Quicken Setup Expert / accountant CPA / Import and reconcile bank data to Quicken / finance reconciliation
$250-750 USD
Płatność przy odbiorze
I have something like 10-12 bank transaction downloads (in either CSV, Excel, or Quicken file) that need to be uploaded and renconciled against the same accounts in the quicken COA which are mostly now available integrated, but they don’t pull data beyond 90 days or so, but I want to incorporate all transactions from at least Jan 1 2020. There is a consolidated 10k transaction export (including robo brokerage trades) from [login to view URL], and it seems to have most of of the bank data, but I don’t know for sure if it is a dependable transaction set without glitches. I have most of the data either in seperate files or in the mint file. I need hands on expert / CPA
To get everything reconciled, and the. Train me to be able to update and maintain.
Numer ID Projektu: #36787138
O projekcie
Przyznany użytkownikowi:
28 freelancerów złożyło ofertę za $486 w tym projekcie
Hi there, I have read your project description and i'm confident i can do this project for you perfectly.I still have a few questions. please leave a message on my chat so we can discuss the budget and deadline of the Więcej
Hi there! As I have read, I see you need help integrating your bank transaction download files and reconcile with Quicken accounts and I could help you! I'm a professional Database Administrator and Analytics Enginee Więcej
I understand you are looking for someone to help you import and reconcile bank data to Quicken. My expertise lies in data entry, Excel, Visual Basic, Excel Macros, web search and data processing. I am confident that Więcej
Hi there, I'm expert in Excel, Accounting, Intuit QuickBooks, Finance and Bookkeeping, and I can do it perfectly for you. please leave me a message so we can discuss this in detail. Regards. Usama
Hi there, I have read your project. I am a Certified Chartered Accountant and a duly certified Fellow of ACCA (FCCA) I am an experienced and competent finance professional with 8 years of experience (4 years’ experi Więcej
Hi, I am very eager for work. Hope to be considered. Please view my profile so you can know how I can greatly help you. I am a General Accountant, Bookkeeper, former Auditor, VA and QuickBooks ProAdvisor. I have been Więcej
Hi there! I am confident that I am the perfect candidate for this job, hence I would like to submit my proposal for your consideration. I have rich experience in Accounting, Excel, Finance, Intuit QuickBooks and Bookk Więcej
Hello, I am a financial consultant providing services of accounts preparation, bookkeeping, bank reconciliations, setting up charts of accounts, and preparing ad-hoc reports as per management's requirements. I have ad Więcej
Hi there! My name is Yash and I am a chartered accountant dedicated to helping small businesses reach their highest potential by providing virtual accounting and financial advisory services. I understand you are lookin Więcej
Hi there! My name is FAHAD BASHIR and I am an experienced management and chartered accountant with over 7 years’ professional experience as a XERO Advisor Certified. I specialize in establishing long-term relationships Więcej
Hi, I have gone through your project with interest and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specif Więcej
Hello sir, I have read your project description and I am confident that I can help you with your Quicken Setup and bank data reconciliation. With over 5 years of experience in Accounting, Bookkeeping, and Intuit Quick Więcej
Training in finance, accounting and auditing Bank reconciliation, accounts payable and receivable, DRE and all types of accounting statements and financial analysis
Hi, I am qualified accountant and have used Quicken for over 25 years. I am confident I could help you resolve your problems. Regards, Dominic
Hi I am capable to complete the project on time, I have lots experience on Bank reconcile daily/monthly and input data into Quick Book, I have chartered Accountants Course completed certificate, I know how to handle t Więcej