Intuit quickbooks trabalhos

...chart of accounts dentro do QuickBooks. Quero que as seções de Receitas, Despesas, Ativos e Passivos fiquem bem definidas, atendam às normas americanas e facilitem tanto os relatórios gerenciais quanto as obrigações fiscais. Entrego acesso ao meu arquivo QuickBooks, explico as operações principais e espero: • Estruturação ou renomeação de todas as contas existentes, eliminando redundâncias. • Sugestões de novas subcontas quando necessário para dar transparência a cada centro de custo ou fonte de receita. • Configuração direta no QuickBooks, pronta para uso. • Documento conciso em PDF explicando a lógica adotad...

...scalable, and capable of continuous learning and improvement. Project Scope & Deliverables: Module 1: Invoice AutomationFeatures:AI-enhanced OCR capable of multi-format and multi-language learning via feedback data validation against purchase orders/contracts.Real-time anomaly/fraud integration with popular ERP/accounting systems (e.g., SAP, Oracle, QuickBooks).Deliverables:Fully functional OCR and data extraction engine with configurable connectors/APIs to ERP and test cases. Module 2: PO-to-Sales Order ConversionFeatures:Intelligent parsing of POs (PDFs, emails, etc.) to extract key fields (item codes, quantities, pricing, delivery dates).Dynamic mapping engine to match POs with internal

Estamos à procura de um contabilista que tenha conhecimento com o software de contabilidade Quickbooks Online para fazer o setup inicial do programa de acordo com as nossas necessidades, nomeadamente configurar taxas de iva, entre outros. Estamos num processo inicial e precisamos de tudo configurado o melhor possível, perante as normas Portuguesas e taxas de iva aplicáveis.

Estamos à procura de um contabilista que tenha conhecimento com o software de contabilidade Quickbooks Online para fazer o setup inicial do programa de acordo com as nossas necessidades, nomeadamente configurar taxas de iva, entre outros. Estamos num processo inicial e precisamos de tudo configurado o melhor possível, perante as normas Portuguesas e taxas de iva aplicáveis.

Necessito profissional de TI com experiencia em integração de ERP e CRM via API/WEBHOOK. Sistemas envolvidos: Conta Azul, Omie, Quickbooks. Zoho Books, Zoho CRM, Bitrix24

Parametrização e implementação de quickbooks em empresa de serviços

IDIOMA: PORTUGUES OU ESPANHOL! Quero ajuda de alguém que tenha familiaridade com o sistema Bitrix24, para juntos configurarmos: - Definições gerais do sistema - As pipelines relativas a 2 processos recorrentes em minha empresa (atendimento/venda e captação de clientes), com as devidas automações - Emissão de cobranças/faturas - Integração com aplicativo QuickBooks de contabilidade (ele já está na loja de aplicativos do bitrix, só tem que instalar e configurar) - As opções de contato e atendimento (chat, email, telefone, etc) IMPORTANTE: - Sou hard user, com bastante facilidade de acompanhar esse tipo de trabalho. - POR FAVOR, MANDE SEU PREÇO POR HORA. Não ...

Criar um plugin para WordPress, no site funcionará como um app de gerenciamento financeiro estilo quickbooks ou srdinheiro, gerando um relatório no próprio site algo como uma aba/menu para consulta pública pelos visitantes

...transferidos, o que é bem fácil.  O principal trabalho é transformar o website em mobile friendly, trocar opções de mouse over com clicks. trocar a primeira página do website. Transformar e interlinkar loja da amazon inventário e loja com valores diferentes mas com a mesma quantidade de inventário além de interligar o sistema de impressão de selos para envio dos pacotes (programa ) e programa quickbooks.  Website tem 3 dominos que são enviados para linguas diferentes. Além de outros pequenos detalhes a serem discutidos. Se a parceria der certo a intenção é de manter a parceria para a manutenção do website.  Todo o trabalho grafico foi feito por ...

