QuickBooks Online Cleanup

Posted 4 weeks ago

Worldwide

Summary

We are looking for an experienced bookkeeper (CPA or QuickBooks Online Advanced ProAdvisor strongly preferred) for a cleanup project focused on transaction categorization. Important context: our books are fully up to date and reconciled. This is NOT a catch-up job. However, over the years some transactions were assigned to the wrong categories/accounts. We need a detail-oriented professional to review our entire transaction history in QuickBooks Online, identify miscategorized entries, and correct them. Scope of work: Review the full transaction history in QuickBooks Online (all years, all accounts) Audit our chart of accounts and flag categories that are redundant, misused, or set up incorrectly Identify miscategorized transactions (expenses, income, transfers, owner draws/contributions, assets vs. expenses, etc.) Propose corrections in a review file BEFORE applying changes — we want to approve the approach for each recurring pattern, not each individual transaction Apply approved corrections in QuickBooks Online, preserving bank reconciliation integrity (no breaking previously reconciled periods) Handle prior-year corrections carefully: for years with filed tax returns, document adjustments separately so our tax preparer can assess whether amendments are needed Deliver a final summary report: what was changed, by category and by year, with before/after P&L and Balance Sheet comparisons

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Expert
    Experience Level
  • $14.00

    -

    $35.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Intuit QuickBooks
Bank Reconciliation
Activity on this job
  • Proposals:50+
  • Last viewed by client:3 weeks ago
  • Interviewing:
    8
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Sep 18, 2015
  • United States
    Los Angeles5:07 AM
  • $23K total spent
    17 hires, 1 active
  • 2,851 hours
  • Real Estate
    Small company (2-9 people)

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