I will setup your quickbooks online and chart of accounts
QuickBooks and Odoo Bookkeeper for Clean Up and Reconciliation
About this Gig
Starting a new business, or moving off spreadsheets, and you want QuickBooks Online set up properly the first time?
I am a Chartered Accountant and I set up QuickBooks Online from scratch so your reports are right from day one instead of being fixed later.
WHAT I SET UP
- Company profile, fiscal year and accounting method
- A chart of accounts built around your actual business, not a generic template
- Bank and credit card feeds connected, with categorization rules
- Products, services, customers and vendors imported
- Opening balances entered and agreed to your last accounts
- Sales tax, invoice templates and payment terms
- A short walkthrough so you know how to run it yourself
WHY ME
- Chartered Accountant with 4+ years of bookkeeping experience
- 100% on-time delivery and 100% response rate
- Plain English updates, no jargon
- Your data is kept strictly confidential
Tell me what your business does, whether you are migrating from another system, and how many bank accounts you have, and I will confirm the right package before you order.
Financial software:
Oracle NetSuite
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QuickBooks
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SAP business one
Industry:
Financial services
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Real estate
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Other
Target country:
Canada
•
United Kingdom
•
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 I need to give you access to my QuickBooks Online account?
Yes, I'll need accountant or view access to your QuickBooks Online account so I can set up and manage your bookkeeping accurately.
Is my financial data kept confidential?
Yes, all your financial information is kept strictly confidential and is used only for the work you hire me for.
Can you migrate my data from another system?
Usually yes. Tell me what you are moving from, such as spreadsheets, Wave, Xero or Tally, and how much history you want brought across, and I will confirm what is possible before you order.
Do you offer ongoing monthly bookkeeping support?
Yes, I offer both one-time setup and ongoing monthly bookkeeping support to keep your books accurate and up to date.

