[Hiring] Bookkeeper or Accountant @Careerflow.ai

Role Description

Our client is building a library of real-world professional workflow recordings focused on QuickBooks Online. We are looking for experienced Bookkeepers, Accountants, or Accounts Payable/Receivable Specialists who actively use QuickBooks Online as part of their day-to-day professional work. The goal of this project is to capture realistic workflows showing how accounting professionals use QuickBooks Online to manage routine financial operations. This may include:

  • Bank reconciliation
  • Creating and managing invoices
  • Configuring bank rules
  • Reviewing transactions
  • Generating Profit & Loss reports by class

There is no teaching or formal presentation required. You’ll simply record your screen while performing typical QuickBooks Online workflows and narrate what you are doing.

Responsibilities

  • Record 4–5 screen captures demonstrating real QuickBooks Online workflows
  • Perform bank and account reconciliation workflows
  • Create, review, and manage customer invoices
  • Create and apply bank rules for transaction categorization
  • Review and categorize banking transactions
  • Generate and review Profit & Loss (P&L) reports by class
  • Demonstrate common accounts payable and accounts receivable workflows
  • Navigate QuickBooks Online as you would during normal day-to-day work
  • Narrate your actions while completing each workflow
  • Ensure recordings demonstrate realistic professional accounting practices

Example workflows

A recording may demonstrate:

  • “Reconcile a bank account in QuickBooks Online by reviewing imported transactions, matching them against existing records, resolving discrepancies, and confirming the final reconciliation.”
  • Other recordings may demonstrate creating invoices, setting up bank rules, categorizing transactions, managing receivables, or generating a P&L report by class.

Qualifications

  • Currently working as a Bookkeeper, Accountant, Accounts Payable Specialist, Accounts Receivable Specialist, or similar role
  • 3+ years of bookkeeping or accounting experience
  • Actively use QuickBooks Online as part of your current professional role
  • Hands-on experience with bank reconciliation, invoicing, and transaction management
  • Familiarity with bank rules and financial reporting in QuickBooks Online
  • Comfortable recording your screen while performing accounting workflows
  • Able to clearly narrate your actions while completing each task
  • Based in India

Nice to have

  • Advanced experience with QuickBooks Online
  • Experience managing accounts for multiple businesses or clients
  • Experience with AP/AR, month-end close, and financial reporting
  • Familiarity with class tracking and P&L reporting
  • Experience creating or maintaining accounting workflows and processes

Logistics

  • Type: Short-term project
  • Location: Remote (India)
  • Project Duration: Complete within 2 weeks
  • Deliverables: 4–5 screen-recorded workflows
  • Compensation: $10 per hour
  • Start Date: Immediate
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