QuickBooks Online Expert - Workflow Recording
Core
Capture realistic screen-recorded workflows of accounting professionals using QuickBooks Online for routine financial operations.
Role type
Workflow recording specialist (Bookkeeper/Accountant)
Builds
Screen recordings of QuickBooks Online workflows
Domain
Accounting / QuickBooks Online
Deliverable
client delivery
Required skills
QuickBooks Online proficiency, bank reconciliation, invoicing management, transaction categorization, bank rule configuration, financial reporting (P&L by class), screen recording, task narration
Preferred skills
Multi-client account management, month-end close, AP/AR workflows, class tracking
Responsibilities
Record 4–5 screen captures of real QuickBooks Online workflows, perform bank and account reconciliation, create and manage customer invoices, create and apply bank rules, review and categorize banking transactions, generate and review Profit & Loss reports, narrate actions during workflows
Seniority
Mid-level, hands-on IC
