XeroJobs

...ticket. - Teknikeren reparerer iPhonen, hvorefter han skriver en endelig pris på reparationen. - Kunden kommer og henter sin iPhone og betaler, dette foregår stadig i RepairShopr. Billy har dermed ikke været brugt i hele forløbet, men oplysningerne om kunden og selve fakturaen til sidst skal overføres automatisk til Billy. ReparShopr har i gjort dette med de amerikanske regnskabssystemer; Xero og Quickbooks. Derved har vi forhåbning om, at det samme kan gøres med Billy. Jeg har snakket med folkene bag RepairShopr, og de har sagt at de har et åbent API. Dette skulle gøre processen lidt lettere har jeg fået mig fortalt. Hvis du mener at du er den rette til dette job, så må du endelig kont...

...to work independently. Scope of Work Bank Reconciliation Statements (BRS) Trial Balance & Ledger Maintenance Profit & Loss Statements Balance Sheet Preparation Accounts Payable & Receivable Data Entry & Financial Records Requirements Proven accounting or bookkeeping experience Strong knowledge of BRS, P&L, Balance Sheet Proficiency in Excel / Google Sheets Experience with QuickBooks, Xero, or Zoho (preferred) Accurate, reliable, and deadline-focused Project Type Freelance / Remote Long-term work possible for the right candidate Skills Required Accounting, Bookkeeping, Finance, Bank Reconciliation, QuickBooks, Excel, Financial Reporting Tip for Freelancer: Add this line at the end to filter serious proposals: Please mention your accounting s...

I need a detail-oriented bookkeeper who already understands the different compliance rules that apply in the United States and the UAE. Each month you will log in to our Zoho Books account and bring the ledgers fully up to date. Here’s what that looks like in practice: • Categorise every income and expense transaction and reconcile against bank and card feeds. • Record all sales invoices and purchase bills, attaching the corresponding receipts so that VAT (UAE) and IRS requirements (US) are both met. • Process payroll entries, ensuring payroll liabilities, gratuity, and any US withholding items are posted correctly. • Close the month with balanced trial balances and generate the standard management reports (P&L, balance sheet, cash-flow statement). ...

I run a growing SaaS company and n...you: • Day-to-day posting of income and expenses, with all bank and credit-card accounts fully reconciled. • Timely handling of invoices and vendor bills so cash flow stays predictable. • Payroll entries recorded correctly, including taxes and benefits. • Month-end financial statements delivered in a format I can review at a glance. I’m flexible on software—if you’re comfortable in QuickBooks, Xero, or FreshBooks, that works for me. Suggest the platform you’re fastest with, and we’ll spin up secure access. Success on this project means the books tie out to the last cent, key reports are waiting for me at month-end, and any questions from my CPA can be answered with a single click. If that sounds...

I'm seeking a professional to clean up my Xero account for the entire fiscal year. This is a one-time cleanup task, not ongoing maintenance. Key areas needing attention: - Bank Reconciliations: Fix any discrepancies and ensure all transactions are accurately recorded. - Expense Reports: Organize and categorize all expenses, ensuring correctness and completeness. Ideal Skills and Experience: - Proficiency in Xero - Strong accounting and bookkeeping background - Attention to detail and accuracy - Ability to work independently and meet deadlines Please provide a brief overview of your relevant experience and how you plan to approach this task.

I’d like to hand my raw ledger data to a detail-oriented accountant who can turn it into polished, GAAP-compliant reports every single month. Once I send over the trial balance a...schedules, I need accurate statements back within five business days, ready for management review and lender requests. Deliverables each month: • Balance Sheet • Income Statement (P&L) • Cash Flow Statement Along with the finished reports, please flag any inconsistencies you spot and add a short commentary on unusual variances so we can correct issues quickly. If you work in Excel, QuickBooks, Xero, or another tool, let me know so we can line up formats smoothly. Consistency, accuracy, and clear communication are key, and I’m looking to make this an ongoing engage...

