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I'm looking for an experienced QuickBooks Online specialist to help set up basic rules and clean up my account for 2026. Key tasks include: - Setting up rules to automate transaction categorization - Cleaning up bank accounts and sales to match daily records Ideal skills and experience: - Proficient in QuickBooks Online - Strong background in bookkeeping and accounting - Detail-oriented and organized - Able to work efficiently to meet deadlines Please provide relevant experience in your bids.
Project ID: 40457502
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101 freelancers are bidding on average $19 USD/hour for this job

As a QuickBooks Online specialist with a vast knowledge of financial systems and over six years of experience, my team and I at Muhammad Asad's firm are the mots qualified candidates for your project. Our wealth of knowledge in accounting systems, including QuickBooks Online is exceptional. We have successfully set up several companies' accounts using QB Online as well as cleaned them up to match daily records. What sets us apart from the rest is our versatility and attention to detail. We possess a strong background in bookkeeping and accounting that enables us to tidy up bank accounts and sales ensuring everything matches correctly. Our skills go beyond transaction categorization automation competencies into other critical areas like budgeting, forecastings, and reconciliations among others. Most importantly, we understand the pressure of deadlines. However ambitious they might be, we will tenaciously work round-the-clock to ensure they are met seamlessly without any compromise on quality. Employing our services will ensure you not only get the job done but receive exceptional value. So why wait, let's tidy your Quickbooks and kickstart a glitch-free 2026!
$20 USD in 40 days
8.9
8.9

Hi There, We can help set up QuickBooks Online and clean up your 2026 bookkeeping records accurately. Our team has Certified QuickBooks Pro Advisors as well as Certified Xero Advisors, with hands-on experience in transaction categorization, bank feed cleanup, sales matching, reconciliations, and maintaining clean accounting records. We can review your current QBO setup, clean up bank accounts, match sales with daily records, and flag any unclear items for your confirmation before finalizing. Please note that our scope is limited to bookkeeping, accounting, cleanup, categorization, and reconciliation. Tax preparation and filing are not included in our service scope. We can work efficiently and remotely with QuickBooks Online access. Hit me up and we can talk in detail Regards, Nikita and her team at Affiliazion (D)
$15 USD in 40 days
7.9
7.9

As a seasoned accounting and finance professional with over a decade of experience, my proficiency in QuickBooks Online aligns perfectly with your project needs. Having completed more than a hundred projects in the platform alone and maintaining a five-star rating, I am confident in my ability to provide exceptional work for you. Further, my attention to detail and organization skills are unrivaled, which will ensure that your account cleanup and rule setup will be done to perfection. One particular aspect of my skill set that I believe will be of great value to you is my commitment to delivering error-free work within the agreed-upon timeframe. No matter how pressing the deadline may be, you can trust that I will complete your QuickBooks setup and cleanup with uncompromising precision.
$20 USD in 40 days
7.9
7.9

As a seasoned freelancer named Rabbia, specializing in data analysis and with a strong background in accounting, I am confident in my ability to fulfil your QuickBooks Online needs. I have honed my skills over the years as I worked extensively with Excel, Powerpoint and Quickbooks. With my proficiency in QuickBooks Online, I can help automate transaction categorization by setting up rules tailored specifically to your unique business situation, facilitating a smooth and efficient bookkeeping process. What sets me apart from other bidders is my detail-oriented nature and dedication to ensuring spotless financial records. I understand the importance of accurate information for an effective financial analysis, thus meticulously cleaning up bank accounts and sales to match your daily records is second nature to me. My past experience with web scraping would also be a valuable asset when tidying up previous entries. Clients appreciate my organizational skills and ability to meet tight deadlines without compromising quality. Given the task at hand, I am confident that together we can quickly set-up and restore your account, streamlining your bookkeeping process for 2026. I look forward to working with you!
$15 USD in 40 days
7.4
7.4

