QuickBooks Online Accounting System Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateTIMELINE
Issue Date: February 23rd, 2026
Deadline for Submission: March 20th, 2026
Award Notification Date: On or about April 15th, 2026
Servicing commencing: May 2026
QUESTION DEADLINE
Issuing Agency
Dutchess County Workforce Investment Board
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
A vendor is sought to provide professional services aimed at reviewing, correcting, and stabilizing an organization's existing QuickBooks Online accounting system. The selected vendor will conduct a thorough review of the current QuickBooks file, evaluating system configuration, chart of accounts, and identifying any data integrity issues such as misclassified, duplicate, or missing transactions, unreconciled accounts, and discrepancies in receivables, payables, payroll, and sales tax.
Services will include comprehensive data cleanup and corrections, proper transaction classification, resolution of duplicates or errors, reconciliation of balance sheet accounts, and corrections to accounts receivable and payable balances. Deliverables will encompass a thoroughly cleaned and reconciled QuickBooks accounting system, accurate financial statements for specified periods, a written assessment and cleanup summary, adjustment and reconciliation support, and final project closeout documentation. The contract will be for a period of one year.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.