I will do quickbooks sops for rental bookkeeping
Bookkeeper and Accouantant
About this Gig
I will create clear, step-by-step QuickBooks SOPs for rental property bookkeeping so your team can standardize processes, reduce errors and speed up month-end.
What I deliver (examples):
- Step-by-step SOP document (PDF + editable Word/Google Doc) for each process you choose (screenshots included).
- SOP checklist for daily/weekly/monthly bookkeeping tasks.
- Process flowchart for key workflows (reconciliation, invoicing, AR aging).
- Optional: Excel template or video walkthrough (add-on).
Common SOP topics I prepare:
- QuickBooks company setup & chart of accounts guidelines
- Daily Income & Expense categorization (rental vs. management fees)
- Bank & credit card reconciliation SOP
- Invoice creation, tracking & AR aging procedures
- Bill recording & vendor payment process
- Month-end close checklist and reporting handoff
How it works (simple):
- You provide current process notes, QuickBooks reports (or screenshots), and the list of SOPs you want.
- I prepare draft SOPs (with screenshots/flowcharts).
- You review I revise (per package revisions) and deliver final PDF + editable files.
Why choose me: Ive worked as a real estate bookkeeper across California, Texas and Florida, handling rental bookkeeping.
Financial software:
Oracle EBS
•
QuickBooks
•
Xero
Industry:
E-Commerce
•
Food & beverage
•
Real estate
Target country:
Australia
•
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.
My Portfolio
FAQ
What types of bookkeeping services do you offer?
I offer a wide range of bookkeeping services, including but not limited to transaction recording, account reconciliation, and financial statement preparation.
Can you work with specific accounting software or tools?
Yes, I'm proficient in using QuickBooks.
Are my financial data and information kept confidential?
Absolutely. I take data security and confidentiality seriously. Your financial information is handled with the utmost care and in compliance with data protection regulations.
What is the process for migrating data to QuickBooks?
The migration process involves exporting your data from your current accounting software, preparing it for import, and then importing it into QuickBooks. I will handle all aspects of this process to ensure a smooth transition, including dat
How long does it take to migrate my data to QuickBooks?
The time required for migration depends on the volume and complexity of your data. Typically, the process can take anywhere from a few days to a couple of weeks. I will provide a more accurate timeframe after an initial assessment of your data.
What information do I need to provide for QuickBooks setup and configuration?
For the setup and configuration, I will need access to your financial data, business information, and any specific requirements you have. This includes bank statements, customer and vendor details, inventory lists, and any other relevant financial documents.
Can you help with ongoing bookkeeping after the migration?
Yes, I offer ongoing bookkeeping services to ensure your financial records are accurate and up-to-date. This includes recording transactions, bank reconciliation, managing accounts receivable and payable, inventory management, and generat
How do you ensure the accuracy of the bookkeeping?
I follow a systematic approach to bookkeeping, which includes regular reconciliation of accounts, cross-checking entries, and using QuickBooks' built-in features to detect discrepancies. Additionally, I stay updated with accounting standards and best practices to maintain accuracy.

