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QuickBooks Online Accounting Assistant — Long-Term
We are seeking a reliable, detail-oriented QuickBooks Online Accounting Assistant to support our growing small business on an ongoing, long-term basis.
This role is ideal for someone experienced with day-to-day bookkeeping, transaction entry, sales-channel reporting, and account reconciliation. You will help keep our books organized, accurate, and current so management can clearly track sales, expenses, cash flow, and profitability.
Responsibilities
• Enter, categorize, and review business income and expenses in QuickBooks Online.
• Maintain accurate records for vendor bills, receipts, customer payments, deposits, refunds, and other transactions.
• Reconcile bank accounts and credit-card accounts on a regular basis.
• Reconcile deposits and fees from credit-card payment processors.
• Record and reconcile sales, payouts, refunds, fees, and expenses from:
• eBay
• Shopify
• Credit-card processors
• Bank accounts and business credit cards
• Match transactions to supporting documentation and identify missing or duplicate entries.
• Help organize financial records, receipts, invoices, and reports.
• Assist with accounts payable and basic accounts receivable tracking as needed.
• Prepare clear monthly bookkeeping summaries and flag unusual transactions or items needing review.
• Communicate regularly regarding questions, missing information, and bookkeeping progress.
Requirements
• Proven experience using QuickBooks Online.
• Strong knowledge of bank reconciliation and credit-card reconciliation.
• Experience reconciling e-commerce sales platforms, especially Shopify and eBay.
• Familiarity with payment processors, payout reports, merchant fees, refunds, and sales deposits.
• Strong attention to detail and ability to work accurately with financial data.
• Comfortable working with Excel or Google Sheets.
• Organized, dependable, responsive, and able to handle confidential business information professionally.
• English communication skills required; Spanish is a plus.
I need a reliable accountant to handle monthly QuickBooks reconciliations for my law firm. The work includes reviewing bank and credit card statements, reconciling accounts accurately, and maintaining clean, organized records. Experience supporting law firm accounting is important, along with strong attention to detail and the ability to work independently. This is a part-time, ongoing role for someone who can manage monthly reconciliations consistently and communicate clearly when issues arise.
I need an experienced professional who can take full ownership of our day-to-day financial transactions. Your primary focus will be to record, monitor, and reconcile each movement of funds so every entry is accurate, documented, and ready for internal review or audit at any moment.
The role involves:
• Logging incoming and outgoing payments in real time
• Verifying supporting documents and resolving any discrepancies directly with the relevant team member or institution
• Preparing concise daily and weekly summaries that highlight balances, outstanding items, and potential red flags
• Maintaining a clean digital trail—receipts, confirmations, and correspondence—inside our cloud accounting platform (we currently use QuickBooks Online, but are open to your preferred tools if they streamline the workflow)
Strong familiarity with bank interfaces and online payment gateways will be essential, as is an eye for detail and a solid grasp of basic compliance requirements. If you already work with reconciliation tools such as Plaid, Xero, or proprietary API connectors, feel free to outline that experience; flexibility on systems is a plus.
Deliverables I expect:
1. A reconciled ledger at close of business each Friday.
2. A month-end report summarizing cash position, variances, and any outstanding issues requiring my sign-off.
If you can keep our books tight, our paperwork transparent, and communication clear, let’s discuss how soon you can start.
We are looking for an experienced Accountant & Bookkeeper with strong expertise in Xero, QuickBooks, Sage, Zoho Books, FreshBooks, Wave, and Excel.
The freelancer should be skilled in bookkeeping, chart of accounts setup, bank reconciliation, financial statements, profit & loss reports, transaction categorization, accounts payable/receivable, billing, payments, and books cleanup.
I’m looking for reliable assistance with a set of financial transactions that need to be processed accurately, securely, and on schedule. The work centers on handling real money movements—everything from entering and validating the figures through to confirming completion in the appropriate ledgers or platforms I’ll provide.
