Discover Intuit QuickBooks Freelance Projects

I need an accountant to draft and sign a letter for my equity release application. The letter should confirm that my exit strategy for repaying the equity release will be through the sale of my house.

The letter must be addressed to the equity release lender and should include:

- Confirmation of repayment from selling my house
- Supporting information for the planned sale, including:
- Recent property valuation
- Estate agent appraisal

Ideal skills and experience:
- Certified accountant
- Experience with equity release documentation
- Knowledge of property valuations and estate agent processes

Please ensure the letter is professional and meets the lender's requirements.

Skills: Accounting, Finance, Intuit QuickBooks, Real Estate, Financial Analysis, Bookkeeping, Certified Public Accountant, Financial Consulting

develop free account software for import export business

My business needs a skilled bookkeeper to help catch up on one or two months of records from last year and manage ongoing bookkeeping for this year.

Ideal skills and experience:
- Proficient in accounting software
- Experienced in reconciling bank and credit card statements
- Detail-oriented and organized
- Able to prepare records for tax purposes

Skills: Intuit QuickBooks, Bookkeeping

Please note we are only considering US based Bookkeepers.

Join our U.S.-based CPA firm as an expert-level bookkeeper. We seek a dedicated professional with over 10+ years of experience in U.S. bookkeeping and accounting. This is a full-time, remote position requiring availability from 7 am to 2 pm Pacific Time. The role involves long-term commitment and requires proficiency in Wave, QBO, and QB Desktop. You must be detail-oriented, an intuitive problem solver, and able to work efficiently.

Deliverables
• Perform full-time bookkeeping tasks
• Review and ensure accuracy of submissions
• Utilize Wave, QBO, and QB Desktop
• Maintain detailed financial records
• Collaborate with CPA firm team

Description:

Pivotly is a fast-growing B2B SaaS company with AI document extraction and an operational automation platform. We sell to mid-market and enterprise customers and earn both subscription and services revenue. We’re looking for a detail-oriented AR and payroll specialist to own billing, collections, and payroll so our finance function runs cleanly as we scale.

What you’ll do

Accounts receivable

Create and send invoices for SaaS subscriptions, implementation, and services work in QuickBooks Online
Track open AR, run aging reports, and handle polite, persistent collections follow-up
Apply payments and reconcile deposits to invoices
Track intercompany AR/AP between two related entities
Handle customer vendor-onboarding paperwork (W-9s, COIs, vendor portals)

Payroll

Run semi-monthly or biweekly W-2 payroll in Gusto, including onboarding, changes, and terminations
Manage multi-state payroll: state withholding and unemployment registrations, and compliance as we hire in new states
Process 1099 contractor payments, including international contractors, and collect W-9/W-8BEN forms
Support benefits administration (401(k) setup in progress; QSEHRA possible)
Reconcile payroll to the general ledger and get year-end W-2s and 1099s out correctly

General

Keep transactions coded correctly, especially contractor costs by type: R&D, implementation, and custom development
Produce a short weekly AR and cash summary for leadership

Requirements

3+ years of AR and payroll experience, ideally at a startup or SaaS company
Strong hands-on Gusto and QuickBooks Online skills
Multi-state payroll compliance experience
Comfortable with Microsoft 365 (Excel, Outlook, Teams)
Responsive, organized, and discreet with confidential data
Available during US Eastern business hours for at least some overlap

Nice to have

SaaS billing experience (annual and multi-year contracts, usage or services invoicing)
Familiarity with multi-entity bookkeeping or R&D tax credit documentation
Bookkeeping or month-end close support

I have some bookkeeping that I need to catch up on. If it works out well, I would like to keep you on a month-to-month basis to manage QBO:
- Bookkeeping done in QBO with monthly financials provided and joint review
- Retail Accounting for ecommerce (Shopify platform) with Inventory tracking outside QBO
- Direct to Consumer and wholesale account sales transactions

I need a reliable bookkeeper to run 2 YNAB budgets every week. Clear written instructions are provided. Your job is to follow them exactly.

Note: YNAB budgets/plans are already set up.

The work
Every Monday
- Categorize transactions, delete duplicates, reconcile accounts
- Assign money using my Profit First percentages and bucket order
- Send me a short weekly message with the payments and transfers I need to make

Volume
About 150 to 250 transactions per month. Includes transfers between accounts and credit card payments that need matching.

Bank syncing
Canadian banks often have issues auto syncing with YNAB. To work around this, I will manually reauthorize and resync each bank account every week before your Monday session. That way the transactions are already in YNAB when you start, and you won’t need to enter anything manually from statements. If an account ever fails to sync, I’ll provide a CSV file for that account only.