...transferidos, o que é bem fácil.  O principal trabalho é transformar o website em mobile friendly, trocar opções de mouse over com clicks. trocar a primeira página do website. Transformar e interlinkar loja da amazon inventário e loja com valores diferentes mas com a mesma quantidade de inventário além de interligar o sistema de impressão de selos para envio dos pacotes (programa ) e programa quickbooks.  Website tem 3 dominos que são enviados para linguas diferentes. Além de outros pequenos detalhes a serem discutidos. Se a parceria der certo a intenção é de manter a parceria para a manutenção do website.  Todo o trabalho grafico foi feito por ...

...transferidos, o que é bem fácil.  O principal trabalho é transformar o website em mobile friendly, trocar opções de mouse over com clicks. trocar a primeira página do website. Transformar e interlinkar loja da amazon inventário e loja com valores diferentes mas com a mesma quantidade de inventário além de interligar o sistema de impressão de selos para envio dos pacotes (programa ) e programa quickbooks.  Website tem 3 dominos que são enviados para linguas diferentes. Além de outros pequenos detalhes a serem discutidos. Se a parceria der certo a intenção é de manter a parceria para a manutenção do website.  Todo o trabalho grafico foi feito por ...

...ser totalmente personalizado – codificado como tal. Deve pode realizar a funcionalidade do uso de um carrinho de compras ou software de forma a fazer os seguintes resultados: (O cliente tem 25 cursos de e-book que irá colocar no site.) Seguem as principais funcionalidade necessárias: - Inscrever-se Newsletter (Correio Chimp) ( um site deles lá) - Integração QuickBooks (Contabilidade Padrão): Realização de vendas e despesas, faturamento, gerar relatórios, cliente e livro de endereços do fornecedor, todos os impostos, etc. - Sistema de Gestão de Clientes - Sistema de Gerenciamento de Conteúdo PROCESSO Campo cliente escolhe (Dental, massagem, etc) Cliente entã...

...ser totalmente personalizado – codificado como tal. Deve pode realizar a funcionalidade do uso de um carrinho de compras ou software de forma a fazer os seguintes resultados: (O cliente tem 25 cursos de e-book que irá colocar no site.) Seguem as principais funcionalidade necessárias: - Inscrever-se Newsletter (Correio Chimp) ( um site deles lá) - Integração QuickBooks (Contabilidade Padrão): Realização de vendas e despesas, faturamento, gerar relatórios, cliente e livro de endereços do fornecedor, todos os impostos, etc. - Sistema de Gestão de Clientes - Sistema de Gerenciamento de Conteúdo PROCESSO Campo cliente escolhe (Dental, massagem, etc) Cliente ent&at...

...ser totalmente personalizado – codificado como tal. Deve pode realizar a funcionalidade do uso de um carrinho de compras ou software de forma a fazer os seguintes resultados: (O cliente tem 25 cursos de e-book que irá colocar no site.) Seguem as principais funcionalidade necessárias: - Inscrever-se Newsletter (Correio Chimp) ( um site deles lá) - Integração QuickBooks (Contabilidade Padrão): Realização de vendas e despesas, faturamento, gerar relatórios, cliente e livro de endereços do fornecedor, todos os impostos, etc. - Sistema de Gestão de Clientes - Sistema de Gerenciamento de Conteúdo PROCESSO Campo cliente escolhe (Dental, massagem, etc) Cliente ent&at...

I'm looking for an experienced accountant to help with daily bank reconciliation on QuickBooks. The primary goal is to ensure accurate financial records. Key Tasks: - Perform daily bank reconciliation - Allocate transactions to the correct accounts in the chart of accounts - Identify and resolve discrepancies Ideal Skills and Experience: - Proficiency in QuickBooks - Strong attention to detail - Previous experience with bank reconciliation - Ability to work on a daily basis and meet deadlines Looking forward to your bids!

Initial project work quote to set up QuickBooks and further discussion.

