
In Progress
Posted
Paid on delivery
I’m launching a service-based IT company and want QuickBooks Online ready before our first invoice goes out. The account is brand-new, so everything— from the chart of accounts to user permissions— needs to be put in place. The core of the job is configuring Invoicing and Expense Tracking so they flow cleanly into reports that make sense for an IT-services model. I also need a tailor-made chart of accounts that reflects how we bill labour versus recurring support contracts, plus any other categories you know are critical for a young tech firm. Bank feeds, tax settings and basic automations (rules, recurring entries, reminders) should all be set up and tested. Deliverables • Fully configured QuickBooks Online file, live and ready for daily use • Custom chart of accounts aligned to IT-services revenue streams and expense types • Sample invoice template and one expense workflow tested from receipt upload to reconciliation • Short hand-off document or recorded walkthrough so my team understands how to operate what you build • customized chart of accounts, products and services, customer and supplier setup, bank and payment-gateway reconciliation, multicurrency transactions, recurring invoices and subscriptions, prepaid customer balances, accounts receivable and payable, UAE VAT and Corporate Tax readiness, financial reporting, internal controls, month-end closing procedures, accounting SOPs, user permissions, training and final handover. The engagement is one-time, but if the rollout is smooth I’ll likely return for ongoing support.
Project ID: 40591567
70 proposals
Remote project
Active 3 days ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
70 freelancers are bidding on average $408 USD for this job

I will provide a tailored QuickBooks Online setup for your IT service company, configuring the chart of accounts, Invoicing, Expense Tracking, and automation features to optimize financial processes. Additionally, I will set up bank feeds, tax configurations, and basic automations, along with providing training and documentation for efficient use. My aim is to establish a long-term partnership, offering ongoing support as your business grows. Let's collaborate for a robust financial management foundation.
$675 USD in 5 days
8.7
8.7

Hello, I can help set up your QuickBooks Online account tailored specifically for your IT service startup. I will configure the invoicing, expense tracking, and a custom chart of accounts that clearly separates labor billing from recurring support contracts. I’ll also set up bank feeds, tax settings including UAE VAT and Corporate Tax readiness, and automation for recurring entries and reminders. The setup will include testing workflows from receipt upload to reconciliation, user permissions, and a clear hand-off document or walkthrough for your team. This will ensure your accounting is clean, compliant, and ready for daily use. Can you share if you already have your bank and payment gateway details ready for integration? Best regards, Kausar & GoDesign Team
$250 USD in 3 days
8.3
8.3

Hi, Good Day, Setting up QuickBooks Online correctly from the beginning can save a lot of time and prevent reporting issues as your business grows. Since you're launching an IT services company, I'd configure the system around your workflow with a custom chart of accounts, invoicing, expense tracking, recurring contracts, bank feeds, automations, and financial reports tailored to service-based revenue. I'll also ensure your setup includes user permissions, bank and payment reconciliations, multicurrency support, UAE VAT/Corporate Tax readiness, recurring invoices, internal controls, and a clear handover so your team can confidently manage daily operations. Rather than just configuring QuickBooks, the goal is to create a system that's accurate, scalable, and easy to maintain from your very first invoice. I'd be happy to discuss your reporting needs and recommend the best account structure for your business. Looking forward to discussing your project. M Adeel,
$259 USD in 5 days
8.0
8.0

Getting QuickBooks Online right before your first invoice matters most for an IT-services firm, because the chart of accounts you start with shapes every report after. I'd build a CoA that separates billable labour from recurring support-contract revenue, so project margins and MRR read distinctly, plus expense categories that map to how a young tech firm actually spends — subcontractors, software subscriptions, hosting, hardware. I'd wire bank feeds with reconciliation rules, recurring invoices/subscriptions for support clients, prepaid balances, AR/AP and reminders, then test one full expense flow from receipt upload to reconciliation alongside a branded sample invoice. UAE VAT and Corporate Tax get configured for readiness, multicurrency enabled, permissions locked by role. You'd finish with a recorded walkthrough and an SOP so your team runs it day one. One thing that's irreversible in QBO: once the file's home currency is set, it can't be changed. Do you want the base currency as AED with foreign billing layered on, or to invoice primarily in USD? That decision drives the entire multicurrency setup. Muhammad Saad
$420 USD in 5 days
7.8
7.8

