QuickBooks Online Credit Card Transactions Cleanup & Monthly Bookkeeping

Posted 2 weeks ago

Worldwide

Summary

I'm a small business owner who has fallen behind in QuickBooks Online and need a bookkeeper to catch me up and then keep me current each month. My business credit card transactions have been importing through the bank feed for months without anyone categorizing them properly — personal and business charges are mixed together, vendor names are inconsistent, and a lot of expenses were dumped into "Uncategorized Expense" or "Ask My Accountant." Nothing has been reconciled since earlier this year, so I don't trust my Profit & Loss at all. I need you to work through the backlog of credit card and bank transactions, split out personal charges, clean up and merge duplicate vendors, rebuild my chart of accounts where it's messy, reconcile every month back to my statements, and then deliver clean monthly P&L and Balance Sheet reports. Once the cleanup is done, I'd like to continue with you on an ongoing monthly basis. Skills required: QuickBooks Online (advanced), credit card and bank reconciliation, transaction categorization, chart of accounts setup, vendor cleanup and merging, accrual and cash basis reporting, and US small business bookkeeping — QuickBooks ProAdvisor certification preferred. You should be detail-oriented, able to flag questionable transactions instead of guessing, and available for a short weekly check-in. To apply, tell me roughly how many months of QuickBooks Online cleanup you've handled in the past year and what your process is for a file with hundreds of uncategorized credit card transactions.

  • $20.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Intuit QuickBooks
Bookkeeping
Nice-to-have skills
Bank Reconciliation
Accounting
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:2 weeks ago
  • Interviewing:
    1
  • Invites sent:
    1
  • Unanswered invites:
    0
About the client
Member since May 3, 2026
  • United States
    Milwaukie5:05 AM
  • $2.9K total spent
    174 hires, 23 active
  • 174 hours

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