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Quicken to Quickbooks Transfer & Account Set up
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Finance & Management > Accounting

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Job Description

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  • Posted: Wed, Aug 22, 2012
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:
    Anywhere

    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Immediately
  • Budget: Less than $500
  • Fixed Price Job
  • Elance Escrow Protection
  • U.S. freelancers must have W9
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RFP

Summary

We need to clean up and reorganize our books for 2012.

We are a very small group of inter-related companies and 2 individuals, so small that we have been managing all of our accounts in one Quicken 2012 (Win) file.

We need a Service Provider ("SP") to split this file into separate Quickbooks files for each company and individual so we can create the reports necessary to do 2012 tax projections (and later taxes) for each entity.


Scope of Project:
The project includes All transactions for 2012 year to date (approx. 1400 transactions)

Most of the transactions (90%+) have already been downloaded into the Quicken file, but they need to be "accepted" and categorized. The transactions are also available on Mint.com

The entities are as follows:
1 real person (1 checking, 1 savings, 2 bus accounts, 1 paypal)
1 real person (1 checking, 1 savings, 3 bus accounts, 1 paypal)
4 LLC's (1 bank acct each)
1 Trust (1 bank acct)

Thus, the end result will be 7 QuickBooks Files...

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Job ID: 32938086
Proposals
Avg $ | High $ | Low $ — Show Pricing
  • Submit Date (Latest)

MAHA ABU ZEINA      
MAHA ABU ZEINA's identity has been verified.  Learn More
 Jordan  |  
Winner
I'm working as a Chief Accountant for 14 years with reputable group which have developed my skills in lead & manage over all accounting operations...
4
  |  
 0.0   |  Private   |  3 Jobs
Bid ID: 32968279  |  Submitted: Aug 23, 2012 21:56 ET 
Delivery
Within 1 week
$328.77

 United States  |  
INVITED
I can help with all your accounting needs. I have worked in both public and private accounting, so I know what is expected on both sides. I am a...
1
  |  
 0.0   |  $0 Earnings   |  0 Jobs   |  1 verified credential(s)
Bid ID: 32957829  |  Submitted: Aug 23, 2012 12:26 ET 
Proposal SEALED

Charlie B.      
Charlie B.'s identity has been verified.  Learn More
 Cameroon  |  
ACCA affiliate and BSc holder in apllied accounting . Qualified chattered accountant with proven analytical and interpretaional skills. Can...
2
  |  
 0.0   |  $0 Earnings   |  1 Jobs
Bid ID: 32955208  |  Submitted: Aug 23, 2012 10:45 ET 
Proposal SEALED

Renora Tino      
One or more team members at  are verified.  Learn More
 Philippines  |  
Accounting is my expertise. I am an Accountant by profession and does my craft with excellence. My rate is affordable and my service to provide is...
10
  |  
 4.8   |  Private   |  117 Jobs
Bid ID: 32938672  |  Submitted: Aug 22, 2012 21:32 ET 
Proposal SEALED

 Sri Lanka  |  
I am experienced Bookkeeper in Sri Lanka to provide Business Process Outsourcing (BPO) services to potential clients who are looking for...
2
  |  
 0.0   |  $0 Earnings   |  0 Jobs
Bid ID: 32938310  |  Submitted: Aug 22, 2012 21:03 ET 
Proposal SEALED
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