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Budgeting in Quickbook

$150-250 USD

Closed
Posted over 10 years ago

$150-250 USD

Paid on delivery
We are operating on Quickbooks Premier - Accountant Edition 2010. Firstly we wish to have an expert to explain/show us how to write special reports on Quickbooks from existing fields. For example, to have a quick overview of daily situation, i would like to have a modified report for Sales budget/actual and variance, overhead expenses budget/actual and variance, purchase budget/actual and variance, creditors payment, etc. In short, i want to be able to write any report with any existing fields. I am already familiar with 'modify field' with filters, accounts, etc.. Secondly I wish to use the budgeting facilities on a daily basis. For example, rent, electricity, utilities need to be paid at specific date. Similarly all bank charges and wages are also paid at specific dates. In our Quickbooks, it seem to be limited on a monthly basis and when report are printed at specific range of dates, the budget for these specific items are divided proportionately. I find difficult to follow the budget if it cannot be budgeted and compare with actual on a daily basis and weekly basis. We would also need to be able to plan the payments of creditors on a weekly basis and see if there is enough budget to pay them. Thirdly management of variances - to manage variances of inflows and expenses, we found easy to export the data onto an excel which are manipulated easily. I need help in managing these variances directly in Quickbooks. Thanks for looking.
Project ID: 4996700

About the project

7 proposals
Remote project
Active 10 yrs ago

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7 freelancers are bidding on average $211 USD for this job
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i am working as chief accountant since 12 years & I'm doing remote accounting & business consulting since three years i had experience with several accounting software ,Wave,QuickBooks , Xero , quicken,Myob, with different type of companies from different countries specially US I have vast experience with Business Planing ,Budgeting & Financial forecasting, building accounting systems for new establishments, clean up existing companies ,lead & manage over all accounting operations specially financial reporting , Data entry bookkeeping ,& filling tax return.., in addition to strong experience of Ms Office specially Excel .I'm fast accurate hardworking committed to dead line & have a good conscience that would make sure to do all the duties submitted to me appropriately, correctly . i can start immediately
$222 USD in 7 days
5.0 (9 reviews)
4.5
4.5
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Firstly, I highly suggest upgrading to 2013. I can help you in the entirety of your request as I have been using QuickBooks as my chief software for all of my clients for the past two years. I am a public accountant in Ontario, Canada.
$194 USD in 3 days
3.3 (6 reviews)
3.4
3.4
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Hi, I'am an expert in quickbooks application. I've been working for a direct intuit Certificiation company. I'am a Certified Public Accountant. I do have vast experience in auditing, business Finance, Accounting, and Financial consultancy. I'm very much willing to send my resume and for an interview if you want. Your response is much appreciated. Thanks!
$166 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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Hello, This project looks really fun! Is it possible to get some live data regarding your situation? Even if I don't get the job, I love challenging situations that will prepare me for future events. At a minimum, you want the winning contractor to come in with some questions. $250.00 is going to be a bargain when you get all of this ironed out. I can sense a little frustration with QB, it's not super versatile. I have an accounting degree and 14 years of work experience. 2 Years of Oil and Gas accounting and 12 Years of Dispute Resolution and Account Reconciliation with Warner Brothers in Los Angeles. Resolving variances was my specialty. I have QB 2013 and I think it could be a 1,000 times better. If I get the job, it would also be thrilling to examine your variances to see if we could get those reduced. That would be the endgame strategy. Build the reporting, examine the variances, institute some controls and track the progress. Thanks for your time! Kipp Mathews
$250 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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hi - i am ready to start right away. i am a chartered accountant with over 15years of experience in accounting/book keeping and assurance. I am confident of exceeding your expectation if given an opportunity. Look forward to hearing from you and working with you on your project. warm regards AK
$222 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hello, I have experience in financial research, costing, accounting etc.. I am dedicated and hardworking. I can make your projects on time. Thank you
$222 USD in 3 days
0.0 (0 reviews)
0.0
0.0

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Curepipe, Mauritius
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Member since Oct 5, 2013

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