...feed reconciliation, monthly management accounts and supporting schedules, all performed inside Xero. • Tax preparation – quarterly VAT returns, year-end corporation tax computations and draft CT600s, prepared directly from the Xero file with full working papers. I assign each job through Xero HQ and expect tidy, fully referenced workpapers that stand up to review. A short turnaround (usually five working days from assignment) is the norm, and clear commentary on anything that needs client input is essential. When you message me, focus on your experience: highlight the volume and types of UK clients you already support, the complexity of returns you handle, and how long you’ve been using Xero (certification badges or screen grabs help)....

My company is rolling several finance functions into one streamlined project and needs a professional who can handle them end-to-end. Bookkeeping comes first: every expense, sale, supplier invoice, and payroll run must be entered, reconciled to the bank, and supported by clear backup in QuickBooks (or Xero if you prefer). I need current-year data brought fully up to date and a monthly routine established so the ledgers stay clean. Next is tax preparation under Canadian regulations. This includes federal and provincial corporate returns, GST/HST filings, and the working-paper package that supports each figure. Accuracy and compliance with CRA guidelines are non-negotiable. Beyond compliance, I want the numbers to work for me. Once the books are tidy, deliver a concise financial a...

I run a small, Dubai-based company and I’m ready to hand the numbers over to a professional who can work entirely online. I need one reliable point of contact who can handle three core duties for me: day-to-day bookkeeping, quarterly tax/VAT preparation, and an end-of-year financial audit that satisfies UAE regulations. My books are on cloud software (QuickBooks Online, but I’m open to Xero or Zoho if you prefer). Bank feeds are already connected; invoices and receipts are scanned and stored in Google Drive. You’ll be given secure, read-only bank access and a dedicated workspace in our Microsoft Teams environment. Deliverables I expect: • Clean, reconciled ledgers every month • Quarterly VAT returns filed on time through the FTA portal • Year...

I need a skilled bookkeeper to manage accounts payable and receivable on a weekly basis using Xero. Key Responsibilities: - Manage and reconcile accounts payable and receivable. - Ensure accurate and timely entry of financial transactions in Xero. - Generate and review financial reports. Ideal Skills and Experience: - Proficiency in Xero is a must. - Strong attention to detail and accuracy. - Previous bookkeeping experience, especially with accounts payable/receivable. - Ability to meet weekly deadlines. Looking forward to your bids!

I need a skilled bookkeeper to manage accounts payable and receivable on a weekly basis using Xero. Key Responsibilities: - Manage and reconcile accounts payable and receivable. - Ensure accurate and timely entry of financial transactions in Xero. - Generate and review financial reports. Ideal Skills and Experience: - Proficiency in Xero is a must. - Strong attention to detail and accuracy. - Previous bookkeeping experience, especially with accounts payable/receivable. - Ability to meet weekly deadlines. Looking forward to your bids!

I manage a busy horse-syndication business and need an experienced Xero bookkeeper who is equally comfortable working inside Prism (already linked to our Xero file). Each month you will generate all member invoices through Prism, make sure they flow cleanly into Xero, and then reconcile every related bank and credit-card transaction inside Xero at month-end. Looking for 4 hours a week You will also spend some time following up bad debt and chasing up customers who have not paid their bills. No custom reporting is required—our standard Xero and Prism reports are enough—so the focus is squarely on accurate invoicing and a clean bank rec each month. Once reconciliation is complete, I simply need confirmation that the ledgers balance and th...

...in garden umbrellas and I need my Xero files brought up to scratch before it can properly talk to Shopify and Revolut. First, the housekeeping: the chart of accounts needs reorganising so income and expense lines truly reflect the business, every outstanding bank reconciliation must be cleared, and expense tracking set up so costs land in the right places automatically. While you are in there, I also need several umbrella bundle prices as our garden umbrellas comprise of three different products. Once Xero is tidy, I want a seamless link with Shopify that pushes through every sales transaction, keeps inventory numbers in sync and attaches customer details to each invoice. Finally, connect our Revolut business account so daily feeds flow straight into Xero and ma...

I need a skilled bookkeeper to manage accounts payable and receivable on a weekly basis using Xero. Key Responsibilities: - Manage and reconcile accounts payable and receivable. - Ensure accurate and timely entry of financial transactions in Xero. - Generate and review financial reports. Ideal Skills and Experience: - Proficiency in Xero is a must. - Strong attention to detail and accuracy. - Previous bookkeeping experience, especially with accounts payable/receivable. - Ability to meet weekly deadlines. Looking forward to your bids!

