QuickBooks Desktop Migration & Reconciliation - Small Company, Little Activity
Budget: $250 – $750 USD
I need an experienced bookkeeper to take my entire QuickBooks Desktop file and move it into QuickBooks Online (Simple Start). Once the data is in QBO, please enter every transaction that appears on my digital-PDF bank statements from January 2025 through July 2026, making sure they post to the correct accounts and classes.
Because I am not certain whether all prior reconciliations in the Desktop file are clean, I will need you to review each account as it comes over and flag anything that looks off before we proceed with the new entries. After the import and data entry are complete, every balance—bank, credit card, and any other ledger—must reconcile to the statements for the entire period.
Deliverables
• Clean migration file uploaded to QuickBooks Online
• All 2025–Jul 2026 transactions entered and properly categorized
• Reconciliation reports for each account showing $0.00 difference
• Summary of any issues found in the legacy reconciliations and how they were resolved
I work best with clear communication and expect brief status updates as milestones are hit. If you know your way around QuickBooks Online Simple Start and can handle detailed reconciliation work, I’m ready to get started.
The Company has few transactions monthly. A single rental property with renter payments received and mortgage payments paid. Few other transactions.
Because I am not certain whether all prior reconciliations in the Desktop file are clean, I will need you to review each account as it comes over and flag anything that looks off before we proceed with the new entries. After the import and data entry are complete, every balance—bank, credit card, and any other ledger—must reconcile to the statements for the entire period.
Deliverables
• Clean migration file uploaded to QuickBooks Online
• All 2025–Jul 2026 transactions entered and properly categorized
• Reconciliation reports for each account showing $0.00 difference
• Summary of any issues found in the legacy reconciliations and how they were resolved
I work best with clear communication and expect brief status updates as milestones are hit. If you know your way around QuickBooks Online Simple Start and can handle detailed reconciliation work, I’m ready to get started.
The Company has few transactions monthly. A single rental property with renter payments received and mortgage payments paid. Few other transactions.