QuickBooks & Email Virtual Assistant
Budget: $2 – $8 USD
I’m looking for reliable support to keep my back-office running smoothly. Most of your time will be spent inside QuickBooks Online, entering transactions, matching receipts, and generally keeping the books current so my accountant never has to chase missing data. The rest of the day you’ll help tame my inbox—tagging messages, flagging anything urgent, drafting quick replies, and filing away what’s been handled so I can stay at (or near) inbox zero.
You should already be comfortable navigating QuickBooks Online and understand basic bookkeeping terminology—this isn’t a learn-on-the-job role. Familiarity with common email clients (Gmail or Outlook) and a knack for clear, concise written English are equally important. Secure handling of sensitive financial information is a must; I’ll provide view-only bank feeds and shared cloud storage for receipts.
Typical workflow: you log in at an agreed-upon time each weekday, enter the previous day’s transactions, reconcile anything flagged, then sweep through the inbox. Once finished, you’ll leave a short note outlining work completed and any questions that need my input. If all goes well, I may add calendar and light spreadsheet tasks later, but for now the focus is QuickBooks data entry and email management.
Let me know your experience with QuickBooks Online, average turnaround time for daily transaction loads, and the time zone you’ll be working from so we can coordinate schedules easily.
You should already be comfortable navigating QuickBooks Online and understand basic bookkeeping terminology—this isn’t a learn-on-the-job role. Familiarity with common email clients (Gmail or Outlook) and a knack for clear, concise written English are equally important. Secure handling of sensitive financial information is a must; I’ll provide view-only bank feeds and shared cloud storage for receipts.
Typical workflow: you log in at an agreed-upon time each weekday, enter the previous day’s transactions, reconcile anything flagged, then sweep through the inbox. Once finished, you’ll leave a short note outlining work completed and any questions that need my input. If all goes well, I may add calendar and light spreadsheet tasks later, but for now the focus is QuickBooks data entry and email management.
Let me know your experience with QuickBooks Online, average turnaround time for daily transaction loads, and the time zone you’ll be working from so we can coordinate schedules easily.
Related categories:
Data Entry
Accounting
Excel
Intuit QuickBooks
Customer Service
Time Management
Bookkeeping