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I run my books in QuickBooks but, after a busy stretch, things are no longer tidy. A handful of accounts—no more than two—carry months of uncategorized transactions, bank-feed reconciliation errors, and an outdated chart of accounts that no longer reflects how the business operates. Here is what I need done: • Redesign the chart of accounts so it mirrors our current revenue streams and expense categories, then map every historical transaction to the new layout. • Reconcile each account back to the latest bank and credit-card statements, correcting any discrepancies you find along the way. • Clear every “uncategorized” entry and ensure the books balance to the penny. • Set up an efficient workflow for weekly bookkeeping going forward—including bank-feed review, transaction coding, and a brief summary report I can read at a glance inside QuickBooks. Acceptance criteria • All historical transactions show proper categories with zero items in “uncategorized.” • Bank and credit-card registers match statement balances through the most recent month. • The new chart of accounts is live in QuickBooks and exported as a PDF reference. • First weekly close is completed without open issues. If you are comfortable diving straight into QuickBooks Online, handling cleanup work, and then keeping the books current on a weekly schedule, I’d like to hear how soon you can start and how you prefer to structure the hand-off.
Project ID: 40586859
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85 freelancers are bidding on average $141 USD for this job

As a highly experienced and reputable accounting professional, I'm well-prepared to tackle the challenges your QuickBooks requires. My bookkeeping skills go beyond simply entering data; I maintain financial records with precision and accuracy, ensuring compliance and providing valuable insights into your financial health—skills that will be invaluable in cleaning up your company's books. I certainly appreciate the urgency expressed in this project, and I assure you that timeliness is one of my greatest commitments. I prioritize punctuality and precision without sacrificing quality. Previous clients have commended my ability to meet tight deadlines while still delivering exemplary results—skills that will prove invaluable as we reconcile each account, update your chart of accounts, categorize each transaction accurately, and ensure a balanced and tidy set of books. Furthermore, what sets me apart from other freelancers is not just my technical prowess but also the care and attention I invest in each client's specific needs. You're seeking someone who can provide a reliable workflow for weekly bookkeeping that suits both your business operation and your glance reports inside QuickBooks—I'm more than confident I possess these abilities. So let's dive straight into QuickBooks Online, clean up your accounts, and establish a system that helps maintain organization going forward. Let's discuss!
$250 USD in 7 days
9.0
9.0

Hello, I am interested in helping you clean up your QuickBooks Online file and provide ongoing weekly bookkeeping support. I have completed the **Certificate in Accounting & Finance (CAF)** from the **Institute of Chartered Accountants of Pakistan (ICAP)** and completed my **articleship in an audit firm**, where I gained practical experience in bookkeeping, reconciliations, financial reporting, and accounting controls. I have worked with **QuickBooks Online, Xero, Tally, Peachtree (Sage 50), and Wave Accounting**, helping clients clean up books, reconcile accounts, categorize transactions, and prepare accurate financial reports. I can: * Redesign your Chart of Accounts * Categorize all historical transactions * Reconcile bank and credit card accounts * Resolve uncategorized and reconciliation issues * Set up an efficient weekly bookkeeping workflow * Provide concise weekly summary reports As a **full-time freelancer**, I can start immediately and provide reliable long-term bookkeeping support. I am also happy to begin with a **trial task** so you can evaluate my work before moving to an ongoing arrangement. I look forward to discussing your QuickBooks file and helping get your books back in order. Best regards, **Saqib Munir** CAF (ICAP) | QuickBooks | Xero | Bookkeeping | Accounting
$150 USD in 7 days
8.0
8.0

Hi There, We can clean up and reorganize your QuickBooks Online books, starting with a review of the affected accounts and current chart of accounts. Our team can redesign the account structure, recategorize historical transactions, clear all uncategorized items, and reconcile bank and credit-card balances through the latest statements. We can also create a practical weekly bookkeeping workflow covering bank-feed reviews, transaction coding, reconciliations, and concise management summaries. Once completed, we can provide the updated chart of accounts as a PDF and a clear handover summary of all changes made. Our team includes Certified QuickBooks ProAdvisors and Certified Xero Advisors and can begin promptly after receiving access and statements. Please note that we typically work on an hourly basis, phone calls, tax preparation, tax filing, and payroll processing are outside our service scope. Hit me up and we can talk in detail. Regards, Nikita and her team at Affiliazion (D)
$249 USD in 7 days
8.0
8.0

