QuickBooks Online Initial Configuration
Budget: £20 – £250 GBP
I’m seeking a freelancer to configure QuickBooks Online Essentials from the ground up for a UK-based professional services business.
There is no legacy data to import. The engagement is focused entirely on structuring the file correctly, optimising workflows, and ensuring VAT compliance so the system for when it is needed.
Below is the detailed scope of work required.
Chart of Accounts Design & Structure
• Design and implement a clean, logical chart of accounts tailored to a professional investigations/services business.
• Separate income streams (e.g., surveillance, tracing, consultancy).
• Create appropriate cost of sales accounts to allow gross profit visibility.
• Configure operating expense categories suitable for a field-based professional services firm (travel, subcontractors, insurance, software, marketing, etc.).
• Ensure balance sheet accounts are correctly structured.
The objective is to produce clear monthly P&L reporting and accurate gross margin visibility.
VAT Configuration (UK)
• Confirm and configure VAT scheme correctly (standard VAT unless otherwise agreed).
• Ensure correct VAT codes are applied to income and expenses.
• Configure VAT reporting settings.
• Review setup to ensure compliance with UK HMRC requirements.
I would like VAT structure reviewed carefully to avoid future errors.
Invoicing & Payment Workflow
• Create branded invoice template (logo placement, layout, footer wording).
• Set default payment terms.
• Configure online payment options (if appropriate).
• Set up automated payment reminders.
• Configure estimate-to-invoice workflow (where applicable).
The aim is fast, professional invoicing with minimal manual intervention.
Banking & Expense Workflow
• Connect active business bank and credit card accounts.
• Configure bank feeds.
• Set up sensible bank rules for recurring transactions.
• Establish expense categorisation best practice.
• Ensure reconciliation workflow is clear and efficient.
Reporting & Dashboard Setup
Create a small set of clear, practical reports:
• Monthly Profit & Loss
• Cash flow visibility
• Accounts receivable / outstanding invoices
• Gross margin visibility (where applicable)
Reports should be easily accessible via dashboard and suitable for monthly review.
Review & Handover
• Conduct a final review of the full setup.
• Provide a short written summary of key structural decisions.
• Deliver a brief walkthrough call (30–45 minutes) to explain core settings and workflows so I can manage the system confidently going forward.
Additional Information
• I will provide secure, time-limited access to my QuickBooks Online subscription.
• There is no historical clean-up required.
• This is a fresh configuration engagement only.
Please provide:
• A fixed price quotation (preferred over hourly).
• Estimated timeline for completion.
• Confirmation of experience with UK VAT and QuickBooks Online setups for service-based businesses.
• Details of any post-setup support included.
If the scope is clear and pricing is reasonable, I would like to proceed promptly.
Kind regards,
There is no legacy data to import. The engagement is focused entirely on structuring the file correctly, optimising workflows, and ensuring VAT compliance so the system for when it is needed.
Below is the detailed scope of work required.
Chart of Accounts Design & Structure
• Design and implement a clean, logical chart of accounts tailored to a professional investigations/services business.
• Separate income streams (e.g., surveillance, tracing, consultancy).
• Create appropriate cost of sales accounts to allow gross profit visibility.
• Configure operating expense categories suitable for a field-based professional services firm (travel, subcontractors, insurance, software, marketing, etc.).
• Ensure balance sheet accounts are correctly structured.
The objective is to produce clear monthly P&L reporting and accurate gross margin visibility.
VAT Configuration (UK)
• Confirm and configure VAT scheme correctly (standard VAT unless otherwise agreed).
• Ensure correct VAT codes are applied to income and expenses.
• Configure VAT reporting settings.
• Review setup to ensure compliance with UK HMRC requirements.
I would like VAT structure reviewed carefully to avoid future errors.
Invoicing & Payment Workflow
• Create branded invoice template (logo placement, layout, footer wording).
• Set default payment terms.
• Configure online payment options (if appropriate).
• Set up automated payment reminders.
• Configure estimate-to-invoice workflow (where applicable).
The aim is fast, professional invoicing with minimal manual intervention.
Banking & Expense Workflow
• Connect active business bank and credit card accounts.
• Configure bank feeds.
• Set up sensible bank rules for recurring transactions.
• Establish expense categorisation best practice.
• Ensure reconciliation workflow is clear and efficient.
Reporting & Dashboard Setup
Create a small set of clear, practical reports:
• Monthly Profit & Loss
• Cash flow visibility
• Accounts receivable / outstanding invoices
• Gross margin visibility (where applicable)
Reports should be easily accessible via dashboard and suitable for monthly review.
Review & Handover
• Conduct a final review of the full setup.
• Provide a short written summary of key structural decisions.
• Deliver a brief walkthrough call (30–45 minutes) to explain core settings and workflows so I can manage the system confidently going forward.
Additional Information
• I will provide secure, time-limited access to my QuickBooks Online subscription.
• There is no historical clean-up required.
• This is a fresh configuration engagement only.
Please provide:
• A fixed price quotation (preferred over hourly).
• Estimated timeline for completion.
• Confirmation of experience with UK VAT and QuickBooks Online setups for service-based businesses.
• Details of any post-setup support included.
If the scope is clear and pricing is reasonable, I would like to proceed promptly.
Kind regards,