Quick QBO help

Quick QBO help

Freelance 13 - 16 £ / hour (est.) Home office possible
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At a Glance

  • Tasks: Import expenses into QuickBooks Online as individual journal entries with precision.
  • Company: Looking for a detail-oriented QuickBooks Online expert for a one-time project.
  • Benefits: Flexible hours and the opportunity for ongoing tasks in bookkeeping.
  • Why this job: Showcase your QuickBooks skills and make a real difference in financial accuracy.
  • Qualifications: Experience with QuickBooks Online's batch import tools is essential.
  • Other info: Potential for more tasks and monthly reconciliations in the future.

The predicted salary is between 13 - 16 £ per hour.

I am looking for a detail-oriented QuickBooks Online expert to handle a one-time import of expenses that have been formatted in an excel spreadsheet. My previous bookkeeper attempted to lump these into category totals, which is unacceptable for audit purposes. I need these entered as individual, line-by-line journal entries.

The Task:

  • Reformat Spreadsheet: I have a prepared spreadsheet of expenses. You will need to ensure the headers and data are formatted correctly for a seamless QBO import.
  • Duplicate for Shareholder Loan: Each expense entry needs to be duplicated/formatted so it reflects as an expense and a corresponding credit against a shareholder loan.
  • Import to QBO: Upload the file so that every single row appears as a separate journal entry in the system.

Quick clarifications:

  • NO manual entry: This must be done via the import tool.
  • NO consolidated totals: Every expense must remain an individual line item.
  • Cleanup: You will need to delete one specific consolidated journal entry to ensure there are no duplicates before the import.

I will have a lot of tasks like this moving forward, as well as monthly reconciliations against bank statements, but this is the task I need help with first. Please confirm you have experience with QBO's batch import tools and can complete this quickly. This should take a knowledgeable pro less than one hour.

Contract duration of less than 1 month, with 30 hours per week.

Mandatory skills: Intuit QuickBooks, Accounting Basics, Bookkeeping, Accounting Software, Customer Service, Balance Sheet

Quick QBO help employer: FreelanceJobs

Join a dynamic team that values precision and attention to detail, where your expertise in QuickBooks Online will be highly appreciated. We foster a collaborative work culture that encourages professional growth and offers flexible opportunities for remote work, making it an ideal environment for those seeking meaningful and rewarding employment. With a commitment to excellence and a focus on individual contributions, you will find ample opportunities to expand your skills and advance your career with us.
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Contact Detail:

FreelanceJobs Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Quick QBO help

✨Tip Number 1

Get your networking game on! Reach out to your contacts and let them know you're on the hunt for QuickBooks Online gigs. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Show off your skills! Create a portfolio showcasing your previous work with QuickBooks Online, especially any similar tasks you've completed. This will help potential clients see what you can bring to the table.

✨Tip Number 3

Don’t be shy about following up! After applying for a job, drop a quick message to express your enthusiasm. It shows you're keen and can help keep you top of mind for the employer.

✨Tip Number 4

Apply through our website! We’ve got loads of opportunities that match your skills. Plus, it’s a great way to ensure your application gets seen by the right people.

We think you need these skills to ace Quick QBO help

QuickBooks Online
Excel Formatting
Data Importing
Journal Entry Management
Attention to Detail
Accounting Basics
Bookkeeping
Batch Import Tools
Customer Service
Duplicate Entry Management
Financial Reconciliation

Some tips for your application 🫡

Show Off Your QuickBooks Skills: Make sure to highlight your experience with QuickBooks Online in your application. We want to see that you know your way around the batch import tools and can handle individual line entries like a pro!

Be Detail-Oriented: Since this role requires precision, emphasise your attention to detail in your application. Mention any past experiences where you’ve successfully managed similar tasks, especially with expense imports or journal entries.

Keep It Professional Yet Friendly: While we love a casual vibe, remember to keep your application professional. Use clear language and structure your application well so it’s easy for us to read and understand your qualifications.

Apply Through Our Website: Don’t forget to submit your application through our website! It helps us keep everything organised and makes sure your application gets the attention it deserves.

How to prepare for a job interview at FreelanceJobs

✨Know Your QuickBooks Inside Out

Make sure you brush up on your QuickBooks Online skills before the interview. Be ready to discuss specific features, especially the batch import tools, and how you've used them in past projects. This will show that you're not just familiar with the software but can also handle the task at hand efficiently.

✨Prepare for Technical Questions

Expect questions about handling data imports and formatting spreadsheets correctly. Have examples ready where you've successfully managed similar tasks, particularly focusing on maintaining individual line items and avoiding manual entries. This will demonstrate your attention to detail and understanding of audit requirements.

✨Showcase Your Problem-Solving Skills

Be prepared to discuss how you would approach potential challenges, like ensuring no duplicates exist before importing. Think through scenarios where things might go wrong and how you'd resolve them. This will highlight your proactive mindset and ability to think on your feet.

✨Communicate Clearly and Confidently

Since this role involves customer service, practice articulating your thoughts clearly. Be concise when explaining your experience and how it relates to the job. Good communication will help build rapport with the interviewer and show that you can effectively interact with clients in the future.

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