CSV reformat to upload to quickbooks online

진행중 등록 시간: 3년 전 착불
진행중 착불

We are an HOA law firm in need of process automation. We have legal software in which we enter payments. In the software, each payment is split into several parts. For example, a $103 payment is received from a third party and deposited into a trust. 10 business days later, the payment comes out of trust; $75 goes to client, $25 to the firm, and $3 to credit card processing company. Those payments are exported daily from the software to a .csv file. We need to automate taking that .csv and making it uploadable in quickbooks online. Quickbooks online is fairly limited on what it can upload so we are limited to four columns. Each payment into trust results in 1 to 4 transactions out of trust. But if we can get the basic data and description in we can manipulate it from there during the transaction review.

인튜잇 퀵북스 회계 엑셀 부기 MYOB

프로젝트 ID: #24780920

프로젝트 소개

31 건(제안서) 재택 근무형 프로젝트 서비스 이용 중: 3년 전

수상자:

MikeA515

Colorado CPA specializing in Excel VBA, QuickBooks (Online and Desktop), and Process Automation. I would actually enjoy working on your project; that’s why I bid lower than I otherwise would have. I have done similar 기타

$250 USD (3일 이내)
(1 리뷰)
1.5

이 일자리에 대한 프리랜서 31 명의 평균 입찰가: $342

schoudhary1553

Hello, I have gone through your job posting and become very much interested to work with you. I am an expert in this field. I have already completed several projects like this. For evidence you can see my profile. Pl 기타

$250 USD (4일 이내)
(509 리뷰)
8.4
P0L

Hello, I am an Excel/VBA expert and I can write macros for solving your problem. Please check my profile and contact me to discuss. Regards.

$300 USD (3일 이내)
(494 리뷰)
8.0
saqibmunir55

hi do u want me to reformat and upload? or u want script for future use? hi do u want me to reformat and upload? or u want script for future use?

$350 USD (2일 이내)
(592 리뷰)
7.6
TonmoyRoy111

Dear client I am an excel expert and I have previously carried out a number of projects in excel in the past using macros and formulas. I would love to help you in this project. Kindly contact me for further details 기타

$250 USD (1일 이내)
(495 리뷰)
7.5
rinabuoy13

Hello, I am an independent, experienced excel / vba expert. I can help with this task with a quick turn-around. Looking to hearing from you. Kind regards Rina B.

$250 USD (3일 이내)
(119 리뷰)
6.6
Muhammad6979

Hello, Dear Sir/Madam, I am Chartered Accountant(ACCA-UK) and expert in QB, Xero and Excel. You can see my profile I do have the relevant skill and can provide you up to the mark services 기타

$250 USD (7일 이내)
(156 리뷰)
6.6
Balakabd

Hi Greetings from Saydur. I’m gold member of Quickbooks Online with more than 15 clients on a regular basis from the USA, Canada, UK, UAE & Australia. My core expertise is that I’m professionally qualified accountant 기타

$450 USD (7일 이내)
(77 리뷰)
6.5
best4best

Hi, I have gone through the sample .csv file and understood the project requirement very clearly. I can create an automated Excel template which will get the transaction details from the .csv or .xlsx file and split e 기타

$250 USD (3일 이내)
(148 리뷰)
6.4
bhupendrayadav

I am full time freelancer with postgraduate having more than 6 years of experience in advanced excel based tools, VBA automation, dynamic dashboards, google spreadsheets, google scripting, financial modeling, and dat 기타

$250 USD (3일 이내)
(53 리뷰)
6.1
shahinrahimi

Hi, I took a look at your documents, it seems you need some automate app that create updateable CSV file (as mentioned 4 columns for Quickbook). could we have quick chat about details and your requirements? I have rich 기타

$250 USD (3일 이내)
(61 리뷰)
6.1
axiomconsultants

Ranked one of the top bookkeepers on Fiver with over 450 plus accounting, bookkeeping and financial projects completed and 250 plus 5 star reviews and no negative review. (Link can be shared for review), Certified Quic 기타

$250 USD (7일 이내)
(18 리뷰)
5.5
DavidLindon

I've reviewed the 2 formats in the attached CSV and can write a script to transpose the data into the format for uploading to QuickBooks.

$250 USD (2일 이내)
(19 리뷰)
5.3
reubengi

Hi there I can create a tool in excel that will take the input CSV file and arrange the payment correctly into 4 columns as you have specified. I deliver on quality and time. Regards Reuben

$250 USD (2일 이내)
(25 리뷰)
5.2
MrSaiyadRizwan

Hi there, This is Rizwan here - An Expert in QuickBooks Online I am an Expert QuickBooks Accountant and can help you with preparing CSV file to be uploaded on QuickBooks. I can help you in making CSV file as such it 기타

$301 USD (3일 이내)
(34 리뷰)
4.9
smartbookaccount

I am a certified ProAdvisor in QuickBooks... Dear Sir/Madam, I trust you are well, I am a chartered accountant and a professional bookkeeper. I will give you better solution to do perfectly and sort out your all nee 기타

$250 USD (1일 이내)
(46 리뷰)
5.4
ZohaibKhan101

Dear Sir, I'm working on QBO for more than 5 years. I can definitely sort this out either by making the report in accordance with QBO uploadable template or will get data entry done very quickly for you. Please kind 기타

$250 USD (3일 이내)
(12 리뷰)
4.0
sunnykhaliq99

He, I have read your project requirements that you need CSV data entry files for different clients with different entries to fill in Quickbooks. I am certified accountant I know that what exactly you want for your proj 기타

$450 USD (3일 이내)
(1 리뷰)
1.3
vibhu101

Please hire me ?

$556 USD (10일 이내)
(0 리뷰)
0.0
paridhigelda

hey u understand project completely and able to do the work within time framework and budget we discuss further

$278 USD (1일 이내)
(0 리뷰)
2.2
ahtashamshahzad2

Dear Sir/Madam I hope you are well. I have Proadvisor certificate of Quickbooks online. I read all your requirements and i think i can fulfill all the requirement. I am working on quickbooks from last year. And i hav 기타

$300 USD (5일 이내)
(0 리뷰)
0.0