ERPNext Accounting Configuration, Canada GST/QST

Project Title

ERPNext Setup & Basic Accounting Configuration (Canada – GST/QST)

Project Overview

We are seeking an experienced ERPNext implementer to configure a basic accounting system for a Canadian corporation (Quebec-based).

This is NOT a custom development project.
This is configuration only.

No integration with external systems.
No business workflow customization.
No automation.

The goal is to establish a clean, CPA-ready accounting structure for normal corporate bookkeeping and tax reporting.

Scope of Work (Strictly Limited)
Phase 1 – Installation & Environment Setup

Deploy ERPNext (latest stable version)

Production-ready installation

HTTPS configuration

Daily automated backup setup

Admin account configuration

Environment details will be provided.

Phase 2 – Company Configuration

Create company profile

Set fiscal year

Base currency: CAD

Quebec tax environment

Phase 3 – Chart of Accounts

Import provided Chart of Accounts CSV

Validate tree structure

Ensure proper account types:

Assets

Liabilities

Equity

Income

Expenses

Validate GST/QST grouped structure

(No redesign required – structure will be provided.)

Phase 4 – Tax Configuration

Configure:

GST – 5%

QST – 9.975%

Combined tax template (GST + QST)

Ensure:

Sales → Tax Payable

Purchases → Tax Receivable (ITC)

Phase 5 – Core Accounting Workflow Setup

Configure and test:

Sales Invoice

Purchase Invoice

Payment Entry

Journal Entry

Profit & Loss

Balance Sheet

Trial Balance

Tax Summary

Explicitly Excluded

No ERP customization

No custom scripts

No dispatch integration

No logistics modules

No workflow automation

No API integration

No UI modification

Configuration only.

Deliverables

Fully operational ERPNext instance

Configured accounting module

GST/QST functioning properly

Backup system tested

1-hour screen recording explaining:

How to create invoice

How to record expense

How to generate tax summary
Expected Timeline

3–7 days maximum

Should not exceed one week
Budget Range

Fixed-price preferred.

Mid-level ERPNext implementers should complete this efficiently.
Required Experience

Prior ERPNext accounting configuration experience

Understanding of double-entry accounting

Familiarity with Canadian GST/QST (preferred)

Please provide:

Previous ERPNext project examples

Confirmation that no custom development is required

Estimated timeline

Important

This project is limited strictly to accounting configuration.

Scope expansion will require separate approval.