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This project showcases my practical QuickBooks Online bookkeeping work, including invoice and bill processing, billable transactions, credit notes, line-item discounts, and accounts receivable ageing.
I focused on accurately recording and managing transactions while maintaining organized customer and supplier records. The A/R Ageing report also demonstrates my ability to monitor outstanding receivables and identify overdue balances.
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
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Starting at $20 per project — final price depends on data size and complexity.
Turning messy data into clean, usable spreadsheets — accurately and on time.
I offer data entry, data cleaning, Excel formatting, and spreadsheet organization for individuals and businesses who want their data sorted without the back-and-forth.
If your spreadsheets need sorting out, send me a message and let's get it done.
I worked on a QuickBooks Online bookkeeping project for a pharmacy business, focusing on reconciling bank and PayPal accounts and ensuring the accounting records matched the corresponding financial statements.
The Challenge
The business needed its financial transactions reviewed and reconciled accurately across multiple accounts. The goal was to identify discrepancies, verify cleared transactions, and ensure the ending balances in QuickBooks matched the statement balances.
What I Did
Reconciled the PayPal account against the period-ending statement.
Reconciled the Wells Fargo checking account.
Reviewed cleared checks, payments, deposits, and other credits.
Compared statement ending balances with QuickBooks register balances.
Verified reconciliation reports and investigated differences where necessary.
Maintained organized and accurate bookkeeping records in QuickBooks Online.
Result
The accounts were successfully reconciled, with the statement ending balances matching the QuickBooks register balances for the periods reviewed. The completed reconciliation reports provided a clear audit trail and helped ensure the bookkeeping records were accurate and up to date.
In this project, I worked on cleaning raw sales data and transforming it into meaningful insights using Microsoft Excel. I applied pivot tables and interactive filters to organize information by city, product, payment method, and customer. The analysis highlighted key performance metrics such as total quantity sold, total revenue, and profit across five major cities.
Mumbai emerged as the top-performing city with the highest revenue and profit, while Chennai showed the lowest figures. The final dashboard included a 3D bar chart for clear visualization, making it easy to compare city-wise performance at a glance.
This project demonstrates my ability to:
Perform data cleaning and structuring
Build pivot tables for multi-dimensional analysis
Apply filters for dynamic exploration
Create professional charts for business insights
Impact: The analysis provided actionable insights into regional sales performance, helping identify strong markets and areas for improvement.
How can I work with clients?
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