I will migrate your excel spreadsheets to quickbooks online cleanly
Certified QuickBooks Online ProAdvisor Bookkeeper
À propos de ce service
Are you tired of manually tracking your business finances in Excel? Transitioning to QuickBooks Online is the best move you can make to scale your business, but the migration process can be overwhelming. As a QuickBooks-certified accountant with 6 years of experience, I ensure your data is moved accurately, categorized correctly, and fully reconciled.
What I offer in this migration service:
· Data Mapping: Properly mapping your Excel data to the correct QuickBooks fields.
· Chart of Accounts Setup: Creating a customized, optimized COA structure for your specific business.
· Transaction Import: Importing your sales, expenses, and bank transactions without duplicates.
· Initial Reconciliation: Ensuring your opening balances in QBO match your final Excel records.
· Historical Cleanup: Addressing any formatting errors or misclassifications discovered during the transition.
Why work with me?
· 6 years of professional accounting experience.
· Expertise in QuickBooks Online, Xero, and Sage.
· 100% data confidentiality and accuracy.
· Clear communication and ongoing support after the migration.
Les services ne sont pas vérifiés
Veuillez noter qu'il n'y a pas de procédure de vérification pour ce service. Nous vous recommandons de contacter le freelance et de vérifier toutes les informations nécessaires avant de passer votre commande. Pour en savoir plus sur les services financiers, consultez le site Fiverr.
Mon portfolio
FAQ
What format do you need my Excel files in?
I prefer your data in Excel (.xlsx) or CSV format with clear columns for Date, Description/Payee, Amount, and Category. If your data is in PDFs or paper statements, please message me first to discuss pre-migration conversion.
