—is important. Please outline which software you&rs...

...collect feedback after every interaction to refine our offerings. • Finance & Accounting – I need basic bookkeeping, invoice creation, payment reminders, and weekly cash-flow snapshots automatically compiled and surfaced on a simple dashboard. Tech-wise I’m open, but prefer a modular stack that lets us plug GPT-4 (or equivalent LLM), vector search, Zapier/Make for SaaS integrations, plus Stripe, QuickBooks and HubSpot APIs where relevant. A no-code UI for quick rule tweaks would be ideal. Deliverables 1. Architecture diagram and brief tech rationale. 2. Working prototype connected to our email, social, CRM and finance tools. 3. One-page SOP showing how to adjust prompts, add new data sources and set confidence thresholds. 4. Recorded hand-off call...

...a growing telecommunications construction contractor specializing in cell tower construction and upgrades. We currently operate multiple field crews and are looking for an experienced QuickBooks Enterprise professional to help us improve and streamline our job-costing system. We are specifically looking for someone with strong construction or project-based accounting experience. This is not simply a bookkeeping/data-entry position. Our goal is to be able to look at each individual project/site and accurately determine our true profitability. We would like help with: Reviewing our existing QuickBooks Enterprise setup and identifying areas that need improvement Setting up or improving job costing by customer/project/site Properly allocating employee labor to in...

...models, and place or close positions automatically under rules I define. • US LLC admin: log expenses, prep invoices, sync with accounting software, and generate compliance reminders. Python will be the foundation, with libraries such as FastAPI or Flask for the backend, speech-to-text and text-to-speech engines for the voice layer, and secure API hooks (Shopify, Binance, Coinbase, Stripe, QuickBooks, etc.) for each domain. I want a modular architecture so new skills can be dropped in later, clear logging for every action, and a simple dashboard that shows status plus an emergency “pause all bots” switch. You’ll deliver working code, setup scripts, and a short Loom walkthrough confirming the assistant can: 1. Accept a spoken command from my mic. 2. E...

This is on site at Baner, Pune Location. This contract centres on keeping my day-to-day accounts clean and up to date while giving me accurate payroll entries and clear monthly financial reports. I use both QuickBooks Online and Zoho Books, so you’ll need to be equally comfortable hopping between the two platforms and maintaining consistency across them. Core scope • Record and reconcile every payroll run, including reimbursements, within the current pay cycle. • Close each month with a fully reconciled general ledger, bank and credit-card statements matched, and a concise management report (P&L, balance sheet, cash-flow snapshot). Along the way you’ll also handle routine bookkeeping, vendor invoicing, AP/AR follow-ups, and cash-flow tracking, but p...

I need my entire accounting history moved from QuickBooks 2013 Desktop into Tally Prime with absolute fidelity. The scope covers every financial transaction ever recorded, all customer and vendor master data, and the complete inventory ledger—as far back as the files go. I am not looking for any bespoke add-ons or custom modules in Tally; its out-of-the-box features are fine once the data lands correctly. Here’s how I see the engagement: • Extract, transform, and load every data set—financial, customer/vendor, inventory—into the matching structures in Tally Prime. • Preserve account mappings, item codes, tax codes, and document references so that reports in Tally mirror what I can currently pull from QuickBooks. • Run spot checks a...

I need to migrate all our internal quoting, order processing, invoicing and expense control to a single cloud platform so every step—from the first estimate to the final payment—lives in one place and feeds clean data into our books. Core workflow Right now quotes,...monthly reports, pulling real-time data – Brief handbook or video walkthrough so my team can operate the system confidently Acceptance criteria The first monthly close executed through the new system should generate the three reports with zero spreadsheet work and match our external accountant’s figures within a 1% margin. If you have hands-on experience with tools like Odoo, Zoho Books, QuickBooks Online or a comparable SaaS ERP, let me know; I’m open to whichever cloud route meets th...

...clean, well-structured QuickBooks file. The job starts with creating the new company file, configuring the chart of accounts, classes, and opening balances, then importing all historical data that currently lives in Excel. Once everything is inside QuickBooks, I want each account fully reconciled so the books match my bank statements and the file is ready for day-to-day use. Deliverables: • New QuickBooks company file fully configured • All Excel transaction data accurately imported • Opening balances and reconciliations completed • Brief hand-off call or notes so I understand the file structure and routine tasks No tax preparation or financial planning is needed—this is strictly a bookkeeping and data-migration project. If you are ...