QuickBooks Enterprise Solutions 24.0 SME Needed for Virtual Team Training

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Project Description: We are seeking an experienced QuickBooks Enterprise Solutions 24.0 Subject Matter Expert (SME) to provide virtual training for our internal team. We are currently operating on QuickBooks Enterprise Solutions 22.0 and will be transitioning to 24.0 by May 31, 2025. Our goal is to ensure the team is well-prepared to maximize the functionality and efficiency of the updated system before, during, and after the transition. Training will be conducted virtually and we aim to complete the training within 1 to 3 focused sessions. Areas of Focus Include: • Best practices for removing old receivables that cannot be collected (including setting up a bad debt expense category). • How clients can pay via a QuickBooks link using a credit card. • How to add and automate late fees in QuickBooks Desktop. • Editing invoice templates and customer messaging, including embedding a payment link. • How to remove uncollectable balances from customers (e.g., bankruptcy) without creating a tax event. • How to load merchant services into QuickBooks to allow online payments and ensure remittance emails are sent to the appropriate team member. • How to batch-send late notices if full automation is not possible. • How to run custom client reports (e.g., business volume over the past 1–2 years). • General best practices for improving accounting workflows. Ideal Candidate: • Expert-level experience with QuickBooks Enterprise Solutions 24.0 Desktop (experience with 22.0 is a plus). • Proven success in training teams virtually. • Strong knowledge of accounts receivable management, merchant services integration, and QuickBooks Desktop automation tools. • Able to tailor training to our company’s specific workflows and needs. Deliverables: • 1 to 3 virtual training sessions customized to our needs. • Clear step-by-step walkthroughs and real-time demonstrations. • (Optional but preferred) Training handouts or quick reference guides. • Live Q&A during each session. • (Optional) Limited email follow-up support after sessions. Proposal Requirements: Please include the following in your proposal: • A brief overview of your experience with QuickBooks Enterprise Desktop 22.0 and/or 24.0. • Previous training experience (companies/clients you have worked with). • Your training approach (live demonstrations, handouts, recorded sessions, etc.). • Your hourly rate or a flat fee estimate for 1 to 3 training sessions. • Your general availability (sessions will be held during business hours EST). • Any certifications (such as QuickBooks ProAdvisor).

Keyword: Data Entry

Price: $50.0

HR & Business Services Intuit QuickBooks Accounts Receivable Management Administrative Support