Here’s what you can expect from me: clear, well-structured data files; access to the payment or banking portals involved; and prompt answers whenever you need clarification. In return, I’d like you to bring proven experience in financial transaction handling, sharp attention to detail, and an understanding of compliance and confidentiality standards. Familiarity with common accounting software, payment gateways, or reconciliation tools will help you hit the ground running.
The deliverable is straightforward: a fully reconciled, documented batch of transactions with no discrepancies and an audit trail I can store for future reference. If you’ve successfully managed similar financial tasks before, tell me how you keep errors to a minimum and timelines tight—then let’s get started.
We are looking for a reliable and detail-oriented QuickBooks Online Bookkeeper to help us clean up our books, categorize transactions, and complete account reconciliations.
The ideal freelancer should have hands-on experience with QuickBooks Online, bookkeeping cleanup, transaction categorization, bank reconciliation, and credit card reconciliation.
Responsibilities :
Categorize and review transactions in QuickBooks Online
Clean up uncategorized and incorrectly categorized transactions
Review Ask My Accountant transactions
Perform bank and credit card reconciliation
Review and correct previous-month transactions
Assist with QuickBooks cleanup and catch-up bookkeeping
Maintain accurate and organized financial records
Review P&L and Balance Sheet reports
Requirements
Experience with QuickBooks Online and bookkeeping
Strong knowledge of transaction categorization and reconciliation
Experience with bank/credit card reconciliation and cleanup
Good understanding of financial reports
Strong attention to detail and communication skills
I need an experienced tax professional to take my nonprofit organization through a full Form 990 filing for the most recent fiscal year. All bookkeeping is NOT in QuickBooks, and I can supply financial statements, board information, and prior-year returns as soon as we start. Your task is to prepare every required part of the standard Form 990—not the EZ or N versions—including any schedules that apply to a typical public charity.
When the work is done I expect a ready-to-file PDF of the form and schedules, plus the e-fileable XML if you have that capability. A short hand-off call to walk me through key numbers and confirm we are compliance-ready will round things out. Accuracy, adherence to IRS instructions, and a quick turnaround are essential.
We need an experienced bookkeeper/accountant to clean up and reconcile a backlog of 300+ transactions for the period January 2026 through current date.
Scope of work:
Review and categorize 300+ uncategorized/miscoded transactions
Bank and credit card reconciliation for all 2026 accounts through current date
Identify and resolve duplicate entries, missing transactions, and coding errors
Reconcile AR/AP subledgers to the general ledger
Flag any discrepancies, unusual entries, or items needing owner clarification
Deliver a clean, reconciled set of books through current month-end, with a summary of adjustments made
Requirements:
Proven experience with QuickBooks Online (required)
Strong understanding of double-entry bookkeeping and standard chart of accounts structure
Experience with transaction-heavy cleanup/catch-up projects, not just routine monthly bookkeeping
Detail-oriented with ability to document what was changed and why
Available to communicate regularly during the engagement (Upwork messages or a quick call as needed)
Deliverables:
Fully reconciled books in QBO through current date
Summary memo of adjusting entries, reclassifications, and any unresolved/flagged items
Updated trial balance
Budget/Timeline: [Insert fixed price or hourly rate, and your target completion date]
To apply, please include:
Relevant experience with similar cleanup/catch-up bookkeeping projects
Your estimated hours or timeline to complete this scope
Whether you're QBO ProAdvisor certified (preferred, not required)
Bookkeeper / Finance Manager (individual no agency)
Applied
not specified
4 hours ago
5
Overview:
We're a growing home services and property maintenance company (with real estate holdings) looking for a detail-oriented, experienced bookkeeper/finance professional to manage our books, reporting, and financial oversight on an ongoing part-time basis. This is a long-term role for someone who wants consistent, recurring hours — not a one-off project.
