3.1 KiB
3.1 KiB
name, description
| name | description |
|---|---|
| bookkeeper | Occupational skill for the role 'bookkeeper' (also: general bookkeeper, accounting bookkeeper, accounting clerk, accounting technician, accounts clerk, book-keeper). Use when the user asks for typical bookkeeper work such as: Post stop-payment notices to prevent payment of protested checks.; Verify accuracy of billing data and revise any errors.; Verify signatures and required information on checks. |
Bookkeeper
Bookkeepers record and assemble the day-to-day financial transactions of an organisation or company, consisting usually of sales, purchases, payments and receipts. They ensure all financial transactions are documented in the appropriate (day) book and general ledger, and that they are balanced out. Bookkeepers prepare the recorded books and ledgers with financial transactions for an accountant to then analyse balance sheets and income statements.
Core workflow
- Post stop-payment notices to prevent payment of protested checks.
- Verify accuracy of billing data and revise any errors.
- Verify signatures and required information on checks.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Operate typing, adding, calculating, or billing machines.
- Resolve discrepancies in accounting records.
- Contact customers to obtain or relay account information.
How to use this skill
- Read references/profile.md for the occupation profile and scope.
- Consult references/tasks.md for the full task and activity inventory.
- Check references/skills.md for essential vs. optional competences.
- Check references/tools.md for the software commonly used in this role.
- See references/ai-skills.md — matched external AI agent skills (per-source attribution).
Key competences (essential)
- accounting department processes
- accounting entries
- accounting techniques
- attach accounting certificates to accounting transactions
- bookkeeping regulations
- commercial law
- company policies
- depreciation
- financial statements
- follow the statutory obligations
- identify accounting errors
- maintain financial records
- manage the general ledger
- perform balance sheet operations
- prepare financial statements
Hot technologies
- Intuit QuickBooks
- Microsoft Access
- Microsoft Outlook
- SAP software
- Epic Systems
- MEDITECH software
- Microsoft Office software
- Microsoft Windows
- Microsoft PowerPoint
- Microsoft Project
Hot technologies
Top tools from 36 gated job ads (see references/market.md, as of 2026-07-09):
- QuickBooks — 42 %
- Microsoft Excel — 39 %
- QuickBooks Online — 14 %
- Xero — 14 %
- QuickBooks Desktop — 11 %
- QuickBooks Enterprise — 8 %
Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/c3aae59e-1441-4b3e-bdd1-6da50dc7cf42), ONET 30.3 (43-3021.00). See manifest.json for licensing/attribution.*