Hire the Best Intuit Quicken Specialists

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Kamran A.

Dera Nawab Sahib, Pakistan

$6/hr
5.0
7 jobs

Dear Sir/Madam, I am Kamran a Top Rated freelancer on Upwork with 5+ years of experience, specialising in bookkeeping and workflow management. I work closely with CFOs and business owners to keep their books accurate, operations organised, and deadlines met without any back and forth. My clients trust me with ongoing work across IT firms, beverage companies, logistics, construction, and bank loan services and that trust shows through long term relationships and continued projects across the US, UK, Canada, and Australia. As a Xero Certified Advisor and QuickBooks Online Certified expert, my bookkeeping service goes beyond data entry. With an IT and Commerce background, I also work across job management platforms that most bookkeepers are not familiar with making me a one stop solution for your finance and operations. Core Bookkeeping Services: Daily bookkeeping and transaction categorisation Accounts payable and accounts receivable management Bank reconciliation and credit card reconciliation Payroll processing and management BAS preparation and GST tracking Multi currency transactions Catch up and clean up bookkeeping for backlogged records Year end bookkeeping and financial reporting Platform Expertise: Bookkeeping Software: QuickBooks Online, Xero, MYOB Document Management: Hubdoc, Dext Job Management: ServiceM8, WorkflowMax Reporting and Analysis: Advanced Excel (pivot tables, VLOOKUP, INDEX/MATCH, macros, financial modelling) and Google Sheets (dashboards, Apps Script, workflow automation) Platform Setup and Migration: Xero, QuickBooks Online and MYOB setup and customisation Chart of accounts creation and optimisation Migration between platforms I take bookkeeping seriously. If something looks off I will flag it before it becomes a problem. Clean books mean better decisions for your business. Whether you need ongoing bookkeeping support, a one off clean up, or a full platform setup, feel free to reach out. I would be happy to discuss how I can help. Looking forward to hearing from you. Kamran Abbas

  • Xero
  • Accounting
  • Bookkeeping
  • Intuit QuickBooks
  • Microsoft Excel
  • Project Management
  • Financial Reporting
  • Payroll Accounting
  • Payroll Reconciliation
  • Expense Reporting
  • Virtual Assistance
  • Construction Management
  • Chart of Accounts
  • Administrative Support
Eden C.

Davao City, Philippines

$12/hr
4.2
195 jobs

I have a high level in business accounting software set up. I handle bank reconciliation, invoicing, pay bills, categorized transactions, coding, sales receipts, cleanups and all other accounting and bookkeeping related jobs. I am your humble servant in the matters of accounting and bookkeeping. I have knowledge in the following softwares: Sage Odoo Accounting Quickbooks Online/Desktop Quicken Kick co Buildium AppFolio ERPNext Freshbooks Xero Kashoo Kashflow Wave Saasu Aplos Zoho Books ERPNext Powerpoint Excel Word Asana Dext Hubdoc

  • Intuit QuickBooks
  • Zoho Books
  • US Taxation
  • AppFolio
  • QuickBooks Online
  • Xero
  • International Financial Reporting Standards
  • Odoo
  • Goods & Services Tax
  • Sage 300
  • Wave Accounting
  • Bookkeeping
Stevan P.

