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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Spent: $3,886.49Rating: 4.9Verified