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Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 03, 2015  |  Ends: 12d, 12h  |   0 Proposals
I need someone that can teach me how to use Quicken 2015 at an intermediate and advanced level. I have used Quicken for a long time, but have been a basic user. The tutor should be able to teach remotely, either by Skype, or some other means.
Category: Other - Finance & Mgmt       
Skills: Intuit Quicken       

j****a30
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| j****a30
|    United States
Fixed Price: $60 - $100   |  Posted: Jun 25, 2015  |  Closed  |   8 Proposals
I need to move company accounts of online retailer kept in Quicken to Quickbooks Premier 2015 UK. I need an accounting professional with experience in UK compliance for the project. Needs to be absolutely attentive to detail and expert in Quickbooks. the project is: ? extract data from quicken ? convert into quickbooks UK version ? including chart of accounts, categories etc. ? fill in customer data & wholesale invoice breakdown (from spreadsheets) ? review against filed accounts & updates to journals to ensure control set reflects filed number of transactions in quicken for past 2 years: customer invoices 1140 wholesaler 112 vat 1024 bank 1179 paypal 345 Budget approx. 60-$100 for complete project above. year end is Tuesday, 30 June and I?d like finalized by then to start fresh on July 1st.
Category: Accounting       

s****ats
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| s****ats
|    United States
Hourly Rate: $10 - $15 / hr   |  Duration: 7-9 months  |  Posted: Jun 24, 2015  |  Closed  |   2 Proposals
USA BASED APPLICANTS ONLY PLEASE. You must have and be proficient with: Quicken 2015 for Mac. Quickbooks for Mac 2014 or newer. Dropbox Hi there! I'm sick and tired of trying to keep my financial records myself. I need somebody who enjoys doing this to do it for me. I am currently using Quicken 2015 for Mac for my personal finances and Quickbooks 2014 for Mac for my business, and I have it connected to all my bank accounts for downloading transactions. What I'd like to do is share this Quicken File and this Quickbooks file with you via Dropbox, then have you open the file and go in each month to download transactions, assign categories, and get everything reconciled. Then once you are finished each month, you'll simply close Quicken and Quickbooks, email me that you're finished, and I'll go and open the Quicken file in the dropbox folder that we're sharing, and then I can view the reports. Dropbox will automatically update the files on the server so I can then access th...
Category: Other - Administrative...       
Preferred Location: United States

m****rhq
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| m****rhq
|    United States
Fixed Price: $100 - $300   |  Posted: Jun 23, 2015  |  Closed  |   32 Proposals
I recently migrated our books from quicken home and business to quick books online (QBO). Everything went smooth except the accounts are not reconciling. I was not familiar with how the charts of accounts worked and migrated paypal deposits into the company bank account which already had the same deposits from paypal hence the mess. Long story short I need someone who can balance and reconcile the paypal and bank account and tie back the paypal invoices to the bank deposits.I have 8 months of transactions.
Category: Accounting       
Skills: Bookkeeping, Intuit QuickBooks, Accounting       

u****967
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| u****967
|    United States
Fixed Price: Not Sure   |  Posted: Jun 17, 2015  |  Closed  |   9 Proposals
I need the end of year accounts for a small UK company prepared and submitted to the tax authorities and the CT600 prepared and filed for the year ending December 31 2014. Can supply Quicken 2003 backup or output info as required. Company name: CATALUNYA.CO.UK LIMITED Company number: 04631450 Business nature: 79909 - Other reservation service activities not elsewhere classified
Category: Tax Services       
Skills: Bookkeeping, Tax Preparation, Accounting       

b****a07
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| b****a07
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jun 14, 2015  |  Closed  |   15 Proposals
I live in Tulsa and have working interests in 12 wells and royalties interests in 28 wells that are owned in a Subchapter S corporation. The person who is now helping me with my books is moving. I would like someone with oil and gas experience to prepare the reports necessary to take percentage depletion on these wells and help me set up some kind of quicken, intuit or other simple program for the S corp that I could manage and then help me file my annual S corp and personal tax return. I do understand basic accounting principals but need someone to help me pick out the best software, do the monthly percentage depletion forms that are attached to the S filing and help me prepare the tax filings. I have been making my own federal and state tax deposits on the internet and maintaining the check register.
Category: Tax Services       
Skills: Bookkeeping, Tax Preparation, Accounting       
Preferred Location: United States

