QuickBooks Migration Consultant; Fractional

Job Posting

We are not accepting resumes from third party vendors

We are seeking a detail-oriented Quick Books Admin / Finance support resource to assist with a migration from Quick Books Desktop (Pro) to Quick Books 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 Quick Books and supporting accounting operations during a system transition

• Support the migration from Quick Books Desktop (Pro) to Quick Books 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 Quick Books support to internal stakeholders during the transition

• Hands-on experience with Quick Books Desktop and/or Quick Books 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

• Prior experience supporting a Quick Books migration (Desktop to Online)
• Bookkeeping or accounting background
• Experience working in a project-based or short-term contract role

• 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