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.