Quickbooks Accounting Systems Set Up

We're looking for a volunteer with experience setting up a bookkeeping system through Quickbooks Online. You'll help us set up regular recording, reconciliation, and reporting practices by spending 20-25 hours with us over 4-5 weeks.

In our first meeting, we'll share a detailed description of our existing financial record-keeping and reporting systems, including budgeting. In phase one of the project, you'll migrate our data over to our new software and help us set up our account administrator privileges for our users.

In the second phase of our project, you will provide one or two of our team members with basic training. We ask that you make yourself available for up to two weeks to address our questions as we adjust to the new software and systems.

Our accounting system lags behind our other processes - this will be a huge help in better managing our operation.

We are set up on Quickbooks Online, and have very basic familiarity with how to manage the system and run basic reports.