Pipedrive quickbooks Jobs

Deutschsprachige Freelancer bevorzugt - Ich benötige eine nahtlose Integration zwischen meinen Pipedrive- und Pointagram-Konten. Das Hauptziel des Projekts ist es, Anruf- und Abschlussdaten zwischen diesen beiden Plattformen zu synchronisieren. Es ist wichtig, dass diese Daten in Echtzeit aktualisiert und konsistent gehalten werden. Hauptanforderungen: - Synchronisation der Anruf- und Abschlussdaten zwischen Pipedrive und Pointagram - Echtzeit-Aktualisierung der Daten - Konsistenz der synchronisierten Daten - Erstellung von Punktesystemen und Competitions (bzw. die Erklärung derselben Ich bevorzuge einen Freelancer, der Erfahrung in der Arbeit mit beiden Plattformen (Pipedrive und Pointagram) hat. Gründliche Kenntnisse in API-Integration und Datenman...

...begeisterst dich für hoch-innovative, meist technische Projektthemen unserer Kunden - Du bist verhandlungssicher in Deutsch und Englisch - Du hast Erfahrung und ausgeprägtes Gespür für einen professionellen Beratungs- und Dienstleistungsauftritt im direktem Kundenkontakt - Erfahrung mit digitalen Projektmanagement Tools (asana, trello o.ä.) sowie CRM/Sales support (wie etwa monday, hubspot, pipedrive o.ä.) und CMS (wordpress…) - Erfahrung mit Microsoft Office / Google Suite Was wir bieten: - Arbeit im spannenden, dynamischen Startup Umfeld in einem kleinen, motivierten Team - Hohe Freiheitsgrade kombiniert mit anspruchsvollen und verantwortungsvollen Aufgaben - Flexibler Arbeitsplatz, standortunabhängig - Digitale Prozesse und immer w...

Wir suchen nach einem motivierten Freelancer, der uns beim Research von Software-Unternehmen hilft. Research der üblichen quellen im Internet nach deutschsprachigen Softwareunternehmen + Eintragung in unser CRM System (PipeDrive). Gutes Kenntnis der deutschen und englischen Sprache wird für diese Arbeit benötigt.

...There are two phases to integrate you into S.E.G. Phase 1 (part time) - Time you need to dedicate: max 20h/week The following activities you will be responsible for: Research data to support the sales team with customer acquisition Administer our ERP-Next System (we will train you). Add new products, write descriptions, keep prices up to date. Customize prices according to client contract. Pipedrive organization (we will train you) - the tool used by the Sales team. Support CEO with daily tasks. Answer emails Organize and reorder Office Supply Phase 2 (Full time) - Time you need to dedicate: max 40h/week Activities are everything from Phase 1 plus: Managing our back office Maintain social media channels in partnership with our brand & marketing manager Send out newsle...

Hallo! Wir nutzen Pipedrive. Um Pipedrive optimal nutzen zu können suchen wir jemanden, der uns dabei hilft das Tool besser zu verstehen und optimal einzurichten. 4 Nutzer. Vorraussetzung: die Kommunikation muss in deutscher Sprache erfolgen. Wir freuen uns über Feedback... MfG

Hallo, Wir suchen eine Spezialisten für Pipedrive Salesforce oder ein anderes CRM System ordentlich einrichten kann und uns dauerhaft betreuen kann. wir Verkaufen Hygiene Artikel und benötigen sofort die Implementierung, also bitte nur Anbieten wenn Sie sofort loslegen können. Danke Lang

Lucy Security AG vertreibt Software für ...geschult werden können. Durch unsere Marketingaktivitäten kommen via Email/Web täglich Anfragen zu unseren Produkten herein. Ihre Aufgabe wäre es, diese Anfragen zu verwalten. Daneben müssen auch bestehende Kunden gepflegt werden. Zu den Aufgaben zählen: - Koordination der Produkte Demos via Webmeetings (z.B. Cisco WebEx) mit internen Mitarbeitern - Erfassung der Leads in webbasiertes CRM (z.B. Pipedrive) - Kommunikation mit dem Kunden (primär via Email) auf Englisch und Deutsch - Customer Success Messung: aktives kontaktieren der bestehenden Kunden via Email und Bedürfnisse erfassen Sie müssen ein gewisses Grundverständnis von Informatikleistungen mitbringen, Englisch und Deutsch per...