...supervision. You will handle daily scheduling and email triage, enter data as it comes in, and keep every digital record current and easy to locate. On the finance side, I rely on you for end-to-end bookkeeping: reconciling each bank and credit-card account, categorising every transaction correctly, and generating concise financial reports I can understand at a glance. We work in cloud tools (QuickBooks Online, M365), so strong command of similar platforms is essential. Discretion is non-negotiable; you will see confidential correspondence and financial information every day. Deliverables • Inbox and calendar updated Monday-Friday, with conflicts resolved proactively • New transactions categorised within 24 hours of posting • All bank and credit-card accounts...

...financial analysis—no routine bookkeeping or tax prep—so I need someone comfortable dissecting balance sheets, income statements, and cash-flow data, then presenting trends, ratios, risk areas, and growth opportunities in a format management can act on immediately. We’ll begin with a short discovery call so you can gauge data volume and confirm which tools you prefer working with (Excel, Power BI, QuickBooks data exports, or similar). After reviewing our historic financials and current YTD results, you’ll produce: • A concise analysis report highlighting key performance metrics, variance explanations, and recommendations • Any supporting spreadsheets or dashboards used in the analysis • A walkthrough session where you explain findings ...

...ready-to-use templates inside QuickBooks. The goal is simple: when our staff switch software, our clients should barely notice. Fonts, logo placement, column headings, footers, sequential numbering, and every other visual cue have to match the Sage50 originals so that printed or emailed forms look identical to what we send today. I will supply high-resolution PDFs of each Sage50 form, along with any source graphics and the field mapping I currently use. Your task is to recreate those layouts in QuickBooks’ custom form designer (desktop or online—let’s discuss which version best suits your workflow) and return importable template files plus brief instructions for loading them on our end. Deliverables: • QuickBooks Invoice template matching ...

...migrate historical data, and build a clean monthly workflow. We are open to your professional recommendation: Xero, QuickBooks, Zoho, Sage, or any other system that fits tourism. Your job is to advise us on what will work best for multi-channel tourism sales, Iceland VAT 11% rules, and automation. Project Goals 1. Build a modern, clean accounting environment 2. Migrate historical data (2–3 years). Data ready. 3. Automate future bookings → accounting and review past years after uploading data 4. Train our staff to manage everything daily 5. Receive monthly P&L with reliable numbers 1. System Evaluation & Setup We expect the freelancer to: Evaluate systems (Xero vs QuickBooks vs Zoho) • Recommend the most suitable software • Consi...

...year and follows the cash-basis approach I already use. All the raw data—bank feeds, receipts, and ledger entries—are ready; what I need is the accounting expertise to structure them into the standard Operating, Investing, and Financing sections and make sure the totals reconcile properly. Please use whatever tool you’re most comfortable with—Excel, Google Sheets, or accounting software like QuickBooks or Xero—as long as the final document can be opened in Excel and PDF. A short narrative explaining major cash movements would be great so I can share it with my stakeholders. Deliverables: • Cleaned and organized source worksheet or export • Year-end Cash Flow Statement (Excel + PDF) • One-page commentary on key variances and recon...

I’m mapping out a single, real-time dashboard inside GoHighLevel that pulls live data from four separate systems—PushPress (via API), QuickBooks, Google Analytics and, of course, GHL itself. The goal is to see sales performance, customer-engagement trends and high-level financial snapshots at a glance, all rendered primarily as bar charts for quick comparison. You can reference my full requirements here: What I need from you • Connect each data source securely and schedule automated refreshes • Model the data so key KPIs—sales totals, engagement metrics and concise financial summaries—line up cleanly across platforms • Build intuitive bar-chart views (with scope for line or pie variants later)

My QuickBooks Desktop 2024 file needs a tidy-up after I bought two vehicles. One in 2024 and one in 2025. the 2024 transaction was posted with the dollars I paid for the car. The 2025 purchase transactions were never posted, so the books now show missing entries that affect Depreciation, Fixed Assets and the “Other Income (Loss)” section. I have the receipts for both cars ready to share. Here’s what I need from you: • Create and post two correctly dated journal entries that capture each car’s cost, any cash or loan split, and place the amounts in the proper fixed-asset sub-accounts. • Record catch-up depreciation so Accumulated Depreciation and Depreciation Expense reflect the time already elapsed. • Shift or adjust any amounts that mista...