I need a skilled bookkeeper to manage accounts payable and receivable on a weekly basis using Xero. Key Responsibilities: - Manage and reconcile accounts payable and receivable. - Ensure accurate and timely entry of financial transactions in Xero. - Generate and review financial reports. Ideal Skills and Experience: - Proficiency in Xero is a must. - Strong attention to detail and accuracy. - Previous bookkeeping experience, especially with accounts payable/receivable. - Ability to meet weekly deadlines. Looking forward to your bids!

...transfer. • Deposits then have to travel into two distinct Xero organisations, keeping the artists’ books clean and compliant. All of this must sit on Zapier or Make (Integromat) and respect the quirks of UK sole-trader accounting. Custom-branded templates for quotes and invoices are essential so the client journey stays on-brand from first click to final receipt. Acceptance criteria – Automated creation of quotes, invoices, and £160 split-deposit logic proven end-to-end in a live sandbox. – Successful sync of every transaction to the correct Xero account with no duplicates or mis-codings. – Clear, reusable scenarios/zaps with documentation so I can adjust fields later if needed. Please share a similar Wix-to-Xero ...

Site link () Please contact only experienced developer. Time is important ...descriptions and guidance Easy credit account setup process: Step 1: First login via email and password Step 2: Prompt to apply for / set up credit account Clear visibility of trade pricing and discounts in account F. System Integrations (Website, Odoo & Xero) All website and Odoo orders linked to: Customer account number Full order history per customer All invoices from website synced to Xero Account number shared between: Website Odoo Xero Returns process: Initiated on website Synced to Odoo Credit note created in Xero G. Email & Communication Customisable email templates for: Order confirmations Account creation Credit account approval Delivery / collec...

I need a skilled bookkeeper to manage accounts payable and receivable on a weekly basis using Xero. Key Responsibilities: - Manage and reconcile accounts payable and receivable. - Ensure accurate and timely entry of financial transactions in Xero. - Generate and review financial reports. Ideal Skills and Experience: - Proficiency in Xero is a must. - Strong attention to detail and accuracy. - Previous bookkeeping experience, especially with accounts payable/receivable. - Ability to meet weekly deadlines. Looking forward to your bids!

I need a dependable accountant to keep our day-to-day books current. Your focus will be on accurate data entry, coding, and matching transactions so that our ledgers always reflect real-time activity. We run a proprietary, in-house system rather than QuickBooks, Xero, or Zoho Books, so you should be comfortable learning a new interface quickly. Solid double-entry knowledge, spreadsheet fluency, and a steady internet connection are essential. Weekly workload in start averages 10-15 hours with flexible scheduling, provided month-end close happens within five business days. Deliverables • Up-to-date accounts payable and receivable ledgers • Fully reconciled bank statements each month, backed by clear supporting schedules Secure remote access, process documentation, an...

Our Rentman environment needs a focused audit so it can talk to Xero flawlessly. The priority is preparing the platform for accounting integration, with special attention to syncing invoices, costs, and payments accurately from Rentman into Xero. Automatic invoice transfer, precise cost allocation, and reliable payment reconciliation all have to work without manual patch-ups. Here’s how the project breaks down: • Audit the current Rentman configuration, iron out any issues that could block data hand-off, and optimise workflows, equipment and crew planning while you’re in there • Clean up or configure Xero so the chart of accounts, tax codes, and tracking categories line up neatly with our operational data structure • Build (or refine) t...

...financial statements in the correct statutory format, ready for director approval and iXBRL tagging. • Electronic submission of those accounts to Companies House before the deadline. A statutory audit is not required, so the brief is focused on accuracy, completeness, and meeting all Companies Act and UK GAAP (or FRS 102/105 if more appropriate) presentation rules. You are welcome to work in Xero, QuickBooks, Sage, or your own software—just let me know which so I can grant access or supply the trial balance in the right format. Once engaged, I will provide the prior-year accounts, bookkeeping exports, and any supporting schedules you request. Please confirm your turnaround time and the checks you run before filing, as well as how you like to handle directors&rs...

