You will get a custom SQL Server invoice aging report with live filters
Rising Talent
Rising Talent
Project details
You will get a custom invoice aging report that gives you a clear, real time view of what clients owe you and how overdue it is. Using Microsoft Report Builder connected to a live SQL Server database, I build reports with filterable parameters (client, status, date range) and automatic aging bucket categorization (Current, 1-30, 31-60, 60+ days), so you can instantly see outstanding balances without digging through spreadsheets.
With over 3,500 hours on Upwork as a bookkeeper and finance VA, plus hands on experience in QuickBooks Online, SQL Server, and account reconciliation, I bring both the accounting knowledge and the technical skill to build reporting tools that actually match how your business operates. Every report is clean, accurate, and built around your specific data structure.
With over 3,500 hours on Upwork as a bookkeeper and finance VA, plus hands on experience in QuickBooks Online, SQL Server, and account reconciliation, I bring both the accounting knowledge and the technical skill to build reporting tools that actually match how your business operates. Every report is clean, accurate, and built around your specific data structure.
Data Tool
SQLWhat's included
| Service Tiers |
Starter
$35
|
Standard
$65
|
Advanced
$110
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Source Code | - |
About Frederick
Bookkeeper & QuickBooks Online Expert | AP/AR, Reconciliation
Accra, Ghana - 7:28 am local time
With 3,500+ hours on Upwork and ongoing remote support for a US based pet supply company, I manage full cycle bookkeeping, AP/AR, invoice reconciliation, and reporting in QuickBooks Online.
What I do:
Full cycle bookkeeping and monthly close in QuickBooks Online
Invoice processing and AP/AR management (50+ invoices/month)
Account reconciliation and variance analysis
Custom reporting with SQL Server Reporting Services and Power Automate
General VA support: email management, scheduling, admin tasks
I have a BSc in Economics, an Intuit QuickBooks Certification, and an FMVA from CFI. I respond fast (0 to 4 hour average) and I am comfortable working Pacific and Eastern time zone hours.
If you need someone who can just take ownership of your books and keep them clean, let's talk.
Steps for completing your project
After purchasing the project, send requirements so Frederick can start the project.
Delivery time starts when Frederick receives requirements from you.
Frederick works on your project following the steps below.
Revisions may occur after the delivery date.
Review requirements
Review your data structure and requirements to confirm scope, filters needed, and aging bucket ranges before starting the build.
Set up data connection
Connect to your data source (SQL Server, Excel export, or QuickBooks export) and build the report structure and layout.