Schedule Requirements:
Monday–Friday, approximately 3 hours/day, 9:30am–12:30pm EST (fixed hours, non-negotiable)
Two required monthly meetings outside normal hours, at 3:00pm EST:
2nd Friday of the month
4th Thursday of the month
Meetings are for presenting month-end financials to ownership P&L and Cashflow statement — attendance is mandatory, not optional
Responsibilities:
Daily:
Update bookkeeping/expense entries
Communication support
Weekly:
Call clients regarding any past-due accounts receivable: Wednesdays
Verify and submit accounts payable: Fridays
Audit receipts: Fridays
Monthly:
Update the general books
Generate monthly P&L statements for ownership review
Audit receipt charges (full monthly pass)
Update cash flow statement
Update rental property P&Ls and present findings
Reconcile all bank statements
Present month-end financials live during the two scheduled monthly meetings
Annual (Year-End):
Complete final account reconciliations across all bank, credit card, and loan accounts
Close out the year's books and prepare a clean, fully categorized Profit & Loss and Balance Sheet
Organize documentation needed for deductions (receipts, mileage, etc.)
Prepare and issue 1099s where applicable, including gathering any outstanding W-9s
Assemble a complete, organized handoff package for our CPA/tax preparer ahead of filing deadlines
Note: this role prepares the books and documentation for tax filing — it does not include filing taxes directly, which remains with our CPA
Requirements:
Must speak fluent, clear English (you'll be presenting financials live to ownership)
Prior bookkeeping/accounting experience required — QuickBooks proficiency strongly preferred
Must have real, demonstrable knowledge of both real estate accounting and home services/contracting business finances — this is not a generalist bookkeeping role
Comfortable presenting financial reports verbally, not just producing them
Reliable, consistent availability during the fixed daily window and both monthly meeting slots
Experience preparing clean, CPA-ready books at year-end (1099 prep, reconciliations, organized handoff)
Strong attention to detail — this role directly touches accounts payable, receivable, and cash flow
We’re looking for an experienced and detail-oriented QuickBooks Online Bookkeeper to bring our books fully up to date from January 2026 through the current month.
The goal is to have everything accurately reconciled, properly categorized, and ready for review by September 23, 2026.
What you’ll be responsible for
Bring QuickBooks Online bookkeeping up to date from January 2026 to present
Reconcile all bank and credit card accounts
Properly categorize and review transactions
Identify and resolve discrepancies or unreconciled items
Review income and expenses for accuracy and consistency
Ensure transfers, payments, deposits, and other transactions are recorded correctly
Clean up any existing bookkeeping issues you identify
Provide a clear summary of outstanding items or questions requiring clarification
What we’re looking for
Strong hands-on experience with QuickBooks Online
Excellent understanding of bank and credit card reconciliations
Strong attention to detail
Ability to identify bookkeeping errors rather than simply categorizing transactions
Reliable communication and ability to meet deadlines
Experience with catch-up and cleanup bookkeeping is highly preferred
Deadline
All work must be completed by September 23, 2026.
Please apply only if you can commit to the deadline and have the availability to complete the January-to-present catch-up efficiently and accurately.
To apply
Please briefly tell us:
Your QuickBooks Online experience
Your experience with catch-up/cleanup bookkeeping
Your availability between now and September 23
Your estimated turnaround time
Your hourly rate or fixed-price estimate
We’re looking for someone who can take ownership of the books, work independently, and get them into clean, reliable shape — not just process transactions.
We are looking for an experienced QuickBooks Reconciliation Specialist to complete a small, one-time bookkeeping and reconciliation project.
The main responsibility will be to review the QuickBooks account, reconcile the transactions against the available bank and credit card statements, identify discrepancies, and ensure the records are accurate and properly updated.
Scope of Work
The project will include:
Reviewing QuickBooks transactions and account activity
Reconciling bank and credit card accounts
Matching transactions with statements
Identifying missing, duplicate, or incorrectly recorded transactions
Investigating and resolving discrepancies
Reviewing opening and ending balances
Making necessary corrections and adjustments
Ensuring accounts are fully reconciled and accurate
Providing a brief summary of any issues identified and adjustments made
Ideal Candidate
We are looking for someone who:
Has strong experience with QuickBooks Online
Has proven experience in bank and credit card reconciliation
Understands bookkeeping and accounting principles
Has excellent attention to detail
Can identify discrepancies and determine the correct treatment
Works accurately and independently
Can complete a small project efficiently and within the agreed timeframe
We are looking for someone reliable who can complete the reconciliation carefully and leave the QuickBooks records clean, accurate, and properly reconciled.