(For english, use google translater and contact me) Wir suchen eine Cloud CRM und ERP-Software Lösung für kleine und mittlere Unternehmen. Die meisten unserer Klienten sind im Handel tätig, die auch einen E-Shop besitzen. Die Software soll für den Versandhandel, Verkauf und Produktion spezialisiert sein. Ein CRM System / Lead Management wie Pipedrive ist erwünscht. Unsere Kunden sind aus Deutschland und Österreich, deshalb müssen auch die Payment- und Versandmodule kompatible sein. Es ist sehr wichtig, das es Skalier- und Erweiterbar ist. Wir können leider hier nicht ein konkretes Budget benennen, da wir die Aufträge in Phasen einteilen werden. Nach einer Entscheidung für eine Software, werden wir es gemeinsam auf unserem Server ins...

Wir suchen nach einem Buchhalter der mit Quick Books arbeitet. Wir betreiben eine Online Shop über die Platform Shopify. Für diesen Onlineshop suchen wir einen Buchhalter der alle Ausgangsrechnungen sowie Eingangsrechnungen in Quickbooks verbucht.

...integration with QuickBooks Online. CURRENT: We have a QuickBooks Online application that syncs invoices from QuickBooks Online to two MySQL database tables (order headers and order lines). This application works correctly but we want to add a condition to the INSERT statement in this program so only invoices that have a custom field populated will get synced to these tables. The custom field name to check is "Online Order Number". Requirements: - Modify functionality of existing program to only INSERT records to MySQL table when invoice record contains a value in custom field "Online Order Number" The ideal freelancer for this project should have: - Proven experience working with PHP, particularly in customizing and enhancing applications. -...

...company's billing clerical tasks. The main responsibilities for this position will include: - Invoicing & Payments: You will be responsible for generating and sending out invoices for us. This requires precision and attention to detail to ensure the accuracy of every invoice. - Account Reconciliation: Another key task will involve balancing and reconciling accounts. This will involve using both QuickBooks and FreshBooks software, so experience with these platforms is essential. - Customer Communication: You will also be communicating with our clients regarding billing and payment issues. Clear and effective communication skills are crucial for maintaining good relationships with our customers. On average, we generate between 50-100 invoices per month, so the ideal cand...

Hello! I read your project details and want to work for you. I can easily do your job because I am Accounting and Excel expert person. I am enthusiastic and passionate about this work. If you want to hire me please accept my proposal. Thank you! Anjali dore

I urgently need an expert in C# to integrat...in C# to integrate my Point of Sale/Enterprise Resource Planning (POS/ERP) system with QuickBooks Online. The goal is seamless syncing of different modules, including, but not limited to: - Customer Information - Inventory Status - Purchase History - Sales Records - Products, Categories, etc... Familiarity with QuickBooks Online APIs and proficiency in C# .net Core is imperative for this role. Past experience with similar projects will be highly valued. The timeline is urgent; I need this integration done ASAP. we already have a code we made integration with SAP Business One, we can share this code to have the fastest development, and also we have the code of a previous developer who made of Quickbooks so it would help...

...editing of digital job cards. There is also a requirement for quotes, parts / inventory, archived jobs, and customer management. Both employees and managers will need access to the system, with an admin login section for authorization of completed job cards. We would like the system to export completed jobs to CSV file for automated invoice generation in Quickbooks Online. We will also require the system to import the customer database from Quickbooks in CSV format. Key Functionalities: - Creation and Editing of Jobs - Ability to use system on-site / remotely through the use of iOS or Android web browsing. Some - Ability to select a simple job status from a drop-down combo box eg. In-progress, waiting for collection, waiting on parts, not started, completed. - Ability ...

...Zoho expert to help me with the following tasks within Zoho CRM, Zoho Books, and Zoho Inventory, as well as integrations with Xero, QuickBooks, and Shopify. Key tasks include: - Data management and organization: Assist in setting up efficient data management structures within Zoho CRM, Zoho Books, and Zoho Inventory to help streamline our operations and enhance our understanding of client interactions. - Reporting and analytics: Create custom reports and set up analytical tools to help us better understand our business performance, customer interactions, and inventory management in Zoho. - Integration with other platforms: As we operate on Xero, QuickBooks, and Shopify for various financial and e-commerce functions, we require seamless integration with these platform...

I'm looking for a detail-oriented professional to support my business with bookkeeping and budget management tasks. Key Responsibilities: - Accurate management of accounts payable and accounts receivable in QuickBooks - Regular bank reconciliations to ensure that all transactions are accounted for correctly Ideal Skills and Experience: - Proficiency in QuickBooks software - Prior experience in accounts payable/receivable and bank reconciliations - A keen eye for detail and accuracy - Strong organizational and time-management skills The role will require weekly input, but this may vary depending on the size of transactions. Please provide an estimate of your hourly rate in your bid.

