Build Excel tool to sync deal stages to QuickBooks invoiced/paid status
3 weeks ago

Job summary
Build Excel tool to sync deal stages with QuickBooks invoiced/paid status.We need an Excel or Google Sheets workflow that reconciles Vision Track's invoicing stage with QuickBooks reality.
Objective:
Create a repeatable workbook/sheet that produces mismatch reports and update files for correct deal stages without API integration required.Job description
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Access all high-level positions and get the job of your dreams.
Similar jobs
We are conducting a paid research study to understand how finance and accounting leaders in small and medium–sized enterprises manage invoice processing and related tools. · ...
Cleanly reconcile activity in QuickBooks Solopreneur and produce a simple spend log. · ...
We are looking for a frontend developer to help us unify our front-end across platforms using React Native. · ...
We are seeking a highly organized and detail-oriented Virtual Assistant to provide remote administrative, customer service, and data entry support to our Claims Coordination Team. This is a fully remote position. All necessary equipment will be provided. Candidates must have acce ...
Remote Customer Service / Data Entry Representative (Canada Residents Only)
3 weeks ago
Posted by: Tanya M. McNally
We are seeking a highly organized and detail-oriented Remote Customer Service/Data Entry Representative to support our Claims Coordination Team. · ...
We are seeking a highly organized and detail-oriented Administrative Assistant to support our Claims Coordination Team. · This is a fully remote position, · Candidates must have access to a reliable high-speed internet connection and must reside in Canada.Perform accurate data en ...
We're seeking an expert freelancer to help us automate our workflows using Make/Integromat. The ideal candidate will have hands-on experience integrating Google Sheets and Stripe. · Help build two Make scenarios that automate enrollment/payment processes using Google Sheets. · ...
API Integration Specialist Needed
1 month ago
+We are seeking an experienced API Integration Specialist to establish a seamless connection between two software platforms.+ · ++• Establish a seamless connection between two software platforms+• Ensure data flows smoothly between systems+• Work with RESTful APIs and navigate so ...
+ Xero Automation Expert
1 month ago
I'm looking for an experienced Xero automation specialist to help streamline and scale our systems. · ...
Zapier Integration with QuickBooks Expert Needed
1 month ago
I run a trucking brokerage. We manage loads/invoices in Google Sheets and do accounting in QuickBooks Online (QBO). I want a reliable automation (Zapier or Make) to sync Google Sheets → QBO for customer/carrier creation and invoicing, · Automation needed:Create Customer in QBO if ...
This is an open invoice project with partial reconciliation. The bookkeeper will utilize QuickBooks Online to pull reports of open invoices in excel and review bank statements to identify which ones were paid. · The bookkeeper must note on the open invoice report current status / ...
I'm looking for an experienced n8n automation specialist to rebuild an existing WooCommerce → Shopify workflow that currently runs on Zapier but has reliability and delay issues. · ...
Clerk V Accounts Payable
2 days ago
The Accounts Payable Clerk determines the tax status of goods purchased. The position involves processing invoices in a multi-fund environment, reconciling suppliers' statements, · You can communicate effectively both verbally and in writing. · , · ,Grade 12, · a recognized accou ...
We are a transportation company looking to develop a custom SaaS / web-based management system to centralize and automate our business operations. · ...
+ Deploy 3 niche funnels and 1 digital product funnel inside GoHighLevel (white-labeled). + Funnel Builds (4 Total), Build 3 niche landing pages from provided wireframes, Build 1 digital product sales page ,Connect forms to correct pipeline , Configure thank-you pages , Connect b ...
Seeking Power BI Expert
2 weeks ago
We are seeking an experienced Power BI expert to automate an end-to-end process for AP automation using Power Automate. · The ideal candidate will have expertise in ChatGPT, Azure OpenAI Service, Tableau, Apache Superset and Microsoft Azure among others. ...
We're looking for a highly organized detail-oriented Operations & Finance Administrator to manage the financial and operational backbone of the business. · This is a heavily administrative systems-driven role that sits across accounting invoicing commissions inventory sales opera ...
N8n system + supabase
1 month ago
Develop multiple tools for central database management including invoice storage and payment control. · Manage invoices in one place using Airtable or Supabase · ...
We are looking to build a long-term automation system using n8n. · This will become our internal "AI Operations Assistant". · We are looking for an experienced n8n automation specialist (not a general web developer) to build Phase 1 of this system with clean, modular workflows th ...
Accounts Receivable Follow-Up Caller
1 month ago
We're hiring a part-time Accounts Receivable caller to follow up on past-due customer invoices for a growing HVAC company. · Call customers with invoices over 60 days past due · A sk directly but politely about payment status and timing · ...