Royal Oak, Michigan

$50/hr
4.7
68 jobs

𝗡𝗲𝗲𝗱 𝗮 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗲𝗿 𝘄𝗵𝗼 𝗰𝗮𝗻 𝗸𝗲𝗲𝗽 𝘆𝗼𝘂𝗿 𝗯𝗼𝗼𝗸𝘀 𝗰𝗹𝗲𝗮𝗻, 𝗮𝗰𝗰𝘂𝗿𝗮𝘁𝗲, 𝗮𝗻𝗱 𝗲𝗮𝘀𝘆 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱? I help business owners organize their financial records, clean up messy books, reconcile accounts, and maintain accurate bookkeeping using QuickBooks Online, Xero, Excel, and other accounting tools. My work is a strong fit if your transactions are behind, your bank or credit card accounts are not reconciled, your reports do not look right, or you need reliable monthly bookkeeping support after tax season. I specialize in bookkeeping cleanup, catch-up bookkeeping, bank reconciliation, credit card reconciliation, accounts payable, accounts receivable, invoice tracking, expense categorization, chart of accounts organization, and financial reporting. 𝗛𝗼𝘄 𝗜 𝗖𝗮𝗻 𝗛𝗲𝗹𝗽 • QuickBooks Online bookkeeping • Xero bookkeeping • Bookkeeping cleanup and catch-up • Bank and credit card reconciliation • Accounts payable management • Accounts receivable management • Invoice and bill tracking • Expense categorization • Chart of accounts organization • Monthly bookkeeping support • Financial reports and summaries • Excel-based financial tracking • Data entry and record organization 𝗧𝗼𝗼𝗹𝘀 𝗜 𝗨𝘀𝗲 QuickBooks Online, Xero, Microsoft Excel, Salesforce, Trello, Oracle NetSuite, and SAP Business Objects. 𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗠𝗲? I focus on keeping your books accurate, organized, and easy to understand. Whether you need a one-time cleanup, catch-up bookkeeping, monthly bookkeeping, reconciliation support, or help getting your financial records in order, I can help you build a clean bookkeeping system that supports better business decisions. 𝗟𝗲𝘁’𝘀 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗕𝗼𝗼𝗸𝘀 𝗢𝗿𝗴𝗮𝗻𝗶𝘇𝗲𝗱 Send me a message with a quick overview of your bookkeeping needs. I’ll help you clean up your records, reconcile your accounts, organize your transactions, and keep your QuickBooks or Xero books accurate moving forward. 𝗞𝗲𝘆𝘄𝗼𝗿𝗱𝘀 Bookkeeper, QuickBooks Bookkeeper, QuickBooks Online, Xero Bookkeeper, Xero Accounting, Bookkeeping Cleanup, Catch-Up Bookkeeping, Bank Reconciliation, Credit Card Reconciliation, Account Reconciliation, Accounts Payable, Accounts Receivable, Invoice Management, Bill Management, Expense Categorization, Chart of Accounts, Monthly Bookkeeping, Financial Reporting, Financial Statements, Balance Sheet, Profit and Loss, General Ledger, Data Entry, Payroll Review, Excel Bookkeeping, Small Business Bookkeeping, Virtual Bookkeeper, Remote Bookkeeper

  • Bookkeeping
  • QuickBooks Online
  • Xero
  • Accounting
  • Account Reconciliation
  • Accounts Payable
  • Accounts Receivable
  • Payroll Accounting
  • Bank Reconciliation
  • Financial Reporting
  • Oracle NetSuite
  • Trello
  • Data Analysis
  • PeopleSoft
  • SAP Business Objects
  • Bill.com
  • Bill.com Accounts Payable
  • Bill.com Accounts Receivable
  • Financial Statement
  • Balance Sheet
Simiao B.