Hello, I can configure your QuickBooks Online account from the ground up and deliver a fully operational accounting system tailored to your IT services business. My deliverables include: Complete QuickBooks Online setup Custom Chart of Accounts for labor, recurring support contracts, project income, software, and operating expenses Products & Services, customers, and suppliers setup Professional invoice template and tested expense workflow Bank feeds, payment gateway reconciliation, bank rules, recurring transactions, and automations Accounts Receivable and Accounts Payable configuration Multi-currency setup (if required) UAE VAT and Corporate Tax readiness (if applicable) Financial reports, user permissions, internal controls, month-end procedures, and accounting SOPs Team training with a handover document or recorded walkthrough The system will be tested to ensure invoicing, expense tracking, bank reconciliation, and reporting function accurately before handover. A few questions: Which QuickBooks Online plan are you using? Is your company registered in the UAE or another country? Which banks and payment gateways will be connected? Will you invoice in multiple currencies? Do you require project and time tracking? I can begin immediately and deliver a clean, scalable QuickBooks Online setup that is ready for daily operations and future growth. I look forward to discussing your requirements. Habib.
$500 USD in 7 days
7.5
7.5

Hi, I have carefully read your project description and understand your requirements. I am confident that I can configure your QuickBooks Online account from the ground up and ensure it is fully operational before your first invoice is issued. I am a CPA and CBA qualified accountant with over five years of experience in bookkeeping, financial reporting, QuickBooks implementation, and tax. I am a QuickBooks Online ProAdvisor and a Xero Certified Advisor, with professional experience using QuickBooks, Xero, Wave, Sage, KashFlow, Zoho Books, and AppFolio. I will set up a customized Chart of Accounts designed specifically for an IT services business, configure products and services, customers and suppliers, invoicing, expense tracking, bank feeds, payment gateway reconciliation, multicurrency transactions, recurring invoices and subscriptions, prepaid customer balances, accounts receivable and payable, UAE VAT and Corporate Tax settings, user permissions, automation rules, reminders, and month-end closing procedures. I will also prepare accounting SOPs, configure financial reports, test the complete workflow from receipt upload to reconciliation, and provide a clear handover document or recorded walkthrough for your team. Please open the chat so we can discuss your requirements further. Thanks & Regards, Mussadiq Hussain
$250 USD in 7 days
7.0
7.0

Hi, I am a qualified Chartered Accountant from the UK with 7 years of experience in accounts, finance, and Bookkeeping. I can provide you with bookkeeping services in QuickBooks, Setup Chart of Account, configuring Invoicing and Expense Tracking so they flow cleanly, accounts receivable & Payable management, Banks/credit card reconciliations, and Journal entries. I will also provide you with a monthly profit or loss account, balance sheet, and cash flow statement. I will ensure that your financial records have been properly maintained. Please come to chat and discuss further. Thanks' Shahid
$500 USD in 2 days
6.2
6.2

Hey there, I can help you set up your QuickBooks Online account from the ground up, ensuring it's fully configured and ready for your IT services business before you issue your first invoice. With extensive experience in QuickBooks Online setup and bookkeeping, I will deliver a customized solution that includes a tailored chart of accounts, products and services, customer and supplier setup, invoicing, expense tracking, bank feeds, payment gateway reconciliation, multicurrency transactions, recurring invoices, prepaid customer balances, accounts receivable and payable, UAE VAT and Corporate Tax readiness, financial reporting, user permissions, internal controls, month-end closing procedures, and accounting SOPs. I will also test the complete workflow—from invoice creation and expense capture to bank reconciliation—provide a professional invoice template, and deliver a concise handover document or recorded walkthrough so your team can confidently manage the system. I am a Certified QuickBooks Online ProAdvisor with extensive bookkeeping experience and can ensure your QuickBooks file is accurate, scalable, and ready for daily operations from day one. Service charges can be finalized after discussing your specific requirements and project scope. I look forward to helping you build a reliable accounting system for your growing business. Best regards, Muzammal Pasha
$350 USD in 7 days
6.3
6.3

As an experienced full-stack developer with a specialism in web development and API integration, I am confident that I can expertly configure and customize your QuickBooks Online for your IT services company. With a thorough understanding of both the technical and financial aspects of business processes, I have built my career on translating unique business needs to actionable software solutions. In fact, your complex account structure and revenue streams highly resonate with my expertise – I've worked extensively with customizing chart of accounts for such cases. Moreover, my skills extend into financial reporting, taxation preparation (including VAT compliance), internal controls, month-end closing procedures, accounting SOP, user permissions management, training and handing over systems. This diverse proficiencies in conjunction with my knack for clear communication make me the ideal candidate to ensure that not only will your QuickBooks be up and running smoothly by project end, but that your team will have a comprehensive understanding of how to operate what I build. Lastly, as someone who values long-term client relationships, I'll not only complete this one-time engagement efficiently but leave you confident to return for ongoing support knowing that your QuickBooks implementation is solidly built focused on performance and maintainability. Let's discuss further to bring your vision of a well-organized startup account to life!
$250 USD in 4 days
6.9
6.9