I’m a UK-based sole trader who already keeps everything inside Xero and is now looking ahead to Making Tax Digital. My books are up to date, so this job is entirely about the future: setting up the MTD link in Xero correctly, making sure each quarter’s figures reconcile, and then submitting the returns to HMRC on time with no surprises. Here’s what I need from you: • An initial review of my current Xero settings to confirm they’ll pass HMRC’s digital-link rules. • Hands-on guidance (or screen-share if easier) to switch on the MTD for VAT module and map the right accounts. • Help finalise online filing of each quarterly return going forward, with a short note explaining any variances or unusual entries. • Quic...

I need a complete profit-and-loss statement that covers the last seven tax years and lands in my hands as a single, tidy PDF ready for the IRS. My previous filings follow a fairly consistent pattern, so the figures in this reconstruction should be extrapolated from the typical income-to-...expenses, and net profit—all based on the agreed-upon percentage method. 4. One consolidated PDF containing the seven separate yearly statements, labelled and ready to attach to the back-tax filing. 5. A brief notes page that explains the estimation method so my accountant—and the IRS—can see the logic. Accuracy, transparency, and a quick turnaround are critical. If you regularly work in QuickBooks, Xero, or a similar system and can translate that work into an audit-friendly PDF...

...line with my company’s year-end and need a trained UK accountant to jump on a one-hour screen-share session in Xero. The key focus is financial reporting: we must get the Balance Sheet looking spot-on and tidy up any lingering mistakes that are flowing through to the Profit & Loss. During the call I’d like you to: • Identify any P&L errors that are distorting the final figures. • Advise on any year-end adjustments (e.g. accruals, prepayments, depreciation) so the reports comply with UK GAAP and are ready for Companies House/HMRC. By the end of the hour I expect to have a correct understanding of how it should be presented and any mistakes: Please be confident working live in Xero, fully up-to-date with UK reporting standards, and comfor...

I need help connecting WooCommerce on my WordPress site to Xero Accounting. The integration should sync sales invoices daily. Requirements: - Sync sales invoices from WooCommerce to Xero - Daily sync frequency Ideal Skills: - Experience with WooCommerce and Xero integration - Familiarity with WordPress - Ability to recommend and set up necessary plugins or tools Please provide a solution that ensures accurate and timely data transfer.

...UAE tax returns (corporate tax and VAT) on time, keeping me compliant with local regulations. • Generate concise management reports—P&L, balance sheet, cash-flow—at agreed intervals so I always have a clear financial snapshot. • Liaise with government portals or auditors when questions arise, providing any supporting schedules they need. Helpful tools If you already work in QuickBooks, Xero, Zoho Books, or Tally, that’s a plus—I’m happy to grant you secure access to whichever platform you prefer. Cloud-based document storage is available for receipts and source files. Communication & cadence I don’t have a fixed deadline, but I do need predictable monthly routines and prompt responses to queries. Once we agree on t...

We are looking for an individual developer (NO TEAMS) with QuickBooks Desktop Integration experience, QBO, Xero and Zoho books API experience as well. The integration is primarily focused reports, financial statements, budgets, POs, quotes and invoices. Fixed specifications will be provided. The idea is to develop a web based tool using the API and csv uploads.

Slack & Xero - Zapier Changes (briefed in the chat)

I’m looking for a reliable accountant who can jump in for roughly eight hours each month to keep my books in order and deliver clear financial reports. All day-to-day entries are captured in Excel, so you’ll need to be fully comfortable working from and improving that file rather than migrating to QuickBooks, Xero or other platforms. Every month I’ll provide bank statements, receipts and a short note of any unusual items. Your job is to: • Record and reconcile all transactions in my Excel ledger • Flag inconsistencies or missing documentation right away • Produce a concise monthly P&L and balance sheet that I can share with my advisor Accuracy and timeliness matter more than speed; I simply want clean books and a report I can trust by the ...

