Work schedule - Flexible to start: 5 days/4 hrs, or 4 days/5 hrs

• Position Overview

  • 20 hours per week (4 hours per day)

  • Initial focus on estimate creation and modification with gradual expansion to sales order processing

  • Extensive training period with hour-by-hour shadowing initially

  • Direct integration with company’s AWS-hosted QuickBooks Enterprise system

  • Access to dedicated secure computer within company office for network access

  • Month-to-month service agreement with no long-term contracts

  Responsibilities

  • Create and modify detailed QuickBooks Enterprise estimates (3–6 pages long, up to $300,000 in value)

  • Make adjustments to estimates based on customer requests (e.g., removing floors, adjusting quantities, updating pricing)

  • Duplicate and modify existing estimates to create new versions per customer requirements

  • Generate and modify Purchase Orders in QuickBooks Enterprise

  • Input accounts payable invoices from distributors and manufacturers into QuickBooks

  • Convert approved estimates into Sales Orders, email them to customers, and obtain signatures

  • Flip Sales Orders into Invoices, deliver them to customers, and follow up on invoices after 30 days if needed

  • Communicate with internal team via Slack, Zoom, and Google Office Suite for real-time updates and modifications

  • Collaborate on estimate reviews, pricing discussions, and customer follow-ups

  • After training, manage and send quick estimate, invoice, and PO updates independently

  Requirements

  • 5+ years of experience with QuickBooks Enterprise (not QuickBooks Online)

  • Strong proficiency in QuickBooks Enterprise estimate creation and modification

  • Excellent English communication skills (verbal and written)

  • Availability to work Pacific Standard Time, 8 AM to 5 PM, Monday through Friday

  • Experience with remote desktop access and team collaboration tools

  • Ability to work with Zoom, Slack, and Google Office Suite

  • Strong attention to detail for complex estimate modifications and pricing adjustments

  • Ability to learn company-specific processes and industry terminology quickly

  • Comfortable with extensive initial training and shadowing period

  Independent Contractor Perks

  • Permanent work from home

  • Immediate hiring

  • Steady freelance job