Data Entry for Invoices in Excel

Posted last month

We are seeking a highly organized and efficient Data Entry Specialist to assist with the critical tasks of organizing and entering financial data into Microsoft Excel or Google Sheets, and managing expense categorization and mileage tracking in QuickBooks. Your primary role will be to process and match scanned receipts with their corresponding credit card transactions, categorize them appropriately, ensure accurate date entries, and assist in financial record-keeping in QuickBooks.


- **Data Entry and Verification:** Accurately input data from scanned receipts into either Microsoft Excel or Google Sheets. Ensure that all entries are free of errors and discrepancies.
- **Receipt and Credit Card Matching:** Match each receipt with the corresponding credit card transaction. This requires careful attention to detail and the ability to recognize patterns and discrepancies.
- **Categorization:** Assign each entry to the appropriate financial account and categorize each item based on the nature of the expense in both spreadsheets and QuickBooks.
- **Date Management:** Accurately record the dates of transactions as specified on receipts and ensure consistency across all entries.
- **Mileage Tracking:** Use QuickBooks to accurately track business mileage for reimbursement and tax deduction purposes.
- **Expense Management:** Categorize expenses into business or personal within QuickBooks, ensuring accurate financial records.

- **Document Organization:** Maintain a systematic and organized approach to handling a large volume of documents within provided folders. Ensure all data is stored securely and is easy to access for future reference.

- **Reporting and Review:** Regularly review data entries for accuracy and completeness. Generate summary reports as required.


- Proven experience in data entry, preferably with experience in handling financial or receipt data.
- Proficient in Microsoft Excel and Google Sheets, including formulas, data sorting, and spreadsheet management.
- Proficiency in QuickBooks, particularly in expense categorization and mileage tracking.
- Strong attention to detail and a high level of accuracy.
- Excellent organizational skills and the ability to handle multiple tasks simultaneously.
- Good communication skills and the ability to follow written instructions.
- Basic understanding of financial record-keeping and data categorization.

**Desired Qualifications:**

- Knowledge of QuickBooks is a significant plus, as it will be essential for additional responsibilities including mileage tracking and categorizing business and personal expenses.

**Application Instructions:**

Please attach a brief cover letter and a resume outlining your experience with similar projects. Include any relevant certifications or training. We are looking forward to your applicatio!n

  • Not Sure
  • < 1 month
  • Entry level
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Data Entry Skills
Computer Skills
Data Entry Tools
Microsoft Office
Data Entry Services
Data Cleaning Copy & Paste
Microsoft Excel Data Entry
+ 3 more
Activity on this job
  • Proposals:
  • Last viewed by client:
    3 weeks ago
  • Hires:
  • Interviewing:
  • Invites sent:
  • Unanswered invites:
About the client
Member since Oct 19, 2015
  • United States
    San Francisco 12:42 AM
  • 8 jobs posted
    50% hire rate, 2 open jobs
  • $1.7K total spent
    4 hires, 2 active
  • $5.17 /hr avg hourly rate paid
    311 hours

Explore similar jobs on Upwork

Data Entry [Google Ads Experience Required]
Hourly ‐ Posted 2 hours ago
Data Entry Google Analytics Google Sheets
Integration tester, Poland
Hourly ‐ Posted 2 hours ago
Data Entry

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo