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QuickBooks Report Generation and Automation

A management company is required to provide reports to clients on a recurring basis that contain various information from QuickBooks and files stored in Microsoft SharePoint Online. Today, the company manually generates reports from QuickBooks, and provides employees with access. Employees review the information and manually assemble a report based on the requirements and frequency agreed to with the respective client.

The current process requires Adobe Acrobat DC Standard software to assemble the various documents into a single report and is overly time consuming.

See attached description for more information.

Skills: Excel, Microsoft, Microsoft Office, Sharepoint, Visual Basic for Apps

See more: quickbooks scheduled reports not working, quickbooks desktop reports, quickbooks 2018 scheduled reports, quickbooks automatic email, a setting in your quickbooks preference is blocking the scheduled reports, quickbooks desktop automated reports, schedule quickbooks export, quickbooks scheduled reports uac

About the Employer:
( 0 reviews ) Dallas, United States

Project ID: #19271528

18 freelancers are bidding on average $2240 for this job

ashutoshawasthi

Hello, Greetings !!! I have worked on similar SharePoint online quick book report automation and customization projects that you are asking for and I am confident, I can achieve the results that you are asking fo More

$2500 USD in 25 days
(19 Reviews)
5.8
es1496

Hi, This is Kumar from India, having 13 years of development experience in various versions of SharePoint as in SharePoint Online, SP 2016, SP 2013 & SP 2010. Experienced in using APIs and SharePoint Integration with More

$2000 USD in 15 days
(40 Reviews)
6.0
bdrudra

"SharePoint Expert" Hello there, Hope you are doing great. We are a small but excellent team of SharePoint developers and designers. We having expertise in every domain of SharePoint like SharePoint customization, More

$2500 USD in 3 days
(36 Reviews)
6.0
bmartynvw

Hi, My name is Benjamin. My team and I have worked on several QuickBooks reporting projects, and quite a few SharePoint projects as well. You can find a few of these on my freelancer profile. I'm a solution archite More

$2930 USD in 27 days
(5 Reviews)
5.9
aimefx

Hi, I am an expert in Excel, Access VBA, MySQL, Google Sheet, Google Data Studio and Power BI. I can do any type of data analysis and data visualization creating pivot tables, charts, power pivot, interactive Real Tim More

$2000 USD in 15 days
(64 Reviews)
5.8
akhileshgandhi

Hello There, I am Microsoft certified SharePoint developer and have 15+ years of experience working with Microsoft and Sandisk in US. I can develop, customize, migrate & integrate your SharePoint portal. I have deep More

$2500 USD in 30 days
(16 Reviews)
5.4
donnyforu

Hello, Trust you are doing well! We are IT company based in India with the team of experienced 100+ developer including solution architect in SharePoint with 15 Years of experience. We can help you to provide re More

$2000 USD in 20 days
(13 Reviews)
5.0
technorizensoft

Hello , I have seen your requirment and I have ready app like QuickBooks Report Generation and Automation I have developed it with backed I will show you full apk and admin panel to test, I ill make andro More

$2000 USD in 30 days
(5 Reviews)
4.1
petricorinfosoft

"" SharePoint & automation Expert with third party software integration & RESTful API calls "" Hello there, Hope you are doing great !! We are a small but excellent team of SharePoint and .Net developers. More

$1500 USD in 15 days
(2 Reviews)
3.0
venusbear

Hi! You and me for new future is here! Your proposal is very interesting. I am high quality VB project designer and developer,so I will very satisfied you. Let's start our good business from now. I am waiting for More

$1500 USD in 30 days
(1 Review)
0.0
technorizen

Hello , I have similar kind of expertise and work experience. I have gone through your requirement and understand that,you are looking for highly skilled, qualified, and experience Mobile App development team for More

$2500 USD in 30 days
(0 Reviews)
0.0
itsabacus

Hi There, We have read and understood your project requirement in detailed. We have done numerous projects on Quickbooks online and desktop integrations. We would like to demo you few of our reference SaaS bas More

$2222 USD in 30 days
(0 Reviews)
0.0
ayesha0124

Hi there, I have checked the details. I have rich experience with Excel, Microsoft, Microsoft Office, Sharepoint, Visual Basic for Apps. Please initiate the chat so we can discuss this job in detail.

$2500 USD in 12 days
(0 Reviews)
0.0
prequiet01

Hi, As RPA developer we can make this happen we have already created a project like this. please go through the video for my previous project. Form Filling using excel automation: [login to view URL] More

$1666 USD in 10 days
(0 Reviews)
0.0
$2500 USD in 15 days
(0 Reviews)
0.0
umairkaramat24

Hello there, How are you doing? I have read the description, I have great experience doing similar jobs related to these skills Excel, Microsoft, Microsoft Office, Sharepoint, Visual Basic for Apps. Please start the ch More

$2500 USD in 5 days
(0 Reviews)
0.0
adampohp79

I am a developer in Web Development/Web design , Mobile App Development(IOS/android), Graphic design, Logo Design Business Cards & Stationery, Flyers & Brochures, Packaging Design, Web & Mobile Design, Social Media De More

$2500 USD in 30 days
(0 Reviews)
0.0
ZawnTechnologies

Greetings I have gone through the project description and i have great expertise with Excel, Microsoft, Microsoft Office, Sharepoint, Visual Basic for Apps. You are welcome to chat with me so that we can discuss in det More

$2500 USD in 13 days
(0 Reviews)
0.0