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QuickBooks Desktop to Online Transiti...

This listing was posted on The Resumator.

QuickBooks Desktop to Online Transition Specialist (VAPH)

Description:

We are seeking a detail-oriented and tech-savvy Virtual Assistant to assist our clients in transitioning from QuickBooks Desktop to QuickBooks Online. The ideal candidate will have extensive experience with both QuickBooks platforms and possess excellent communication and problem-solving skills. This role involves guiding clients through the migration process, ensuring data accuracy, and providing ongoing support. Key Responsibilities: Assist clients in the smooth transition from QuickBooks Desktop to QuickBooks Online. Conduct initial assessments to understand clients' current use of QuickBooks Desktop and identify specific needs. Develop and execute a customized transition plan for each client. Export and import data between QuickBooks Desktop and QuickBooks Online, ensuring data integrity and accuracy. Provide step-by-step guidance and support to clients throughout the migration process. Troubleshoot any issues that arise during the transition and provide effective solutions. Train clients on how to use QuickBooks Online, highlighting new features and best practices. Offer ongoing support post-transition to ensure clients are comfortable and proficient with QuickBooks Online. Keep up-to-date with the latest features and updates of QuickBooks Online to provide informed assistance. Document and report any recurring issues or common challenges faced by clients to improve future transition processes. Qualifications: Proven experience with QuickBooks Desktop and QuickBooks Online. Strong understanding of accounting principles and financial processes. Excellent communication skills, both written and verbal. High level of organization and attention to detail. Ability to work independently and manage multiple client projects simultaneously. Problem-solving skills and ability to troubleshoot technical issues. Experience in training or teaching clients is a plus. Familiarity with data migration processes and tools. High-speed internet connection and proficiency with virtual communication tools (e.g., Zoom, Teams). Preferred Skills: Certification in QuickBooks or related accounting software. Background in accounting or bookkeeping. Previous experience as a virtual assistant or in a similar remote support role. Knowledge of other accounting software and integration tools. Powered by JazzHR
Company:
Remote Va Ph
Posted:
July 4 on The Resumator
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