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

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The client has made the following changes to the job.


Job Description

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

    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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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
Avg $ | High $ | Low $ — Show Pricing
  • Submit Date (Latest)

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