Create QBO Bank Rules templates

$2-8 AUD / hour

In Progress

Posted

over 8 years ago

$2-8 AUD / hour

I am a Quickbooks Online Pro-advisor in Australia and am in need of somebody to create me a detailed template BANK RULES to greatly improve effficiency and automation in the data processing of bank transactions. Ideally I want somebody who has an understanding of accounting principles Australian tax principles (or can research it with the ATO website) - knowledge of Quickbooks and how the Bank Rules interact in the system, - can google search Australian mainstream business's to develop detailed patterns that tie them to heads of expenses. I have a foundation of Rules that you can start with but want to take this resource to the next level! I want to create template for lots of different industries, e.g. Motor Mechanic, Coffee Shops, Bakery, landscaper, and a fairly detailed generic one that can be applied across a large range of clients. If you don't know how to create bank rules there are videos available to learn! It's not hard at all! [login to view URL] Attached is a template of the basic rules I've developed thus far for a Brisbane landscaper.

Accounting

Data Processing

Intuit QuickBooks

Project ID: 8504348

About the project

2 proposals

Remote project

Active 9 yrs ago

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Awarded to:

@darshinisk

Hello Sir, I have been working with many of the small business of Australia also as outsourced student Assessor for Certificate IV Bookkeeping and much familiar with ATO and QBO bank rules. I can quickly list down rules for different nature of the business for easy bookkeeping/reconciliation. I am available for immediate hire. Since I have experience creating bank rules, it is much easier project for me. Regards Darshini

$8 AUD in 10 days

4.8

(8 reviews)

3.9

@samiandco

I am expert in QB and can prepare requested documents. I am new here but i have established profile over elance and upwork. Thanks Qasim Mughal (Partner Sami and C & AlphaSAQ) (ACCA, CAT, CFA level 3 Candidate) (QuickBooks Proadvisor) I have 3.5 years of experience in financial reporting under IFRS and have completed several audits under my Supervision. My major areas of expertise are in statutory audit, bookkeeping, internal audit, Financial Reporting (Under IFRS and US GAAPs), budgeting, costing, and development of business plan, Financial Analysis, Corporate finance and Financial Modeling. Proposal: I am ready to work on your assignment. I have 3.5 years of experience in Financial Advisory services as a Partner of Sami and Co. Hope to talk with you soon for a detailed discussion over your requirements. Regards, Qasim Mughal Partner Sami and Co, [login to view URL] ACCA [login to view URL] [login to view URL] [login to view URL] [login to view URL] [login to view URL]~01da249461f373ee21? [login to view URL]~014dca2b7cbc4f992d?

$5 AUD in 3 days