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I’m ready to move my small business books into QuickBooks Online and need an expert who can configure everything from scratch, quickly and correctly. You’ll create the company file, build a chart of accounts that fits our operation, connect bank and credit-card feeds, adjust tax settings, and design a clean invoice template. No payroll is required right now—just the essentials so I can start invoicing customers and tracking expenses straight away. Deliverables • Fully configured QuickBooks Online file, ready for day-to-day use • Written summary of the settings and steps you applied • A brief (about 30-minute) screen-share walkthrough so I’m confident using the new setup The data volume is light, so I’m looking for a fast turnaround and an accountant or bookkeeper who has handled multiple QuickBooks Online roll-outs for small businesses.
Project ID: 40366778
8 proposals
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Active 1 mo ago
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8 freelancers are bidding on average $6 USD/hour for this job

As an experienced data analyst with a strong background in accounting and finance, I can assure you of a seamless transition into QuickBooks Online for your small business. I have successfully executed various QuickBooks Online roll-outs in the past and pride myself on working swiftly whilst maintaining utmost accuracy. My proficiency in Intuit QuickBooks is invaluable in establishing a fully configured file tailored specifically to your needs. I will comprehensively build a chart of accounts that perfectly reflects your business operations while also connecting bank and credit card feeds to ensure the most efficient tracking of your finances. Not only that, but I will also adjust tax settings ensuring utmost adherence to regulations and provide an invoice template highlighting the professionalism of your organization. Furthermore, I understand the value of clean communication and detailed step-by-step reporting. On top of delivering a fully-configured QuickBooks Online file ready for immediate use, I will provide a written summary of the settings applied as well as conduct a 30-minute screen-share walkthrough session to familiarize you with the new setup. My aim is for you to be so confident using the system that it becomes second-nature for efficient productivity. Choose me for dexterous handling of your data during this crucial transition!
$5 USD in 40 days
7.4
7.4

As an experienced Chartered Accountant and ACA qualified professional, I specialize in providing efficient financial solutions for startups and growing businesses like yours. With over 9 years' experience, I've successfully handled numerous QuickBooks Online roll-outs and have a deep understanding of the platform's functionalities and best practices, making me your ideal candidate for this project. I can swiftly create your company file, build a chart of accounts tailored to your specific operation, connect bank and credit-card feeds, adjust tax settings accurately, and design a clean invoice template that aligns with your brand image. I'll provide you with a fully configured QuickBooks Online file that will be ready for day-to-day use and a detailed summary of all the settings applied.
$5 USD in 40 days
6.2
6.2

Hello, I am Mohmed, an experienced professional with over 8 years in Accounting, Intuit QuickBooks, Bookkeeping, Xero, and Financial Planning. I have carefully reviewed your requirement for setting up QuickBooks Online for your small business. To ensure a successful project, I will start by creating a new company file, customizing a chart of accounts tailored to your business operations, connecting bank and credit-card feeds, configuring tax settings, and designing a professional invoice template. I will provide a detailed summary of the settings applied and conduct a 30-minute screen-share walkthrough for your confidence in using the new setup. Please initiate a chat to discuss the project further. Best regards, Mohmed
$8 USD in 40 days
5.8
5.8

Hi, With over 7 years of experience in accounting and bookkeeping, I am well-equipped to transition your small business books into QuickBooks Online with precision and efficiency. I will create a fully configured company file specific to your operations, build an appropriate chart of accounts, connect bank and credit-card feeds, and set up tax settings to ensure compliance. I pride myself on my attention to detail and accuracy, which will guarantee a seamless setup. Additionally, I will provide you with a clear written summary of the configurations made and conduct a brief screen-share walkthrough to empower you with the knowledge needed to navigate your new system confidently. I understand the importance of clear communication and will maintain regular updates throughout the process to keep you informed. I will strictly follow best practices and your specific requirements to meet the agreed-upon deadline. With my expertise, I will ensure you can start invoicing and tracking expenses immediately, enabling your business to operate smoothly from day one.
$5 USD in 7 days
5.1
5.1

I can help you set up your QuickBooks Online from scratch quickly and accurately. As a certified QuickBooks ProAdvisor with 12+ years of accounting experience, I will create a clean chart of accounts, connect bank/credit card feeds, configure tax settings, and design a professional invoice template tailored to your business. You’ll receive a fully ready-to-use file, a clear summary of setup, and a walkthrough session to ensure you’re confident using it. I’ve handled multiple QBO setups for small businesses and can deliver fast with high accuracy. Looking forward to working with you!
$5 USD in 40 days
0.0
0.0

Guaynabo, United States
Payment method verified
Member since Sep 22, 2024
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