Financial Harmony: Tailored Accounting Excellence
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About this service
Summary
I offer meticulous data migration services, seamlessly transferring customer data and invoices from CRM systems to Quickbooks. What sets me apart is my attention to detail and commitment to ensuring accuracy throughout the process, ensuring a smooth transition and comprehensive documentation for future reference.
What's included
Accurate transfer of customer data and invoices from CRM system to Quickbooks with seamless integration and detailed documentation.
1.Comprehensive financial records organized and documented. 2.Accurate transfer of customer data and invoices to Quickbooks. 3.Seamless integration of CRM system data into Quickbooks. 4.Detailed report on the data migration process. 5.Confirmation of data integrity and consistency. 6.Client training on navigating Quickbooks for future use.
Skills and tools
Accountant
Financial Analyst
Bookkeeper
FreshBooks
Microsoft Excel
Quickbooks
Tvori
Xero
Industries
Finance
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