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This role will focus on re-architecting and stabilizing an on-premise QuickBooks environment following the decommissioning of a legacy database and the disruption caused by a recent QuickBooks version upgrade. The consultant will be responsible for redesigning system configurations, internal data structures, and reporting logic to ensure QuickBooks can operate as a standalone financial system while maintaining required business functionality.
Job Responsibility:
Act as the technical subject-matter expert for QuickBooks 2024 in an on-premise environment
Analyze existing QuickBooks configurations and legacy integration dependencies to support system decoupling
Reconfigure QuickBooks to operate independently without reliance on retired custom database integrations
Design and implement custom data fields, forms, and internal schemas to support donation and receipt tracking
Develop and validate 4–6 custom reports using newly created fields across two primary data entry workflows
Troubleshoot and remediate system issues introduced by a recent QuickBooks upgrade that impacted functionality
Collaborate with internal IT resources managing API-based data ingestion and retrieval processes
Perform system validation and functional testing to ensure accuracy and stability post-configuration
Produce technical documentation outlining configurations, custom fields, report logic, and system changes
Provide technical recommendations and best practices for maintaining an on-premise QuickBooks environment
Requirements:
Strong hands-on experience with QuickBooks 2024 (desktop/on-premise)
Demonstrated experience configuring QuickBooks as a standalone financial system
Proficiency in creating custom fields, forms, and advanced reports within QuickBooks
Experience troubleshooting application-level issues related to upgrades, version changes, or broken integrations
Ability to operate independently in a time-boxed, project-based engagement
Strong technical communication skills with the ability to translate requirements into system configuration
Nice to have:
Familiarity with legacy QuickBooks SDKs or custom integration frameworks
Experience supporting non-profit or multi-entity financial environments
Background in system modernization or application decoupling initiatives
What we offer:
medical, vision, dental, and life and disability insurance