Dirijo una agencia de diseño web y marketing que ha crecido más rápido de lo que nuestra contabilidad puede seguir. Utilizamos QuickBooks Online en español y necesito a alguien que domine la plataforma, hable español fluidamente y pueda reunirse por Zoom para aclarar dudas y revisar avances. El objetivo principal es poner la casa en orden dentro de QuickBooks y, al mismo tiempo, automatizar tareas repetitivas que hoy consumen demasiado tiempo. Concretamente busco apoyo en: • Gestión de facturas y pagos • Conciliación bancaria • Análisis de reportes financieros Además, quiero configurar automatizaciones nativas de QuickBooks para: • Recordatorios de pago • Facturaci&oac...

...the practice while I focus on overseas clients. ✅ Desired Skills • Bookkeeping expertise (QuickBooks knowledge is a strong plus). • Attention to detail and ability to work independently. • Familiarity with South African compliance systems (Company Registrations, CSD, COIDA, CIDB, SARS) — training will be provided if needed. • Strong organizational skills and ability to meet deadlines. What I’m Looking For • Someone who can start immediately. • A reliable, no‑nonsense professional — no time‑wasters. • Long‑term commitment, with potential to grow into a leadership role. How to Apply Please submit: • A short introduction about yourself. • Your bookkeeping experience (especially with QuickBooks). &bul...

...Draft concise financial reports and narrative status updates that management and our funders can digest at a glance. • Handle routine email and phone correspondence with all funders, answering questions and supplying backup materials as needed. Our Project Manager will be your go-to contact for approvals and overall coordination. We don’t mandate a specific toolset, so you’re free to work in QuickBooks, Xero, Excel, or any platform that lets you deliver clean, exportable data. Likewise, there’s no prescribed reporting template—clarity and completeness are what matter most. I’d like weekly spend snapshots and a fuller month-end package that includes an updated cash-flow projection, variance analysis, and a short narrative of key points. Turna...

I’m launching QuickBooks for a small U.S. business and want it configured correctly from day one. The immediate focus is a clean, fully-functional bookkeeping environment: chart of accounts tailored to our operation, opening balances entered, bank and credit-card feeds connected, and a simple workflow for recording daily sales and expenses. You’ll migrate any existing data I provide (spreadsheets or prior software exports), reconcile the first statement to be sure everything ties out, and walk me through the basic tasks so I can keep books up-to-date myself after hand-off. Experience with both QuickBooks Online and Desktop is welcome; let me know which version you’re most comfortable with. Deliverables • Custom chart of accounts aligned with U.S. GAAP...

QuickBooks already houses all of my transaction data; what I need now is a skilled accountant to keep that data accurate, organised, and ready for decision-making. Your primary focus will be day-to-day work inside QuickBooks—recording entries, reconciling accounts, and delivering clear, dependable reports.

...keep our financial data clean and current inside QuickBooks. On a day-to-day basis you will record every transaction, then circle back to reconcile each account against bank and credit-card statements so nothing slips through the cracks. At month-end I’ll rely on you to close the books, produce GAAP-compliant financial statements, and deliver a concise summary of variances and unusual items. Accuracy, confidentiality, and punctual turnaround are non-negotiable because these reports feed directly into management decisions. The workload is steady and recurring, so I need someone who can scale with us as volumes grow and still maintain the same error-free standard. When you respond, please outline: • how many years you’ve managed books in QuickBooks, •...

