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Need help with Quicken and conversion to Quickbooks online, categorization

$30-250 USD

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投稿日: 約9年前

$30-250 USD

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Currently 2 bank main bank accounts are in quicken 2013. The transactions have been updated to today, reconciled, but need help with categorization. 1 account is pretty well categorized, the other is not. They are both in the same file. I've discovered when I try to categorize the second, it messes the reconciliation all up in the 1rst one. I don't know if it's important to fix that before transferring into quickbooks online or not. Initially, I was planning on using just quicken 2013 to do everything, since then I have found out that quickbooks is the better route to go. Finally, with 28 remaining accounts, my bank will only import the last 6 months into quicken/quickbooks, but I was able to download the statements for the whole period needed. I purchased a program that will convert these pdf files from my bank to files that can be imported directly into quickbooks. I'm unsure about the order in what to do all this in. I want a fresh start, and start doing things right. I have not attempted to import anything yet into quickbooks online.
プロジェクト ID: 7513485

プロジェクトについて

16個の提案
リモートプロジェクト
アクティブ 9年前

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この仕事に16人のフリーランサーが、平均$174 USDで入札しています
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A proposal has not yet been provided
$147 USD 3日以内
5.0 (64 レビュー)
7.8
7.8
ユーザーアバター
Greetings! I am both Quickbooks savvy and a business owner and currently use QB on a daily basis to record and reconcile several business accounts. My work is 100% completed by me, not subcontractors. I hold a Bachelor of Business Administration degree and a Master of Business Administration degree. I would very much like to work with you on this project and request that you contact me through www.freelancer.com to discuss specifics so I may firm up my bid. Thank you in advance. I have a couple of questions for you: 1. How many transactions per week, month, etc. 2. When do you want the input complete and when do you need reports provided to you. Thank you, Greg
$237 USD 7日以内
4.9 (63 レビュー)
7.3
7.3
ユーザーアバター
Relevant Experience and Qualifications: We have a team of qualified and experienced accountants and we are providing book keeping services to various clients in UK, Australia and USA. I am positive that we are the right company for this job. Approach to the Job: We will create separate company (if not already created) in QuickBooks and then manage that company separately. We will dedicate a qualified ACCA for this purpose and our head accountant (a CPA) will review the work to ensure quality. We will welcome an opportunity to discuss it at an interview. Cost of Services: We will then decide about the price after looking at the amount of work.
$200 USD 10日以内
5.0 (76 レビュー)
7.0
7.0
ユーザーアバター
Hi, I am a Finance & Accounting Professional with MBA Finance & Cost & Management Accounting Intermediate and have experience in handling Book keeping and Accounting functions for clients. I have knowledge and working experience in Quickbooks online. As required by you, I would be able to categorize the transactions according to right expense class and generate the required the financial reports such as Profit & Loss, Balance Sheet and other statements. The above would be delivered with high quality within agreed timelines. Quality is the essence of my delivery and I get into specific details for clarity and quality. Looking forward to work with you, Thank you
$200 USD 10日以内
4.8 (48 レビュー)
5.6
5.6
ユーザーアバター
Hello, I am a CPA located in Florida and would love the opportunity to help you with your accounting project. I have nearly 10 years of experience including audit, tax, payroll, compilations and general accounting projects for small to large sized companies. I have extensive experience specifically in QuickBooks and Quicken and would be able to help you with your current needs. I would be able to get the project done within 2 days for you. I'd love to discuss the entire project with you even further. Please contact me at your earliest convenience. I look forward to hearing from you.
$133 USD 2日以内
5.0 (8 レビュー)
4.3
4.3
ユーザーアバター
I am a practicing Chartered Accountant in India (Equivalent to CPA in US). I would like to work on your project and will provide you effective delivery within the time period. I have quoted the amount because I have a team of experienced Professionals, who can perform the Job effectively and efficiently in time and since our team consist of experts, I can assure you of best services Always.
$70 USD 3日以内
4.9 (11 レビュー)
3.3
3.3
ユーザーアバター
