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English
$
USD
I will do quickbooks online bookkeeping, cleanup, and catch up
QuickBooks Bookkeeping and Excel Automation Specialist
Hi! I'm Jhoel, a Virtual Assistant and QuickBooks Level 1 Certified professional, available full-time for long-term remote support.
I help small businesses with:
Email and administrative management
...
About this Gig
Are your QuickBooks Online records messy, outdated, or full of uncategorized transactions?
I help small businesses organize their financial records through QuickBooks Online bookkeeping, cleanup, and catch-up support.
MY SERVICES INCLUDE:
- Transaction categorization and review
- Bank reconciliation support
- QuickBooks Online cleanup
- Catch-up bookkeeping assistance
- Income and expense organization
- Review of duplicate or unmatched transactions
- Identification of missing documents and pending items
- Basic financial report review (Profit & Loss and Balance Sheet)
WHY WORK WITH ME?
- QuickBooks Level 1 Certified
- Practical training in bookkeeping and catch-up workflows
- Detail-oriented and organized approach
- Clear communication and confidentiality
- Transparent reporting of unresolved issues
IMPORTANT: Services are limited to the selected package. Tax preparation, audits, and complex accounting adjustments are not included.
Please message me before ordering to discuss your records, transaction volume, and project requirements.
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.
My Portfolio
FAQ
How do I give you access to my QuickBooks Online account?
The safest way is to invite me as an authorized user in QuickBooks Online with the appropriate permissions. You do not need to share your password. I will explain the process after we confirm the project requirements.
Can you clean up or catch up several months of bookkeeping?
I can help with basic cleanup and catch-up tasks, including transaction categorization and identifying missing records. Projects involving multiple months, complex discrepancies, or historical corrections require a review and custom quote.
Do you provide bank reconciliation services?
Yes, I offer basic bank reconciliation support, including reviewing transactions and identifying unmatched items. Complex discrepancies or adjustments requiring professional accounting judgment are not included.
What information do you need to start my bookkeeping project?
I will need the transaction period, approximate transaction volume, access to the relevant QuickBooks records, and supporting documents such as bank statements, invoices, or receipts when applicable.
Do you offer tax preparation or advanced accounting services?
No. My services focus on QuickBooks Online bookkeeping assistance, transaction organization, and basic cleanup. I do not provide tax preparation, audits, or complex accounting adjustments.