I'm in need of a professional QuickBooks Accountant, preferably with a solid background in the services industry. Your main responsibility will be to manage my business's bookkeeping. This isn't a typical bookkeeping role; you must understand the specifics of service-based accounting. Your ability to navigate QuickBooks with ease and deliver accurate results is crucial to this role. Any competent and experienced accountant should apply, but I'll be particularly keen on those with a proven background managing books for service-based businesses.

As a growing company, we've fully set up our QuickBooks Online but it's in need of a thorough review and ongoing management. We're looking for a QuickBooks expert who can help in the following areas on a monthly basis: - Setting up sales and expenses - Managing stock - Budgeting Your responsibilities will involve keeping the system up-to-date, ensuring financial data consistency, and providing insights to support our decision-making process. The ideal candidate for this role would be an experienced accountant with previous QuickBooks Online experience. Knowledge of other accounting tools and financial acumen are also a plus.

Description: I require a one-time conversion of my QuickBooks accounts into the iBRXL format, specifically at a summary level. Although I already have the accounts in iBRXL format, there are errors in the current version due to software issues, necessitating resubmission. Requirements: Convert QuickBooks account data to iBRXL format Ensure data is at a summary level Correct any existing errors from the previous software conversion Provide a final, error-free iBRXL file ready for submission Ideal Skills and Experience: Proficiency in QuickBooks and iBRXL format Strong attention to detail and accuracy Experience in data conversion and error correction Ability to deliver a high-quality, error-free file promptly If you have the expertise to perform this conversion and co...

I need my accounts from QuickBooks converted into iBRXL format. This is a one-time job and I only need the data at a summary level. I already have the accounts in iBXRL but there are some errors in the software used that mean they have to be resubmitted.

As a growing company, we've fully set up our QuickBooks Online but it's in need of a thorough review and ongoing management. We're looking for a QuickBooks expert who can help in the following areas on a monthly basis: - Setting up sales and expenses - Managing stock - Budgeting Your responsibilities will involve keeping the system up-to-date, ensuring financial data consistency, and providing insights to support our decision-making process. The ideal candidate for this role would be an experienced accountant with previous QuickBooks Online experience. Knowledge of other accounting tools and financial acumen are also a plus.

I'm seeking an experienced bookkeeper who can assist with financial statements preparation, accounts payable/receivable management, and payroll processing for my business. We are in a stable and growing financial state, so maintaining and improving upon this is crucial. Ideal Skills and Experience: - Proficiency in QuickBooks - Background in managing financial statements, accounts payable/receivable, and payroll - Experience in supporting stable and growing businesses Your role will entail managing financial records and providing a clear overview of financial status. Your ability to ensure accuracy and timeliness will be highly valued.

I'm struggling with QuickBooks Snappt, needing help with troubleshooting issues related to printing PDFs. Additionally, I'd like to streamline my paystub downloading process to avoid the need for printing, looking to have them saved directly as PDFs. Key Responsibilities: - Troubleshoot QuickBooks Snappt: I need assistance to ensure that the PDFs generated are correctly formatted and able to print efficiently. - Automation of Paystub Downloads: I'm looking for a solution that will download paystubs directly as PDFs, without the need for printing. This should enhance efficiency and save time in the long run. Ideal Skills and Experience: - Proficiency in QuickBooks: Experience with QuickBooks, especially Snappt, is fundamental for this project. - ...

I'm seeking a skilled and versatile bookkeeper to manage my accounts in QuickBooks. Key Responsibilities Include: - Daily entry of transactions - Financial statement preparation - Tax planning and filing Ideal Qualifications: - Proficiency in QuickBooks - Experience in managing both accounts payable and receivable - Strong understanding of tax planning - Excellent attention to detail - Previous experience working with a diverse range of transactions I value clear communication and a proactive approach to managing my finances. The role may be expanded in the future if the right candidate demonstrates a keen eye for financial strategy.

...expert who can help me with integrating Salesforce and QuickBooks Desktop. No third party application. Only using java client application on the local machine where the QB is installed. Client will communicate with Salesforce and QB Web connector. Requirements: - Must have experience with Salesforce and QuickBooks Desktop integration - Proficient in data syncing between Salesforce and QuickBooks Desktop - Familiar with basic customization of standard fields for data syncing Skills and Experience: - Strong knowledge of Salesforce and QuickBooks Desktop - Experience in data syncing between Salesforce and QuickBooks Desktop - Familiarity with basic customization of standard fields Please provide examples of previous Salesforce and QuickBooks Des...

