Freelancer excel/Quickbook/PPT

Freelancer for Excel/Quibook/Power Point Project

Quickbook Skill :

 • Invoicing, accounts receivable management & collections.

  New data set up in new Quickbook& set up new business.

• Accounts payable entries and issue resolution

• Proficiency with web-based accounting software applications

• Proficiency with QuickBooks Online

• Recording transactions in QuickBooks i.e sales, purchase, invoicing

• Keep record of bank transactions & credit card transaction entries

• Prepare data of product, customer, supplier in quick book.

• Prepare different type of report like sales & purchase report, client summary

• Maintain top customer list, product list, price comparison list

Excel Skill & Power Point Skill : 

Picking Slip Management

• Generate picking slips based on sales orders. 
• Ensure accurate item details (product name, quantity, SKU, location). 
• Coordinate with warehouse staff for order picking. 
• Verify picked items against the slip before dispatch. 
• Maintain records of all picking slips. 

 Inventory Tracking

• Maintain and update inventory records in Excel or ERP systems. 
• Monitor stock levels and record incoming and outgoing items. 
• Track daily stock movement (sales, returns, transfers). 

Data Management

• Enter and verify inventory data with high accuracy. 
• Maintain organized digital records. 
• Ensure all entries are updated in real-time or as per schedule. 

 Stock Monitoring & Alerts

• Identify low stock levels and notify concerned teams. 
• Report discrepancies such as missing or damaged stock. 
• Maintain minimum stock level reports. 

Invoice Creation

• Generate invoices using Excel, accounting software, or online tools. 
• Ensure correct details (customer name, items, quantity, price, GST, totals). 
• Maintain proper invoice numbering and records. 
•  

Billing Management

• Prepare and send bills to clients via email or online platforms. 
• Verify billing data before final submission. 
• Handle recurring billing (monthly/weekly invoices). 
•  

Payment Tracking

• Monitor incoming payments and update records. 
• Follow up with clients for pending payments. 
• Maintain payment status (paid, pending, overdue). 
•  

Record Keeping

• Maintain digital records of invoices and receipts. 
• Organize files for easy access and audits. 
• Ensure data accuracy and confidentiality. 
•  

Reporting

• Prepare daily/weekly billing reports. 
• Track revenue and outstanding payments. 
• Share reports with management. 
• . 

5. Reporting & Analysis

• Prepare daily/weekly/monthly inventory reports. 
• Analyze stock trends and usage patterns. 
• Share reports with management.