QBO Integration Specialist

Monograph

3h•$65,000 - $75,000

About The Position

As a QBO Integration Specialist at Monograph, you’ll be the dedicated financial systems expert for architecture and engineering firms onboarding with our platform. This is a customer-facing role that blends financial systems training, onboarding strategy, and accounting guidance to ensure every customer is set up for long-term success—both technically and operationally. You’ll lead 1:1 sessions with new customers to get their QuickBooks Online (QBO) integrations up and running, advise on best practices for bookkeeping structure, and troubleshoot sync issues between QBO and Monograph. You’ll also support firms migrating from QuickBooks Desktop, helping them make the transition smoothly and in alignment with the “Monograph way.” This role plays a key part in adoption, retention, and revenue enablement.

Requirements

2–3+ years experience in accounting, bookkeeping, or financial operations
Strong knowledge of QBO (ProAdvisor certification strongly preferred)
Experience with both cash and accrual accounting
Ability to confidently guide customers on financial system structure and implementation
Organized, empathetic communicator who enjoys teaching and problem-solving
You’re energized by customer success, technical clarity, and operational excellence
You’re U.S.-based

Nice To Haves

Experience with QBD to QBO migrations
Familiarity with architecture, engineering, or other project-based professional services firms

Responsibilities

Act as a Launch Manager with a QBO specialization—leading new customers through setup, training, and implementing their Monograph <> QBO connection
Run 1:1 financial integration sessions to align their QBO settings to work well with Monograph’s project-based workflows
Offer tailored guidance on how to structure QBO for better reporting, billing, and data accuracy
Create and facilitate onboarding education for customers focused on Monograph’s QBO integration, including setup guidance, workflows, and best practices
Investigate and resolve sync issues involving invoices, payments, and expenses
Build repeatable documentation, and resources for internal teams and customers
Collaborate with Product, Engineering, and CX to improve integration tools and processes