Setting up the quick book, import sales data, invoices and cleaning up to have ready to use

I'm looking for a Zapier expert to help me automate tasks between Pipedrive and SharePoint. Key Requirements: - Integration of Pipedrive & SharePoint: You will be required to ensure smooth interaction between these applications. - Automation of Task Creation: Using an event in Pipedrive's dealflow, there will be a need to automate the creation of tasks in SharePoint. - File Management in SharePoint: The automation should include creating folders, naming them appropriately, and uploading files to them. A successful professional for this job will have: - Proficiency in Zapier: You should have a strong background in working with Zapier and integrating various applications. - Experience with Pipedrive & SharePoint: Familiarity with both systems is p...

I am seeking a savvy and experienced freelancer who can meticulously reconcile my e...track any pending payments. Here's a snapshot of what I need: - Accounting reconciliation: Thoroughly reconcile my entire accounting ledger, identifying and correcting any discrepancies. - Payment Tracking: Identify any outstanding payments and create a simple, effective system for future tracking. Although I did not specify an accounting software, familiarity with common systems like QuickBooks, Xero, and Zoho Books will be advantageous. You should excel in number-crunching, have a keen eye for detail, and a track record in similar projects. Advanced knowledge of accounting principles is also expected. Applying freelancers should bear in mind that precision and accuracy are paramount...

I need a professional to manage the accounts payable and accounts receivable of my business, which sees over 100 financial transactions monthly. Key Responsibilities: - Manage accounts payable and receivable on an ongoing basis. - Record and process over 100 financial transactions on a monthly basis. Essential Skills: - Proficient in QuickBooks. - Experience with high-volume transaction environments. Our business is located near Didcot in Oxfordshire.

...financial processes. Role Overview: Join us to manage and forecast our cash flow, build insightful P&L statements, and keep our books immaculate. Your financial acumen will directly impact our growth and efficiency. Key Responsibilities: - Expertly handle financial records via QuickBooks and Bill.com. - Develop accurate cash flow projections and P&L statements. - Manage accounts payable/receivable and budgeting processes. Must-Haves: - Proven track record as a freelancer in accounting/bookkeeping. - Proficiency in QuickBooks and is non-negotiable. - Bachelor’s degree in Accounting, Finance, or related field. - At least 2 years of relevant accounting or bookkeeping experience. - Stellar organizational skills, with an analytical mindset. Why Us? Be part o...

I am in need of a proficient bookkeeper with extensive experience in QuickBooks. The primary task will be focused on: - Reconciliation of accounts The ideal candidate should hold the following skills and experience: - Expertise in QuickBooks, - Proven track record in account reconciliation, - Attention to detail, - Excellent problem-solving and analytical skills. Please apply if you meet these qualifications and are ready to demonstrate your skills and reliability in maintaining our company's financial wellness.

I'm looking for a HubSpot consultant to help me with migtation and mapping from pipe drive, i could use the inetgration to map but emal not showing up and i also need them to map/migrate the special column/field from pipedrive to hubspot, IF YOUR NOT A PRO DONT CONTACT ME . I NEED DONE TONIGHT

I'm seeking a proficient bookkeeper to manage my manufacturing company's financial transactions. You'll be responsible for creating income statements, balance sheets and managing our accounts payable. Ideal Skills and Experience: - Demonstrated expertise in QuickBooks - Strong understanding of manufacturing sector financials - Experience preparing income statements, balance sheets, and managing accounts payable Your proficiency with QuickBooks and a firm grasp of the financial demands of the manufacturing industry is crucial for the success of this project.

Hello, we are looking for someone to help manage our Facebook and Instagram account by responding to DMs, comments, and engaging with users. Additional tasks/skills: - Doing research, data processing & analytics - Creating Reels on Instagram / TikTok videos - Gmail, Google Docs (Docs, Sheets, etc.) - Good customer service - General admin - Knowledge of Quickbooks - Has good English and interpersonal skills We are looking for someone who is flexible to work from 5 to 40 hours a week.

