Basic Accounting Knowledge

  • Understanding of accounting principles (debits, credits, general ledger)
  • Familiarity with:
    • Invoicing (AR)
    • Billing and collections (AR)
    • Vendor payments and expense tracking (AP)

2. QuickBooks Experience

  • Hands-on use of QuickBooks (Desktop)
  • Common tasks:
    • Creating and sending invoices (AR)
    • Recording customer payments (AR)
    • Entering bills and managing vendors (AP)

3. AR-Specific Skills

  • Managing customer accounts
  • Monitoring aging reports
  • Following up on overdue invoices
  • Processing credit memos
  • Cash application (matching payments to invoices)

4. AP-Specific Skills

  • Processing invoices and approvals
  • Matching purchase orders, receipts, and invoices (3-way match)
  • Scheduling and issuing payments (checks, credit cards)
  • Vendor communication and dispute resolution
  • Reimbursement employees.

Soft Skills

  • Attention to detail (very important for financial accuracy)
  • Organization and time management
  • Communication skills (especially for collections or vendor interactions)
  • Problem-solving mindset