QuickBooks Consultant

3 weeks ago

Columbus, United States Creative Financial Staffing Full time

QuickBooks Bank Feed Consultant

We are seeking an experienced QuickBooks consultant to assist our clients with implementing and optimizing the bank feed integration feature within QuickBooks Desktop This is a contract position with potential for long-term engagement.

Responsibilities:

- Work directly with clients to connect and map their bank/credit card accounts to the QuickBooks bank feed service - Troubleshoot any connection issues between financial institutions and QuickBooks Desktop - Ensure accurate cash coding and categorization of bank transactions - Provide training to clients on bank feed functionality, rules, and best practices - Develop processes to streamline bank reconciliation and account monitoring - Advise clients on utilizing bank feed data for cash flow projections and analysis - Identify potential areas for automation and efficiency gains - Document procedures and create training materials for future reference

Requirements:

- Extensive experience with QuickBooks Desktop and bank feed integration - Solid understanding of bookkeeping/accounting principles and workflows - Excellent communication skills to convey technical concepts clearly - Strong problem-solving abilities to troubleshoot integration issues - Ability to work independently with minimal supervision - QuickBooks Certification or relevant credentials preferred

This is a great opportunity for a QuickBooks expert looking to specialize in banking integration and help businesses streamline their accounting. #J-18808-Ljbffr

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