w****don
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| w****don
|    United States
Hourly Rate: $3 - $9 / hr   |  Duration: Not Sure  |  Posted: Jun 10, 2015  |  Closed  |   4 Proposals
Responsibilities include: Administrative functions including Client Billing/Invoicing, Subcontractor Processing, Accounts Payable and Receivable, Banking/Deposits, and Equipment and Supply Purchases Opening and sorting new mail Processing personal bills, recording receipts and reconciling accounts in Quicken Draft purchase orders, bills, and work orders Perform other duties as necessary such as answering phones, organizing, filing, etc. Assist in preparing tax filings, using appropriate tax codes Assist in developing a structure and process to better manage office Assist with internal process improvements Preferred experience: 2 years of solid working experience with QuickBooks and Quicken Experience with Microsoft Office Experience with TimeSlips or TimeMatters preferred Office Management experience as well as experience with billing, payroll, AR/AP General knowledge of tax preparation is preferred, but not required Attributes/Skills which are crucial for success: Passionate abou...
Category: Accounting       
Preferred Location: North America

****
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| Client
|    United States
Hourly Rate: $15 - $20 / hr   |  Duration: Not Sure  |  Posted: May 28, 2015  |  Closed  |   2 Proposals
I need some coaching/advising on how to properly set up Intuit Quicken for my business. I currently auto-downloading from my Chase accounts. The Quicken program is "populating" all of my transactions with incorrect categories. I need help knowing how to set this up so some bank accounts don't populate any category information in the download process and other bank accounts process the correct categories. My guess is that this will take an hour or two with your ability to "see" my screen and walk me through the process of getting things set up correctly. I may be open to some longer term assignments/projects, based on how our relationship and communication goes. Thanks. Brian
Category: Accounting       
Skills: Bookkeeping, Intuit Quicken, Accounting       
Preferred Location: United States

b****uth
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| b****uth
|    United States
Hourly Rate: Not Sure   |  Duration: 7-9 months  |  Posted: May 24, 2015  |  Closed  |   30 Proposals
I am seeking an administrative/executive assistant with at least 5 years of experience to handle a variety of tasks and projects. Work Schedule: I manage a seasonal company with our busy season running ~May through September, so your role would require a higher workload in the summer months. I am guessing this will require 3-10 hrs per week to start with. Possibly more if you have the interest and skill set to pursue other projects I have on the backburner. In our offseason (October to April), the workload would be "as-needed" but significantly less than in the summer.  I am seeking someone for a long-term working relationship, who would be available multiple-summers, rather than just one. Some availability nights and weekends will be needed. Won't be all the time that I need help on nights or weekends, but definitely will need it some of the time. Sometimes its on short notice such as hours, but whenever possible I try to give sufficient notice and simply requ...
Category: Virtual Assistant       
Preferred Location: North America, Western Europe

****
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| Client
|    United States
Fixed Price: $1,000 - $5,000   |  Posted: May 20, 2015  |  Closed  |   26 Proposals
We are a small commercial printer that creates custom business checks. We need an online check ordering system similar to what a quickbooks or deluxe might use, however simplified in that we have a small number of check styles and colors we offer. We would like this ordering system to be able to interface with e4 global gateway for credit card processing. When the customer inputs there name, address, starting check numbers, routing and account numbers, etc. It should be able to take that information and create an on-screen proof for the user to verify and approve prior to ordering that design. Here is an example to a similar system.   [obscured]  /top-quickbooks-and-quicken-checks#personalize For any interested parties we can supply more details upon request. Individuals or companies that could show similar types of development in live working examples are preferred. To keep costs low we would want this to be able to work in a shared hosting environment using mysql,...
Category: Software Application       
Skills: MySQL Administration, .NET Framework, PHP       

e****ter
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| e****ter
|    United States
Fixed Price: Not Sure   |  Posted: May 19, 2015  |  Closed  |   18 Proposals
Hi all. I have a need to outsource the management of my personal financial information. This includes: * Monthly banking reconciliations. * Monthly financial reporting (e.g., cash flow, major expense areas, changes in expenses, net worth). * Handling of disputes with credit cards, etc. I have 1 banking account, 1 401k, 1 Roth IRA, 1 AmEx, 1 mortgage. I am quite familiar with having a bookkeeper for my small company so I will be efficient to work with in re: to personal finances. I will require somebody with a proven history and three references. In your response to this posting, include highlights of your proven work history and let me know if you have any US-based customer references. I currently use Quicken for personal finances. I estimate this job will require 40 hours the first month to clean up my Quicken data and roughly 4 hours/mo after that. I am looking for a fixed fee model for this project.
Category: Accounting       

d****r01
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| d****r01
|    United States
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: May 09, 2015  |  Closed  |   13 Proposals
currently looking for someone that can take the backed up files from quicken,mint and microsoft money. put these into the new software system GNU Cash will need to add in Accounts/Transactions/Payee information...looking at going back quite a few years.
Category: Accounting       
Skills: Bookkeeping, Intuit Quicken, Accounting       

