Fixed Price: Not Sure
| Posted: 5h, 38m ago | Ends: 14d, 18h |
We are a small public accounting firm in Texas looking for a bookkeeping partner to outsource transaction processing. Scope of Work: 1. You will receive "view only" access to bank and credit cards for multiple clients. 2. Know/understand how to batch transactions into Quickbooks 2014 Accountant Edition using the "Batch Enter" Transactions window from an excel transaction download, i.e. code the G/L account from an excel bank transaction file; copy and paste the transactions to the "Batch Entry" window in QB. DO NOT RESPOND IF YOU ARE NOT FAMILIAR WITH THIS FUNCTION. 3. Able to generate reconciliations for each bank account and credit card in our excel format. 4. You will be working directly on our server using Microsoft Remote Desktop Services AND will transmit reconciliation reports in excel via dropbox. 5. Must report progress at least weekly (could be sooner) via our custom excel reporting sheet. 6. Must invoice at most 2 times per month. Prefer ...
Fixed Price: Not Sure
| Posted: Mar 18, 2015 | Ends: 1d, 14h |
We are looking for an easier, less confusing way to Invoice our customers. Currently we have our sales reps estimate projects that can often include multiple services (i.e. roofing, siding, windows, & painting) and they will give the customer one estimate that will state a lump sum for the total of all the projects (for example a $60,000.00 job for windows, siding and painting where the windows are $20,000.00, siding $30,000.00, and painting $10,000.00). The customer would then put down a 1/3 deposit of $20,000.00. The sales rep would then submit to the office the estimate where we break it down into individual jobs; windows, siding and painting in this example, and create individual estimates and invoices for each service line. Then we break out the customer 1/3 deposit, and post a portion of it to each service line (in this example $6,700.00 towards windows, $10,000 toward siding and $3,300.00 towards painting). The reasons we break it out are for the following: 1. Sales re...
Category: Billing & Collections