Create and maintain QuickBooks company data. Understand the account and company setup steps and maintain a general knowledge of the major areas of the QuickBooks.
- Create and maintain QuickBooks Online users, and set and maintain the appropriate access levels.
- Export periodic backups of the QuickBooks Online company data.
- 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.
- Create and maintain employees including contact information, payroll salary or rate information, and related employment data, such as W-4s and other new hire paperwork.
- Transactions:
- Write checks in QuickBooks Online.
- Invoice customers. Upon approval, distribute invoices to customers via email or mail.
- Manage bills received from vendors
- Create and maintain time tracking records, if applicable. (Plus only)
- Prepare estimates if requested.
- If estimates are used, match invoices to estimates. If time tracking is used, tie to invoicing.
- Record bank transactions as needed.