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Job Description
- Create and maintain QuickBooks Online company data. Understand the account and company setup steps and maintain a general knowledge of the major areas of the QuickBooks Online application.
- Create and maintain vendor records, including contact information, payment terms, and any other information required.
- Create and maintain customer records including contact, delivery and payment information.
- Customize the company invoice form and other forms, such as sales receipts and estimates (Plus only) as needed.
- Invoice customers. Upon approval, distribute invoices to customers via email or mail.
- Manage bills received from vendors (Plus only).
- Prepare estimates if requested. (Plus only)
- Make journal entries as directed.
- Track the cash balance and alert owner or manager with regular cash flow reports.
- Reconcile bank accounts and perform account analysis (Plus only).
Job Requirements
- Accountant with basic Online QuickBooks experience
- Under general supervision, create and maintain the accounting records for the company using the QuickBooks Online applications.
- Reconcile all accounts as needed. Interface with outside accounting experts such as tax CPA, auditors, and QuickBooks Certified ProAdvisor consultants
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