Hello My name is Paras Shah, I am a professional accountant and full charge bookkeeper and accountant for past 7+ years. MY QUALIFICATIONS AND CERTIFICATIONS 1) Quick Books Proadvisor 2013, 2014 & 2015 (Desktop & Online) - USA 2) Working towards QB Advanced Proadvisor Certification 3) Certified Bookkeeper - USA 4) Xero Certified Advisor - AUS 5) Qualified Chartered Accountant - INDIA 6) Qualified Chartered Management Accountant (CIMA) - UK 7) Wave Apps Approved Member - USA QUICKBOOKS DESKTOP/ONLINE EXPERIENCE - Setup new company - Preparing chart of accounts - Inventory management and tracking - Setup bank and credit card feeds - Entering invoices/bills/payments - Bank and Credit card reconciliation - Accounts Payable - Accounts Receivable - Maintaining journal ledger - Budgets and variance reports - Sales Tax Reports. - Payroll Management - Other Ad hoc tasks as required by client I have worked in the role bookkeeper, accountant, financial accountant and management accountant. I have/am providing remote bookkeeping services to various clients globally. I am extremely focused, organised and motivated individual. My objective is to provide best of services to my clients in terms of quality and timely completion of the project. I also work to provide 100% satisfaction for my clients. If you have any question please feel free to ask me. I look forward to work for you. Regards Paras Shah
$150 USD 7日以内
4.9 (4 レビュー)
3.1
3.1
ユーザーアバター
Hello, I can get this done and I believe I am interested in your project. I can start right away. I am hard-working and dedicated person. Waiting for your prompt response. Thanks & Regards, Hiren.
$155 USD 3日以内
5.0 (4 レビュー)
2.5
2.5
ユーザーアバター
I'm a QuickBooks Certified Accountant, an MBA in finance and a certified member of Microsoft Excel community. I'm amongst the top 1% rated Quickbooks bookkeeping expert on elance. With over 10 years of extensive experience in providing quality, cost effective and timely bookkeeping services, I'll be happy to complete the project to your complete satisfaction. I bring with me a proven track record, attention to details, solid work ethics and integrity. I'm supported by two of my employees and thus, we can ensure dedicated services and turn around at a great speed. To begin with, I'll be happy to do a trial project to show you the quality and efficiency. Once you are completely satisfied, we can begin full time to complete the entire project. I'm responsive, reliable and a thorough professional. We have all the versions of quickbooks, thus you'll not be required to share your license. I speak excellent english resulting in smooth communication. Approach to the Job: 1. Once you have shared the statements, we'll convert all the statements in Excel/ CSV format, if they already are not. We 2. Next is to complile all the transactions from all months and have one big file. 3. Sort all the transactions by category/description 4. Categories all the transactions in this step. This approach helps in ensuring consistency and 100% accuracy. Also, this helps in reducing time and increase efficiency. 5. Once we have all the information in proper format, we shall enter batch transacti
$166 USD 3日以内
5.0 (1 レビュー)
0.7
0.7
ユーザーアバター
A proposal has not yet been provided
$35 USD 3日以内
0.0 (0 レビュー)
0.0
0.0
ユーザーアバター
Expert bookeeping and accounting with 15 years of experience. Specialize in Sage, QuickBooks and Accupos online accounting I am detailed, efficient, organized and posses strong analytical and problem solving skills. I am a hard worker and enjoy working at all critical conditions. If hired by you I will be responsible to complete the task within the stipulated time frame and with utmost confidence. Outsource me for your project and I promise to bring in the best output. Best Regards
$250 USD 5日以内
0.0 (0 レビュー)
0.0
0.0
ユーザーアバター
Hello, My name is Nipun Natha from India and I am a Xero Certified Advisor, Quickbooks Certified Pro Advisor (online) and Freshbooks Certified Accountant. I have done Masters in Accounting and Finance and is been in the outsourcing industry from 2 years now. My vision and goal has always been to provide a master level of Accounting and Book keeping services with a high degree of transparency and integrity. I have always focused to maintain a long term relationship with clients. I have served various organisations which are as follows : - Chakra Partners Consulting services Pvt Ltd (Kpo/Nz CPA firm) ( worked as a Client Manager) - Alchemy Corporate services Private Limited (CPA firm India)- (Working as a Overseas Client Manager) - Tulsyan and Co. ( CPA firm India)- (Worked as an Associate) - Nobel Thomas Accountants ( CPA Firm Melbourne)- (Contractor). My experience in MYOB is as follows: -Bank Reconciliation -A/R and A/P Management -Preparing and sending Management Reports -Preparing GST, BAS and VAT returns. -Preparing Cash Flow Reports and Budgets and Budget Variance Reports -Designing Invoice Templates and Layouts. Looking forward to hear from you soon.:) Hope to hear from you soon. We can discuss your work via Skype. :) Thanks and have a nice day !
$155 USD 3日以内
0.0 (0 レビュー)
0.0
0.0
ユーザーアバター
A proposal has not yet been provided
$155 USD 3日以内
0.0 (0 レビュー)
0.0
0.0
ユーザーアバター
I feel i'm good in bank related accounts and by analyzing the data, i can make different section with the meaning to understand the bank details before start the new system installation
$188 USD 4日以内
0.0 (0 レビュー)
0.0
0.0

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