Intuit QuickBooks Jobs

I need an experienced QuickBooks hand to configure “jobs” (sub-customers/projects) inside my existing company file so I can pull a clean, one-page view of any individual job’s numbers. Right now everything sits under broad customer accounts, which makes it impossible to see revenue, expenses, and profitability per job at a glance. What I’d like you to do is hop into a screen-share, assess how the file is organised, and then: • create a sample job structure I can reuse • map the right income and cost accounts to it • turn on or fine-tune any preferences required for job costing • demonstrate how to generate the key report that isolates one job (Profit & Loss by Job or the closest equivalent in my version) Please record or docume...

I'm seeking a skilled bookkeeper to manage several key tasks using Tally Prime. Tasks include: - Accounts payable and receivable - Bank reconciliation - Financial statement preparation Ideal skills and experience: - Proficiency in Tally Prime - Extensive bookkeeping experience - Strong attention to detail and accuracy - Ability to meet deadlines and manage multiple tasks Please provide a brief overview of your relevant experience and approach to the tasks.

I run a manufacturing company in India and need an experienced accountant who can keep our books clean and compliant throughout the year. All entries are to be handled in QuickBooks, which we already have set up; you will receive direct access once we start. Core work will cover daily bookkeeping, monthly GST and TDS filings, reconciliation of vendor and customer ledgers, and the preparation of quarterly profit-and-loss statements leading up to a full annual balance sheet. Because we are in the manufacturing sector, you should be comfortable tracking raw-material consumption, job-work charges, and maintaining accurate inventory valuations inside QuickBooks. Accuracy and timeliness are critical. I expect: • Up-to-date, error-free ledgers at any point in time • All statutory r...

I'm experiencing an issue with QuickBooks 2012 for Mac, where all types of history (transaction, customer, and vendor) are not being retained. This problem has occurred without any recent changes on my part. Key Requirements: - Diagnose and fix the history retention issue - Ensure stability and integrity of the data - Provide guidance on preventing future occurrences Ideal Skills and Experience: - Expertise in QuickBooks, especially the 2012 Mac version - Strong troubleshooting skills for offline software - Experience with data integrity and retention issues

I need an experienced Wave specialist to get our books fully operational, working hand-in-hand with our external accountant and shaped around the needs of a small real-estate–focused business. The immediate priorities are to build a clean chart of accounts that mirrors industry-standard real-estate categories and to connect all current bank and credit-card feeds so transactions flow in automatically. While we are not importing a full history, you will reference a partially updated Xero file and my written guidelines to recreate opening balances and key comparative data inside Wave. I will supply the Xero access and any supporting worksheets you need. No end-user training is required; the goal is simply a seamless setup that lets my accountant step straight into monthly reconciliati...

I need help keeping my sales tax obligations under control. On a recurring basis you will pull data directly from Tally Prime, reconcile it, prepare the complete sales-tax return, and file it on time in the correct jurisdiction. Please be comfortable navigating Tally Prime’s ledgers, inventory modules, and tax reports, because that is the only platform we use. Your core responsibility is sales-tax preparation and submission; general bookkeeping, financial reporting, and income or corporate tax are handled elsewhere, so you can stay laser-focused on this one area. Deliverables I expect each filing period: • Reconciled sales figures exported from Tally Prime • Completed sales-tax return ready for my review • Proof of successful e-filing and payment confirmation...

I need a custom accounting package based on QuickBooks Online (QBO). I've used ChatGPT to help outline the requirements, but I need someone to piece it all together and troubleshoot. Essential Features: - Invoicing and billing - Expense tracking - Financial reporting - Quoting - GST - Receive payments - Integration with banking software Ideal Skills and Experience: - Strong familiarity with QuickBooks Online - Experience in developing custom accounting solutions - Proficiency in integrating banking software - Problem-solving skills for troubleshooting Please reach out if you need additional information as I have a few other things we need to go over like not using bank feeds and using .csv's instead.... Thank you

I’m looking for an expert-level bookkeeper who can confidently navigate both QuickBooks Online and QuickBooks Desktop while working largely in the PST time zone alongside the rest of our team. Day to day you’ll be inside our files recording every transaction, reconciling each bank, credit-card, and loan account, staying on top of payables and receivables, and cleaning up legacy entries that are muddying the books. Once the data is solid you’ll turn those numbers into the three core management reports we rely on— Balance Sheet, Profit & Loss, and Cash-Flow Statement—so leadership can make timely decisions. Clear, proactive communication is critical because we treat bookkeeping as a team sport; you’ll have direct access to our operations and tax sta...

I need a licensed U.S. tax professional to prepare and file this year’s federal and state returns for my single-state C -Corp. The company has no W-2 employees and all operational activity stays within one state, so payroll filings and multi-state apportionment are not required. Please handle the full process—from reviewing my bookkeeping reports and prior-year returns to preparing the current federal Form 1065 (or Schedule C if we confirm disregarded status), the accompanying K-1s if relevant, and the single-state return. I’ll supply organized financial statements, bank records, and any 1099-NEC issued to contractors. Once the drafts look good, I’d like e-filing completed and copies of all accepted filings returned to me for my records. Key deliverables: &b...

Americans Only Please: My sole proprietorship needs a clear, data-driven review of its finances followed by accurate preparation of the upcoming business tax return. I will provide raw bank statements, expense receipts, and prior-year filings; what I need back is insight and compliance. First, drill into the numbers—trend analysis, ratio assessment, cash-flow projections, break-even point, and any red flags that could impact growth. Please work in the tool you prefer (QuickBooks, Xero, Excel models are all fine) as long as the source files remain editable. Second, translate the cleaned figures into a complete Schedule C and any supporting forms required for a U.S. sole proprietorship. I expect every deduction to be verified against the latest IRS guidance and a brief memo explainin...

I have two separate bank accounts and I need a concise Profit & Loss statement for each covering the period 1 Aug – 31 Dec 2025. The statements should follow a standard accounting format and present a clear summary of income versus expenses; no line-by-line breakdown is necessary. You will be working from the raw bank statements, which average about nine deposits/credits totalling roughly $29,561.85 and sixty-seven checks/debits totalling about $29,983.57 each month. Once complete, I’d like the finished reports delivered as ready-to-share PDFs. Deliverables • P&L Report #1 (Account A) – PDF • P&L Report #2 (Account B) – PDF Please let me know what source files or clarifications you require so we can get started right away.

My LLC’s Xero file needs a thorough once-over so I can hand clean, accurate numbers to my tax preparer. All bank and card feeds are connected, and right now I average fewer than ten transactions a month, but the entire past year still needs reconciling and proper categorisation. Here’s what I’m after: • Reconcile every 2025 transaction against statements • Correct any mis-codings and bring all accounts, assets and liabilities to real balances • Tie the books out so that sales tax, owner draws and expenses are properly mapped to the correct tax lines I don’t need a full set of financial statements—just clean, balanced books that can be exported for the return. If you’re comfortable working directly in Xero and can turn this a...

I need a skilled bookkeeper for my small e-commerce business in Ukraine. Requirements: - Prepare and file local and federal taxes - Experience with e-commerce tax regulations - Proficiency in accounting software (QuickBooks, Xero, FreshBooks is a plus) Ideal Skills: - Tax preparation expertise - Attention to detail - Strong organizational skills Looking for someone reliable and experienced to ensure my tax obligations are met accurately and on time.

We are ready to build our accounting function from the ground up and want every figure to be reliable from day one. The immediate priorities are twofold: maintaining accurate books of accounts and ensuring full GST compliance. Because we do not yet have a working system, the first step will be to install and configure QuickBooks, design an appropriate chart of accounts, and migrate any opening balances or source documents. From there, all day-to-day transactions must be captured on time, supporting documents filed logically, and bank accounts reconciled on a regular schedule. GST filing is just as critical. I expect correct tax coding on each entry, reconciliation of GST ledgers, and preparation of the return well before the deadline so management has time to review and approve. Deliv...

My financial year-end has passed and I now need someone to take my raw data and turn it into a fully-compliant set of statutory accounts, ready for submission. The business is currently noted simply as “accountant”; there’s no bookkeeping software in play—everything you’ll receive comes straight from my bank statements in PDF. Scope of work • Transform the statements into a clean trial balance and full year-end accounts. • Prepare the accompanying tax computations and any cover schedules normally expected. Please note I do not require ongoing bank reconciliation or monthly bookkeeping; this is a one-off filing exercise. All source documents will be shared immediately after we agree on timelines, and I’m available to answer any clarifying que...

I'm seeking a professional to clean up my Xero account for the entire fiscal year. This is a one-time cleanup task, not ongoing maintenance. Key areas needing attention: - Bank Reconciliations: Fix any discrepancies and ensure all transactions are accurately recorded. - Expense Reports: Organize and categorize all expenses, ensuring correctness and completeness. Ideal Skills and Experience: - Proficiency in Xero - Strong accounting and bookkeeping background - Attention to detail and accuracy - Ability to work independently and meet deadlines Please provide a brief overview of your relevant experience and how you plan to approach this task.

I need an experienced tax professional to help with filing tax returns for my staffing company. Need Someone who knows how to do annual tax filling in Canada. Key requirements: - Must be certified and experienced in corporate tax filing. - Familiarity with tax regulations for staffing companies. - Ability to ensure accuracy and compliance. Ideal skills and experience: - CPA or equivalent certification. - Proven track record with corporate tax returns. - Strong attention to detail and organization. Please provide a timeline and a breakdown of your approach.

I manage a portfolio of commercial buildings and need an accountant who can keep our books accurate and our stakeholders informed. All daily entries, reconciliations, and owner statements currently flow through QuickBooks and Yardi, so practical, hands-on experience with both platforms is essential. Here’s what the role covers: • Ongoing bookkeeping—capturing rent rolls, CAM charges, payables, and deposits with a clear audit trail. • Timely financial reporting—monthly P&L, balance sheet, and variance notes that can be shared with investors without additional edits from me. • Coordination between Yardi and QuickBooks to be sure data remains consistent across the two systems. I will provide remote log-ins, chart-of-accounts guidelines, and last qu...

I need a CPA to help with some tax startup/cleanup for a small Sole Handyman LLC. Owner is THE Handyman, no other employees, usually less than 8 transactions a week. Been in business for three years, tried to do taxes for first two years on own, kept having issues with system and not sure taxes were done properly. As there was an issue with things, taxes were not done last year, though records have been kept of payments, all checks are saved and timebook is kept. I need someone to set us up with a bookkeeping system, make sure all taxes are set up properly, and we have everything we need to roll out fully legal on our own, including payroll that won't "double tax" him on paying himself. Really only need last year up to now done urgently, though if you can easily ch...