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QuickBooks Online Expert - Workflow Recording at Careerflow in India
Job Description
QuickBooks Online Expert - Workflow Recording — Careerflow.ai
Location: India · Visa sponsorship: no
Careerflow Human Data Labs partners with AI companies to bring real-world professional expertise into their products.
About the work
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, and 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.
Required experience
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
Company: Careerflow Human Data Labs
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