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English
$
USD
I will do your quickbooks online bank reconciliation and transaction categorization
About this Gig
️ **MESSAGE BEFORE ORDERING**
To maintain professional accuracy, base packages focus strictly on Reconciliation and Categorization.
NOT INCLUDED: Manual receipt attachment, A/R (Invoices), A/P (Bill Pay).
RECEIPT MATCHING: This is a premium service. Please message for a Custom Quote.
Is your QuickBooks Online bank feed a mess? As a Canadian bookkeeping specialist, I help business owners get their QBO data "Accountant-Ready." If your bank balance doesn't match your QBO balance, your data is unreliable.
**What I Provide:**
* Reconciliation: Matching QBO to your bank statements.
* Categorization: Coding items from "For Review" to the correct Chart of Accounts.
* Data Cleanup: Removing duplicate or misclassified entries.
* Backlog Rescue: Catching up months of transaction feeds.
**Financial Reports:** PDF copies of your Profit & Loss and Balance Sheet included with every delivery.
** True Canadian Expertise:**
I don't just categorize data; I know what the **CRA** expects. I understand **HST/GST/PST** rules to keep you compliant and ensure you claim every valid **ITC** to lower your tax bill.
Message me today to discuss your project!
Service type:
Bank reconciliation
Financial software:
QuickBooks
Industry:
Construction
•
E-Commerce
•
Real estate
Target country:
Canada
•
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
Do you provide Year-End Tax Filing
No. I specialize in Data Integrity and Reconciliation (cleaning up your QuickBooks records). This ensures your books are 100% accurate so your tax accountant can file your returns quickly and easily. I do not provide financial or tax advice.
Is manual receipt/document attachment included?
My base packages focus on bank reconciliation and categorization within the QBO feed. Manual receipt attachment is a time-intensive service and is not included. If you need me to attach source documents to every transaction, please message me for a Custom Quote.
What do you need to get started?
I require "Accountant" access to your QuickBooks Online account and PDF copies of your bank and credit card statements for the period we are reconciling. This allows me to verify that your QBO balance matches your actual bank balance.
Can you catch up several months of data?
Absolutely! My "Premium" package covers up to 12 months of reconciliation (up to 401 transactions). If you have a larger backlog or multiple years of data, please message me. I specialize in "Rescue Projects" and can provide a custom timeline for large cleanups.
Do you handle Accounts Payable (Bills) or Accounts Receivable (Invoices)?
No. This gig is strictly for bank reconciliation and transaction categorization. I do not manage outgoing payments to vendors or create/send invoices to your customers.
Why should I hire a Canadian specialist?
As an Ontario-based professional, I am familiar with North American business standards and the specific needs of Canadian QBO users. You get secure data handling, clear communication in your time zone, and a bookkeeper who understands your local context.