We need a bookkeeper to review and categorize transactions in QuickBooks Online. This is a small, short-term task for someone who can organize financial records accurately and efficiently. The work involves checking transactions, applying the correct categories, and ensuring records are clean and up to date. If you have experience with QuickBooks Online and can complete this task quickly, we’d like to hear from you.
Full-time, long-term position with opportunities for performance-based bonuses and career growth.
About the Role
We're looking for a highly organized Transaction Coordinator to manage real estate transactions from contract to closing. You'll coordinate with title companies, escrow officers, buyers, sellers, and internal team members to ensure every transaction is completed accurately, on time, and with exceptional attention to detail.
Responsibilities
• Manage transactions from executed contract through closing
• Coordinate with title companies, escrow officers, buyers, sellers, and agents
• Prepare, review, and organize contract documents and disclosures
• Track contract deadlines, contingencies, and closing milestones
• Ensure all required paperwork is completed accurately and on time
• Schedule inspections, appraisals, and closing appointments
• Maintain accurate transaction records and CRM updates
• Communicate status updates to all parties throughout the transaction
Requirements
• Previous experience as a Transaction Coordinator or in real estate operations
• Strong knowledge of real estate contracts and closing processes
• Excellent organizational and time management skills
• Strong written and verbal English communication
• Experience with CRMs, transaction management software, and Google Workspace or Microsoft Office
• Ability to manage multiple transactions simultaneously
What We're Looking For
• Detail-oriented and highly organized
• Proactive and dependable
• Strong problem-solving and follow-up skills
• Ability to thrive in a fast-paced remote environment
• Real estate transaction management experience preferred
To Apply
Please include:
• A brief summary of your transaction coordination experience
• The transaction management or CRM software you've used
• Tell us why you are a good fit
• The average number of transactions you've managed per month
Need help reconciling a small one-time QuickBooks account. The work includes reviewing transactions, matching bank and credit card statements, identifying discrepancies, and updating records accurately. This is a short-term project for someone who can complete the reconciliation carefully and efficiently. Please share relevant experience with QuickBooks and similar accounting tasks.
QuickBooks and Accounting Assistant Needed
Applied
$10 - $25
/ hr
7 hours ago
1
Entrepreneur with 4 LLCs that need to be entered into QuickBooks for my CPA. I moved from AZ to AL and need someone local to help bring the companies up to date. Looking for someone who can organize financial records, enter company details accurately, and support ongoing bookkeeping tasks. Experience working with small businesses and helping with accounting updates is important. Please share relevant experience and availability for this project.
Need an expert to clean up a QuickBooks Online company file with 3 years of data and high transaction volume. The work includes reconciling accounts, correcting transaction entries, organizing charts of accounts, and improving overall file accuracy. This is a fixed-price project for someone who can handle complex cleanup tasks efficiently and deliver a clean, reliable file.
Client's questions:
Describe your recent experience with similar projects
How will you suggest improvements if you disagree with an existing process?
I own a growing bookkeeping and tax firm and need a reliable, detail-oriented contractor for part-time remote support. You should be comfortable organizing client documents, reviewing bank and credit card statements, uploading files in TaxDome, identifying missing documents, and helping prepare client files for cleanup and monthly bookkeeping as well as light bookkeeping work. Strong communication, independence, and confidentiality are important. Please share your experience with QuickBooks Online, TaxDome, and any other software experience. Weekly team meetings are require based on availability and will less 30 mins to 1 hour.
Client's questions:
Years of bookkeeping/accounting experience
Have you used practice management or workflow tools like TaxDome, Notion, or similar?
How many hours per week are you available?
Please list any certifications related to this project
How will you suggest improvements if you disagree with an existing process?
We are looking for an experienced **QuickBooks Online bookkeeper/accountant** to clean up and maintain the books for two businesses: a hair salon and a growing e-commerce business.
