QBO Integration Specialist

Monograph(11 days ago)

RemoteFull TimeMedior$65,000 - $75,000Customer Success

About this role

The QBO Integration Specialist at Monograph is a customer-facing financial systems expert who helps architecture and engineering firms onboard and integrate QuickBooks Online with Monograph. The role focuses on configuring QBO to align with project-based workflows, troubleshooting sync issues, and providing training and operational guidance to ensure long-term customer success. It supports adoption, retention, and revenue enablement through close collaboration with product, engineering, and CX teams.

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Required Skills

QuickBooks
Bookkeeping
Financial Operations
Integration
Onboarding
Troubleshooting
Documentation
Communication

Qualifications

QuickBooks ProAdvisor

About Monograph

monograph.com

Monograph is a firm management platform built specifically for architects and engineers, combining project management, time tracking, and billing in one product. It helps firms plan capacity, manage tasks and schedules, track time and budgets, and produce invoices and profitability reports. With a clean, design-focused interface, Monograph aims to replace fragmented spreadsheets and tools so small-to-mid-size design and engineering firms can run projects and finances more predictably.