Hi, With over a decade of experience dedicated to assisting businesses with their accounting and bookkeeping needs, I bring the perfect suite of skills needed for your QuickBooks Online setup. I understand the importance of tailored solutions which is why I appreciate your need for a customized chart of accounts to reflect your unique IT-services revenue streams and expense types. My extensive knowledge of QB paired with my knack for creating efficient workflows will allow me to ensure that all monetary transactions -both revenue and expenses- flow seamlessly into the appropriate categories. Thank you
$500 USD in 2 days
6.3
6.3

Hello, I can configure your QuickBooks Online account from the ground up, ensuring it is fully operational before your first invoice. The setup will include a customized Chart of Accounts for IT services, Products & Services, customers, suppliers, invoicing, expense tracking, bank feeds, payment gateway reconciliation, multicurrency, recurring invoices, prepaid customer balances, AR/AP, UAE VAT & Corporate Tax readiness, automations, user permissions, financial reports, month-end procedures, SOPs, and team training with a complete handover. A few questions: * Are you using QuickBooks Online Essentials, Plus, or Advanced? * Which banks and payment gateways will be connected? * Will you bill hourly, fixed-price, recurring support contracts, or all three? * Do you require project tracking and multicurrency from day one? * Do you already have customers, suppliers, and service items, or will these be created from scratch? With experience implementing QuickBooks Online for service-based businesses, I will deliver a clean, scalable setup with accurate reporting and automated workflows that support your growth from day one. I am available to start immediately and can have your system fully configured, tested, and ready for daily operations within the agreed timeline. Best, Faizan.
$500 USD in 7 days
6.4
6.4

CPA License holder Hi, I am an experienced Associate Member the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with more than 7+ years' experience in finance. I have gone through your project with interest, and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing financial modelling, business analysis, business plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan
$250 USD in 1 day
6.5
6.5

Setting up QuickBooks Online for a brand-new IT services startup is straightforward when you get the chart of accounts and workflows right from the start. I’ve helped similar tech companies organize billing for labor versus recurring support contracts, making sure invoicing and expenses flow cleanly into reports that actually help with decision-making. I’ll start by designing a chart of accounts tailored to your billing structure, including categories that capture project-based and subscription revenue clearly. Bank feeds and tax settings will be configured for UAE VAT compliance and tested end-to-end, including automations like rules and recurring entries to minimize manual work. Do you already have a preferred payment gateway to connect for automatic reconciliation? Also, would you want reminders tailored differently between one-time invoices and subscriptions? I’ll deliver a fully set-up QuickBooks file along with a tested sample invoice and expense workflow, plus a short walkthrough document or recording for your team. This setup will give you a smooth start to daily operations and a clear path if you want ongoing support later. Ready to get your accounting system live before your first invoice goes out.
$250 USD in 7 days
5.9
5.9

Hi, I’m Armin Nikdel. I can set up your QuickBooks Online from scratch so it’s ready for your first IT-services invoice. I’ll build a custom chart of accounts that separates labour billing from recurring support contracts, configure invoicing and expense tracking with bank feeds, and set up tax settings for UAE VAT and Corporate Tax readiness. I’ll also create rules for recurring entries, payment reminders, and test a full expense workflow from receipt upload to reconciliation. For security and reliability, I’ll apply least-privilege user permissions, enable audit log visibility, and ensure all transaction data flows cleanly into reports tailored to your service model. I’ll deliver a live, tested file along with a short recorded walkthrough so your team can operate everything confidently. One question before I start: do you already have a list of your main services and recurring support packages, or would you like me to propose a standard IT-services structure based on common billing models?
$250 USD in 10 days
6.0
6.0

A good QuickBooks setup is mostly about getting the accounting structure right before transactions start flowing in. I'd configure the chart of accounts around your IT services, recurring support contracts, and reporting needs, then build the invoicing, expense, bank reconciliation, and automation workflows so your day-to-day bookkeeping stays consistent. User permissions, VAT readiness, and the handover documentation would be part of the setup rather than an afterthought. You can check my profile to see some of the projects I worked on. Will this QuickBooks account be used only for your Hong Kong entity, or does the UAE VAT and Corporate Tax requirement indicate you'll be operating multiple legal entities?
$250 USD in 5 days
5.7
5.7