Instructions
You’ll get a detailed step by step instructions doc after you’re hired. It covers:
- Category order for both budgets
- Profit First percentages and how to split money
- How to match transfers and credit card payments
- The exact weekly message format to send me

Requirements
- YNAB experience (must have used it, not just heard of it)
- Profit First experience is a bonus
- Available every Monday
- Detail oriented. Follows instructions step by step.
- Clear written English

Budget
Fixed monthly price: $100 USD

Instructions:
https://docs.google.com/document/d/1rB_ocUhf1yq9ERqzm-wvPThctChBX11Rh7-WGL_5x_A/edit?usp=sharing

We are a United States-based client seeking a QuickBooks Online expert to create new invoices and issue credit memos against paid invoices for all customers in the records I provide. I will share the list of payments received and provide access to QuickBooks Online. The freelancer should process all provided records without requiring approval before finalizing invoices and credits. If a payment does not match an invoice exactly, I will assist. Delivery is expected within 30 days by November 24, 2026.

We are a United States-based client seeking a QuickBooks Online expert to create new invoices and issue credit memos against paid invoices for all customers in the records I provide. I will provide the list of payments received and access to QuickBooks Online. The freelancer should process all provided records without requiring approval before finalizing invoices and credits. If a payment does not match an invoice exactly, contact me for assistance. Delivery is expected within 30 days by November 24, 2026.

We’re looking for an experienced QuickBooks Online Bookkeeper to review existing records, organize transactions, correct data discrepancies, and maintain accurate financial information.

Responsibilities include reviewing entries, updating account records, ensuring data accuracy, and preparing reports such as Profit & Loss and Balance Sheet. Experience with QuickBooks Online, bookkeeping cleanup, and financial reporting is required.

Please share your relevant experience, the types of bookkeeping projects you’ve handled, and your availability.

I need a professional who can take my Tally-generated reports each month and turn them into an accurate, on-time GSTR-3B filing. All sales, purchase, and expense figures are already captured in Tally; I will export the necessary ledgers and summary reports for you. Your task is to review the data, reconcile it if anything looks off, prepare the GSTR-3B in the GST portal, and confirm successful submission.

Key deliverable:
• Filed GSTR-3B for every month, with the GST portal acknowledgement number shared back to me the same day it is submitted.

Because everything comes straight from Tally, a solid understanding of that software’s GST report structure is essential. A quick turnaround before the statutory due date and zero input-tax-credit mismatches are what will keep this engagement running smoothly.

Skills: Accounting, Excel, Finance, Intuit QuickBooks, Audit, Financial Analysis, Tax Compliance, Tax Preparation

We are a small agency based in the Philippines looking for a US-licensed CPA to provide hourly consulting support regarding 1099 forms and related US tax questions for our US expat VA's.

Responsibilities:

Clarify questions regarding 1099 forms and reporting requirements.
Provide guidance on common US tax compliance questions involving US expats.
Help us understand applicable IRS rules and requirements.
Provide occasional consultations on an as-needed, hourly basis.

Requirements:

Active US CPA license.
Strong knowledge of US tax regulations, particularly 1099 reporting and expat-related tax matters.
Clear communication skills and ability to explain tax concepts in simple terms.
Experience working with international clients is a plus.

Engagement: Freelance / hourly, as needed.

Please share your relevant experience, hourly rate, and availability when applying.

Every month I export my sales, purchase, and tax ledgers straight from Tally ERP 9 and need someone to turn that data into fully compliant GST and TDS returns. My priority is accuracy and on-time submission; bookkeeping and P&L work are handled in-house, so your sole focus will be filing.

Here’s the routine:
• Receive Tally data at the start of the month.
• Reconcile figures, prepare GSTR-1, GSTR-3B, and 26Q/24Q (or any other applicable) returns.
• Submit for my review, e-file once approved, generate challans, and share acknowledgements plus a concise reconciliation note.

Acceptance criteria:
• No mismatches between Tally ledgers and filed figures.
• Returns filed at least three business days before due dates.
• All challans, acknowledgements, and working papers delivered together.

If you work confidently with the GSTN portal, TRACES, and Tally, this can become a long-term monthly collaboration. Let me know your turnaround time and relevant experience, and we can begin with the upcoming cycle.

Skills: Accounting, Excel, Intuit QuickBooks, Financial Analysis, Bookkeeping, Tax Compliance, Tax Preparation, Business Consulting

I’m building a small network of reliable, India-based accountants who can step in for my own clients whenever day-to-day compliance or periodic filings pile up. Everything is handled remotely, so you can contribute part-time or full-time as your schedule allows, but I need someone who works independently—not a firm, not an agency, just you.