I'm seeking an experienced bookkeeper who can assist with financial statements preparation, accounts payable/receivable management, and payroll processing for my business. We are in a stable and growing financial state, so maintaining and improving upon this is crucial. Ideal Skills and Experience: - Proficiency in QuickBooks - Background in managing financial statements, accounts payable/receivable, and payroll - Experience in supporting stable and growing businesses Your role will entail managing financial records and providing a clear overview of financial status. Your ability to ensure accuracy and timeliness will be highly valued.

I'm in need of a web-based job card system that will allow the creation and editing of digital job cards. Both employees and managers will need access to the system, with an admin login section for authorization of completed job cards. We would like the system to link with Quickbooks Online seamlessly, either through Zapier or an SQL database connection. This will allow completed job cards to be sent to Quickbooks for automatic invoice creation. Managers can then authorize on Quickbooks before sending. Key Functionalities: - Creation and Editing of Job Cards: The system should enable the easy creation and editing of job cards through a user-friendly web form by both employees and managers. Employees can then select their name from a drop-down combo box if they ...

I'm in need of a professional accountant to handle my quarterly bookkeeping and financial statements. The ideal candidate should be well-versed in accounting principles and practices, have experience in bookkeeping and financial statement preparation. Familiarity with QuickBooks and Excel is crucial. Key responsibilities: - Perform quarterly bookkeeping tasks - Prepare accurate and timely financial statements - Maintain clear and organized financial records The successful freelancer will be consistent, detail-oriented, and able to meet deadlines. Experience with similar projects is a plus. Please provide your relevant experience along with your bid.

I am in need of an experienced and reliable accountant to manage several key fina...all records are properly organized and maintained. - Daily Reports: Providing a daily summary of the business transactions. - Accountability: Ensuring all financial transactions are transparent and trackable. Ideal Skills and Experience: - Proven experience as an accountant undertaking similar tasks. - Proficiency in accounting software - while I am open to different options, a background in QuickBooks, Xero, or FreshBooks is beneficial. - Strong organizational skills - managing records and reports effectively is crucial. - Excellent analytical and problem-solving skills. Please only apply if you can commit to monthly financial statement preparation and possess the necessary skills and experience. ...

...] Delivery, In-Store pickup, integration to other delivery platforms - [ ] Staff Management, time sheets - [ ] Digital Menu Management, View the menu on mobile and make order and payment - [ ] Reporting & Analytics - [ ] Kitchen Management - [ ] Inventory Control - [ ] BOM creation - [ ] BOM’s in progress and duration - [ ] multiple printers and printing order - [ ] integration with QuickBooks or other custom accounting platforms (open API) To be more clear about what we require you should check the following platforms: Interface should be modern and easy to use platform should be multi-lingual, starting with English and Arabic 
 prior to any development UI/UX should be confirmed 


Before any

I'm in need of a savvy, detail-oriented individual with a firm understanding of Pipedrive CRM. My main focus is on setting up marketing campaign workflows and optimizing my usage of this platform. Key tasks will involve: - Configuring the Pipedrive CRM system with a focus on workflow settings - Assisting with the setup of targeted marketing campaigns workflows The ideal candidate should possess: - Proficiency in working with CRM configuration - Extensive experience in setting up workflows, specifically for marketing campaigns - A keen understanding of Pipedrive CRM - Excellent problem-solving skills Your main goal is to streamline my marketing processes for more efficient and targeted outreach. If you think you're up for the task, I’d love to hear f...

I'm in need of a task management system that can seamlessly integrate with QuickBooks to pull customer data. This system should also allow for manual entry of new clients. Additionally, I'd like the system to include task assignment and management features, alongside deadline reminders. Key Features: - Integration with QuickBooks to pull customer data - Manual entry of new clients - Task assignment and management capabilities - Email updates on project statuses - Deadline reminders The design and user interface should be colorful and visually appealing, ensuring an engaging experience for both my team and clients. Ideal Skills and Experience: - Proficiency in QuickBooks integration - Strong background in task management system development - UI/UX design ...

I need a freelancer who can assist with integrating my Salesforce Software with QuickBooks Enterprise and overall layout of Salesforce. Responsibilities: - Implement QuickBooks Enterprise integration with Salesforce - Customization of general layout: layout changes, custom sections within Salesforce The project needs to be completed as soon as possible. Please let me know your relevant experience and availability.