Maputo, Mozambique

$16/hr
4.9
108 jobs

Accountant & Bookkeeper | 10+ Years Experience | QuickBooks, Xero & Wave Expert | IFRS/GAAP Reporting | 70+ Global Clients | AI-Enhanced Cloud Accounting (Double AI, ChatGPT & Claude). 🔷 CORE SERVICES: (1) Chart of Accounts setup and optimization (2) Bookkeeping, journal entries, and reconciliations (3) Financial statements (P&L, Balance Sheet, Cash Flow, Equity) (4) Cleanups and historical corrections (5) SaaS migrations (QBO ↔ Xero, Desktop → Cloud) (6) Audit preparation and investor-ready reporting 🔷 CLOUD ACCOUNTING & AI MODERNIZATION As a QuickBooks Online and Xero ProAdvisor with 10+ years of experience, I design and optimize cloud accounting ecosystems that go beyond bookkeeping. I integrate AI tools such as ChatGPT and Claude to enhance: - Bank statement conversion and data structuring - Transaction categorization and reconciliation accuracy - Financial analysis and anomaly detection - Spreadsheet automation and reporting workflows This approach improves both speed and decision-making quality for business owners. 🔷 WHAT I OFFER I provide end-to-end Accounting & Bookkeeping services tailored to Small and Medium Enterprises across industries such as consulting, e-commerce, education, health, and marketing. My services focus on accuracy, compliance, and automation-driven efficiency. 🔷 CLOUD ACCOUNTING ECOSYSTEM I work across multiple platforms, including: - QuickBooks Online - Xero - Wave Accounting - FreshBooks - Zoho Books - Sage Intacct - Bill - You Need A Budget (YNAB) I also integrate accounting systems with Shopify, Amazon, PayPal, and payroll systems for full operational visibility. 🔷 REPORTING & BUSINESS INTELLIGENCE I strengthen financial decision-making using: (i) Reach Reporting for dashboards and performance tracking (ii) Excel-based financial modeling and custom reporting (iii) Budgeting, forecasting, and KPI analysis (iv) Cash flow and profitability insights 🔷 DOCUMENTATION & WORKFLOW SYSTEMS To improve structure and scalability, I implement: - Microsoft SharePoint for secure document control - ClickUp for task and workflow management - Scribe and Loom for SOPs, training, and onboarding 🔷 CORE SERVICES (1) Chart of Accounts setup and optimization (2) Bookkeeping, journal entries, and reconciliations (3) Financial statements (P&L, Balance Sheet, Cash Flow, Equity) (4) Cleanups and historical corrections (5) SaaS migrations (QBO ↔ Xero, Desktop → Cloud) (6) Audit preparation and investor-ready reporting 🔷 EXPERIENCE HIGHLIGHTS I have worked with U.S.-based clients such as Fusion4Business, Berley CPA, and Redline, processing 15,000+ transactions and completing 40+ months of bank reconciliations. My experience includes multi-year cleanups, PPP and SBA loan accounting, and tax optimization strategies that have reduced Sales and Use Tax liabilities by 10–15%. I specialize in correcting misclassifications, strengthening internal controls, and building clean financial systems that support audits, investors, and strategic growth. 🔷 Cloud Accounting & Bookkeeping Specialist with 10+ years of experience supporting 70+ global clients using QuickBooks Online, Xero, and Wave. I specialize in delivering accurate, scalable, and compliance-driven financial systems with a strong focus on IFRS/GAAP reporting, budgeting, and financial clarity. 🔷 Recognized as a Top Rated freelancer on Upwork with 100% Job Success, I am known for precision, reliability, and strong client communication. 🔷 My work combines traditional accounting expertise with modern AI-powered workflows, enabling faster bookkeeping, deeper insights, and more efficient financial operations. 🔷 ABOUT ME I’m Simião, also known as Simi. I’m a husband and father of three daughters. My work is guided by discipline, purpose, and the belief that strong financial systems build stronger businesses and stronger families. Business Value = Time Value + Money Value + a little PASSION 🔷 LET’S WORK TOGETHER Whether you are migrating to cloud accounting, cleaning up financial records, or building a scalable reporting system, I help you modernize and simplify your accounting operations. Let’s build something efficient, intelligent, and future-ready.

  • Intuit Quicken
  • Accounts Receivable
  • Intuit QuickBooks
  • Accounts Payable
  • Data Entry
  • Bookkeeping
  • Xero
  • Administrative Support
  • Account Reconciliation
  • Inventory Management
  • Chart of Accounts
  • Wave Accounting
  • Gusto
  • Data Mining
Yukti B.

Champaign, Illinois

$25/hr
4.1
132 jobs

Top-Rated Plus | 10+ Years Experience | $100K+ Earned on Upwork | U.S. Master’s in Accountancy & CPA-Equivalent Are you looking for an accountant who doesn’t just “manage books” but actually helps you save time, stay compliant, and grow profitably? That’s exactly what I do. With over 10 years of hands-on experience and $100K+ earned working with U.S. clients on Upwork, I bring the right mix of technical expertise, strategic insight, and proven results to every project. Clients trust me because I combine the knowledge of U.S. Master of Accountancy (University of Illinois) and Chartered Accountant (CPA-equivalent) — with practical experience across bookkeeping, tax, reporting, and financial systems. ✅ What I Deliver Full-Cycle Bookkeeping & Accounting – QuickBooks Online, Xero, NetSuite U.S. Tax Preparation & Advisory – Certified IRS VITA volunteer with experience filing federal & state returns GAAP-Compliant Financial Reporting – including ASC 606 and revenue recognition standards Audit & Compliance Support – smooth coordination with auditors and regulators Financial Planning & Insights – budgeting, forecasting, and data dashboards (Excel, Tableau, SQL, Python) 📈 Proven Results Helped U.S. businesses increase profitability by up to 25% through smarter financial planning Reduced month-end close times by 18%, ensuring faster and more reliable reporting Improved billing accuracy by 20%, accelerating cash collections across clients Delivered smooth audits with fewer adjustments year-over-year for multiple businesses If you’re searching for a reliable financial partner who can bring clarity to your numbers, ensure compliance, and give you insights to scale with confidence — let’s connect. As a Top-Rated Plus freelancer, I’m committed to long-term partnerships and measurable results for U.S. businesses. 📩 Let’s connect to discuss how I can simplify your finances and help your business grow with confidence.

