Patti H.
Iva, United States
100%
Job Success
IT Billing, ConnectWise, AutoTask, QuickBooks Bookkeeper
$45.00/hr
My goal is to help small business owners focus on business so you don't have to worry about the small stuff. Tired of doing your IT Billing? I work for multiple IT providers on the 'billing' side of things performing Connectwise and Autotask billing and other administrative tasks so your focus can remain on business.
Are you doing your own books and can't seem to find the time to focus on your business? I can help, taking care of everything from data entry to reconciliation.
I have over 20 years experience, 10+ years on Upwork. As a former business owner, I know how important it is to have your records in order and up to date. I have a solid background in administrative duties with a strong emphasis on detail. Extensive knowledge in:
~QuickBooks 1999 - 2025 Desktop (all versions), QuickBooks Online, versions
~AutoTask Billing
~ConnectWise, ConnectWise Manage, ConnectWise Control Billing
-Quotewerks - Looking up PO's and syncing to Quickbooks to create invoices.
~Freshbooks
-Xero Accounting
~Bill.com
-Remote desktop (RDP, LogMeIn, and ConnectWise control)
Work history
Work history
Autotask & QuickBooks Maintenance
Jun 19, 2020
-
May 7, 2025
No feedback given
Private earnings
Quicken Setup and ongoing Expense Reports
5.0
of 2 reviews
Feb 21, 2023
-
Sep 9, 2024
5.0
Private earnings
Connectwise billing and QBs Bookkeeping
Aug 11, 2021
-
May 11, 2023
Private earnings
Autotask Billing Assistance
Jul 13, 2021
-
Oct 27, 2022
Private earnings
Autotask/Bookkeeper
Dec 1, 2020
-
Oct 13, 2021
No feedback given
Private earnings
Connectwise/Kaseya/Quickbooks Bookkeeper Consultant
Sep 11, 2014
-
Jul 28, 2021
No feedback given
Private earnings
MSP Billing and Accounting specialist.
Mar 21, 2018
-
Dec 2, 2020
"Patti was very knowledgeable with Quicbkooks Online and Connectwise. She also work with my vendors to get our AP straight with them and figure out their complex billing nonsense. She…
Private earnings
IT billing using autotask to quickbooks
Jan 26, 2020
-
Jun 7, 2020
No feedback given
Private earnings
Bookkeeping- Connectwise billing manager
Feb 11, 2020
-
Jun 7, 2020
No feedback given
Private earnings
IT Billing using Autotask to Quickbooks Desktop
Jan 15, 2020
-
Jan 29, 2020
"Patti is going to be a key asset to the success of our business. We created a new upwork account to hire freelancers for a new project and have already…
Private earnings
Quickbooks Bookkeeping backlog
Dec 10, 2020
-
Present
Job in progress
Private earnings
ConnectWise Implmentation, Admin and Bookkeeping for MSP
Apr 20, 2015
-
Present
Job in progress
Private earnings
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Skills
Skills
- Bank Reconciliation
- Microsoft Excel
- Intuit QuickBooks
- Bookkeeping
- Bill.com Accounts Receivable
- Slack
- Xero
- Intuit Quicken
- Microsoft Outlook
- Microsoft Word
- QuickBooks Online
- Bill.com Accounts Payable
- ConnectWise Automate