Hello, I understand the importance of setting up QuickBooks Online efficiently for your startup IT company before sending out your first invoice. With my experience in setting up QuickBooks Online for service-based businesses, I can ensure that your chart of accounts, user permissions, invoicing, and expense tracking are tailored to fit the specific needs of your tech firm. I recently helped a similar startup IT company in configuring their QuickBooks Online account, aligning their chart of accounts with their revenue streams, setting up bank feeds, and implementing basic automations for efficient financial management. I am confident that I can deliver a fully configured QuickBooks Online file, a custom chart of accounts, sample invoice template, expense workflow, and provide a comprehensive hand-off document or walkthrough for your team's understanding. I would love to discuss your project further and see how I can assist you in achieving your financial management goals. Best regards, Istkhar
$250 USD in 2 days
5.2
5.2

Hey, I noticed you're looking for more than a basic QuickBooks setup—you want the entire accounting workflow ready before sending your first invoice. I'd configure the chart of accounts, automations, invoicing, reconciliation, and reporting so everything fits an IT services business from day one. The tricky part is getting subscriptions, multicurrency, and tax settings right early to avoid cleanup later. Will you be using QuickBooks Online Advanced, Plus, or another plan?
$550 USD in 21 days
4.9
4.9

I'm Shayan, your full-stack web and mobile developer with over a decade of experience under my belt. Having built 190+ projects with a 100% on-time and on-budget completion rate, I am confident in my ability to provide you the efficient QuickBooks automation you seek. My expertise in PHP, coupled with my knack for automations and custom features for existing systems aligns perfectly with your project needs. Being a detail-oriented professional, I understand the importance of having a clean workflow, especially when it comes to financial management. This is particularly important for young tech firms like yours who are just starting out. I can expertly set up all the needed features on QuickBooks Online for you, while ensuring they align seamlessly with your revenue streams and expense types. Additionally, as a QuickBooks power user, I understand UAE VAT and Corporate Tax readiness which could be essential for your operations. Moreover, your satisfaction is paramount; hence, I will hand over the QuickBooks Online file to you alongside a walkthrough document or video so that you can comfortably take over daily operations. If this delivery is smooth as anticipated (which it will be), rest assured that I'm here for any future support or additions you may require. Don't hesitate! Trust in my 100% customer retention rate and let's get started converting your ideas into a fully functioning QuickBooks Online configuration fitting uniquely to your business needs.
$500 USD in 7 days
5.0
5.0

As an experienced CPA and in-depth QuickBooks Specialist, my partner and I are well-suited to handle your QuickBooks Online Setup for your new startup. We understand that every company has unique needs, especially in the early stages, and we've seen the specific intricacies that tech service-based companies like yours often face. Our deep understanding of QuickBooks coupled with our experience setting it up according to different industries makes us confident we can design a chart of accounts tailor-made to suit your IT services revenue streams and expense types perfectly. We pride ourselves on delivering a fully functional, end-to-end solution. In line with your project deliverables, we will not only configure your QuickBooks Online account perfectly but also test all configurations so that you can hit the ground running with confidence. The post-set-up hand-off is crucial to us as we want to ensure your team is comfortable operating on what we build. Being an IT-service startup, we understand the importance of efficiency and accuracy in financial records management. Our meticulous approach, coupled with an eye for detail and knack for meeting tight deadlines, will ensure impeccable upkeep of your financial records as we proceed into the future. Partner with us now, and I can guarantee that you'll be coming back not just for our ongoing support but also for all things related to accounting!
$500 USD in 7 days
4.8
4.8

⚠️ If you're not happy, you don’t pay. ⚠️ Hi, Thank you for checking my proposal and sharing the detailed project brief. I can build your QuickBooks Online configuration using cloud-based technology with a tailored and efficient design. I will deliver: • Fully configured QuickBooks Online file, live for daily use • Custom chart of accounts aligned with IT services and critical categories • One sample invoice template and a tested expense workflow • Comprehensive setup for bank feeds, tax settings, and automations • Detailed hand-off document or recorded walkthrough for your team You will also receive: • Ongoing support options should you seek future assistance I am confident I can execute your vision professionally and efficiently. Looking forward to discussing timeline and next steps. Best regards, Chirag Pipal
$400 USD in 7 days
4.4
4.4

KOWLOON, Hong Kong
Payment method verified
Member since Jul 18, 2019
$150 USD
$100 USD
€30-250 EUR
$2-8 USD / hour
$150 USD
$50-300 USD
min $50 AUD / hour
₹75000-150000 INR
₹150000-250000 INR
₹12500-37500 INR
₹1500-2500 INR
$750-1500 USD
€12-18 EUR / hour
$3000-5000 USD
$2-8 USD / hour
₹100-400 INR / hour
₹600-1500 INR
$2-8 CAD / hour
₹750-1250 INR / hour
$1500 USD
min $50 USD / hour
₹100-400 INR / hour
$5000-10000 CAD
₹12500-37500 INR
€30-250 EUR