l****max
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| l****max
|    United States
Hourly Rate: $10 - $15 / hr   |  Duration: Not Sure  |  Posted: May 09, 2015  |  Closed  |   6 Proposals
Small e-Commerce startup company is looking for people with highly experienced in Quicken & Quickbooks and Computer Applications and WEB/Internet must apply only. (((EXTENSIVE EXPERIENCE IN QUICKEN and BEING ABLE TO MIGRATE TO QUICKBOOKS.))) Responsible for office management, light shipping and receiving, very light lifting of packages and boxes, filing of docs, very light inventory, export/import, taxes, other duties and responsibilities assign from time to time. Please include salary history in your resume and references. Must have 4 to 5 yrs experience as a bookkeeper. We do background check and must have a car and clean driving record (DMV printout required). Trustworthy, hardworking, clean, bilingual & Multilingual is a plus but not required.
Category: Accounting       
Preferred Location: United States

I****oup
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| I****oup
|    United States
Fixed Price: Less than $500   |  Posted: May 08, 2015  |  Closed  |   12 Proposals
Must have quicken installed on their computer. I need this project to be completed over the weekend. Let me know if interested.
Category: Accounting       
Skills: Bookkeeping, Intuit Quicken, Accounting       

****
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| Client
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: May 02, 2015  |  Closed  |   10 Proposals
Ongoing monthly personal bookkeeping on Quicken. Reconciling books, categorizing expenses, P&L, tax prep, remote access. Please note: Only looking for someone who works in Quicken for MAC
Category: Accounting       
Preferred Location: United States

s****ite
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| s****ite
|    United States
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Apr 30, 2015  |  Closed  |   22 Proposals
Responsibilities include: Administrative functions including Client Billing/Invoicing, Subcontractor Processing, Accounts Payable and Receivable, Banking/Deposits, and Equipment and Supply Purchases Opening and sorting new mail Processing personal bills, recording receipts and reconciling accounts in Quicken Draft purchase orders, bills, and work orders Perform other duties as necessary such as answering phones, organizing, filing, etc. Assist in preparing tax filings, using appropriate tax codes Assist in developing a structure and process to better manage office Assist with internal process improvements Preferred experience: 2 years of solid working experience with QuickBooks and Quicken Experience with Microsoft Office Experience with TimeSlips or TimeMatters preferred Office Management experience as well as experience with billing, payroll, AR/AP General knowledge of tax preparation is preferred, but not required Attributes/Skills which are crucial for success: Passionate abou...
Category: Accounting       

****
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| Client
|    United States
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Apr 24, 2015  |  Closed  |   26 Proposals
Hi I need a bookkeeper hired by the hour to create a company file for my company and enter transactions into QuickBooks Pro Desktop USA 2013 on a monthly basis. I use Quicken for accounting now and it is not a "proper" dual entry system and my auditor needs QuickBooks so he can get accurate Balance Sheet and P&L for my company. I intend to dump the transactions from my Quicken system monthly into a spreadsheet (or other format if you request) and send them to the consultant for entry into QuickBooks on your system or mine by remote control. Once converted my auditor will review and make sure the entry has been done correctly, he may request some edits. We use multiple currencies but not very many transactions each month. Also need to ensure the share capital (1,000 shares of HK$1 each) is correctly stated. thanks for reading!
Category: Accounting       
Skills: Intuit QuickBooks       

****
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| Client
|    Hong Kong SAR, PRC
Hourly Rate: Not Sure   |  Duration: 1-3 months  |  Posted: Apr 24, 2015  |  Closed  |   15 Proposals
Calling all Bookkeepers and Accountants, I will begin to collect online payments for an existing business that has never collected fees online before. So, I would like your help for the following: 1. Help me understand basic accounting principles, so that I/we can ... 2. Design a way for the site to capture sales (essentially, participation in meetings) 3. Create webforms for invoices 4. Create a business account in Quicken 5. Automate invoices (through the website if possible) Please tell me: 1. your experience in the above 2. your time zone and availability 3. your hourly fee 4. whether you would be available for a quick call to scope out this work Thank you. Mitch
Category: Accounting       

