I will do quickbooks setup, customization, and expert training
Certified QuickBooks Online ProAdvisor Bookkeeper
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Are you looking to set up your QuickBooks Online or need training? Look no further! As an experienced online bookkeeper, I'll handle the setup and provide tailored training for your business.
*What You'll Get:*
1. Customized Setup: I'll configure QuickBooks Online to align seamlessly with your business structure and industry.
2. Comprehensive Training: Receive hands-on training sessions covering everything from entering transactions to generating insightful reports.
3. Optimized Workflow: Learn how to efficiently manage your finances, track expenses, and handle invoices.
4. Troubleshooting Guidance: Get expert advice on common issues and solutions for a smooth experience.
How It Works:
- Consultation: We'll start with a consultation to understand your business and financial management needs.
- Custom Setup: I'll configure QuickBooks Online to suit your business, ensuring all necessary accounts and settings are in place.
- Training Sessions: We'll schedule training sessions at your convenience, covering all aspects of QuickBooks Online.
Let's Get Started:
Ready to take control of your finances with QuickBooks Online? Contact me today for a customized setup and training that empowers you
Service type:
Full-service bookkeeping
•
Bank reconciliation
Financial software:
QuickBooks
Target Country:
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 work just with US companies?
Yes. I only work with domestic US companies and US bank accounts.
What industries do you work with?
I work with service-based businesses, i.e. professional services like, but not limited to, Business and financial coaches, Therapists, IT and Cybersecurity Consultants, Web Developers/Designers, Photographers, Marketing & Advertising and Travel agencies, and long-term real estate rentals.
What type of bookkeeping services do you offer?
Record your transactions for up-to-date books & tax-ready financials. Provide a paper trail so you have the supporting documentation in case of an audit. A/P- Pay your bills for you (with your approval) or send to you for you to pay. Reconcile your accounts & run Balance Sheet and P&L reports.
Are you for long term projects or ongoing bookkeeping services?
Of course! My objective is to establish long term relationships with all my clients.
How do we start?
After we discuss your project specifics, You need to add me as an accountant user to your QBO file. You do this by logging into your QBO account, click on the Gear Icon, then Manage Users. You then choose to ADD USER then put in my email so that I can get the invite.
What if I have more than 90 days of transactions to import into QBO?
This is no problem, we can do this but you will need to download a CVS file from your bank with the transactions needed, or you will need to provide me with your bank statements.
What apps do you use with QBO?
I'm familiar with Hubdoc, Bill.com, Gusto payroll, Melio, and learning more. If you have an app integration you want, I can help you set it up.

