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FILEMAKER PRO TO XERO ACCOUNTING INTEGRATION

$250-750 USD

Closed
Posted about 1 year ago

$250-750 USD

Paid on delivery
I require my invoices that are generated in xero to be able to grab the next inv in line number from Xero accounting software and also send the invoice to Xero for accounting purposes. Xero does not allow custom fields and I require the Inv to be sent to my client in a certain format for [login to view URL] WORK ORDER # The CTS # + THE BUILDING NAME. I have attached a copy of the invoice format required.
Project ID: 36058881

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28 proposals
Remote project
Active 1 yr ago

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28 freelancers are bidding on average $508 USD for this job
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Greetings! I am a "TOP RATED" bookkeeping & accounting expert working on Freelancer.com with 100% Job Success rate and Preferred Freelancer tag. I have more than 10 years/15,000 hours of experience in providing bookkeeping & accounting services to clients across different markets. I am a Chartered Accountant (CPA equivalent), ASA (CPA Australia) and a full-time bookkeeper with Xero Silver Champion certification (among the top 10 percentile of Xero advisers globally) and above all experienced in working with 200 businesses just like yours. Over the years, it has been my “specialty” to clean up messes in XERO. Most of my client engagements starts with backlog bookkeeping, getting business books in order, and then those clients become ongoing clients. My goal is to help business owners have a cleaner view of their finances so that they can take informed decisions to help their business grow. I believe, the key to accurate and scalable bookkeeping is to develop workflows, systems & processes that pull all the transactions of your business into a centralized accounting system (XERO) and then processing those transactions. I also specialize in utilizing the app ecosystem to automate the bookkeeping process and make it scalable. I have worked for a wide range of duties, including building out workflow systems & processes, accounting, reconciling, bookkeeping, inventory management, AR/AP process, payroll etc. Contact me today; I am here to help! Thanks, Vinod
$750 USD in 7 days
4.9 (115 reviews)
7.4
7.4
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Hello Sir, Hope you are doing well, You need a professional book keeper & accountant with expertise in Xero Accounting and accounts & finance for your assignment. I am Xero Accounting professional book keeper & accountant with MBA/MS finance; Member of Institute of Chartered Accountants having more than 10 years of experience in book keeping in: 1. Xero Accounting book keeping,Setup & customization, 2. Accounts & Finance. 3. Balance Sheet 4. Profit & Loss 5. Cash flow 6. Maintaining ledgers,Invoices 7. Audit 8. Bank reconciliations 9. Microsoft office I am providing book keeping services in Xero Accounting and accounts services in many organization. I will do your task according to your expectations and accuracy with unlimited revisions. I can assure you best of my services in my field. I am available for more than 40 hours in a week. If you choose me for your project, I guarantee that you will receive a professional and high-quality work in a timely manner. However, if you have any questions, please feel free to ask! I am welcoming. Anxious to hear a positive response from your side Regards, Tahir
$500 USD in 7 days
4.9 (111 reviews)
6.3
6.3
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Hi! Being Chartered Certified Accountant with expertise in dealing with many australian, US and UK clients related to energy, clinics, architect, gaming and other service industries. I can help you in following tasks as same being offered to other clients: 1. Routine bookkeeping in xero or any used software. Including receivable management and follow up. 2. Debit and credit accounts transactions management and its reconciliation with bank feeds. 3. Managing reconciliation of multiple currency accounts. 4. Integration of stripe and hubdoc or any related payment mediums. 5. Processing weekly, fortnightly and monthly payroll using STP. 6. Reconciliation of SUPER, PAYG and GST and filling to ATO via xero 7. Prosesing of payments for sames taxes as mentioned above. 8. Weekly or monthly reporting as deemed necessary. 9. Financial month end analysis and comparatives. 10. Inventory management 11. Last but not least availability for client around the clock. Lets have a chat to discuss all in more detail before we start. Regards,
$500 USD in 7 days
5.0 (23 reviews)
6.1
6.1
