QuickBooks Consultant with CRM Knowledge

QuickBooks Consultant with CRM Knowledge

We're looking for a hands-on QuickBooks expert with integration experience to manage system setup, chart of accounts design, reporting, and bi-directional integration with Salesforce. This role bridges accounting systems and business operations.

Responsibilities:

QuickBooks Setup & Administration

· Configure and maintain QuickBooks (Online/Desktop)

· Design and structure chart of accounts aligned with operations

· Manage data integrity, user access, and system performance

· Build financial reports and management dashboards

QuickBooks–Salesforce Integration

· Configure and maintain bi-directional data sync between QuickBooks and Salesforce

· Create and synchronize records across both systems

· Perform object and field mapping to ensure accurate data alignment

· Troubleshoot sync issues and maintain data consistency

Salesforce Admin Support

· Creat...