QuickBooks 2022 Pro CSV Import Assistance Open
Budget: £250 – £750 GBP
I'm seeking a QuickBooks expert to assist with importing .csv files into my QuickBooks 2022 Pro. Here's what I need: - I have around 5000 clients' data (fname, lname, national ID, and account number) that needs to be imported and updated daily with payment records. - Each client has disbursed amounts (as in the case of a loan) that need to be accurately recorded. - Daily, I receive a .csv file with payments which must be imported and matched to the appropriate loan number. - Payments need to be updated in QuickBooks based on the account number. In terms of handling mismatches: - If there's a discrepancy during the import, I need the system to skip and report the mismatched entries. Ideal skills for this job would include: - Proficiency in QuickBooks 2022 Pro. - Expertise in handling .csv file imports. - Strong attention to detail to ensure accurate updating of records.