s****ind
 [?]
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| s****ind
|    United States
Hourly Rate: $10 - $15 / hr   |  Duration: 7-9 months  |  Posted: Apr 22, 2015  |  Closed  |   6 Proposals
USA BASED APPLICANTS ONLY PLEASE. You must have and be proficient with: Quicken for Mac 1.7.4 or greater. Quickbooks for Mac 2014 or newer. Dropbox Hi there! I'm sick and tired of trying to keep my financial records myself. I need somebody who enjoys doing this to do it for me. I am currently using Quicken for Mac for my personal finances and Quickbooks 2014 for Mac for my business, and I have it connected to all my bank accounts for downloading transactions. What I'd like to do is share this Quicken File and this Quickbooks file with you via Dropbox, then have you open the file and go in each month to download transactions, assign categories, and get everything reconciled. Then once you are finished each month, you'll simply close Quicken and Quickbooks, email me that you're finished, and I'll go and open the Quicken file in the dropbox folder that we're sharing, and then I can view the reports. Dropbox will automatically update the files on the server so I can then ac...
Category: Other - Administrative...       
Preferred Location: United States

m****rhq
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| m****rhq
|    United States
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Apr 19, 2015  |  Closed  |   13 Proposals
I that I need someone who can do the following on a regular basis, and be available during US business hours (or at least some of them) for communication. * Technical * Troubleshoot websites and fix them * Work on wordpress and Drupal blogs and add modules and plug in * Set up special plug-ins like SCO Microdata etc. for WordPress and Drupal * Report Creation * Create custom google analytics reports * Create custom Ppc reports * Create custom social reports * Communications Management * answer phones * answer e-mails * Send emails with content from other sources; some research involved here. * Coordinate my daily calendars * Keep track of project's Gantt Charts and project management tools * Sit in on phone calls and record meeting minutes in a special evernote report * Financial * QuickBooks invoices and reports * Quicken accounting * MSSQL Database management * Data analysis (what is this Google Analytics traffic doing and why?) * What is this data in the database, and wha...
Category: Virtual Assistant       

r****007
 [?]
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| r****007
|    United States
Fixed Price: Not Sure   |  Posted: Apr 16, 2015  |  Closed  |   9 Proposals
Every year I publish a list of the top 20 FHA mortgage lenders in the USA along with their middle FICO score requirement to get approved. I'm looking for a graphic designer to create something sexy and memorable. I prefer to work with experienced individuals, not companies, with a lot of finished job and a 5 star review from previous customers. I've attached a very UGLY version we quickly made years ago. And the new data for this year is below. If selected I will give you my company logo which will play a very small role in the design as well as a URL for the PDF. When you email me please be specific on turn-around time and exactly how much you will charge. And please don't make me work hard to review your portfolio or read a long generic email you send to everyone. I'm busy, make my life easier. :) And here is the info for this years list.... TOP 20 Mortgage Lenders FHA lender Middle FICO Score Required Quicken Loans INC 580 Wells Fargo Bank 600 Loandepot.com 580 Guild Mortgag...
Category: Graphic Design       

S****ami
 [?]
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| S****ami
|    United States
Fixed Price: Not Sure   |  Posted: Apr 15, 2015  |  Closed  |   2 Proposals
Every year I publish a list of the top 20 FHA mortgage lenders in the USA along with their middle FICO score requirement to get approved. I'm looking for a graphic designer to create something sexy and memorable. I prefer to work with experienced individuals, not companies, with a lot of finished job and a 5 star review from previous customers. I've attached a very UGLY version we quickly made years ago. And the new data for this year is below. If selected I will give you my company logo which will play a very small role in the design as well as a URL for the PDF. When you email me please be specific on turn-around time and exactly how much you will charge. And please don't make me work hard to review your portfolio or read a long generic email you send to everyone. I'm busy, make my life easier. :) And here is the info for this years list.... FHA lender Middle Credit Score Required Quicken Loans INC 580 Wells Fargo Bank 600 Loandepot.com ...
Category: Graphic Design       

S****ami
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| S****ami
|    United States
Hourly Rate: $10 - $15 / hr   |  Duration: 1-2 weeks  |  Posted: Apr 13, 2015  |  Closed  |   1 Proposal
I have a CSV file with 300 entries downloaded from an online bank account that I'd like to import into Quicken 2015 for Mac. Apparently, this is not a trivial task. I have tried various online utilities and software to convert the file without success. I would like this file converted to OFX or QFX format such that I can import it into Quicken. The person with the right tools and expertise can do this in less than 10min, so I've posted the project as being one hour in duration, or about $15. Thanks!
Category: Accounting       
Skills: Bookkeeping, Intuit Quicken, Accounting       

a****zir
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| a****zir
|    United States
Fixed Price: $1,000 - $1,500   |  Posted: Apr 11, 2015  |  Closed  |   26 Proposals
There is a small application that is already developed in Ruby. We need to quickly port it to Java. Backend database is MySQL. This job is urgent and will need to have people working 24*7. No knowledge of Ruby may be required as functionality of pages can be explained in detail.
Category: Software Application       
Skills: JSP, Java, MySQL Programming       

Q****nIT
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| Q****nIT
|    India
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