Xero quickbooks kashflow punët

Hi, I am looking for the female virtual assistant to handle my few Bookkeeping projects. Tasks include: - General Bank Reconciliation of various clients - Small business payroll processing - Expert in Quickbooks and Xero accounting (Australian Tax optional) Monitor and response of emails and calls(must) Quote your weekly and per hour charges.

Hi Looking for someone with experience in intergrating XERO Practice Manager with Salesforce.

New website with connectivity for QuickBooks for membership 1. create new front facing website 2. allow new members to create account and give credit card information for monthly billing 3. Connect monthly billing to QuickBooks domain:

Looking to export orders/customers/products from cs-cart to quickbooks online. Possibly using zapier. Looking for someone with experience working with all 3 or have a solid solution on how to import from cs-cart to quickbooks

...(English version at the end) L'objectif est de saisir des transactions financières dans Quickbooks. Il y a environ 250 lignes d'éléments dans une feuille Excel qui doivent entrer dans Quickbooks pour l'exercice 2021. Nous avons déjà un compte Quickbooks mais nous ne l'avons pas pleinement utilisé. Il y a quatre compagnies au total, qui ont des liens entre elles qui seront expliqués. Notre Quickbooks est aussi connecte aux compte bancaires, donc le fichier excel sert de guide mais toutes les transactions devront deja etre dans le logiciel. Nous pousvons communiquer en francais ou en anglais, peu importe. Par contre la personne doit lire le français, car beaucoup de pièces just...

I have ongoing transactions in Quickbooks which need to be accepted for a small accounting practice with small business clients. Basic entries with many transaction rules in place; assistance can be provided. Your choice of work days/hours. Additional fixed price project posted under same ID for catching up transactions for 3 clients for 23 months (low transaction volumes each).

Hello, I need an RFP document with the f...document with the following sections which I can send to data migration providers. The RFP document is for data migration from QBO to Xero. The RFP should include the following sections: 1. Introduction 2. About the company (leave it blank, I will fill out the information) 3. Project background and Objectives 4. Project scope and approach 5. Project deliverables 6. Project schedule (tables of deliverables) 7. Project governance 8. Post migration checklist 9. Commercial terms 10. Evaluation and award process Indicate when when "actual" data must be added into the rfp, and I will plug in the numbers. Things such as: the volume of transactions to be migrates from QBO to Xero is BLANK (this is where I specify the information)...

planning to set up accounting for an estate agency with client accounting on surf accounts or quickbooks or xero I run short term letting property. I have to track all the income deduct costs and pay owners I do lots of refurbishment running teams of builders so i need to also set up a system to track their hours perhaps tradify but open to suggestions Ithe teams of builders buy lots of stuff currently through revolut but it is hard to have it top up enough to deal with it I am ideally looking for a system that tracks builders time And makes invoices which i can bill out to clients. I deduct the invoice from a budget recived or rent recived I also have to do vat Current i do invoice manually tracking how much time was spent on a place and typing in all the costs like h...

Need someone to handle vendor and transaction type sorts for importing into Quickbooks

We have lots of Australian Bookkeeping, BAS preparation and Review work. Interested Candidates must have experience in Xero software. We will set a remote computer through team viewer. this is a monthly ongoing project due to expansion in our company. We look forward to receive your application. Regards Deepak Rajput [Removed by Freelancer.com Admin]

Dear Balaji, Hope you are doing well. Due to rapid expansion in our business, we would like to assign you some of the files on a permanent basis to reviewing the files. Please feel free to discuss me about this project. my contact number is...are doing well. Due to rapid expansion in our business, we would like to assign you some of the files on a permanent basis to reviewing the files. Please feel free to discuss me about this project. my contact number is +91 9811 5484 38 The above project is an Australian process so you should have a sound knowledge on Bookkeeping , BAS and preparation /review of BAS workpapers and software is a Xero. We are looking forward a longer business relationship with you if the work quality is high for us and turnaround time is good. Thanks Dee...

Background: A Freelancer wrote me in 2018 a program in C# to sync From QuickBooks to suiteCRM and from CRM to QB. We are now going to migrate this program to sync from QuickBooks Desktop to AirTable. You may opt to write this from scratch but including all the features from existing program or modifying this program. Syncing is done for Jobs, customers, Contacts and including custom fields (If JOBS or Custom Fields is not included in the code make sure you add it) The program includes 2 exes 1. Syncing process - No GUI could run as a scheduled task 2. GUI Setup Links and mapping instruction saved in XML files Include in your proposal a. Experience with QB and or AirTable or relevant skills b. Program language and tools you would use c. The word blueMagic d. ...

