Quickbooks Budget Assistance

Posted 16 hours ago

Worldwide

Summary

I have a budget currently built out in Google Sheets that I need transferred into QuickBooks Online so I can run reports, track actuals vs. budget, and manage our finances directly inside QuickBooks going forward. I have the QuickBooks template in Google Sheets that was downloaded from QBO. The budget that I created in Google sheets needs to be transferred onto that sheet, so I can upload it to QBO. What I need: Review my existing Google Sheets budget (categories, line items, monthly/annual breakdowns) Map those categories cleanly to QuickBooks' chart of accounts (creating or adjusting accounts/sub-accounts as needed so nothing gets lost or miscategorized) Build the budget out in QuickBooks Online using its native budgeting tool, formatted so it's ready to upload/import without errors Confirm the budget displays correctly in QuickBooks reports (Budget vs. Actuals, Profit & Loss Budget Performance, etc.) Provide a short walkthrough (written or a quick Loom video) on how to update the budget or pull reports going forward This is a one-time project, with the possibility of ongoing bookkeeping work if it's a good fit. I'll share the Google Sheets budget and QuickBooks access once we connect. Please include in your proposal: your experience with QuickBooks budgeting specifically, and roughly how long you'd expect this to take

  • $50.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Intuit QuickBooks
Google Sheets
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:11 hours ago
  • Hires:
    1
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since May 1, 2013
  • United States
    Richmond2:29 PM
  • $7.9K total spent
    69 hires, 14 active
  • 642 hours

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