Here’s what you’ll actually be doing for me and, by extension, for the businesses I serve:

• GST registration, monthly/quarterly returns and any follow-up compliance
• Routine bookkeeping and bank reconciliation, keeping ledgers clean and audit-ready
• TDS, income-tax, ROC and other company-law filings as they fall due

My client base ranges from sole proprietors and small family businesses to private limited companies, LLPs and a growing wave of online sellers and service freelancers, so your exposure will stay varied and interesting. Most of them are already on Tally Prime, and comfort with that platform is non-negotiable; if you can navigate vouchers, GST modules and statutory reports in Tally with your eyes closed, you’re exactly who I’m after.

Communication will be through email, WhatsApp and occasional video calls. I’ll share a clear set of deadlines and templates for each engagement, and you’ll update me once a week so I can keep the overall project on track.

If you enjoy straight-forward compliance work, like the idea of flexible hours and prefer working solo, send a brief note about your experience along with two recent references or sample reports you’ve prepared in Tally. Let’s keep Indian businesses compliant—one return at a time.

Skills: Accounting, Excel, Intuit QuickBooks, Tax, Audit, Compliance, Bookkeeping, Tax Compliance, Financial Accounting, Tax Preparation

We need a reliable accountant to help with accounting cleanup, bank reconciliation, monthly reporting, billing, and payables. This role supports back-office operations and requires someone who can organize financial records, maintain accurate records, and help keep the books up to date. Experience with QuickBooks and Appfolio is important, and we’re looking for someone who can work independently and communicate clearly. This is a part-time, ongoing role for someone who can manage recurring accounting tasks with consistency and attention to detail.

Title: Catch-Up Bookkeeper for S Corporation — Full-Year 2025 Books in QuickBooks Online

About the business:
I run an online trading education and mentorship business. The business is an LLC taxed as an S corporation. Sales come through Stripe and Whop. My 2025 books were never completed and my prior CPA is unreachable, so I need a full-year catch-up done right and fast — this is a late filing situation and my CPA is waiting on clean books to file the 2025 Form 1120-S, K-1(s), and my personal return.

Scope of work:
1. Set up a clean QuickBooks Online file for 2025 (or clean up the existing file if one is started).
2. Import and categorize all 2025 bank and credit card transactions, January through December.
3. Reconcile every account, every month, for all of 2025.
4. Reconcile Stripe payouts properly: gross sales, processing fees, and refunds — not just net deposits.
5. Reconcile Whop payouts using bank feeds and/or the Whop payout export (no native Whop integration exists, so this needs manual mapping).
6. Separately track owner draws/distributions vs. business expenses, and flag anything that looks like officer salary or payroll for my CPA to review.
7. Deliver a CPA-ready package: monthly and year-end Profit & Loss, Balance Sheet, and supporting schedules, with all 12 months reconciled.
8. This is full-service, not assisted: you do the categorizing and reconciling. I will answer one batched list of questions about unclear transactions and approve the finished financials — I do not want to work a transaction queue myself.

What I will provide:
2025 bank and credit card statements (or read-only feed access), Stripe annual summary and payout reports, Whop payout export, and any 1099s. No prior-year return or prior bookkeeper file is currently available.

Requirements:
- Proven catch-up/cleanup experience — please share an example of a full-year catch-up you completed.
- Experience with U.S. S corporations specifically.
- Strong QuickBooks Online experience (ProAdvisor a plus).
- Experience reconciling Stripe payouts (gross, fees, refunds).
- Clear written English and reliable communication. All work and files handled confidentially.

Timeline:
Start immediately. Target completion within 3 weeks of receiving all documents.

Budget:
Fixed price for the full 12-month catch-up. Please propose your fixed fee with your application.

To apply, please answer:
1. How many full-year catch-up projects have you completed, and for what entity types?
2. How do you reconcile Stripe payouts — gross, fees, and refunds?
3. What does your final handoff package include, and how do you hand off to a CPA?
4. What do you need from me on day one to start?

We’re looking for a reliable professional to support customer service, appointment setting, and follow-up tasks. The role includes handling client communications, scheduling appointments, and maintaining accurate records. You will also assist with basic accounting and property management tasks, including work order follow-up and ensuring processes are completed on time. This is a part-time, long-term opportunity for someone organized, responsive, and comfortable managing multiple responsibilities with attention to detail.

My GST returns for India have piled up and I need them filed in one shot to bring my account completely up to date. The work involves a regular GST return filing rather than a fresh registration, and it is strictly a one-time catch-up exercise for the pending period.

