Completed

Fixed-Price Quickbooks Setup and Automation for Video Production Company

Published on the October 24, 2025 in Finance & Management

About this project

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Hi

I run a video production company and creative agency. I’m looking for a QuickBooks specialist to set up everything from scratch and deliver a complete, automated system that fits how my business actually works.

Here’s exactly what I need:
•    Set up QuickBooks (I already have an account, but it’s empty).
•    Connect five bank and credit card accounts (three business, two personal).
•    Automate transaction imports and categorization for all accounts.
•    Configure the chart of accounts for a video production company (crew, freelancers, rentals, production costs, etc.).
•    Enable reporting per project and per client, showing income, expenses, and profit.
•    Set up recurring reports (monthly summaries, profit/loss, project cost analysis).
•    Work with pyg as the main currency, but also include usd.
•    Integrate QuickBooks with [monday.com](http://monday.com/), so payments and expenses can be linked directly to projects.
•    Deliver a fully functional system, ready to use.
•    Create a written guide and a walkthrough video explaining how everything works — no live training needed, just a clear handover.

I don’t want hourly billing or bookkeeping services.
I want a single fixed price for the complete setup, automation, and handover.

When replying, please include:
•    Your experience with QuickBooks Online and automation setups.
•    Whether you’ve integrated QuickBooks with [monday.com](http://monday.com/) before.
•    A short description of how you’d approach this setup.
•    Your fixed price quote and estimated completion time.

Category Finance & Management
Subcategory Other

Delivery term: Not specified

Skills needed