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Hello Craig M., I can get this project done ASAP with high accuracy! I am a Qualified Public Accountant and a Certified Quickbooks and Xero Advisor with 11+ years of experience in bookkeeping, reconciliation, financial statements, AP/AR, taxation, etc. I have expertise in Zoho Books, Wave Apps, and Excel as well. I have helped multiple clients to do full cycle bookkeeping/accounting and maintain their books clean, accurate, and up to date. I can deliver this project successfully using my skills and experience Lets connect in chat so that We discuss further. Thank You Akshay
$500 USD in 7 days
4.9 (36 reviews)
5.6
5.6
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Hi, We would like to grab this opportunity and will work till you get 100% satisfied with our work. We are an expert team which have many years of experience on Accounting Lets connect in chat so that We discuss further. Regards
$330 USD in 2 days
4.6 (60 reviews)
6.1
6.1
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Hi! We are a professional accounting firm having Nine years-long exposure in the accounting field. Our team also includes professionals with high-end qualifications like Chartered Accountancy. We handle clients for all accounting needs while handling medium-advanced level accounting and Bookkeeping tasks with proficiency. We can provide Virtual CFO Services, Financial Controller Services, Financial Advisory, Budgeting, Financial Forecasting, Financial Projections, Management Costing, Cost-Benefit Analysis, Financial Calculators preparation, IFRSs, Financing, Corporate Reporting, Company Formations, Tax Preparation, Tax Filing, and all related services. We offer Bookkeeping using QuickBooks, MYOB, XERO, Sage, Zoho, Wave, Peachtree, and Excel Let’s connect via leaving an inbox to discuss the scope of your project to move forward and we will reply to you on the best availability. Regards McKenzie Business Solutions Lahore, Pakistan
$750 USD in 7 days
5.0 (12 reviews)
5.1
5.1
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Dear Sir The submission of this proposal is an anticipation to apply for the position of Bookkeeping with your organization. I am sure that my accounting skills and experience in Australian Business will be put together to good use and I will be able to bring all my skills in a beneficial way. Here is a summary of my background and qualifications • Work experience in bookkeeping and accounting for nearly 15 years and have a vast and staring portfolio of satisfied customers • Not only will be bringing my bookkeeping services, but I am proficient in 1) accounting, 2) invoicing tasks, 3) reconciliation, 4) tax preparations, 5) payroll management and 6) preparing the final Financial Statements 7) Preparing and lodgement of BAS, IAS and Superannuation • My proficiency with Quick book, Zoho Book, Xero, MYOB Saga50, and Tally accounting packages will bring the Accounts streamlining. With my experience I am sure that I will definitely be an asset to your organization and I would be bringing my highly talented skills in order to improving your company. I would like to discuss this opportunity in detail. Thank you for your consideration. Regards Manoj
$500 USD in 7 days
5.0 (11 reviews)
4.6
4.6
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Hi, I have gone through your project with interest and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing bookkeeping services for the last 10 years during which I have dealt with a number of clients and provided them extremely satisfied services. Apart from that, I am also highly proficient in different accounting software packages like XERO, QB, MYOB, Tally, Microsoft Dynamic, Enterprise and more. I am a fast learner, problem solver, detail oriented and highly organized. Looking forward to hearing from you soon! Sincerely, Hafiz
$500 USD in 7 days
5.0 (6 reviews)
2.7
2.7
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Hello, I read your requirement. I have also checked Xero's website for importing data. I am a experienced FileMaker developer and as I found, Xero can import data from csv file. Hence I can help you out achieving your goal. Let me know if you want to talk / discuss further for getting exact requirements. Thanks and Regards, Tattwam
$341 USD in 7 days
5.0 (4 reviews)
2.1
2.1
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I am an accountant of QuickBooks Certified ProAdvisor and Xero Advisor Certified. I have completed my graduation and post-graduation in Accounting. I am offering the following services: Creating/inputting sales on to your accounting software Inputting purchase invoices Reviewing aged debtors, sending out reminder emails/letters to outstanding debtors, Bank and credit card reconciliation. Always I aware of early response and prompt decision.
$600 USD in 6 days
5.0 (1 review)
1.4
1.4
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Hyi, I’m Kanai Uzma. I’m basically from Japan. I’m the new one here for searching projects to built my trust on client’s behalf and want get experience in different type of projects. I can help you with your project definitely and I can work with least price for a long term and also you will not be worry at all for anything. I have lot of experience to complete the project before time and without any inconvenience . Please consider my request and give me chance to prove myself. I will be wait for your valuable response. Thank you.