All purchase and sales data, invoices, and previous payment challans are already organised in Excel along with access credentials for the GST portal. I simply need a qualified Chartered Accountant—registered in India and familiar with the GSTN system—to review the data, prepare the correct GSTR-3B and GSTR-1 where due, reconcile any differences, and submit the return successfully.

Deliverables
• Validation of my bookkeeping data and tax liability
• Preparation and e-filing of the required GST return(s) for the pending period
• Download of the filed acknowledgement and a brief summary of liabilities, interest, or late fees (if any)

Completion is expected within three working days once the source documents are shared. Prompt communication through chat and a quick hand-over of the final GST portal acknowledgements will mark the job as done.

Skills: Accounting, Excel, Intuit QuickBooks, Tax Law, Bookkeeping, Tax Compliance, Financial Accounting, Tax Preparation

QuickBooks Online cleanup specialist needed. 2025 expenses complete. 2025 income 95% complete but my last bookkeeper got a fulltime job and ghosted me- left me we some cleanup to be done in desciphering deposits between offices. I have 4 small med offices, and by myself I cannot get Clover POS receipts and QBO office-specific receipts and QBO total income to match and I don't have the skills/knowledge to complete task.

2026 all entered but require reconciliation, review of transaction categorization, duplicate/misapplied transaction correction, chart-of-accounts cleanup, and verification of balance-sheet accounts, with all bank and credit-card accounts reconciled and final P&L/balance sheet provided. All this was already done for 2025 by prior bookkeeper, and my misapplied rules have already been cleaned up, so estimated workload should be quite easy to obtain for 2026.

Looking for fixed-price project through for 2025 ASAP. If all goes well, definitely happy to discuss ongoing bookkeeping.

QuickBooks Online cleanup specialist needed. 2025 expenses complete. 2025 income 95% complete but my last bookkeeper got a fulltime job and ghosted me- left me we some cleanup to be done in desciphering deposits between offices. I have 4 small med offices, and by myself I cannot get Clover POS receipts and QBO office-specific receipts and QBO total income to match and I don't have the skills/knowledge to complete task.

2026 all entered but require reconciliation, review of transaction categorization, duplicate/misapplied transaction correction, chart-of-accounts cleanup, and verification of balance-sheet accounts, with all bank and credit-card accounts reconciled and final P&L/balance sheet provided. All this was already done for 2025 by prior bookkeeper, and my misapplied rules have already been cleaned up, so estimated workload should be quite easy to obtain for 2026.

Looking for fixed-price project through for 2025 ASAP. If all goes well, definitely happy to discuss ongoing bookkeeping.

We’re a small UAE business with simple finances and no employees, looking for a reliable bookkeeper to get our books up to date and keep them that way.

What we need:

Catch-up: reconcile the last 3 months of financials
Ongoing monthly maintenance: record transactions, keep ledgers accurate, reconcile bank accounts, and track expenses and invoices
A short monthly financial report so we can see where things stand

You’ll be a good fit if you:

Have bookkeeping experience with small businesses
Work independently and keep records organised and up to date
Are consistent, accurate and responsive
Are familiar with UAE VAT and corporate tax requirements (a plus)

This is a part-time, flexible role. The catch-up is a one-off project, followed by a few hours a month.

To apply, send a short note about your experience, the software you use (e.g. Xero, QuickBooks, Zoho), and your rate for the 3-month reconciliation and for monthly maintenance.

Need help setting up QuickBooks with my bank accounts and credit cards. Looking for someone who can connect accounts, organize transactions, and ensure everything is set up correctly for ongoing use. Experience with financial software and accurate setup is important. Please share relevant experience and availability for a short-term project.

Hi! I own an S-Corp and am looking for someone experienced with QuickBooks Online to help me get my bookkeeping caught up and organized for 2026.

All my bank and credit card accounts are already connected, but I'd love some help making sure everything is categorized correctly, reconciling my accounts, and cleaning up anything I may have missed.

Ideally, I'm looking for someone who can:

- Review and properly categorize my 2026 transactions.
- Reconcile my bank and credit card accounts.
- Make sure things like owner distributions, transfers, vehicle payments, and retirement contributions are recorded correctly.
- Walk me through the process 1-on-1 so I can better understand how to manage everything myself moving forward.

I'm primarily looking to get everything cleaned up and learn how to do things correctly, but I'm also definitely open to ongoing monthly bookkeeping support depending on pricing!

I'd love to work with someone who's knowledgeable, easy to communicate with, and doesn't mind answering questions along the way.

