QuickBooks PDF Invoice Matching
Budget: $30 – $250 USD
I have roughly 1,000 transactions in an Excel sheet and the corresponding invoices saved as PDFs. Your job is to open my QuickBooks Online file, locate each transaction, attach the correct PDF invoice, and save. I will walk you through the exact steps in a quick screenshare so you can see how simple the workflow is.
This is time-sensitive: the first 300 transactions must be completed within 24 hours of acceptance, with the remainder finished soon after we agree on a schedule. Accuracy is crucial—each attachment has to match the transaction details before you move on.
Deliverables
• 300 transactions correctly matched and the PDFs attached in QBO within the first 24 hours
• Ongoing updates as you progress through the balance of the file until all 1,000 are done
If you are comfortable working inside QBO, handling large Excel lists, and keeping a fast yet careful pace, let’s get started right away.
This is time-sensitive: the first 300 transactions must be completed within 24 hours of acceptance, with the remainder finished soon after we agree on a schedule. Accuracy is crucial—each attachment has to match the transaction details before you move on.
Deliverables
• 300 transactions correctly matched and the PDFs attached in QBO within the first 24 hours
• Ongoing updates as you progress through the balance of the file until all 1,000 are done
If you are comfortable working inside QBO, handling large Excel lists, and keeping a fast yet careful pace, let’s get started right away.