We need someone who can go beyond basic transaction categorization and make sure our financials are **accurate, organized, and ready for our CFO and CPA to review**.
Responsibilities include:
* Review and clean up QuickBooks Online
* Reconcile bank and credit card accounts
* Correct improperly categorized transactions
* Review the Chart of Accounts
* Identify duplicates, missing transactions, and inconsistencies
* Properly categorize payroll, owner distributions/contributions, transfers, fees, etc.
* Review the Profit & Loss and Balance Sheet for accuracy
* Keep books reconciled and up to date monthly
* Help ensure our two businesses are accounted for separately and correctly
* Coordinate with our Fractional CFO and CPA as needed
Experience with **salons/service businesses, payroll, commission-based compensation, e-commerce, Amazon, inventory, or sales tax** is a major plus.
Member loan setup, Applicable Federal Rate (AFR) amortization tracking, and principal vs. interest allocation.
Equipment fixed asset rollforward schedule and depreciation strategy (Section 179 vs. Bonus Depreciation vs. MACRS).
Child Payroll Administration
Setup and W-2 management for minor children performing bona fide work.
FICA/FUTA exemption application for parent-owned entities.
Fair market wage benchmarking and time-log documentation guidance under IRC §162.
Spousal Material Participation (IRC §469)
Operational time-log templates and quarterly review for your wife's hours (500-hour or 100-hour tests).
Active non-passive loss classification to ensure equipment depreciation can offset external K-1 consulting income.
Advanced Tax Strategies & Home-Based Provisions
Augusta Rule (IRC §280A(g)): Setup of 14-day tax-free home rental with required audit defense package (lease agreements, meeting minutes, agendas, attendee logs, and FMV venue comparables).
Home Office & Utility Allocation (IRC §280A): Calculation of workspace depreciation, utilities, and maintenance.
Vehicle & Travel: Mileage and actual expense tracking for equipment delivery and operations.
Multi-State Tax Strategy & Compliance
Integration of incoming Schedule K-1 consulting partnership income.
Multi-state reporting across standard state returns plus specific non-resident/resident filings for California (Form 568 / 540NR) and New York (Form IT-203 / PTET).
Adjusted quarterly estimated tax calculations.
Review attached file for detailed scope and quote requirements. If you have a provision then provide separate rates for book keeping and tax services.
Client's questions:
How do you handle payroll for minor children in our specific state, and do you ensure we take advantage of the FICA/FUTA exemptions?
What is your specific documentation package for the Augusta Rule to ensure we survive IRS scrutiny under IRC §280A(g)?
How do you prefer we log operational hours for my wife so that equipment depreciation losses are treated as non-passive?
Describe your recent experience with similar projects
Please list any certifications related to this project
QuickBooks Online Cleanup and Reconciliation
Applied
$10 - $40
/ hr
11 hours ago
5
Need a freelancer to perform a year-to-date cleanup of a client’s QuickBooks records after transitioning from desktop to QBO in April. I have all bank statements and the file has been reconciled, but the posted balance and bank account balances are significantly off. The work includes reviewing transactions, identifying discrepancies, correcting records, and reconciling accounts to ensure the books are accurate and consistent with the bank statements.
I own a small rental business with two single-family rental properties and I'm looking for a QuickBooks Online Certified ProAdvisor to take over the day-to-day bookkeeping on an ongoing, part-time basis. The books are already in QuickBooks Online. I need someone who can keep them clean, accurate, and tax-ready without a lot of hand-holding.
