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I will migrate your excel spreadsheets to quickbooks online cleanly
Certified QuickBooks Online ProAdvisor Bookkeeper
Hi, I’m Abbas, a Certified Bookkeeper & E-Commerce Accounting Specialist | QuickBooks & xero expert with 3 years of experience specializing in e-commerce, Amazon FBA/FBM, and multi-channel retail. I ...
About this Gig
Are you tired of manually tracking your business finances in Excel? Transitioning to QuickBooks Online is the best move you can make to scale your business, but the migration process can be overwhelming. As a QuickBooks-certified accountant with 6 years of experience, I ensure your data is moved accurately, categorized correctly, and fully reconciled.
What I offer in this migration service:
· Data Mapping: Properly mapping your Excel data to the correct QuickBooks fields.
· Chart of Accounts Setup: Creating a customized, optimized COA structure for your specific business.
· Transaction Import: Importing your sales, expenses, and bank transactions without duplicates.
· Initial Reconciliation: Ensuring your opening balances in QBO match your final Excel records.
· Historical Cleanup: Addressing any formatting errors or misclassifications discovered during the transition.
Why work with me?
· 6 years of professional accounting experience.
· Expertise in QuickBooks Online, Xero, and Sage.
· 100% data confidentiality and accuracy.
· Clear communication and ongoing support after the migration.
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
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FAQ
What format do you need my Excel files in?
I prefer your data in Excel (.xlsx) or CSV format with clear columns for Date, Description/Payee, Amount, and Category. If your data is in PDFs or paper statements, please message me first to discuss pre-migration conversion.