We are looking for a person to set up the below process in our QB Enterprises Desktop Version. 1. Client received money daily upload into QuickBooks. 2. Service Fee %(Rate) set up for each client in the background to deduct automatically while we process the invoice every Month. 3. Snapshot (Complete Client Snippet) to showcase the Medicount Received funds/Client received the fund. Deadline is september 15th

See Attachments for examples before bidding! We will be closing a company in the next 90 days in need the about three years worth of bank statements and credit card statements put into QuickBooks pro desktop version. This is for an end of business audit so three years of transactions need entered

Need to set up cost tracking and reconciliation system for an aviation shipping network. Currently using Quickbooks online.

Hi We are currently using jotforms and have already integrated stripe within the jotforms to collect payments. We now need to integrate XERO so the applicant is sent an invoice immediately after making an application. i need to understand how the line items will be transferred from JOTFORM to Xero as currently we are charging a fee of say £100 which includes £80 Embassy Fee, £10 Our Fee, £10 postage. On Jotform we charge £100 - buit on Xero we want a breakdown to be send to client showing embassy fee, our fee and postage. Only those that have full experience of this integration process should bid. i need this asap.

...Accounting Assistants To be trained to perform accounting and taxation duties as Members of the Accounting Team. Hourly rate around AUD 3. Successful applicants will be required to work 4 to 5 hours a day, Mondays to Fridays. There are good prospects of being offered full-time employment for dedicated candidates, with increased wages. For the position of CPA, applicants must have experience in the Xero Accounting Package. As for the Trainee applicants, because training will be given, no experience is required, although applicants with accounting training and background will be preferred. All Intending applicants should: • Be able to speak and write English clearly. . Be prepared to learn and work hard. • Have their own internet connection and computer unit. &bu...

Have a new business and have subscribed for Xero for accounting. Need some who understand and have experience with Australian accounting system, ATO and can help to setup all aspect of Xero.

Hello, I am looking for an developer to build out our Podio CRM. We require some advanced customization including: Phone integration Team permissions Work spaces for multiple rolls in the business Relationship based linking across app/work spaces Graphic charts Calculators E-signature contracts Entire system automation Quickbooks Data lake Api integration Globiflow SMS/Email Drip Create Custom Podio Apps Our intention is to develop a system that controls our real estate business process from start to finish. Candidate must exhibit creativity and ability to create complex data flow. This project requires a large number of cross workspace relationship data points. We look forward to working with you.

...will be able to control Cling through n8n.io. The service is a service similar to Zapier but open source. Here you can find the API documentation for Cling: Here you can see similar "nodes", similar to the program Cling: One flow we plan to create with in the future is a connection between a form and Cling. When a customer fills in their information in a form, a customer is immediately automatically created in the Cling tool. So that we can easily and quickly then send out a quote to the customer. Do you understand? – Information about n8n: “In

QuickBooks - Small business needs to set up and post transactions 2 times a month for a recruiting staffing company.

I have a customised Odoo v12 community system, that I need to have moved to Odoo v16 Community. I am looking for a skilled and experienced but small Odoo skilled developer to do this work for me. My v16 experience is where I wish to decrease my customisations and move back to standard code base as much as possible. Modules: CRM, Sales, Accounting ( Xero Integraton ), Payment gateway Integration, Inventory, Purchasing, Job status Dashboard, POS Please reply with details of your experience and references

I have bookkeeping and accounting that needs to be done for my CPA. Need small business experience. Information to be put into QuickBooks.

We need to develop dashboards using financial data managed by XERO and project data managed by simPRO (both are cloud-based software). There are many freelancers proficient in developing dashboards using CSV data format, but not native data in XERO & simPRO. There are others who use API integration to fetch the native data, but all freelancers who claim to have done it, wasted our time and fail to produce any results. There are costly solutions of using 3rd party software to do this conversion which obviously we are avoiding. We are looking for a proficient data software developer to fetch the data from these two software products and make them available in a format readable by POWERBI or Google Studio to develop the needed dashboard. IF YOU ARE NOT PRESENTING YOUR REAL ...

Hi Talha A., I noticed your profile and would like to offer you my project. We can discuss any details over chat.

