Set Up QuickBooks from Excel
Budget / Salary$10–30
TypeFreelance project
LocationRemote
Posted2 hours ago
I need the bookkeeping side of my business moved out of a collection of Excel sheets and into a clean, well-structured QuickBooks file. The job starts with creating the new company file, configuring the chart of accounts, classes, and opening balances, then importing all historical data that currently lives in Excel. Once everything is inside QuickBooks, I want each account fully reconciled so the books match my bank statements and the file is ready for day-to-day use.
Deliverables:
• New QuickBooks company file fully configured
• All Excel transaction data accurately imported
• Opening balances and reconciliations completed
• Brief hand-off call or notes so I understand the file structure and routine tasks
No tax preparation or financial planning is needed—this is strictly a bookkeeping and data-migration project. If you are comfortable with both QuickBooks Online and Desktop, let me know which you recommend for a smooth import from Excel.
Deliverables:
• New QuickBooks company file fully configured
• All Excel transaction data accurately imported
• Opening balances and reconciliations completed
• Brief hand-off call or notes so I understand the file structure and routine tasks
No tax preparation or financial planning is needed—this is strictly a bookkeeping and data-migration project. If you are comfortable with both QuickBooks Online and Desktop, let me know which you recommend for a smooth import from Excel.
Apply on Freelancer →
Project sourced from Freelancer.com. Applications happen directly on the original platform — we never collect your data.