Intuit Bookkeeping Setup for Practice
Budget: $250 – $750 USD
I need assistance in setting up Intuit bookkeeping and a client information system for my small counseling practice. The primary tasks include setting up the chart of accounts and initial data entry. Additionally, I require integration of third-party payments such as insurance claims, client co-pays, and EAP (Employee Assistance Programs) payments. For client information management, I need to handle billing details and contact information.
Key Requirements:
- Set up chart of accounts and perform initial data entry.
- Integrate third-party payments: insurance claims, client co-pays, and EAP payments.
- Manage client information, focusing on billing details and contact information.
Ideal Skills and Experience:
- Proficiency in Intuit bookkeeping software.
- Experience with third-party payment integrations, including insurance and EAP payments.
- Strong understanding of client information management, particularly billing and contact details.
Key Requirements:
- Set up chart of accounts and perform initial data entry.
- Integrate third-party payments: insurance claims, client co-pays, and EAP payments.
- Manage client information, focusing on billing details and contact information.
Ideal Skills and Experience:
- Proficiency in Intuit bookkeeping software.
- Experience with third-party payment integrations, including insurance and EAP payments.
- Strong understanding of client information management, particularly billing and contact details.