QuickBooks Online Monthly Reporting
Budget: $30 – $250 USD
I keep my own books in QuickBooks Online but need a skilled set of eyes to turn the raw data into a clean, audit-ready Balance Sheet every month. You won’t be asked to handle bank reconciliations or daily expense coding—that part is already done.
What I need from you after each month-end close:
• Log in to my QuickBooks Online file, review the postings, and make any necessary adjusting entries for accruals, depreciation, or miscodings you spot.
• Generate a final Balance Sheet in both PDF and Excel formats, clearly dated and labeled.
• Provide a short note or email outlining the key adjustments you made and any variances I should know about.
Acceptance criteria
1. Completed Balance Sheet delivered within 5 days of receiving access.
2. Report ties out with the trial balance; no out-of-balance lines.
3. Concise summary of adjustments accompanies the report.
If you’re a QuickBooks Online specialist who can deliver dependable statements on this schedule, I’d love to work with you.
What I need from you after each month-end close:
• Log in to my QuickBooks Online file, review the postings, and make any necessary adjusting entries for accruals, depreciation, or miscodings you spot.
• Generate a final Balance Sheet in both PDF and Excel formats, clearly dated and labeled.
• Provide a short note or email outlining the key adjustments you made and any variances I should know about.
Acceptance criteria
1. Completed Balance Sheet delivered within 5 days of receiving access.
2. Report ties out with the trial balance; no out-of-balance lines.
3. Concise summary of adjustments accompanies the report.
If you’re a QuickBooks Online specialist who can deliver dependable statements on this schedule, I’d love to work with you.
Related categories:
Data Entry
Accounting
Excel
PDF
Intuit QuickBooks
MYOB
Financial Analysis
Business Consulting