Xero Jobs

Description We recently migrated our customer database from Zoho to Jobber. We now need help migrating operational data from Zoho FSM into Jobber. Scope of work: • Export jobs/service history from Zoho FSM • Identify upcoming jobs and maintenance visits • Recreate upcoming jobs and recurring services in Jobber • Attach relevant job notes or service history where useful • Ensure technicians and scheduling are configured correctly • Help connect Jobber scheduling with Google Calendar Customer records are already in Jobber, so this project focuses only on field service/job data. Ideal experience: • Experience with Zoho FSM • Experience setting up Jobber for service companies • Familiar with service scheduling and recurring maintenance workflow...

We are looking for experienced consultants or business development professionals who can help us acquire accounting and bookkeeping clients from the United Kingdom. About Us: We are an India-based Chartered Accountant firm providing outsourced accounting, bookkeeping, VAT support, and financial reporting services for international clients. Our objective is to partner with professionals who can connect us with UK businesses that want to outsource their accounting work to India for cost efficiency. Scope of Work: • Identify and approach UK businesses, accountants, or firms who need outsourced accounting support • Generate qualified leads or directly onboard clients • Coordinate initial communication and introduction • Build long-term client acquisition channels Service...

Hi I am looking for an expert to help me integrate my tech stack to streamline field operations and sales tracking. My Setup: CRM: HubSpot ideally but not setup Job Management: ServiceM8 used since 2019 Accounting: MYOB gets accurate job costing The Goal: I want ServiceM8 to be our primary tool for capturing on-site job information, but I need HubSpot to act as our "source of truth" for tracking and reporting. Key Requirements: Job Tracking in HubSpot: Automatically pull ServiceM8 job data into HubSpot so we can see the live job status (e.g., Quoted, In-Progress, Completed) and who quoted the job. Job Value & Revenue: Sync the total quoted and invoiced values from ServiceM8 to HubSpot Deal properties. Costing Data from MYOB: This is critical—I need to pull job costing...

Project Description We are looking for an experienced bookkeeper with strong expertise in Intuit QuickBooks to assist with ongoing financial management and accounting support. This role requires someone who is detail-oriented, organized, and capable of handling multiple bookkeeping tasks on a consistent basis. The ideal candidate should have experience working with small businesses and be comfortable managing transactions, reconciling accounts, and keeping financial records accurate and up to date. Responsibilities • Manage and maintain books using Intuit QuickBooks • Record and categorize transactions • Reconcile bank and credit card accounts • Maintain accurate financial records • Prepare monthly financial reports • Review expenses and identify discrepanc...

I’m brand-new to QuickBooks and want to feel comfortable using it for day-to-day bookkeeping. My priority is to learn how to handle invoicing and billing, keep track of expenses accurately, and generate clear financial reports that make sense to someone without an accounting background. Real-time guidance works best for me, so I’m after one-on-one sessions held online (Zoom, Google Meet, or a similar screen-sharing tool). Short, interactive lessons with practical homework between meetings would be perfect—I’d like to practice and then come back with questions. When you respond, please let me know: • How you normally structure beginner lessons • Roughly how many hours you expect we’ll need to cover these three areas thoroughly • Any s...

I’m looking for a detail-oriented accountant to keep my books accurate and up-to-date each month. The core need is straightforward bookkeeping: posting all transactions, reconciling bank and credit-card accounts, and generating clear monthly financial statements I can rely on for decision-making and tax filing later in the year. All bank feeds and source documents are already digitised and shared through Dropbox/Google Drive, so you can work remotely without delays. I’m flexible on the accounting platform—QuickBooks, Xero, or FreshBooks all work for me—so feel free to use the system you know best or propose one you think will suit a growing small business. Deliverables each month: • Reconciled bank and credit-card accounts • Updated general ledge...

I need my entire Salesforce instance migrated into a new CRM, then extended with several real-time integrations. 1. Data migration & field mapping • Export every contact detail, customer interaction, case record and action plan now housed in Salesforce. • Design a clear field-by-field map, then import the data into the new platform. I’m still finalising whether that platform will be HubSpot, Zoho CRM, or Pipedrive, so the mapping must be documented well enough to work with any of these. 2. API connections • Digital Referrals API • Client Signature API • Costing modules API Build, authenticate and test each endpoint so data flows automatically both ways, with error handling and basic logging. 3. Finance link • Cre...

