QuickBooks Online Cleanup Expert - 4 Months of Bank Reconciliation

Posted last week

Worldwide

Summary

I am looking for a QuickBooks Online (QBO) expert to perform a comprehensive cleanup of my books for the period of February 2026 through June 2026. The scope includes reconciling 3 accounts: 2 checking accounts and 1 credit card. I need someone who is detail-oriented, highly proficient in QBO, and capable of categorizing transactions, clearing up discrepancies, and ensuring my books are tax-ready. Scope of Work Reconciliation: Reconcile 2 business checking accounts and 1 credit card account for the 5-month period (Feb–June 2026). Categorization: Review and properly categorize all pending and misclassified transactions. Cleanup: Address any outstanding issues, including duplicates, unapplied payments, or unreconciled balances. Quality Check: Ensure the Profit & Loss and Balance Sheet reports accurately reflect the business activity for this timeframe. Requirements Expert Proficiency: Must have extensive experience with QuickBooks Online. Proven Track Record: You must have completed at least 3 similar cleanup projects on Upwork or in your professional history. Please provide examples or references to these projects. Communication: Ability to provide a brief status update once the cleanup is completed or if you encounter any major roadblocks that require my input. Data Security: Maintain strict confidentiality regarding all financial data. To Apply Please submit your proposal with the following: A brief summary of your experience with QBO cleanup projects. Confirmation that you have completed at least 3 similar projects. Your estimated turnaround time for this specific project. Your rate for this project (or hourly rate if preferred).

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Expert
    Experience Level
  • $5.00

    -

    $35.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Bookkeeping
Bank Reconciliation
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:3 days ago
  • Hires:
    1
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Dec 10, 2025
  • United States
    Juneau6:55 AM
  • $2.2K total spent
    34 hires, 5 active
  • 111 hours

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