Hi, I am a QuickBooks Online bookkeeping professional with experience in cleanup, reconciliations, and chart of accounts restructuring. I am available to start immediately and can ensure a smooth handover with reliable ongoing support. Best regards, Khadija
$30 USD in 7 days
7.6
7.6

Hi, I have carefully read your project description and understand your requirements. I am confident that I can clean up your QuickBooks Online file and establish an efficient bookkeeping process for ongoing maintenance. I am a CPA and CBA qualified accountant with over five years of experience in bookkeeping, financial reporting, account reconciliations, and tax. I am a QuickBooks Online ProAdvisor and a Xero Certified Advisor, with professional experience using QuickBooks Desktop, Wave, Sage, KashFlow, Zoho Books, and AppFolio. I will redesign your chart of accounts to accurately reflect your current business operations, recategorize historical transactions, reconcile all bank and credit card accounts, resolve reconciliation discrepancies, and eliminate every uncategorized transaction. I will also create a streamlined weekly bookkeeping workflow, including bank feed review, transaction coding, reconciliations, and concise financial summary reports. I am detail-oriented, proactive, and committed to delivering accurate, audit-ready financial records. I can begin immediately and will keep you updated throughout the cleanup process to ensure a smooth transition into ongoing weekly bookkeeping support. Please open the chat so we can discuss your requirements further. Thanks & Regards, Mussadiq Hussain
$90 USD in 7 days
7.1
7.1

Hi! I am an Indian accountant and well versed with QuickBooks. I can clean your accounts, maintain proper chart of accounts and reconcile all transactions. I can start today and can do it with accuracy and quality. Looking forward to your positive response. Thanks.
$200 USD in 7 days
7.1
7.1

Hello Sir, I can help clean up your QuickBooks Online file by reorganizing the chart of accounts, reconciling bank and credit card accounts, eliminating uncategorized transactions, and setting up a streamlined weekly bookkeeping workflow. ✅ Why Me? ✔ Experience with QuickBooks Online bookkeeping, account reconciliation, and transaction categorization ✔ Strong analytical skills for identifying and resolving reconciliation discrepancies accurately ✔ Proficient in Excel and financial data management for cleanup, review, and reporting ✔ Detail-oriented approach to ensuring books balance accurately and historical data remains consistent ✔ Reliable communicator who provides regular progress updates and maintains complete confidentiality of financial records ✔ 500+ projects completed | 5.0-star rating I understand that accuracy is the priority. I'll review your existing chart of accounts, redesign it to match your current business structure, recategorize historical transactions, reconcile all accounts against the latest statements, clear every uncategorized entry, and establish a simple weekly bookkeeping workflow with concise summary reports. I'll also export the finalized chart of accounts as a PDF for future reference. I'm available to start immediately and can discuss the hand-off process to ensure a smooth transition into ongoing weekly bookkeeping. Best regards, Ayan
$150 USD in 5 days
6.7
6.7

Hi, I understand you need a thorough QuickBooks Online cleanup, including chart of accounts restructuring, transaction recategorization, reconciliations, and a streamlined bookkeeping workflow going forward. I can review and redesign your chart of accounts, properly categorize all historical transactions, resolve reconciliation discrepancies, eliminate all uncategorized entries, and ensure your books are fully balanced and up to date. I'll also implement an efficient weekly bookkeeping process with clear reporting so your finances remain accurate and easy to manage moving forward. I’m available to start immediately and can handle the transition with minimal disruption. Best regards, Muhammad Usman
$220 USD in 3 days
6.6
6.6

CPA License holder Hi, I am an experienced Associate Member the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with more than 7+ years' experience in finance. I have gone through your project with interest, and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing financial modelling, business analysis, business plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan
$99 USD in 1 day
6.5
6.5