What you'll do
- Categorize transactions and code all rental income and expenses to the correct property using class or location tracking
- Reconcile bank, credit card, and mortgage/escrow accounts every month
- Record mortgage payments with the correct principal, interest, escrow, and insurance splits
- Track security deposits, owner contributions and distributions, and tenant charges
- Distinguish capital improvements from repairs and maintain the fixed asset and depreciation schedule
- Clean up and correct miscategorized historical transactions during onboarding
- Deliver monthly financials broken out by property: P&L, balance sheet, and cash flow
- Prepare year-end books and a Schedule E-ready package for my CPA
- Assist with 1099-NEC prep for contractors and vendors
What I'm looking for
- Current QuickBooks Online certification (ProAdvisor) - please state your certification level
- 2+ years of bookkeeping experience, including real estate or rental property clients
- Confident with class/location tracking for property-level reporting
- Solid grasp of cash vs. accrual, escrow accounting, depreciation, and owner draws
- Clear written English, responsive communication, and dependable monthly turnaround
- Nice to have: experience with Stessa, Buildium, Avail, TenantCloud, or Baselane
- Nice to have: familiarity with US Schedule E reporting
Scope and schedule
- 2 single-family rentals, low volume (roughly 20-40 transactions per month total)
- Ongoing engagement, a few hours per month after a heavier first month for cleanup and setup
- Monthly close completed within the first 10 business days of the following month
- Year-end package delivered in January
To apply, please include
1. Your QuickBooks Online certification status
2. A brief note on how you would structure property-level tracking for two rentals in QBO
3. The type and size of rental or real estate clients you've supported (no client names needed)
4. Your hourly rate and the monthly hours you'd expect for a portfolio this size
Applications that skip these questions won't be reviewed. Looking forward to finding a long-term partner for this.
Year-to-date profit and loss statement and balance sheet
Applied
$36 - $60
/ hr
12 hours ago
1
The statements should run through Jan 1 to September 2, 2026. Payments from Truss Edge are consulting revenue, Bluevine interest income is $2.67, and the $70,200 transferred to my personal JPMorgan account should be classified as owner draws—not expenses. The company has essentially no operating expenses or liabilities, and the Bluevine balance was $6,352.86.
I can provide the Bluevine transaction history and the spreadsheet I prepared. Would you be able to review everything, prepare the statements, and sign and date them as the preparer?
I need a signed 2026 year-to-date profit and loss statement and balance sheet for Adept Operations Group LLC to secure a mortgage.
Requirements:
- Profit and loss statement in PDF format
- Balance sheet with summary and key notes
- Prepared using cash basis accounting
Ideal Skills and Experience:
- Proficiency in accounting and financial statements
- Experience with cash basis accounting
- Attention to detail and accuracy
- Ability to deliver professional, signed documents in PDF format
Cleanup A2X & QuickBooks for Amazon FBA Business
Applied
$5 - $35
/ hr
14 hours ago
4
We're looking for an experienced bookkeeper to clean up our QuickBooks Online books using A2X for our Amazon FBA business. Our books need a thorough review to ensure FBA settlements, inventory-related costs, and fees are all accurately reflected and reconciled.
Scope of work:
- Review and correct A2X mapping and settings for our Amazon FBA account
- Reconcile Amazon settlement transactions against QuickBooks deposits
- Properly categorize FBA fees (fulfillment, storage, referral, advertising, etc.)
- Ensure COGS and inventory-related transactions are accurately reflected
- Identify and fix any historical discrepancies or mismapped entries
- Clean up Chart of Accounts as needed to support accurate FBA reporting
Requirements:
- Proven experience with QuickBooks Online and A2X specifically for Amazon FBA sellers
- Solid understanding of FBA fee structures and inventory/COGS accounting
- Strong reconciliation and attention-to-detail skills
- Prior experience with FBA-specific bookkeeping cleanups
Hi! I have a UK LTD company registered through BusinAssist. I haven’t filed the company taxes for last year yet, so I need an accountant to sort out and file last year’s taxes and also handle this year’s taxation.
Separately, I urgently need an official document showing my income and tax information within the next two weeks.
Could you please let me know if you can help me with both?
We are looking for a bookkeeper to manage the day-to-day financial records for our Hong Kong business. The role includes maintaining accurate books, reconciling accounts, tracking income and expenses, and preparing monthly financial reports. You should be comfortable handling routine bookkeeping tasks and supporting financial operations with consistency and attention to detail. This is a part-time, ongoing role for someone who can help keep our business finances organized and up to date.