...machine-learning models, flag anomalies, and feed everything into a searchable ledger. • Financial reporting: surface live cash-flow forecasts, profitability snapshots, and exportable statements that CFOs can trust. You’ll architect the back-end logic, choose the most appropriate AI/ML stack (think Python, TensorFlow or similar), and integrate with popular accounting tools such as QuickBooks or Xero where possible. A clean, responsive front end that makes insights obvious at a glance is essential. Deliverables 1. MVP web platform running in a cloud environment (AWS, GCP, or Azure) with secure user auth. 2. Trained models that achieve reliable categorization accuracy and forecasting performance (we’ll validate against historical data from the three target indust...

I oversee a 60-room co-living portfolio and need an experienced bookkeeper who can keep every digit in order so tax time is painless. All records currently live in Excel, so you’ll need to be fully fluent there from day one; if you’re also comfortable migrating to QuickBooks, Xero, or Wave later, great—we can discuss once the books are caught up. Day-to-day, you’ll balance the accounts, code and reconcile payment-gateway deposits against the bank feed, and flag anything that looks off. Each transaction—rent, utilities, maintenance, refunds—must be captured promptly so the file is always audit-ready. Every month I expect the following delivered by email: • Reconciled bank and gateway statements • Updated ledgers covering every inco...

I maintain all of my accounting records in plain Excel/Google Sheets rather than QuickBooks, Xero, or other dedicated apps, and I need an experienced bookkeeper who is comfortable living entirely inside spreadsheets. Here’s what I want you to handle for me: • Data entry – post all bank, credit-card, and cash transactions from statements I’ll provide, keep the chart of accounts tidy, and make sure every line is coded correctly. • Financial reporting – build or refine formulas, pivot tables, and summary tabs so I can pull clear monthly P&L, balance sheet, and cash-flow snapshots at any time. Accuracy and a logical file structure are critical. If you already have proven templates or macros that speed up reconciliation and report generation...

I need a Xero-savvy bookkeeper who knows Australian GST and BAS inside out. My business is a sole-trader operation and I already have live bank feeds in Xero; what I need each month is complete, accurate reconciliation of every transaction and clear preparation for timely BAS lodgement through the ATO. Here’s what a successful engagement looks like: • Reconcile all bank, credit-card and expense transactions in Xero every month, matching them to invoices and spend-money items and flagging anything that needs my input. • Prepare and lodge each BAS directly from Xero (or the ATO portal if you prefer), ensuring GST codes are correct and any adjustments are documented. • Provide a brief monthly summary so I can see cash position, outstanding...

I’m looking for bookkeeping support focused squarely on financial reporti...already be in the ledger; what I need is an accountant who can take that raw data and turn it into polished, reliable statements each period. Your core task is to extract the numbers, check for obvious posting errors, and deliver the three key reports I rely on for decision-making: • Balance Sheet • Income Statement • Cash Flow Statement I’m flexible on the software you use—QuickBooks, Xero, Excel, or another platform are all fine as long as the final reports reconcile fully with the general ledger and can be shared in both PDF and editable formats. Accuracy and clear presentation are critical. If this is your strength, let’s connect so you can step in and kee...

$10-15 AUD per hour (DEPENDING ON ABILITY) Looking for a reliable assistant to work in my bookkeeping business. You would assist with the day-to-day bookkeeping tasks for multiple Australian small-business clients who all run on Xero. Key Tasks • bank reconciliations • weekly payroll reports • bills/receipts management (Hubdoc) • Reviewing debtors and creditors • Preparing monthly reports Key Skills • Confidentiality of information/data • Problem solving • Attention to detail & accuracy • Xero • Excel • Hubdoc Must be willing to learn new skills & software. Some other software we use: • Tradify • Phorest • Cin-7 • iBodyshop Job Requirements • Availability every week for reoc...

I run a small ceramics studio and have every invoice, pro-forma, salary slip, and expense receipt saved as PDF files; what I lack is a tidy, usable accounting and inventory system. Over the next 1-2 weeks I’d like you to turn that raw data into a set of linked Excel or Google Sheets workbooks (no QuickBooks or Xero—spreadsheets only). Here’s what must be accomplished: • Convert every figure to KWD, noting the exchange rate you apply. • Build a raw-materials tab that lists item, unit, quantity on hand, cost per unit, and total value. • Create an equipment & fixed-asset register with purchase dates and depreciation column. • Categorise employee costs, shipping, utilities, and any other operating expenses. • Reconcile each PDF in...