...send you the raw bank and credit-card statements, sales records and expense receipts; your job is to organise, reconcile and present them in clean, audit-ready reports. I lodge BAS each quarter, so I need the data structured to flow smoothly into my BAS submissions and any related compliance schedules. If you already work in BAS-friendly software—or can export perfectly formatted files from QuickBooks, Xero or similar—that’s ideal, but I’m comfortable staying within the BAS toolset as long as the end result is accurate and ready for lodgement. Key outcomes I expect: • All transactions classified correctly and bank accounts fully reconciled by the 15th of the month following each quarter. • A concise profit-and-loss statement, balance shee...

...lead the buildout of our HubSpot environment, with a focus on CRM customization, workflow design, and scalable systems. While experience with automation across platforms is a plus, our primary priority is finding someone deeply experienced with HubSpot, particularly with custom objects, deal pipelines, structured data entry, and workflow design. Cross-system automation (e.g., integrations with QuickBooks or third-party tools) is valuable, but not our immediate focus. Key Responsibilities: Build and manage HubSpot CRM architecture including custom objects, deal pipelines, and structured data entry processes. Design automation workflows, lead routing logic, and lifecycle stages tailored to specific business processes. Develop and maintain custom modules, templates, and integrati...

Our internal ERP needs to pass data seamlessly to two accounting environments: QuickBooks Online for our U.S. books and Tally (India edition) for our Indian subsidiary. The integration must automatically move three data sets—Invoices, Inventory data, and Financial reports—without manual intervention. Key expectations • A two-way or scheduled one-way sync (whichever is technically safest) that creates, updates, and reconciles records across all three platforms. • Use of the official QuickBooks Online REST API and Tally’s XML/ODBC interfaces so future version changes are straightforward to maintain. • Clear field-to-field mapping documentation, error-logging, and a simple status dashboard inside the ERP or as a standalone web page. &b...

I need assistance with bank reconciliation on QuickBooks, specifically for a credit card account. Key tasks include: - Reconciling credit card transactions - Ensuring accuracy and completeness of records - Identifying and correcting discrepancies Ideal skills and experience: - Proficiency in QuickBooks - Strong bookkeeping background - Attention to detail and accuracy - Experience with credit card account reconciliation

...manufacturing company and we’re ready to stop copying order details from our custom-built React portal into QuickBooks Online by hand. I need a new section inside the portal that talks directly to the QuickBooks Online API, creates the invoice the moment an order is confirmed, and immediately dispatches the invoice email to the customer. Environment • Front end: React • Back end: Node/Express with PostgreSQL (already hosting our order data) • QuickBooks Online account, OAuth keys and Sandbox ready Scope of work 1. Build an integration layer (QuickBooks Online REST API or official SDK) that authenticates, pushes order data, generates the invoice, fetches the PDF link, and triggers QuickBooks’ native “send email...

I need a small service that connects our third-party platform to QuickBooks Online through the official API. Its single purpose is to analyse each incoming invoice, detect rounding errors or other amount mismatches, and resolve them automatically. Here is the flow I have in mind: • When the external system pushes an invoice, the service checks every line and total. • If the variance is within a configurable tolerance, it quietly posts the adjusting entry or creates the needed credit memo and applies it to the invoice. • If the variance is larger, the service still posts the adjustment but also flags the invoice for review and sends a notification to the accounting channel. The adjustment logic, flagging method (custom field, class, or other), and notification...

I run a U.S.–based financial services firm and need a full-time bookkeeper who can take complete ownership of multiple client files. The role is hands-on inside QuickBooks Desktop (hosted) and QuickBooks Online, with data frequently exported to Excel for analysis and clean-up. Your background should include at least five years of deep work in QuickBooks Desktop and three years in QuickBooks Online. A chartered accountant designation or U.S. CPA equivalent is essential, as you will be preparing statements that flow straight into tax filings and management packs. Clear, fluent English and the confidence to send short daily progress notes are non-negotiable because we are in continuous communication with our clients. Core focus: monthly cash reconciliation...

