Umer Jan
MY ROLE will be: General Setup and Accounting Records like: Creating and maintaining QuickBooks Online company data. Exporting periodic backups of the QuickBooks Online company data Creating and maintaining vendor records, including contact information, payment terms, and any other information required. Creating and maintaining customer records including contact, delivery and payment information. Customizing the company invoice form and other forms, such as sales receipts and estimates (Plus only) as needed. Creating and maintaining employees including contact information, payroll salary or rate information, and related employment data. Writing checks in QuickBooks Online. Invoicing customers, upon approval, distributing invoices to customers via email or mail Recording bank transactions as needed and downloading bank transactions into bank accounts Preparation of payroll as per client requirements Making journal entries as directed Tracking the cash balance and alert owner or manager with regular cash flow reports Customizing reports for the owner, outside accounting experts, government agencies, outside payroll services, and other interested parties. These reports include account balances, profit and loss figures, and transactional reports. Reconciling bank accounts and performing account analysis on assets and liability accounts. Making bank deposits, order checks, verifying bank drafts and charges, and resolving bank errors. Performing miscellaneous job-related duties as assigned by client.