I maintain all of my accounting records in plain Excel/Google Sheets rather than QuickBooks, Xero, or other dedicated apps, and I need an experienced bookkeeper who is comfortable living entirely inside spreadsheets. Here’s what I want you to handle for me: • Data entry – post all bank, credit-card, and cash transactions from statements I’ll provide, keep the chart of accounts tidy, and make sure every line is coded correctly. • Financial reporting – build or refine formulas, pivot tables, and summary tabs so I can pull clear monthly P&L, balance sheet, and cash-flow snapshots at any time. Accuracy and a logical file structure are critical. If you already have proven templates or macros that speed up reconciliation and report generation...

...require a ticketing system to track "blocking actions" (e.g., waiting for Council or a trade quote) rather than the entire project. A Deal cannot progress if a critical blocking ticket remains open. 4. Communication & Accounting Sync • Gmail Integration: Full synchronization to log all threads against customer records, with the ability to logically separate topics like "Design" vs. "Approvals". • Xero Financial Triggers: Automated notifications to the accounts team for milestone invoicing (e.g., upon Building Contract execution) and a "variation" queue for scope changes during construction. 5. Reporting & SOPs • Dashboards: Create custom views for the Owner (revenue/bottlenecks), Operations (overdue tickets/SLAs), a...

I need an experienced developer to create an e-commerce website that integrates with Retail Express, Xero, and Shopify. The site should also have online ordering capabilities. Key Requirements: - Seamless integration with Retail Express for inventory management. - Integration with Xero for accounting and financial tracking. - Connect with Shopify to manage sales and products. Ideal Skills and Experience: - Proven experience in building e-commerce websites. - Strong familiarity with Retail Express, Xero, and Shopify integrations. - Proficient in creating user-friendly online ordering systems. - Knowledge of UI/UX design to ensure a smooth customer experience. - Ability to provide ongoing support and maintenance post-launch. Please include examples of previous work an...

...Day-to-day you’ll record all transactions, reconcile every bank and cash account, close each month on schedule and prepare the statutory ledgers we rely on for compliance. Beyond the basics, I also want management reports that help me forecast future performance, so please be comfortable turning raw Tally data into clear projections, ratios and trend insights. If you routinely work in QuickBooks, Xero or Sage that’s fine, but you must be ready to operate primarily in Tally from day one. Deliverables • Clean, reconciled Tally file with month-end closings • Management reports and a concise forward-looking summary each month I’m happy to provide remote access and respond quickly to questions; just keep the workflow streamlined, the numbers pr...

... • Admin tasks – reduce or eliminate routine data entry, invoice creation and record keeping. • Quoting processes – generate, send and track quotes automatically, pulling live pricing from our catalogue and flagging follow-ups. • Manual tasks – anything currently copied-and-pasted between systems (email, CRM, inventory, accounting) should flow without human intervention. Current software: Xero, Shopify and a basic CRM. I’m open to Zapier, Make (Integromat), Python scripts, custom GPT integrations or any combination that reliably connects these tools. Deliverables 1. Process map of existing workflows with friction points highlighted. 2. Implemented automations tested end-to-end in a staging environment. 3. Clear documentation and...

I’ve just moved 3 company files from QuickBooks Online to Xero in an effort to lower our monthly software costs and ease of use (didn't like their new AI view) Now I need a careful set of eyes on the new ledger. The transfer went smoothly on the surface, but I want confirmation that every opening balance, historical transaction, and attachment landed in the right spot and that the chart of accounts is tight and consistent with our current reporting needs. This is so I can shut down QBO and get files to my CPA. One file is solely for my S Corp. Another file is solely for my construction/development business that owns a number of lots and am building four at the moment. I also have five active loans on the properties. The third file consolidates a number of busine...

I run a small business in the UK and need an experienced accountant who knows Xero inside-out to bring my expense data fully up to date. All receipts and bank feeds are already in excel what I’m missing is a clean reconciliation that matches every transaction to the correct account code, checks VAT treatment, and flags any anomalies. A successful hand-off will be the point where I can open Xero, run P&L and VAT reports, and see everything balanced without manual fixes. If you’re confident working to UK accounting standards and know your way around Xero’s reconciliation tools, I’d love to work with you.