Hello, I'd be glad to help restore your QuickBooks Online file and keep it accurate going forward. I'll redesign your chart of accounts to match your current business, recategorize historical transactions, reconcile bank and credit card accounts to the latest statements, resolve reconciliation issues, and eliminate all uncategorized transactions. I'll ensure your books balance accurately and meet your acceptance criteria. Once the cleanup is complete, I'll establish an efficient weekly bookkeeping workflow, including bank feed review, transaction coding, and a concise summary report within QuickBooks so you always have a clear view of your finances. As a QuickBooks Online Certified ProAdvisor and Chartered Management Accountant (CMA), I have extensive experience in QuickBooks cleanup, reconciliations, and ongoing bookkeeping. I focus on accuracy, organized records, and timely communication. I can start immediately. My preferred hand-off begins with reviewing your QuickBooks file and recent statements, followed by a cleanup plan, implementation, and a smooth transition to weekly bookkeeping. I look forward to helping you maintain clean, reliable books. Best regards, Muzammal Pasha
$100 USD in 7 days
6.3
6.3

Hello, I am Mohmed, an experienced Accounting professional with over 8 years of expertise in Intuit QuickBooks, Bookkeeping, and Xero. I have carefully reviewed your project requirements for QuickBooks Cleanup & Ongoing Bookkeeping. To address this project, I will start by redesigning the chart of accounts to align with your current revenue streams and expense categories, mapping historical transactions accordingly. I will reconcile each account to the latest bank and credit-card statements, clear all "uncategorized" entries, and ensure the books balance accurately. Additionally, I will establish an efficient workflow for weekly bookkeeping, including bank-feed review and transaction coding. I am eager to discuss further details and potential solutions with you. Please initiate a chat so we can delve into this project in more depth. Best regards, Mohmed
$150 USD in 7 days
5.8
5.8

Hello I can clean up your QuickBooks Online records by reorganizing the chart of accounts, categorizing historical transactions, reconciling bank and credit card accounts, resolving discrepancies, and setting up a simple weekly bookkeeping workflow with clear summary reports. I’m available to start right away and ensure your books are accurate and up to date. Regards Muhammad
$100 USD in 1 day
5.7
5.7

As an accomplished accountant with over six years of experience in handling complex financial situations, I am fully confident in my ability to provide you with the comprehensive clean-up and bookkeeping services you require. My proficiency in using Intuit QuickBooks, Xero, and excel combined with my strong attention to detail makes me the perfect candidate for redesigning your chart of accounts, categorizing historical transactions accurately and bringing balance to your books. In addition to cleaning up your financial records, I will establish an efficient and user-friendly workflow for ongoing bookkeeping tasks. This will include reviewing bank feeds, coding transactions, creating reports that can be easily understood and quickly screening for any red flags. My goal is not only to bring order to your accounts but also to empower you with actionable insights using the information at hand. Above all, I genuinely care about the success of your business and will treat it as my own. My record of always delivering on time and maintaining stringent confidentiality measures speaks volumes about my professionalism and commitment. Trust me to transform your finances from a burden into your most valuable asset. Contact me today, let's discuss how we can optimize your QuickBooks system and get started on this project immediately
$200 USD in 7 days
6.1
6.1

Hello, I am a QuickBooks Online bookkeeper who will clean up your books by redesigning the chart of accounts to match your current revenue/expense streams, mapping all historical transactions, reconciling each account to the penny, clearing all uncategorized entries, and setting up a weekly workflow for bank‑feed review, coding, and concise summary reports. I will deliver a live chart of accounts PDF and complete the first weekly close without issues. I can start immediately. Please share QBO access and your current statements. I will provide a detailed cleanup plan before starting. Thank you. Regards, Zafar
$100 USD in 2 days
6.2
6.2

