QuickBooks Online Specialist at Halifield Schools

About the Role:

• We are seeking a highly skilled QuickBooks Online (QBO) Specialist to join our team.
• The ideal candidate will have a deep understanding of accounting principles, strong technical skills, and the ability to effectively manage client accounts.

Responsibilities:

Account Setup and Maintenance:

• Set up new QBO accounts for clients, ensuring accurate chart of accounts, item lists, and other essential settings.
• Maintain and update client accounts, including adding/removing users, adjusting settings, and resolving any issues.

Data Entry and Reconciliation:

• Accurately enter financial transactions into QBO, including bank feeds, credit card transactions, and journal entries.
• Reconcile bank accounts, credit card accounts, and other general ledger accounts.

Reporting and Analysis:

• Generate customized reports to meet client needs, such as profit and loss statements, balance sheets, and cash flow statements.
• Analyze financial data to identify trends, potential issues, and opportunities for improvement.

Client Support:

• Provide excellent customer service to clients, answering questions, resolving issues, and training them on QBO features.
• Respond to client inquiries promptly and professionally.

Stay Updated:

• Stay current with the latest QBO features, updates, and best practices.
• Attend training sessions and webinars to maintain expertise.

Qualifications:

• Proven experience as a QuickBooks Online Specialist or similar role.
• Strong understanding of accounting principles and practices.
• Proficiency in QBO, including advanced features and customization.
• Excellent organizational and time management skills.
• Strong attention to detail and accuracy.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.

Preferred Qualifications:

• Certification in QuickBooks Online.
• Experience with other accounting software (e.g., Xero, Sage).
• Knowledge of industry-specific accounting requirements.
• If you're a detail-oriented individual with a passion for accounting and technology, we encourage you to apply.
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