You will get a custom setup for your NEW QuickBooks Online CDN accounting system


Project details
You will get a custom-made (to your industry) QuickBooks Online framework so you can start entering transactions right away. All required COA (chart of accounts), vendors (your list imported by CSV), & customers/clients (your list imported by CSV) will be created for you. I will also provide a CLEAR and CONCISE video tutorial of your QBO system.
I have CDN industry experience in: automotive (sales & service), pharmacy, retail hardware, logging, insurance brokers, web designers, freelance workers, banking, communications, marketing, property management, newspaper, real estate, landscaping, garden centres, hotel, construction, restaurant, online commerce, lawyer.
I have CDN industry experience in: automotive (sales & service), pharmacy, retail hardware, logging, insurance brokers, web designers, freelance workers, banking, communications, marketing, property management, newspaper, real estate, landscaping, garden centres, hotel, construction, restaurant, online commerce, lawyer.
Project Type
Data Entry, Virtual Assistance, Customer Support, OtherWhat's included
| Service Tiers |
Starter
$500
|
Standard
$750
|
Advanced
$1,100
|
|---|---|---|---|
| Delivery Time | 5 days | 7 days | 10 days |
Number of Revisions | 1 | 2 | 4 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$100 - $200About Margaret Ana
QBO Expert, Web Designer with WordPress and an amazing Tech Assistant
Bittern Lake, Canada - 4:57 pm local time
I have been the "right hand" to many business owners over my 30+ working years. Handling the management of their offices from administration all the way up to controller. My strengths are in the organization, accounting and technology aspects of running a business, whether it be online or brick and mortar. I have been both an employee and a business owner.
I began my working career in the accounting field, which I excelled in, and eventually found myself as the technology "go to" girl as I quickly embraced the computer age. I now specialize in helping businesses assess and update their technology needs in the area of accounting, websites and cloud based systems.
In 2009 I started developing WordPress websites and now manage about a dozen sites. All the sites built are responsive and SEO ready.
My extensive background in software implementations, accounting and office management can only serve to assist my clients with their needs.
Industries served: automotive (sales & service), pharmacy, retail hardware, logging, insurance brokers, web designers, freelance workers, banking, communications, marketing, property management, newspaper, real estate, landscaping, garden centres, hotel, construction, restaurant, online commerce, lawyer.
Steps for completing your project
After purchasing the project, send requirements so Margaret Ana can start the project.
Delivery time starts when Margaret Ana receives requirements from you.
Margaret Ana works on your project following the steps below.
Revisions may occur after the delivery date.
Initial information needed
Receipt of info as outlined in the "requirements" area. PLUS admin access to your QBO account. (This can be removed once it is delivered.)
Uploading of Clients & Vendors
After receiving the CSV or Excel listing of Customers/Clients and Vendors, I will ensure they are uploaded correctly.