Hi, I have carefully read the project. I’m able to do this. I’m CPA and CBA qualified. I’m ProAdvisor of QBO and certified accountant of Xero. I’m also experienced with Wave, Sage, Zoho, KashFlow, Kashoo, and AppFolio. I have more than five years of experience in bookkeeping, QuickBooks cleanup, bank reconciliation, transaction categorization, and financial reporting for small businesses. I can help set up accurate QuickBooks Online rules to automate transaction categorization, clean up bank accounts and sales records, and ensure everything matches your daily transactions properly. I also have experience correcting duplicate entries, uncategorized transactions, and reconciliation issues to keep the books accurate and organized. I am detail-oriented, reliable, and focused on maintaining clean and efficient bookkeeping systems that save time and improve reporting accuracy. I’m ready to provide quality work with accuracy and professionalism. Please open the chat for further discussion. Thanks & regards, Mussadiq Hussain
$15 USD in 40 days
6.9
6.9

Hello Sir, Hope you are doing well, You need a professional book keeper & accountant with expertise in quick books Desktop/online and accounts & finance for your assignment. I am Quick Books Online Certified professional book keeper & accountant with MBA/MS finance; Member of Institute of Chartered Accountants having more than 10 years of experience in book keeping in: 1. Quick books online /Desktop book keeping & customization, 2. Accounts & Finance. 3. Balance Sheet 4. Profit & Loss 5. Cash flow 6. Budget 7. Audit 8. Bank/Credit card reconciliations 9. Microsoft office I am providing book keeping services in quick books online /desktop and accounts services in many organization. I will do your task according to your expectations and accuracy with unlimited revisions. I can assure you best of my services in my field. I am available for more than 40 hours in a week. If you choose me for your project, I guarantee that you will receive a professional and high-quality work in a timely manner. However, if you have any questions, please feel free to ask! I am welcoming. Anxious to hear a positive response from your side Regards, Tahir
$15 USD in 40 days
6.7
6.7

Hello, I hope you are doing well. I would like to apply for your QuickBooks Online setup and cleanup project. I am an accounting professional with experience in QuickBooks Online bookkeeping, account setup, cleanup, reconciliations, and financial reporting. I can help organize and streamline your accounting records to ensure accurate and up-to-date financials. My services include: • QuickBooks Online company setup • Chart of accounts setup and organization • Cleanup and catch-up bookkeeping • Bank and credit card reconciliations • Fixing categorization and posting errors • Reviewing financial statements for accuracy • Ongoing bookkeeping support if required I am detail-oriented, reliable, and committed to delivering accurate work within deadlines. I also maintain complete confidentiality while handling financial data. I am ready to start immediately and would be happy to discuss your project requirements further. Looking forward to working with you. Best regards, Pooja
$22 USD in 40 days
6.7
6.7

Hi, I am a qualified Chartered Accountant from UK having 7 Year experience in accounts, finance, and Bookkeeping. I can provide you with bookkeeping services in Quick book, setup rules and clean banks accounts,, Account receivable & Payable management, Bank/credit card reconciliations, and Journal entries. I will also provide you monthly profit or loss account, balance sheet, and cash flow statement. I will ensure that your financial records have been properly maintained. Please come to chat and discuss further. **Note** the price is negotiable.
$20 USD in 40 days
6.1
6.1

As a seasoned accounting professional and QuickBooks Online expert, I bring over nine years of specialized experience in managing finances for startups and growing businesses. My proficiency in QuickBooks Online, coupled with my strategic approach to bookkeeping and meticulous attention to detail, makes me the ideal fit for your project. I understand the importance of accurate financial data to make informed business decisions. I will efficiently set up basic rules on your accounts that will automate transaction categorization, saving you time and ensuring accurate reporting. Additionally, my background in LLC registration, budgeting, compliance, tax planning, financial modeling, and more can offer valuable insights during the cleanup process. My ultimate goal is to help you maintain compliance, gain clarity in your financials and build a strong foundation for sustainable growth. I am committed to delivering high-quality work within the stipulated deadlines. Let me bring order to your financial records and provide you with an error-free QuickBooks account for 2026 and beyond.
$15 USD in 40 days
6.4
6.4

CPA License holder Hi, I am an experienced Associate Member the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with more than 7+ years' experience in finance. I have gone through your project with interest, and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing financial modelling, business analysis, business plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan
$15 USD in 40 days
6.3
6.3

