Bookkeeper / Accounting QA Analyst, 1099, part-time or full-time

Overview

ServiceFactor is a field service management platform built for mechanical, electrical, and plumbing contractors. We're looking for an experienced bookkeeper to join us as a QA Analyst, helping ensure our accounting and financial features work correctly for the contractors who rely on them every day. This role involves testing our cloud software application in a testing environment and ensuring it works correctly. This is a hands-on role. You'll be clicking through the application, testing invoices, verifying QuickBooks syncs, and making sure the numbers add up. We don't expect you to come in as a software tester. We'll teach you QA methodology. What we need is someone who understands bookkeeping workflows well enough to spot when something is wrong. What you'll be doing Your initial focus will be QA on accounting and financial features, expanding into other areas of the platform over time. Day to day, you'll be:

• Testing invoicing workflows: creating invoices, applying discounts and markups, verifying tax calculations, posting invoices, batch posting via Quick Post, and confirming totals are correct
• Verifying QuickBooks Online sync: making sure customers, invoices, payments, credit memos, items, tax rates, and classes sync correctly between ServiceFactor and QBO
• Testing QuickBooks Desktop integration where applicable
• Testing payment processing: credit card payments through OpenEdge, refunds, payment links sent to customers, and mobile payments from the field
• Walking through quote workflows: creating quotes with multiple tabs/options, applying taxes and discounts, approving quotes, converting quotes to work orders and invoices
• Verifying change order (CO) creation, approval, and billing
• Testing job costing features: phase tracking, schedule of values, progress billing, AIA invoice formats, retainage calculations, estimate vs. actual comparisons
• Checking aged receivables, sales tax reports, cash receipt reports, payroll exports, and other accounting reports for accuracy
• Testing customer billing: bill-to address management, customer invoice history, customer portal invoice views and online payments
• Verifying time tracking and labor costing: labor rate types (regular, overtime, travel, minimum charge), timesheet entries, and how labor costs flow into invoices
• Verifying markup templates, payment terms, accounting classes, and month close/open controls work as expected
• Logging bugs and issues clearly, with steps to reproduce, in Excel initially and eventually in Jira

As you get comfortable, you'll expand into testing work orders, dispatch, scheduling, equipment tracking, customer portal functionality, and other parts of the platform. What we're looking for Required

• 3+ years of bookkeeping or accounting experience (5+ preferred)
• Hands-on experience with QuickBooks Online
• Work experience in the mechanical (HVAC or similar), electrical, or plumbing industry
• Comfortable working in SaaS/web applications and picking up new software
• Strong Excel skills for tracking test cases and results
• Attention to detail, especially when it comes to numbers, taxes, and financial data
• Reliable internet connection and ability to work US business hours
• Clear written and verbal communication skills

Nice to have:

• QuickBooks Online certification (big plus)
• QuickBooks Desktop experience
• Experience with Jira or similar issue tracking tools
• Familiarity with construction or field service billing (progress billing, retainage, AIA formats, change orders)
• Experience with payment processing or merchant services

About the role This is a part-time contract position, 20-40 hours per week, with potential to expand depending on business needs. The work is hybrid or in-office, and our team is based in Plano, TX. You don't need prior QA or software testing experience. We'll train you on how we test, how to write good bug reports, and how to use our tools. What matters most is that you know bookkeeping and can tell when something in the software doesn't match how it should work in real life. Pay: $17.00 - $26.00 per hour

Benefits

• Flexible schedule
• Work from home

Application Question(s):

• Do you have any Quickbooks Online certificates (if yes, please specify)?
• What hourly rate compensation (in $/hr) are you looking for?

Experience:

• Bookkeeping (General): 3 years (Required)
• Bookkeeping (Mechanical/HVAC, Electrical, Plumbing): 1 year (Required)
• Quickbooks Online: 3 years (Required)
• Quickbooks Desktop: 1 year (Required)

Ability to Commute:

• Plano, TX

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