QuickBooks Online Expert Needed for Chart of Accounts Cleanup
UpworkUSNot specifiedintermediateScore: 42
Intuit QuickBooksAccountingBank ReconciliationBookkeeping
I own a gas station and convenience store with deli operations. I am using QuickBooks Online and need an experienced QuickBooks professional to clean up and restructure my books properly.
This is not basic data entry. I need someone who understands retail accounting, clearing accounts, and consignment models (fuel, lottery, money orders).
I need help with the following:
1. Chart of Accounts Restructure
2. Transaction Reclassification
• Reclassify existing transactions into the updated structure
3. Bank Rules Cleanup
• Review and rebuild bank feed rules
• Remove incorrect automation rules
4.Daily Workflow Setup
• Help finalize a clean “one daily sales receipt” workflow
• Ensure clearing accounts reconcile correctly
• Provide clear instructions for me to follow going forward
Deliverables:
• Clean Chart of Accounts
• Reclassified historical transactions
• Updated bank rules
• Written summary of final workflow
• Confirmation that clearing accounts reconcile to zero after settlement cycles
Please include:
• How you would approach this cleanup
• Estimated timeline
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