Accounting Software Functional Support and Training Executive

Tally & QuickBooks / Accounting Software Functional Support and Customer Training Executive

The Tally & QuickBooks Functional Support Executive is responsible for training customers on accounting software usage and providing functional support to resolve day-to-day accounting and software-related issues. The role focuses on helping clients understand accounting processes, configure software correctly, and use features efficiently for their business needs.

• Conduct

  software training sessions

  (online/offline) on Tally and QuickBooks
• Explain

  accounting concepts

  such as:
• Chart of Accounts
• Ledger creation
• Vouchers (Sales, Purchase, Receipt, Payment, Journal)
• GST / VAT setup and compliance
• Payroll basics
• Train customers on:
• Company creation and configuration
• Inventory management
• Bank reconciliation
• Financial reports (P&L, Balance Sheet, Cash Flow)

• Provide

  functional support

  to customers via call, email, or remote access
• Troubleshoot issues related to:
• Incorrect entries
• GST returns and reports
• Inventory mismatches
• Data migration and backups
• Assist customers in customizing software settings as per business requirements
• Escalate technical issues to the technical team when required

• Prepare

  training materials

  , user guides, and FAQs
• Maintain records of customer issues and resolutions
• Collect customer feedback to improve training and support quality

• Strong knowledge of

  Tally

  and

  QuickBooks / Accounting Software

• Good understanding of:
• Accounting principles
• GST / Taxation basics
• Inventory and payroll processing
• Ability to analyze accounting data and identify errors

• Good communication and presentation skills
• Ability to explain accounting concepts in

  simple language

• Customer-focused attitude
• Problem-solving and analytical skills
• Patience and willingness to train beginners

• B.Com / M.Com / BBA / MBA (Finance) or equivalent
• Certification in

  Tally / QuickBooks / Sage / Accounting Software

  is an added advantage

• Fresher to 2+ years of experience in:
• Accounting software support
• Customer training
• Accounts executive role using Tally/QuickBooks

• Tally Prime
• QuickBooks (Online/Desktop)
• Sage
• ERPNext / Odoo
• MS Excel and basic MS Office tools
• Remote support tools (AnyDesk, TeamViewer, etc.)

• Senior Functional Consultant
• Accounting Software Trainer
• Implementation Consultant
• Product Specialist / ERP Consultant