I am looking for reliable bookkeeping support focused on producing accurate annual financial...professional who can: • Review and tidy the ledgers • Reconcile every account for the full fiscal year • Generate the year-end financial statements—including Balance Sheet, Profit & Loss, and Cash Flow—ready for audit or tax submission I normally work with Tally . Zoho, so familiarity with either platform is preferred. If you are comfortable migrating data from those tools into QuickBooks, Xero, or FreshBooks, that flexibility is a plus, but the final reports must still align with my Tally . Zoho records. Accuracy and clear, well-documented workpapers are essential. Please outline your experience with annual bookkeeping and the typical turnaround time ...

...on schedule. What I need you to handle • Daily entry of sales, expenses, and other transactions, plus bank and card reconciliations. • Monthly profit-and-loss, balance sheet, and cash-flow statements delivered no later than the 5th of the following month. • Quarter- and year-end tax preparation, including any sales-tax returns. Tools & workflow I’m flexible on software—QuickBooks, Xero, Wave, or another cloud system you recommend—as long as it keeps data secure and lets me view real-time numbers. If migration is required, please include that in your plan. Getting started We’ll begin with a short trial: bringing the current month fully up to date. If that goes smoothly, I’d like this to become an ongoing engagemen...

...invoice creation, delivery, and follow-up. Here’s what matters most to me: • Payment reminders must go out automatically by both email and SMS. Timing rules (e.g., 7-day, due-day, 3-day-overdue) need to be configurable from an admin panel. • The system has to plug cleanly into existing accounting software. I currently work with QuickBooks Online, but I’d like the code structured so connectors for Xero or FreshBooks can be slotted in later with minimal refactor. RESTful APIs and webhooks are preferred. • Standard invoice features—client database, line-item editor, tax and discount fields, PDF generation—should feel frictionless on desktop and mobile browsers. Acceptance will be based on: 1. A working web app (Laravel, Node, or simil...

I want a single, reliable workflow that starts the moment a client completes our Jotform and ends with my team seeing confirmation in Slack. Here’s the journey I need built: • Jotform submission lands and the raw data is pushed straight into Google Drive for archiving. • That same data is parsed so an invoice is created inside Xero that clearly shows the order details and payment information pulled from the form. • Slack then fires off two messages: one confirming the submission has been received and another confirming the invoice has been generated. No manual touch points—everything must run end-to-end automatically. I’m platform-agnostic on how you stitch it together; Zapier, Make, Google Apps Script, or a custom Python integration are all ...

We are using Odoo Online (version 19) and need an API that sends Bills and Invoices information between Odoo Online and Xero. Odoo Online is the master of the data - this is where the records are created. Attached are the business requirements and field mappings. This is for Australia. Must have experience with Xero and Odoo.

...smoothly. You’ll dive straight into both Xero and QuickBooks files, finalising reconciliations and converting raw ledger data into clean, presentation-ready Profit & Loss and Balance Sheet reports. You will also be required to run Xero Payroll for a few of our clients. Alongside the technical work you’ll also create and oversee a simple workflow calendar so the bookkeeper, and the rest of us, stay on schedule. Because our client base is almost entirely small businesses, accuracy and an eye for detail are everything. If you spot issues, we expect you to flag them, fix them, and note the changes. You will have direct access to the head accountant and communicate via Teams, with Zoom also being used for face to face. Key deliverables • Fully reconcil...

...or secure SFTP; every other check stays in our internal queue for staff processing. • Completed reports and any returned police files need to sit in encrypted storage and remain visible only to the specific client who ordered them. to be reviewed by our office prior to releasing to the client • At month-end the system should tally that client’s activity and generate an invoice we can export to Xero/QuickBooks or email as a PDF. 2) One-time individual users • They land on a streamlined page, upload their PDF, pay by credit card, and receive a single-use login link. • No work begins until the card is successfully charged. Admin side I need a dashboard to: • manage users, roles, and billing cycles; • monitor queued police submission...