QuickBooks Online/Data Entry Assistant

Financial Assistant

Walnut Creek Farm is looking for an experienced financial assistant. Quickbooks Online experience is required.

Minimum of 3 years of Quickbooks online experience. You must know how to turn estimates to 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, if locations are missing order you will need to contact them and check the status. A high attention to detail is crucial to getting our jobs done and maintaining our customers satisfaction. You should possess an ability to self-start, we are fast paced and cannot hand hold, we need you to be able to jump in and hit the ground running.

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.

Qualifications:

• Degree is not required but is a plus.
• 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.
• A high degree of accuracy and attention to detail.

Pay based on experience and qualifications.