Hello, I’d be happy to help clean up and streamlines your QuickBooks Online account for 2026. I’m a QBO Certified Accountant with 17 years of experience in accounting and bookkeeping, and I’ve worked with businesses to improve bookkeeping accuracy and automate routine processes. For your project, I can: • Set up effective QBO rules to automate transaction categorization • Clean up bank accounts and review transactions for accuracy • Match sales records with daily activity • Fix uncategorized, duplicate, or incorrectly posted entries • Organize your books so they remain accurate and easy to manage I understand how important clean financial records are for reporting and decision-making, and I always focus on accuracy, efficiency, and timely completion. My experience includes bank reconciliations, bookkeeping cleanups, transaction reviews, and ongoing QuickBooks Online management for small businesses and service-based companies. I’d be glad to review your current QBO setup and help get everything properly organized. Looking forward to working with you. Best regards, Muzammal
$20 USD in 40 days
6.3
6.3

Hi, With over 7 years of experience as a QuickBooks Online specialist, I am confident in my ability to effectively set up automated rules and clean up your account for 2026 with utmost accuracy and attention to detail. My background in bookkeeping and accounting equips me with the insights necessary to ensure that all transactions are categorized correctly, and that your bank accounts and sales records align seamlessly with your daily transactions. I prioritize clear communication throughout the process to keep you informed on progress and to address any questions you may have. By following established protocols and maintaining a strong focus on organization, I will ensure that the project is completed efficiently and meets the agreed-upon deadline. Let’s enhance your QuickBooks account and streamline your financial management together.
$20 USD in 7 days
5.3
5.3

Hi, I am a CPA and have 6 plus years of experience in the field. I am an experienced QuickBooks Online Pro Advisor with strong expertise in bookkeeping, reconciliations, transaction categorization, and QBO cleanup projects. I can help set up efficient bank rules to automate transaction coding and clean up your 2026 records so your bank accounts and sales activity accurately match daily records. I have experience handling QuickBooks reconciliations, account cleanup, sales matching, and workflow optimization while maintaining clean and organized books. My focus is on accuracy, efficiency, and creating a system that reduces manual work going forward. Ready to start immediately and can provide regular updates throughout the cleanup process. Thanks & Regards, Humayun Khan
$15 USD in 40 days
4.7
4.7

Hello, I can do your "QuickBooks Online Setup and Cleanup " job. I am a Professional Accountant with an MBA and MPA in Accounting and Information Systems. I am a QuickBooks Pro-Advisor. I am certified by Duke University, USA in Business Analytics and also Certified in advanced Excel & data analytics from Macquarie University, Australia. I have in-depth knowledge of the business and 10+ years of Managerial experience. I look forward to your project discussing more specifications in the chat box. Best Regards
$15 USD in 40 days
4.9
4.9

I’m Curtis Folsom, a freelance bookkeeper and business solutions consultant based in Athens, GA. Local businesses are my passion, so I left the comfort and stability of my full-time accounting job to focus on helping other business owners succeed by taking the administrative load off your plate so you can focus on what you really love - serving your customers and growing your business. I have an accounting degree from the University of Georgia and have financial experience in multiple industries. Over the course of my career, I’ve been responsible for a little bit of everything from bookkeeping, bank reconciliations and budgeting to more advanced special projects such as leading software transitions, historical data cleanup and more. What fuels me is solving problems and creating efficient systems to save time and energy. From multi-billion-dollar corporations to local businesses and nonprofits, I've worked with organizations of all sizes, and I would love to bring my breadth of knowledge to your company. As a Certified Advanced QuickBooks ProAdvisor and Certified Xero Advisor, I have a strong background in accounting and can ensure accurate financial records, categorize expenses, run payroll, handle invoicing, bank reconciliations and more. My experience across several industries will be at your fingertips to help you tidy up your records and help you grow.
$80 USD in 40 days
4.5
4.5

