QuickBooks Online/Data Entry Assistant

Walnut Creek Farm•Alvarado, TX

6d•Onsite

About The Position

Walnut Creek Farm is seeking an experienced financial assistant with a strong background in QuickBooks Online. This role requires a high level of attention to detail to ensure accurate invoicing and efficient route planning for deliveries. The ideal candidate will be a self-starter, capable of working in a fast-paced environment and taking initiative. You will be responsible for managing daily financial tasks, supporting warehouse operations, and ensuring customer satisfaction through accurate order processing.

Requirements

3 years MINIMUM of Quickbooks online experience.
HIGH attention to detail.
Ability to self-start; fast-paced environment, need to jump in and hit the ground running.
3-5 years of relevant Quickbooks Online experience.
Strong verbal and written communication skills.
Proficient skills in QuickBooks Online and Microsoft Excel.
Experience with accounts payable, accounts receivable, payroll, and general ledger.
High degree of accuracy and attention to detail.

Nice To Haves

Degree is not required but is a plus.

Responsibilities

Prepare and print packing slips and invoices daily for next-day delivery ensuring accuracy on all dates and routes.
Organize and file documents daily.
Assist warehouse staff with any office-related items needed (Labels, Route Sheets, Load sheets).
Review estimates for accuracy and transfer to invoices to prepare for weekly deliveries (80+ invoices weekly).
Conduct reconciliation of all accounts on an as-needed basis.
Interpret and apply accounting policies, rules, and regulations to all work to ensure compliance with applicable standards.
Turn estimates into invoices.
Add customers.
Update addresses.
Change pricing in products & services.
Create/run weekly reports for warehouse staff showing the products needing to be loaded into the trucks for each delivery.
Review invoices daily and compare to the route lists making sure all customers have ordered.
Contact customers if locations are missing orders to check the status.