You will get Invoice to Excel/CSV • 200 Docs • VAT % • Duplicate Check & Monthly Summary
Project details
I deliver clean, analysis-ready invoice datasets with automatic VAT/Total, duplicate checks, and clear KPI dashboards. Fast turnaround (24–48h), GDPR-safe, and clear communication (BG/EN/IT). You get Excel/Sheets + CSV/PDF, aligned to your date/currency formats. The result: a reliable, lightweight finance dashboard that saves hours every month.
Data Entry Type
Copy Paste, Data Cleansing, Document Conversion, Error Detection, Word ProcessingData Entry Tool
CRM Software, ERP Software, Google Docs, Google Sheets, Microsoft Excel, Microsoft Office, Microsoft WordWhat's included
| Service Tiers |
Starter
$49
|
Standard
$99
|
Advanced
$179
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 1 | 1 | 2 |
Number of Hours of Work | 3 | 7 | 14 |
Formatting & Clean Up | |||
Graph & Table Creation | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$7
Additional Hour of Work
+$20
Graph & Table Creation
(+ 1 Day)
+$8
+500 additional documents
(+ 2 Days)
+$89
Mark Paid (per 100 docs)
+$5
Cost Center Split
+$10Frequently asked questions
About Maria
Accounts Payable / Accounts Receivable Specialist | QuickBooks
Varna, Bulgaria - 11:55 pm local time
What I do
• Issue & send accurate QBO invoices (correct items, terms/taxes; PO & delivery notes attached; clear memo with job/site/date).
• A/R cadence: daily Aging review; polite, logged reminders on Day 1 & Day 7; short notes for exceptions.
• Payments recorded properly: Receive Payment → Deposit → Banking match (no misposts).
• Daily mini-report: invoices sent, payments applied, overdue actions, blockers.
Quality
• Zero tolerance for duplicates (pre-check by invoice no./PO/date).
• Clean data hygiene; reliable, audit-friendly reports.
• I document your process in a one-page SOP you can reuse.
Experienced in structured financial workflows, reconciliation support, and ERP-style accounting environments.
Availability: Mon–Fri, 1–3h/day with guaranteed overlap; flexible on rest days/weekends.
Tools: QBO (basic familiarity), Excel/Google Sheets, CSV, OCR.
Steps for completing your project
After purchasing the project, send requirements so Maria can start the project.
Delivery time starts when Maria receives requirements from you.
Maria works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1 — Intake & scoping
I’ll review your sample Excel/CSV and confirm key parameters—country & VAT%, currency, date format, duplicate rule (e.g., Supplier+Invoice No.), due-date logic, and desired KPIs/outputs.
Step 2 — Data audit & structure
I’ll assess data quality, define the fields, and set a clean layout with data validation (Invoices sheet + Summary sheet) to ensure consistency and easy maintenance.