Monthly QuickBooks Expense Tracking

Each month I download statements from two main checking accounts and a company credit card, then watch them pile up in QuickBooks Online while I focus on running the business. I’m looking for someone who can step in on a recurring basis, import those transactions, reconcile the two-to-three accounts against the bank feeds, and make sure every expense is placed in the correct category.

You will receive PDF statements, access to the QBO file, and any notes on unusual purchases. In return I expect books that balance to the penny, a clean chart of accounts, and clear memos on anything that needs my approval.

Deliverables each month:
• Accounts reconciled to statements
• All expenses categorized accurately (no uncoded “Ask My Accountant” leftovers)
• Brief summary of outstanding questions or anomalies

If you’re comfortable living inside QuickBooks Online, know your way around expense rules, and can stick to a consistent monthly schedule, let’s talk.