I run an Amazon- and Flipkart-based store and need a qualified Chartered Accountant to take full charge of my GST compliance. Each month you will prepare and file GSTR-1 and GSTR-3B, reconcile marketplace TCS reports, and keep my ledgers clean so I can focus on sales instead of paperwork. All registrations are already in place, so your focus is on accurate, on-time filing and catching up on a few past-due returns that still need to be lodged. I expect concise working papers, quick clarifications when data mismatches appear, and suggestions if you spot avoidable penalties or optimisation opportunities. Deliverables • Monthly GSTR-1 and GSTR-3B filed before the due date • Marketplace TCS reconciliation statements with supporting schedules • Back-dated returns filed pro...

I run a sole proprietorship in the United States and need someone to take full ownership of my business bookkeeping so everything is clean and ready for tax time. All transactions flow through one business-only bank account and a company credit card, but I have not maintained a formal ledger this year. Because I am not sure whether cash or accrual accounting makes the most sense for my situation, I would like you to review my activity, recommend the appropriate method, and then set up the books accordingly. From there, please: • import and categorize all 2023-24 transactions, • reconcile each month to bank and card statements, • generate standard financials (P&L, balance sheet, cash-flow), and • create a year-end tax summary I can hand straight to my CPA...

I run a sole proprietorship in the United States and need someone to take full ownership of my business bookkeeping so everything is clean and ready for tax time. All transactions flow through one business-only bank account and a company credit card, but I have not maintained a formal ledger this year. Because I am not sure whether cash or accrual accounting makes the most sense for my situation, I would like you to review my activity, recommend the appropriate method, and then set up the books accordingly. From there, please: • import and categorize all 2023-24 transactions, • reconcile each month to bank and card statements, • generate standard financials (P&L, balance sheet, cash-flow), and • create a year-end tax summary I can hand straight to my CPA...

Key Responsibilities • Analyze existing accounting software such as Sage, QuickBooks, Zoho Books, and Xero. • Suggest innovative features and improvements for a modern accounting platform. • Design functional workflows for core accounting modules. • Prepare functional specifications and documentation for development teams. • Recommend automation and AI-based capabilities to improve efficiency. • Ensure compliance with standard accounting principles and reporting practices. Core Modules Knowledge and Experience Expected • R3 • Business Objects • WPS • General Ledger • Accounts Payable • Accounts Receivable • Inventory Management • Payroll Management • Tax / VAT / GST Management • Financial Reporting • Bank ...

I’m brand-new to QuickBooks Online and want to fast-track my confidence with it through focused, one-on-one guidance. The first goals are straightforward: create and send professional invoices, keep expenses organised, and pull the key financial reports I need for monthly reviews. Please walk me through the platform live—screen-sharing over Zoom, Google Meet or a similar tool—so I can ask questions in real time and practise as we go. Short, practical homework between sessions is welcome if it helps the lessons stick. By the end of our work together I should comfortably: • Draft and customise invoices, then track payments inside QBO • Record expenses accurately (including bank feed rules and receipt uploads) • Generate essential reports—P&a...

We are looking for an experienced accountant based in Kerala, India with knowledge of Odoo Accounting (preferably Odoo 19) to review and verify our company accounting configuration. Our business is an e-commerce brand (Bowkart) selling baby clothing online through Shopify, integrated with Odoo for accounting and inventory management. Scope of Work The selected accountant will: • Review the current Odoo company accounting configuration • Verify Chart of Accounts setup • Check Inventory valuation configuration (stock valuation, COGS, GRNI) • Verify journal configuration (sales, purchase, bank, inventory journals) • Ensure opening stock and inventory valuation reflect correctly in the balance sheet • Review tax configuration (GST 5%) • Verify product cat...

Description: I am looking for a qualified accountant with experience in Irish small businesses to support me with the financial setup and ongoing compliance of my new company. I will be managing my own bookkeeping day‑to‑day, and I need a professional accountant to: Scope of Work Review my initial accounting setup (chart of accounts, expense categories, bookkeeping workflow). Provide guidance on best practices for Irish Revenue compliance (VAT, allowable expenses, record‑keeping). Review my bookkeeping and financial records quarterly to ensure accuracy and compliance. Flag any issues, risks, or corrections needed. Advise on tax obligations, deadlines, and any relevant filings. Offer recommendations for improving efficiency as the business grows. Requirements Qualified accountant w...