My QuickBooks Online file is out of sync with the bank because several transactions never flowed in. I’ll supply every bank statement as CSV files, and I need each of those missing items identified, imported, and matched so that the ending balance inside QuickBooks agrees with the statements down to the last cent. Scope • Import the CSV-based statements I provide for 3 companies. • Locate and add any transactions that are currently missing. • Reconcile the affected bank accounts all the way through the most recent statement. • Flag anything still unclear so I can supply details or source documents. • Assist with cleanup tasks and provide coaching to my in-house bookkeeping staff. Requirements • Must have QuickBooks Pro designation ...

I need a licensed auditor to perform an independent annual audit of my small-business financials. The books are fully reconciled in QuickBooks, but I now require formally audited statements that will satisfy lenders and future investors. Scope • Review underlying bookkeeping records, source documents, and internal controls. • Conduct fieldwork and testing in accordance with generally accepted auditing standards. • Prepare and issue an auditor’s report with opinion. Deliverables • Audited Balance Sheet • Audited Income Statement • Audited Cash Flow Statement • Accompanying notes and signed auditor’s opinion letter I can provide a clean trial balance, prior management accounts, and full access to digital rece...

QuickBooks + Gusto Migration Scope QuickBooks Migration Gusto Migration Customers & Vendors Employee Master Chart of Accounts Payroll Cycles & Pay Schedules Products / Services Salary Structures Invoices / Bills Taxes & Deductions Payments & Credits PTO / Leave Balances Opening Balance Payroll History

I’m looking for reliable help keeping my financial records up-...generate concise reports that I can share with management at month-end. On the payroll side, you’ll input employee data, verify figures, and ensure every update is reflected accurately in our system. Accuracy and confidentiality are non-negotiable. You should already be comfortable working in spreadsheets and familiar with common accounting tools such as Excel, Google Sheets, or cloud software like QuickBooks/Xero—if you have another platform you prefer, let me know. I’ll provide templates, access credentials, and a brief onboarding call so you understand our conventions. Please tell me about similar projects you’ve handled, the tools you prefer, and how quickly you can start. Let’...

...financieros bajo NIIF para pymes, la elaboración y presentación de las declaraciones de impuestos nacionales y territoriales ante la DIAN y secretarías de hacienda, así como la realización de una auditoría interna que valide la razonabilidad de las cifras y los controles, entregándome un informe con hallazgos y recomendaciones concretas. Entiendo que existen varias opciones de software contable (QuickBooks, Sage, Siigo, entre otros); no tengo una preferencia definida, así que agradeceré tu sugerencia sobre la plataforma que facilite la integración con bancos y nómina y cumpla con los requisitos de facturación electrónica en Colombia. Para que tengas claro lo que espero recibir cada a&ntil...

...daily financial admin so I can focus on growth. I need a reliable professional who can keep my books up to date, generate customer invoices on schedule, and prepare everything required for our periodic tax filings. All records are currently tracked in Vyaapar, so you’ll need to be comfortable working inside that environment from day one. If you prefer to migrate the workflow into something like QuickBooks or Xero I’m happy to hear the rationale, but for now Vyaapar remains the source of truth. What success looks like to me is simple: every expense and sale entered promptly, invoices emailed as soon as they’re approved, and clean, compliant reports that make tax season completely stress-free. Deliverables • Weekly-updated ledgers and reconciled accounts...

I need an experienced bookkeeper to step in and run payroll through my existing QuickBooks setup. Your core focus will be payroll management rather than general bookkeeping. Here’s what I count on you to handle: • Processing employee payroll each pay period • Calculating, filing, and remitting payroll taxes on schedule • Maintaining complete, audit-ready payroll records in QuickBooks You should be fluent in QuickBooks payroll workflows, up to date on federal and state requirements, and comfortable working with sensitive data under strict confidentiality. I’ll provide secure access to my file along with employee details and current account structure; you bring accuracy, timeliness, and clear communication. When you reply, please out...