We have a few different processes we have automated with , it is shutting down in a month or so however. We would like to have these pr...have automated with , it is shutting down in a month or so however. We would like to have these processes automated again and done better, using some software such as Zapier or any other software you are familiar with (Integromat, Flow, Workato, IFTTT, etc) 1. When invoice is made on quickbooks, draft email on gmail is created with customer name, customer address, every item and quantity on gmail. We will give you the template. 2. Order comes in on website. Invoice is created on Quickbooks and draft email is created for the order. 3. Invoice is modified, new draft email is created on gmail with address and each item ordered listed.

We are looking for a part-time freelancer to remotely work as a data entry pro for electrical service company located in New Zealand. There is a local person to support gathering of receipts and other needed documents if required. Data to be entered in one financial software (XERO) and one project management software (simPRO). Additional proficiency in this 2 software is preferred, especially how to maximize the use of simPRO. IF YOU ARE NOT PRESENTING YOUR REAL BID AND ASKING FOR OUR BUDGET, YOUR BID WILL BE DISREGARDED.

...Bookkeeper job duties include working closely with our Accounting team to create and analyze financial reports and ensure legal requirements compliance, process accounts payable and receivable and manage invoices and tax payments. Our ideal candidate holds a Finance degree (preferably followed by accounting CPE courses) and is familiar with accounting software packages, like FreshBooks, Kashoo and KashFlow. Ultimately, the Bookkeeper’s responsibilities are to accurately record all day-to-day financial transactions of our company. Responsibilities Record day to day financial transactions and complete the posting process Verify that transactions are recorded in the correct day book, suppliers ledger, customer ledger and general ledger Bring the books to the trial balance st...

(Experience with Quickbooks) / Full time Establishing different accounts Maintaining records of financial transactions by posting and verifying Defining bookkeeping policies and procedures Developing systems to account for financial transactions by establishing a chart of accounts Maintaining subsidiary accounts by posting, verifying and allocating transactions Reconciling entries to balance subsidiary accounts Maintaining a balanced general ledger Preparing a trial balance for the accountants Preparing financial reports by collecting, analyzing and summarizing accounting for information Ensuring compliance with federal, state and local legal requirements Monitoring for variances from the projected budget Advising management on compliance needs Assisting in financial activities suc...

Looking for a rock star bookkeeper/accountant – Best candidates may have CPA while they believe/show they are CFO type quality in reporting and forecasting. This is a part-time as needed with potential of additional work/services. Understanding of US tax laws. The immediate need is very standard of inputting expenses into QuickBooks for 2022, with upkeep on a monthly basis. Second will be putting in investment driven income into the books. Third will be the reporting of cashflow between the different projects/accounts. Moving forward, the possible responsibilities of the selected individual would include, but not limited to, monthly bookkeeping, give input to optimize the financial performance of the company, including detailed reporting, liquidity, and return on investments...

We have a specific problem that we need help with. When we receive a bill from a Vendor for a cost that needs to be charged to a Customer/Job, we enter the bill, enter some detail into the Memo field and check the Billable box. When we generate the invoice to our Customer, we select the Billable cost. Neither the Vendor name nor the Memo field shows on the Invoice. This makes follow-up impossible. I would welcome any advice on how this problem can be resolved.

Need bank accounts and credit cards reconciled for my business in QuickBooks.

Need bank accounts and credit cards reconciled for my business in QuickBooks.

This is two stage. First help me with set up. Second, be available for ongoing Q&A. Third, help with quarterly & year end reporting. I want the following help: 1. Set up Chart of Accounts with me (guide me through it) 2. Help me understand why QBO/Intuit payroll isn't automatically posting to the accounting system. 3. Help me start to enter transactions I am charting to the company checking account and personal credit cards into the record so I can understand what is goping on financially in my business and do proper reporting. Payroll, once transferred in should be perfect as it seems to go off without a hitch. I have entered deposits into QBO, but zero expenses. My company is 4 months old. I have an accounting degree from a long time ago but I am not an accountant. I get d...

We are looking for customer service,admin person who have strong English communication skill. You must know ms office,Adobe ,QuickBooks. You must have proper email writing skills. Strong data management skill . Good command on social media.