$500 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hey there, As a certified Xero advisor, I have extensive experience with this accounting software and I'm confident I can provide you with the solution you need. You mentioned that you need your invoices generated in Xero and to be able to grab the next invoice number in line from Xero. Additionally, you need the invoice to be sent to Xero for accounting purposes. Although Xero doesn't allow custom fields, I have a workaround that I think will meet your needs. I propose using a third-party integration tool that will allow us to create a custom invoice format and send it to Xero for accounting purposes. With this tool, we'll be able to automatically generate the next invoice number in line from Xero and send it to your clients in the required format. As you requested, the custom invoice format will include the work order number, the CTS number, and the building name. I believe this solution will save you time and ensure your accounting records are accurate and up-to-date. If you have any questions or concerns, don't hesitate to reach out. Thanks for considering my proposal. I'm excited to work with you and provide you with top-notch service. Best regards, Darlene
$500 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Sir: Good day! Rest assured ill deliver my services promptly before the set deadlines. I will ensure installation of you accounting in a simple but ready to understand .
$300 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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We have specialized in Accounting, Business, Finance, Business Law, Internal and External Audit, Financial Reporting, Tax returns, Advanced Excel, Financial Statements and Economics. We would be happy to provide you with the best of our services. Our team is fluent in English and have years of experience in Microsoft Office Applications (Excel, Word, PowerPoint etc.). We are Certified QuickBooks Pro
$290 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hello Good afternoon , I just finished reading the job description and currently going through attached files . I see you are looking for someone experienced in developing products using Bookkeeping, FileMaker, Accounting, MYOB and Xero. This is something I can do, Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) My Portfolio: https://www.freelancer.com/u/AwaisChaudhry Please start the chat to discuss it further. Regards, Awais
$750 USD in 22 days
0.0 (0 reviews)
0.0
0.0
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I have 15 years professional experience on accounting Preparing account and financially disciplined result oriented books of accounts. So it may be possible my 1st task to bid.
$250 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Dear Sir, I am a full time bookkeeping freelancer. I can do this job. In have experience to shift data from one software to other, especially in QuickBooks, Xero and Oracle E-Business suite. I am capable to deliver work as per your time frame. Please go through my profile. Please consider my appeal to working with you. Regards Mehedi Hasan
$700 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi, We would like to grab this opportunity and will work till you get 100% satisfied with our work. We are an expert team which have many years of experience on Accounting Lets connect in chat so that We discuss further. Regards Replies within a few hours
$499 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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Hello! My name is Sandhya. As an employee with more than 4 years of experience in Accounting and bookkeeping. I use Xero and Quickbooks for all my businesses, so I understand the ongoing needs of a accounting and bookkeeper. With my extensive knowledge of Book to invoice, bills to pay, manual journal, accounts receivable, accounts payable, bank feed, bank reconciliation, Charts of account editing and creating a new one, and Finalization I can ensure that your project is organized and running smoothly. With my accounting expertise and Xero experience, I am confident that I can provide the tools and guidance needed to accurately manage your three accounts.
$500 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hello, I am professional handling accounting task for a few years now. And it could be yours also. I particularly used the Xero software. If you would likw to know more about how I can be a great help to your company, reach me out. Thank you.
$500 USD in 7 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of AUSTRALIA
Coomera, Australia
5.0
1
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Member since Mar 7, 2013

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