  • Microsoft Excel
  • Intuit QuickBooks
  • Accounting Software
  • General Ledger
  • Cash Flow Analysis
  • Balance Sheet
  • Xero
  • GAAP
  • Oracle NetSuite
  • Bookkeeping
  • Bank Reconciliation
  • Accounts Receivable Management
  • Accounting
  • QuickBooks Online
  • Accounts Payable Management
Sandra Nohemi J.

Buenos Aires, Argentina

$9/hr
5.0
6 jobs

I'm a Bookkeeper and Accounting Specialist with 7+ years of accounting experience, currently supporting companies in the United States and the United Kingdom. I help businesses keep their finances organized, accurate, and ready for growth through efficient bookkeeping, financial controls, and well-documented processes. I work daily with Xero, QuickBooks Online, Google Workspace, and cloud-based collaboration tools, managing accounting workflows for international teams. 📊 Bookkeeping & Accounting Full-cycle bookkeeping Accounts Payable (AP) Accounts Receivable (AR) Bank Reconciliations Month-End Close Support General Ledger Maintenance Financial Reporting Expense Management Cash Flow Monitoring Invoice & Bill Processing Payment Allocation Remittance Reconciliation UK VAT Processing Multi-company Bookkeeping Chart of Accounts Managem 💻 Software & Platforms Xero QuickBooks Online Google Workspace Microsoft Office Excel (Advanced) Google Sheets Slack ClickUp Clockify AppFolio Jobber ⚙️ Process Improvement SOP (Standard Operating Procedure) creation Workflow documentation Document management Google Drive organization Internal process optimization Data entry and quality control 🏢 Industries Property Management Hospitality Construction Professional Services Healthcare Education I have experience reviewing supplier invoices, verifying VAT treatment, reconciling remittances, organizing supporting documentation, and maintaining accurate accounting records across multiple companies. My goal is simple: deliver reliable bookkeeping that allows business owners to focus on running their business with confidence. If you're looking for someone who is organized, detail-oriented, proactive, and comfortable working remotely with international teams, I'd be happy to help. ✨ Let's make your numbers and your operations work in your favor.

  • Accounting
  • Bank Reconciliation
  • Microsoft Excel
  • Google Sheets
  • Data Entry
  • Financial Report
  • Cash Flow Modeling
  • Invoicing
  • Expense Reporting
  • Administrative Support
  • Email
  • Calendar
  • Organize & Tag Files
  • Accounts Payable
  • Accounts Receivable
  • Xero
  • QuickBooks Online
  • Slack

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How to Hire Top Quicken Specialists

How to hire Quicken specialists

Looking to get your personal finances on track? A Quicken specialist can help. 

So how do you hire Quicken specialists? What follows are some tips for finding top Quicken specialists on Upwork.

How to shortlist Quicken professionals

As you’re browsing available Quicken consultants, it can be helpful to develop a shortlist of the contractors you may want to interview. You can screen profiles on criteria such as:

  • Accounting. Screen candidates for specialized accounting expertise such as tracking and managing an investment portfolio. 
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., exporting Quicken data to QuickBooks).
  • Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular Quicken specialist.

How to write an effective Quicken job post

With a clear picture of your ideal Quicken specialist in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project. 

An effective Quicken job post should include: 

  • Scope of work: From bookkeeping to budgeting, list all the deliverables you’ll need. 
  • Project length: Your job post should indicate whether this is a smaller or larger project. 
  • Background: If you prefer experience with certain accounting practices or tools, mention this here. 
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to get your personal finances in order? Log in and post your Quicken job on Upwork today.

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QUICKEN SPECIALISTS FAQ

Frequently asked questions

What is Quicken? 

Quicken is a popular personal finance management tool that makes it easy to create budgets and track spending. Virtual assistants and accountants experienced with the Quicken platform can help you better manage your finances. 

Here’s a quick overview of the skills you should look for in Quicken consultants:

  • Accounting
  • Accounts payable management
  • Bookkeeping
  • Administrative support
  • General office skills

Why hire Quicken specialists?

The trick to finding top Quicken specialists is to identify your needs. Are you looking for a virtual assistant to help you keep track of your finances? Do you also require the services of a CPA who can use your Quicken account to help you prepare your taxes? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life. 

How much does it cost to hire a Quicken specialist?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

  • An experienced Quicken specialist may command higher fees but also work faster, have more specialized areas of expertise, and deliver higher-quality work.
  • A contractor who is still in the process of building a client base may price their Quicken services more competitively. 

Which one is right for you will depend on the specifics of your project.