HVAC Heating and Air conditioning for residentials within USA, Alabama. Will need a completely new website linked with quickbooks that can help clients build and calculate their own pricing based on our product listing and labor hours. The product listing will need to have a management tab to add and remove products from the list of products that will be there for clients to select. Once a client had a package deal and products added they will get a total of labor and cost-plus products. The calculation system will include drive time to client's location and from any city i choose in Alabama. The products will be stores and listed from nodejs hosted website with a json file storing all listing products that will be selectable for clients and members. There will be a sign up, re...

Help with inputting client transactions on Quickbooks.

Hi, I want to learn the following software, if you have expertise in any of these, please give me training in them. Even if you know one of them please get in touch. Thank you List of the softwares I want to learn Quickbooks, Xero Bookkeeping Preparation of management accounts Preparation of Financial Statements Financial Analysis Cash Flow Statement MS PROJECT SAAS SPSS SAP ERP Dynamics Microsoft Netsuit Thank you very much for your cooperation

I have some bookkeeping and accounting that needs to be done for my CPA and could use some help. You need to have small business experience. I have two business accounts that need the bookkeeping completed and information put into QuickBooks.

We just acquired a service company. We need someone to provide business analysis spreadsheets that allows us to do budgeting & financial forecast, advise on key performance indictors (KPIs) that need to be assigned to sr management team to measure their performance on weekly/monthly/annual basis. There is a potential to work as VA for extended time as financial controller to collect A/R, and m...We need someone to provide business analysis spreadsheets that allows us to do budgeting & financial forecast, advise on key performance indictors (KPIs) that need to be assigned to sr management team to measure their performance on weekly/monthly/annual basis. There is a potential to work as VA for extended time as financial controller to collect A/R, and manage A/R, A/P, Payroll, etc. W...

I need a profit and loss statement for all my accounts, this needs to be completed very quickly. Due date is 8/29/2022 8am PST time zone. Can use quickbooks/or google spreadsheets, or excel.

Hi Tatiana L., I need help to perform cleanup for 2021 (850 transactions) Thanks

...or suggest processes that you've seen as beneficial in the past. Key/Important Requirements: -Comfort working in a fast-paced startup environment -Great English Skills -Ability to be available during business hours most of the time (8am-4pm EST) -Experience working as an executive assistant for a CEO/Founder Additional requirements (nice to have, not necessary) -Bookkeeping experience with Quickbooks, Brex -Startup/Product-focused Project Management experience - Social Media Experience Possible Tasks: Planning and scheduling meetings. Setting reminders, and organizing prioritization Recording the meeting (if required). Researching and organizing data Compiling expense reports. Performing bookkeeping tasks. Handling memos, reports, invoices, and related documents, includi...

...allow multiple people in our organization to observe your communication skills. You must have the ability to do zoom calls with clients so you need to make sure that you have all the necessary equipment and internet speed to be able to do this. Please let me know if you have experience with , , WordPress (your level of interaction or expertise), Mailchimp/SendInBlue, SLACK, QuickBooks, Microsoft 365, TeamViewer, Content Development (Posting), RANK MATH, and any other software, etc. that you have particular experience or expertise with. Thank you in advance for your very careful responses to this posting and for not wasting our time with autoresponders or general bids that do not specifically address this posting. YOU WILL BE REQUIRED TO SUPPY A VIDEO TELLING WHY YOU ARE

...Bookkeeper job duties include working closely with our Accounting team to create and analyze financial reports and ensure legal requirements compliance, process accounts payable and receivable and manage invoices and tax payments. Our ideal candidate holds a Finance degree (preferably followed by accounting CPE courses) and is familiar with accounting software packages, like FreshBooks, Kashoo and KashFlow. Ultimately, the Bookkeeper’s responsibilities are to accurately record all day-to-day financial transactions of our company. Responsibilities Record day to day financial transactions and complete the posting process Verify that transactions are recorded in the correct day book, suppliers ledger, customer ledger and general ledger Bring the books to the trial balance st...

Looking for someone with accounting & Bookkeeping skills. Must have strong Excel skills and Quickbooks. This work will be ongoing and will require time each week and end of month.

We require software developed to generate a customer statement by fetching data regarding invoices,payments nd credit notes for contacts by selecting a specified date period and display a report layout as per our specification. Xero API Intergration Report Writer output to email pdf or screen

Manage and reconcile my financial transactions in Quickbooks

need help setting up Xero in accounts

I'm looking for a certified zoho accountant, to transfer my charts of accounts to zoho books with all the amounts. Some of the account types will need to be modified to suit zoho books. there is approximately 100 line items. previous data taken form xero please contact me for more information Freelance must be zoho certified