1) I want the ESTIMATE to allow the deposit but then show the balance and split that balance up between invoices. Can we show the former ESTIMATE and any related and paid INVOICES on the current invoice? So like The ESTIMATE shows what I suggested. Then the next INVOICE would show the project total, what was paid, what was still a balance (maybe the related, original E...was paid, what was still a balance (maybe the related, original ESTIMATE and the amount due on that invoice. And then show the next invoice (or invoices?) ANd then INVOICE #2 would show similar - the past paid and info + the current and future. Or maybe I’m thinking of this wrong and overly complex! I’m open to your expertise! 2) So then all of this - the ESTIMATE and INVOICES also appear in QuickBooks...

I am seeking a seasoned bookkeeper with over 3+ years of experience. The primary services needed are financial statement preparation and managing accounts payable/receivable. Though I have not specified a particular bookkeeping software, familiarity with commonly used tools such as QuickBooks, Xero, or Excel spreadsheets would be ideal. Your responsibilities would include: - Preparation of financial statements - Management of accounts payable and receivable If you're an experienced bookkeeper who can handle these tasks proficiently, I would like to hear from you.

I require a freelance bookkeeper who can assist me with my accounting needs. - You will primarily be responsible for bookkeeping tasks, ensuring that all fina...ensuring that all financial transactions are properly recorded in my accounting software. - As a bookkeeper, you should have a keen eye for detail, be organized, and have prior experience in bookkeeping. - Familiarity with popular accounting software like QuickBooks and Excel is a must, as I currently manage my bookkeeping through these platforms. The ideal candidate for this job should have a strong background in accounting, specifically bookkeeping. Relevant certifications or degrees in accounting are a plus. Experience with QuickBooks and Excel is a must. I'm looking for someone who is detail-oriented and c...

I'm in need of a highly organized, detailed-oriented bookkeeper for daily input of sales and receipts, and purchase and payables data in QuickBooks. As an integral role, you'll also be reconciling bank statements. Your attention to detail, thoroughness and fluency in English are essential. Ideal Skills and Experience: - Experience in the hotel industry bookkeeping - Extensive experience in using QuickBooks - Solid understanding in handling Sales and Receivables, and Purchase and Payables - Proficient in English - Independently working from home Please, note that this task will be on a daily basis excluding Sundays. Excellent comprehension of this accounting software is a must.

I'm looking for a Pipedrive expert who can assist in streamlining our lead management processes. This is pivotal to improving efficiency and efficacy in our sales team's operations. Key Responsibilities: - Customizing Pipedrive to suit our specific lead management requirements - Designing and implementing complex workflows within Pipedrive - Integrating Pipedrive with other tools to ensure seamless data flow and productivity Ideal Skills and Experience: - Proven experience in implementing Pipedrive for sales teams - Deep understanding of sales processes and lead management - Ability to create and implement complex workflows - Experience in integrating Pipedrive with other tools, such as CRM or marketing automation tools This is a criti...

I'm currently seeking a highly skilled bookkeeper to provide general ledger maintenance, along with handling accounts payable and accounts receivable for my business in the service industry. I also do provide some small amount o...Understanding and experience in general ledger operations - Proficiency in managing accounts payable and receivable - Familiarity with the idiosyncrasies of the service industry The ideal candidate should have: - Strong proficiency in QuickBooks Desktop - Previous experience with service-based businesses - Superior attention to detail and organizational skills The aim is to ensure my bookkeeping is meticulous, up-to-date and contributes to efficient financial management of my business. Bonus for a partner that can help facilitate payroll in q...

I'm in need of a comprehensive AI bookkeeping script that can handle various crucial functions for my clients. We are a bookkeeping firm and handle 50+ clients. I'm looking for something somilar to botkeeper or integra. Key Requirements: - Seamless integration with QuickBooks and banking platforms for real-time data syncing. - Utilize machine learning to categorize bank transactions accurately, providing reliable financial insights. - Ability to reconcile bank transactions, ensuring the accuracy of financial records. - The system should send detailed financial reports via email, keeping stakeholders informed. - Additionally, the script should be able to handle amortization schedules and other related uploads. - A feature for journal entries based on additional uploaded i...

I'm in need of expert assistance with inventory tracking and equipment RPO entries on my books. Currently, my staff is manually entering this data into our system - QuickBooks. This method can be time-consuming and prone to error, hence I'm looking for a skilled bookkeeper to guide my team. Ideal skills and experiences include: - Extensive knowledge in QuickBooks - Expertise in manual inventory tracking - Familiarity with equipment RPO entries - Proven experience in similar sectors to mine - Strong attention to detail - Excellent communication skills to effectively teach my staff I'm eager to optimize my bookkeeping process. I'm hoping your expertise can streamline my inventory tracking and RPO entries, ensuring accurate financial data and reports.