If this sounds like a good fit, I'd love to hear about your experience, availability, and pricing for both the initial cleanup and potential monthly support.

Thanks so much!

I run Panda Tattoo, a tattoo studio in Miami, plus my personal books on the side. I need a bookkeeper for QuickBooks Online cleanup and monthly close.

The job is to catch up July 2025 to today. Reconcile bank accounts, cards, Square payouts, and Zelle income to the penny, clean up categorization, and then run a clean monthly close with a readable profit and loss. My CPA handles tax filings. This is bookkeeping only.

What I need from you:
Reconciled months with no unexplained transactions.
A clean chart of accounts and a repeatable monthly close checklist.
A monthly profit and loss I can actually read.
A short weekly update on what is done and what is still open.

Skills that matter:
QuickBooks Online, ProAdvisor preferred.
Square payout reconciliation.
Experience with United States small business books and catch up cleanup.
Strong communication and reliable remote async work.

First step is a paid trial on one sample month. Best work gets the ongoing monthly close.

I run a growing U.S.-based company and want to hand off day-to-day payroll so every employee is paid correctly and on time while federal, state, and local filings stay fully compliant. The core of the job revolves around payroll and employee payments, not general bookkeeping.

Here is what I will count on you to handle:

• Calculate gross-to-net pay for each cycle, including withholding, voluntary deductions, garnishments, and employer taxes.
• Generate and distribute digital payslips that employees can access easily.
• Release payments—direct deposit and the occasional physical check—by the scheduled cutoff.
• File and remit all payroll taxes (941/944, state income tax, unemployment, etc.) before their deadlines and keep confirmation records.
• Configure, migrate, or simply maintain the payroll software we choose (QuickBooks Payroll, Gusto, ADP, or another U.S.-compliant platform).

Acceptance criteria
• Every payroll run reconciles to the cent with the funding report.
• Tax deposits post in the IRS and state portals by or before due dates.
• Employees have uninterrupted access to year-to-date pay data and year-end W-2s.
• The underlying system remains audit-ready with error logs cleared each cycle.

Tell me which software you prefer, how you stay current on U.S. payroll law, and the typical turnaround you need once timesheets close.

Skills: PHP, Accounting, Human Resources, Intuit QuickBooks, Payroll, Compliance, Time Management, Bookkeeping

I'm looking for an experienced QuickBooks professional to help match bank and credit card transactions for two to three previous years.

Requirements:
- Match transactions using both bank statements and invoices/receipts
- Organize and enter data accurately

Ideal Skills:
- Proficiency in QuickBooks
- Strong attention to detail
- Experience with historical data cleanup

Looking for someone reliable and efficient to get this done.

Skills: Data Entry, Accounting, Intuit QuickBooks, MYOB, Financial Analysis, Bookkeeping, Financial Consulting, Data Management

We need a bookkeeper to review and verify a set of documents to ensure accuracy and completeness. The work involves checking records, identifying discrepancies, and confirming that all required information is properly documented. This is a short-term project for someone who can work carefully and efficiently to support document verification tasks.

We need help cleaning up our QuickBooks Online company file. The work includes reconciling accounts, organizing transactions, correcting misclassified entries, and improving overall record accuracy. You should be comfortable reviewing financial data, identifying inconsistencies, and making updates to ensure the file is clean and easy to manage. This is a part-time project for someone who can work carefully and efficiently to improve the quality of our financial records.

Need help cleaning up the last few months of QuickBooks data. The work includes reviewing transactions, correcting errors, reconciling accounts, and organizing records so everything is accurate and easy to follow. This is a short-term project for someone who can work carefully and efficiently to bring the books up to date.

Looking for a Flat Montly Rate

Hi i am roofing contractor and i need a daily accountant for my books

i need help with the following

1. organize material cost for all my job sites ( i will provide log in information to check and organize all invoices based on project address

1. i need help with profit and loss for each roofing job ... example would be .. total cost - minus deductions such as: labor cost , material cost , and any additional cost that i will provide and i can show you ... i currently use microsoft excel

i would need a platform to communicate with you daily change ordersx

I need help setting up QuickBooks for my mobile IV hydration business, which opened in February 2026 and operates entirely from a mobile location. I currently use QuickBooks Online, which is connected to our Square account and bank, and I use it to pay contractors. I have already entered some data, but the setup is not correct. I also have QuickBooks Accountant with no data entered, and it is not connected to our bank or Square. I need someone to either fix the current setup or help me transfer data into the free version so I can manage the business properly. I have no formal QuickBooks experience, but I am happy to explain further if needed.