With over 15 years of experience, I am your go-to QuickBooks ProAdvisor, Mr. Mohamed Ahmed. I understand the crucial role played by impeccable accounting in your business's success and my skills are crafted to meet that need. I've got proven expertise in using QuickBooks Online for bookkeeping and reconciliation, a skill that is vital for the task at hand. A keen eye for detail coupled with my strong financial background assures you nothing short of accurate and precise outcomes. Cleaning up bank accounts and transactions can be tedious but my knack for organization will ensure everything is sorted smoothly to match your daily records. Moreover, been proficient across multiple currencies and companies, I have a unique understanding of the intricacies involved in QuickBooks Online setup. Timeliness is also where I shine! Meeting deadlines without sacrificing quality work has been an integral part of my career. As further proof of my commitment to assisting clients like you, I also offer a free one-year subscription to QuickBooks Online on project-based engagements. Join me as we clean up and set up a robust finance system to take your business forward- let's start this partnership today!
$20 USD in 40 days
4.3
4.3

With my deep understanding and proficiency in using QuickBooks Online, I am confident in my ability to set up basic rules and proficiently clean up your account for 2026. My extensive experience spans over five years, working with small businesses and individuals like yourself, which has equipped me with the necessary skills to not only organize but also maintain accurate financial records. What sets me apart is not just my technical skills, but also my commitment to efficiency and attention to detail. As an accountant, I understand the importance of meticulousness when it comes to managing finances, especially for tax purposes. This will come in handy as I categorize your transactions, clean up your bank accounts and sales, and reconcile all accounts. Moreover, I offer more than just a bookkeeping service; I become a collaborative partner who understands the uniqueness of your business. I tailor my services to fit your specific needs. Consider me not only as a QuickBooks expert but also as someone who adds value to your company by innovatively organizing and interpreting your financial data into meaningful insights. I look forward to assisting you in staying on top of your finances via QuickBooks Online or any other software that caters to your preference.
$15 USD in 40 days
4.1
4.1

As an experienced QuickBooks Online specialist with a strong background in bookkeeping and accounting, I believe I'm uniquely qualified for this project. Throughout my career, I've honed my proficiency in QuickBooks Online and developed an eye for detail that'll be crucial in setting up basic rules and cleaning up your account for 2026. I understand the importance of accurate transaction categorization and a clean bank account to match daily records. With my expertise, I can effectively automate key processes to ensure your financial data is organized seamlessly, saving you valuable time and reducing human error. Moreover, I'm well-versed in meeting deadlines without compromising on quality. I'm the freelancer not only guaranteed to meet your expectations but also exceed them. Remember, your satisfaction is my utmost priority as it empowers me to grow. Don't hesitate to reach out; let's unburden you from the stress of bookkeeping and make sure you start the new year on the right financial footing!
$15 USD in 40 days
4.4
4.4

As someone who has been deeply involved in supporting small businesses across the United States for 7 years, I can assure you that my proficiency in QuickBooks Online goes beyond just setting up automated transaction categorization rules and cleaning up bank records. Yes, I can efficiently perform those key tasks, but I understand that financial management is more than just ticking the right boxes. It requires a holistic approach to ensure your business is backed by accurate, reliable financial data. My expertise in NetSuite and Xero means I have a well-rounded understanding of various financial systems. This is an asset when streamlining your financial processes with QuickBooks Online. My strong background in bookkeeping and accounting also ensures I am diligent, detail-oriented, and organized – essential qualities for successful cleanup work. I offer not just accuracy and timeliness in my bookkeeping but also strategic insights born out of this experience that can guide you as you navigate your business' financial waters. Additionally, my commitment to improving efficiency and reducing errors aligns closely with your objective. Let's simplify your financial operations together so that you can turn your focus back to what really matters - growing your business!
$15 USD in 40 days
3.7
3.7

Hi there, Your QuickBooks account needs a proper cleanup and automation setup so your transactions flow correctly and your bank and sales records stay accurate every day. I can organise the account, fix mismatches, and create reliable rules that will save you time and reduce manual bookkeeping work. I'm Iqbal, a seasoned freelance accountant and bookkeeper specialising in UK and USA projects with hands on experience in QuickBooks Online, reconciliations, cleanup projects, and daily transaction management. I will review your current setup, identify categorisation issues, clean up bank and sales records, and build smart automation rules for consistent bookkeeping going forward. You will receive an organised and accurate QuickBooks file ready for smooth day to day operations. Let’s connect and get your QuickBooks fully streamlined and cleaned up. Thanks and Regards, Hafiz Muhammad Iqbal
$15 USD in 40 days
3.8
3.8

Puyallup, United States
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