Hi, I get it. Books get messy after a busy stretch. I can clean this up and get you back on track. Here’s how I’ll handle it: I’ll redesign your chart of accounts to match how you run the business now, then recode all historical transactions into it. I’ll reconcile each bank and credit card account to the latest statements, fix the discrepancies, and clear out every uncategorized item so the books balance exactly. I’ll also export the new chart as a PDF for your reference. After the cleanup, I’ll set up a simple weekly workflow: bank-feed review, transaction coding, and a short summary report inside QuickBooks so you can see everything at a glance. I work directly in QuickBooks Online and can start this week. For the handoff, I’d prefer access to your QBO file and latest statements, then I’ll send you updates after each step and a final review once the first weekly close is done. Does that work for you? Send me access and I’ll get started.
$140 USD in 1 day
5.1
5.1

Hi there, I completely understand how quickly QuickBooks can get untidy during a busy stretch. I have extensive experience stepping into messy QBO files, restructuring the Chart of Accounts to reflect current operations, and clearing out months of uncategorized transactions and bank-feed errors. I can confidently deliver exactly what you need: A fully redesigned and mapped Chart of Accounts (with a PDF export for your reference). Registers reconciled to the penny with zero "uncategorized" items. A streamlined, reliable weekly workflow moving forward, complete with a quick-glance summary report. I am comfortable diving straight into the cleanup and can start this week. For the hand-off, I prefer a quick exchange to get Accountant access to your QuickBooks Online and securely receive your recent bank and credit card statements. Once I have those, I can immediately begin auditing the accounts. Let me know if you are available for a brief chat to get the ball rolling! Best regards, Md. Sahinur Rahaman
$100 USD in 7 days
5.1
5.1

Hello! I'm Logeswari, a Certified Tax Preparer and Accountant with over 15 years of hands-on experience helping businesses maintain accurate, efficient financial records. I specialize in: - Bank and Credit Card Reconciliation - Accounts Receivable and Payable - Payroll Mapping - Journal Entries - Financial Statement Preparation - Bookkeeping Cleanup Projects I am proficient in various accounting software, including QuickBooks, Wave, and Xero. If you don’t have any accounting software, I can also perform accounting work using Excel workpapers. My goal is to deliver reliable, affordable, and value-driven services that help you stay financially organized and compliant. Let’s collaborate to streamline your books and empower your business!
$200 USD in 7 days
5.2
5.2

Hello, With my background in full-stack development (Java Spring Boot, MySQL), AWS EC2 deployment, Python scripting for data processing, Tableau for analytics, and journalism experience for clear documentation, I can ensure both technical accuracy and transparent reporting for your bookkeeping needs. I can clean up and streamline your QuickBooks accounts, ensuring all transactions are properly categorized and reconciled, while setting up an efficient weekly bookkeeping workflow. Deliverables: • Redesign chart of accounts to reflect current revenue streams and expense categories • Map historical transactions to the new layout • Reconcile accounts with latest bank and credit-card statements • Clear all “uncategorized” entries and balance books to the penny • Set up weekly workflow (bank-feed review, transaction coding, summary report) Delivery: 3 weeks Looking forward to working on your project. Best regards, Somee
$200 USD in 21 days
5.1
5.1

I am a Chartered Accountant and in the process of getting EA (IRS) certification. I have worked with US businesses, which has given me hands-on experience with US accounting legislation. I am a Pro-Advisor certificate holder for both QuickBooks and Xero. I will help you with Cleaning QuickBooks, Bank Account Reconciliations, Reporting, tax calculations, and other tasks assigned to me. If this profile meets your criteria, I am looking to connect with you. You can drop a message in the chat box to start a discussion. I can start immediately. Thanks and regards T.C. Rana
$183 USD in 2 days
5.1
5.1

Hi, I have read your requirements. I am a CPA and QuickBooks Online ProAdvisor with 5+ years of experience in QuickBooks cleanup, reconciliations, and Chart of Accounts restructuring. I can redesign your Chart of Accounts, categorize historical transactions, reconcile bank and credit card accounts, eliminate all uncategorized entries, and establish a streamlined weekly bookkeeping workflow. I can start immediately and will ensure your QuickBooks file is accurate, fully reconciled, and ready for ongoing weekly maintenance. Regards, Humayun Khan
$50 USD in 7 days
4.8
4.8

Norwalk, United States
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