Accounts Receivable Specialist

Morrow Management•San Clemente, CA

5d•$28 - $35•Onsite

About The Position

We are looking for a QuickBooks Desktop expert with advanced invoice template creation and data merge functionality. The ideal candidate has hands-on experience building dynamic invoice templates and automating billing workflows for efficiency. This role will play a key part in streamlining our billing processes and ensuring professional, client invoices.

Requirements

Advanced proficiency in QuickBooks Desktop
Proven experience creating and customizing invoice templates
Experience with data imports, exports, and merge functions
High attention to detail and accuracy
Strong analytical and problem-solving skills
Ability to work independently and meet deadlines
Excellent verbal and written communication skills
Advanced proficiency in Excel
Proficiency Outlook and Word
Ability to work independently and in a fast-paced environment
Strong organizational skills and attention to detail

Nice To Haves

Background in accounting or bookkeeping
Experience with bulk invoicing processes
Accounting degree

Responsibilities

Develops branded, professional invoice templates in QuickBooks Desktop
Configures and manages data merges for automated invoice generation
Prepares and deposits client payments and transactions related to accounts receivable.
Ensures accuracy and consistency of billing data
Troubleshoots and improves formatting and data integration issues
Collaborates with accounting and operations teams to improve workflows
Creates and submits invoices to clients based on clients’ specifications
Maintains and updates client billing files and folders
Identifies delinquent accounts and communicates with client regarding past-due accounts and collections
Creates reports regarding the current status of client accounts
Researches discrepancies
Copies, scans, and retrieves materials for accounts receivable as needed
Performs other related duties as assigned