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Quickbooks Customer Invoice Management & Accounting

Published on the February 05, 2025 in Finance & Management

About this project

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I need to update my business Quickbooks records with the client data and information. Also, to create past and new invoices in Quickbooks and send them to clients as well by email through Quickbooks and program the recurring invoices for our services.

Project overview

We are a 401(k) Third Party Administration Company doing business in Puerto Rico. We provide fiduciary services for our clients 401(k) plans. We have not Invoiced all clients for a long time and need to update the Quickbook and client data.

Category Finance & Management
Subcategory Accounting
What do you need? For a small or medium business
Is this a project or a position? Project
Required availability As needed

Delivery term: March 03, 2025

Skills needed

Microsoft Excel Accounting Financial Analysis Data Entry

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