India
Most people reach out to me when they need help with custom QuickBooks Advanced Reporting (QBAR), moving data between QuickBooks Desktop (QBD) and QuickBooks Online (QBO), migrating from older legacy software or accounting ERP systems that have become too expensive or no longer fit the way they work, or fixing damaged QuickBooks Desktop company files that have gone wrong over time. Rebuilding usually starts after the client runs Verify Data in QuickBooks Desktop and sees integrity issues. Quite often the built-in Rebuild Data tool doesn’t fully fix it, so the file needs deeper repair before the reports start working properly again. QBAR work mostly comes when the standard QuickBooks reports can’t give management what they actually need — things like custom P&L views, department-wise breakdowns, job costing, branch comparisons, or proper CFO summaries. Once the accounting side is stable, the project often moves into building Power BI dashboards, CFO reporting packs, or integrating with ERP systems so finance and operations data can be seen in one place instead of jumping between different tools. I also spend a lot of time on the automation side — setting up n8n workflows, handling API integrations, and sometimes using Airtable as a simple layer between accounting and daily operations. A good part of my consulting work comes from US CPA firms. They usually need help with QuickBooks cleanup, migration support, fixing reports that no longer match the books, and automating their month-end reporting. In most cases, the visible problem is just the symptom. Failed migrations, broken reports, or wrong dashboard numbers almost always come from deeper issues like bad source mappings, old desktop file structures, duplicate records, or disconnected systems. That’s the layer I end up spending most of my time on. The best part is when the month-end reporting finally runs cleanly from QBAR or Power BI instead of someone having to rebuild everything manually from exported QuickBooks files every time. If you’re facing similar QuickBooks migration, rebuilding, or reporting issues, feel free to message me.
Key Responsibilities: Handled data rebuilding and transfers between different QuickBooks Desktop versions, with accurate mapping of accounts, customers, vendors, and other key fields while keeping data clean. Migrated data from QuickBooks Desktop to QuickBooks Online, converting class tracking, sales tax, and other desktop features properly, plus post-migration support. Led data migrations from Sage 50 to QuickBooks Desktop, mapping and reconciling records, transactions, and historical data. Built custom reports using QuickBooks Advanced Reporting (QBAR) for budgeting, profitability, cash flow, and management insights across finance, retail, and manufacturing clients. Created Power BI dashboards and reports from QuickBooks data using DAX and Power Query for real-time financial visibility. Managed full data import/export, cleansing, and transformation while working with stakeholders to ensure everything stays accurate. Built n8n automation workflows connecting CRMs, ERPs, and cloud tools that cut manual work by up to 60%. Created and maintained PowerShell scripts for data syncing, file handling, and admin tasks — fewer errors and more reliable processes. Set up integrations between departments so data flows smoothly and management gets better visibility for decisions. Worked with teams to find automation opportunities and turned their needs into working solutions using APIs and webhooks. Monitored and improved workflows for speed and reliability, delivering real productivity gains.
Key Responsibilities: Requirements Gathering: Collaborate with stakeholders to understand their reporting needs, including specific data requirements, formatting preferences, and desired insights. Data Analysis: Analyze available data within QuickBooks to identify relevant data sources and fields necessary for report development. Validate data accuracy and consistency to ensure reliable reporting outcomes. Report Design: Design report templates and layouts tailored to meet stakeholders' requirements and preferences. Data Manipulation and Transformation: Apply advanced data manipulation techniques to derive meaningful insights from raw data. Use functions and formulas to calculate metrics, perform aggregations, and apply conditional formatting as needed. Customization and Configuration: Customize reports with company branding elements, logos, and color schemes to enhance visual appeal and readability. Configure report settings and parameters to enable dynamic filtering, sorting, and grouping for interactive user experiences. QuickBooks Desktop to QuickBooks Desktop Data Rebuilding: Proficient in transferring data from one version of QuickBooks Desktop to another, ensuring seamless transition and data integrity. Expertise in mapping chart of accounts, customers, vendors, and other relevant data fields during the migration process. QuickBooks Desktop to QuickBooks Online Data Migration: Skilled in migrating data from QuickBooks Desktop to QuickBooks Online, adhering to best practices and ensuring minimal disruption to clients' operations. Experience in converting desktop-specific features to their online equivalents, such as class tracking and sales tax setup. Provide guidance to clients on post-migration tasks.
Designing and developing QlikView and QlikSense dashboards by extracting data from different sources. Troubleshooting and fixing the QlikSense dashboard issues. Creating Pixel Perfect reports, Excel reports, Word reports, PowerPoint reports using NPrinting designer and automating the jobs in NPrinting Server. Customizing the QlikView and NPrinting reports as per the business requirements. Experience on QlikView Scripting, Set analysis and Section Access. Trained end users to develop and use QlikSense applications. Understanding of data modeling, dimensional & relational concepts like Star-Schema Modeling, Snowflake Schema Modeling, Fact and Dimension tables. Created detailed design, development, testing & migration documents and performing Proof of Concepts (POC)
Managing whole IT infrastructure Install/Troubleshooting Switch, Router, Windows 7 ,SQL Server 2008