Over 1.8 million professionals use CFI to learn accounting, financial analysis, modeling and more. Start with a free account to explore 20+ always-free courses and hundreds of finance templates and cheat sheets.
An accounting clerk is a member of a company’s accounting department, responsible for assisting with both clerical and administrative tasks. In general, an accounting clerk takes care of basic office tasks that involve reporting, bookkeeping, research, as well as the resolution of discrepancies related to any of the tasks he or she performs.
Accounting Clerk Job Requirements
There are a variety of tasks that an accounting clerk is responsible for tackling on a daily basis, as well as cumulative tasks that are fully resolved on a more long-term basis. Among the many tasks that an accounting clerk may perform, some of the most common include:
Mail checks to both other businesses and employees
Keep a thorough record of business transactions and enter data from daily work logs into the company’s general ledger system
Supporting supervisory and executive staff by performing any assigned accounting and clerical tasks
Keep a thorough record of all company charges, as well as any refunds that have been issued
Keep track of any consumer issues that require a refund and make sure that the refunds are issued in a timely manner
Assist senior accounting personnel with any tasks conducted within the accounting department, or any tasks that require accounting personnel to take part
Key in or type up any documents or items that the accounting department is responsible for, including checks and invoices, as well as vouchers, accounting statements, and other reports and records
Match work orders to invoices
Process invoices/bills so that they can be paid
Contact consumers to notify them of delinquent accounts and accept any payments made at the time of contact
Arrange for money stores within the business to be delivered to the bank on a daily or weekly basis, or in whatever increments the business wants to turn over cash to savings
Requirements for an Accounting Clerk Position
Every business is unique; different companies may require different skills for an individual in order to take a position as an accounting clerk with them. While this is true, there are a number of general requirements that most companies expect or demand. These requirements include:
A high school diploma; however, most companies require further education and working experience in the field
The ability to act responsibly and ethically when working with sensitive financial information, whether it’s information for the company or for individuals
Solid communication skills, with proficiency in speaking and writing
Computer literacy, as accounting clerks are responsible for keying information into various computers and software programs
Strong people skills – a polite and professional demeanor when working with other companies, as well as consumers and coworkers
The willingness and ability to comply with local, state, and federal financial regulations, as well as the regulations established by the company itself
Accounting clerks fill an important and necessary role in any company. They must be attentive to detail, thorough, possess a strong work ethic, and be professional and courteous when working with others.
Take your learning and productivity to the next level with our Premium Templates.
Upgrading to a paid membership gives you access to our extensive collection of plug-and-play Templates designed to power your performance—as well as CFI's full course catalog and accredited Certification Programs.
Already have a Self-Study or Full-Immersion membership? Log in
Access Exclusive Templates
Gain unlimited access to more than 250 productivity Templates, CFI's full course catalog and accredited Certification Programs, hundreds of resources, expert reviews and support, the chance to work with real-world finance and research tools, and more.