...Amazon FBA in the UK, and I now want to branch out to Germany and France. To keep everything compliant and scalable I need a UK-registered accountant who can represent me with HMRC, keep my numbers tidy, and guide me through the VAT maze as I test the EU waters. Scope of work • Monthly bookkeeping – reconcile Amazon settlements, Payoneer transfers and business-bank transactions in Xero (or QuickBooks if you prefer). • Quarterly VAT returns – prepare and submit MTD-compliant UK filings, answer any HMRC follow-ups. • Annual financial statements – full statutory accounts and Corporation Tax return. • EU expansion advice – tell me when, where and how to register for VAT in Germany and France, and flag any distance-selling threshold...

I am looking for an Austral...- All income, expenses, payroll and records are accurately entered and reconciled - All BAS lodgements are completed - No complex assets, no fringe benefits - Business type: Disability support services - Looking for lodgement before Christmas - Must be a Registered Tax Agent (Australia) and able to provide a Tax Agent Number - Please include your quote and availability What I will supply: - QuickBooks exported reports - Bank statements (if needed) - BAS summaries - Company details - Any other documents required What I'm looking for: - Fast turnaround - Clear communication - Accurate preparation and lodgement - Someone who understands small business compliance Please only apply if you are a Registered Tax Agent authorised to lodge company return...

My business requires both the initial configuration of a reliable payroll system and its continued, month-to-month operation. The scope covers everything from selecting or configuring the software to running each monthly cycle, calculating earnings and ded...bonuses, and any deductions. • Generate and distribute accurate digital or printable paystubs. • Provide concise end-of-month reports so I can keep books up to date. Acceptance criteria Payroll must post on schedule each month, paystubs must reconcile to source data, and any platform you introduce should allow me to view summaries on demand without extra fees. Preferred tools are flexible—QuickBooks Payroll, ADP, Gusto, or another cloud solution with secure employee portals are all fine as long as they meet...

...Businesses • Roles and permissions • Clients Jobs module tables • Jobs • Job templates • Quotes • Invoices • Line items • Payments • Job notes • Job files • Time entries Events module tables • Events • Ticket types • Ticket orders • Tickets • Attendees • Promo codes • Event check-ins • Event payouts or settlement records Shared structures • Notifications • Audit logs • Integrations (Stripe, QuickBooks, calendars) API surface Core • Auth and sessions • Users and roles • Business profiles • Clients Jobs • Create and update jobs • List jobs by status and date • Create quotes • Approve quotes • Create invoices • Record pa...

...from there I need every transaction categorized, reconciled, and summarized in a clear report I can hand straight to my tax preparer. Because this is a personal setup, affordability matters, yet accuracy is non-negotiable. We’ll work entirely online, so please be comfortable receiving documents through secure cloud storage and returning the finished ledger and reconciliation report in either QuickBooks or a well-structured Excel workbook—whichever you’re most fluent with. Typical monthly flow • You receive statements on the 1st • Draft ledger and reconciliation by the 7th • We resolve any questions within 48 hours • Final report delivered no later than the 10th I’m happy to commit for the long term if the first month goes smo...

...least two realistic consolidation options (balance-transfer card, personal loan, or any other viable product). • A step-by-step plan that shows how and when each card will be closed or rolled over. • A final repayment calendar reflecting the chosen option, including projected payoff date and total interest saved. If you already work with spreadsheets, budgeting software such as Excel or QuickBooks, and have experience negotiating with banks or credit-card issuers, your insight will be invaluable. The sooner we can finalize the roadmap, the faster I can regain control of my finances, so speed and accuracy are both essential....

...least two realistic consolidation options (balance-transfer card, personal loan, or any other viable product). • A step-by-step plan that shows how and when each card will be closed or rolled over. • A final repayment calendar reflecting the chosen option, including projected payoff date and total interest saved. If you already work with spreadsheets, budgeting software such as Excel or QuickBooks, and have experience negotiating with banks or credit-card issuers, your insight will be invaluable. The sooner we can finalize the roadmap, the faster I can regain control of my finances, so speed and accuracy are both essential....