What are the responsibilities and job description for the QuickBooks Administrator (Fractional / Contract) position at Pinnacle Consulting & Recruitment?
Position Summary
We are seeking a detail-oriented QuickBooks Admin / Finance support resource to assist with a migration from QuickBooks Desktop (Pro) to QuickBooks Online (QBO). This role will support the migration process (likely led externally) by preparing, validating, and reconciling financial data to ensure a smooth transition.
This is a hands-on, execution-focused role — ideal for someone comfortable working inside QuickBooks and supporting accounting operations during a system transition.
Key Responsibilities
- Support the migration from QuickBooks Desktop (Pro) to QuickBooks Online (QBO)
- Review and clean up financial data prior to migration (chart of accounts, customers, vendors, open balances)
- Assist with validating migrated data in QBO to ensure accuracy and completeness
- Reconcile accounts and confirm balances match between systems
- Identify and flag discrepancies or data issues for resolution
- Assist with basic setup and organization within QBO (users, account structure, categorization)
- Provide day-to-day QuickBooks support to internal stakeholders during the transition
Required Experience
- Hands-on experience with QuickBooks Desktop and/or QuickBooks Online
- Strong understanding of basic accounting principles (GL, reconciliations, financial reporting)
- Experience supporting bookkeeping or finance operations
- High attention to detail and ability to work through data validation tasks
Preferred Qualifications
- Prior experience supporting a QuickBooks migration (Desktop → Online)
- Bookkeeping or accounting background
- Experience working in a project-based or short-term contract role
Project Scope Notes
- Migration is being led externally; this role is focused on support and validation
- No known third-party integrations involved
- Timeline expected to be ~2 weeks if data is clean; up to ~4 weeks if cleanup is required
- Highly execution-focused — not a strategy or leadership role