Cathy Iconis

QuickBooks Cleanup Tip: Avoid Deleting Transactions

By Cathy Iconis | April 12, 2019

Today’s QuickBooks Online Cleanup Tip is simple, avoid deleting transactions – just stop it! But, you may be asking yourself, why? We’ve got the answer for you.

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Selecting An App For Your QuickBooks Integration

By Cathy Iconis | April 5, 2019

If you’re a QuickBooks ProAdvisor, accountant, bookkeeper or business owner and want more usability through Quickbooks integration, this article is for you.

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6 Subscription Services For Every Solopreneur

6 Subscription Services For Every Solopreneur

By Cathy Iconis | March 26, 2019

I’ve been a subscription service junkie. For me, it’s all about convenience and making my life easier. As a mother of two, wife, and founder of QBOchat and CEO of Iconis Group, I feel like I’m moving in a million different directions each and every day. Throw in a little anxiety and depression and it…

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How to Start a Virtual Bookkeeping Business

By Cathy Iconis | March 25, 2019

I’m going to tell you my story on how I built and grew my virtual bookkeeping business. But, first, let me tell you a bit more about me and how I came about to start a virtual bookkeeping practice. About Cathy Iconis, CPA I’m a CPA (not a requirement to have your own bookkeeping business)…

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"How to Improve Your Invoicing Process" Text Overlay on image of financial document

How to Improve Your Invoicing Process

By Cathy Iconis | March 18, 2019

Invoicing is a big deal in business. This is how a business communicates what is owed and can get paid! Small businesses need money, right?! But, it can also end up being a big pain point for businesses and their owners. I’m here to help you figure out how to make your invoicing process a…

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Intuit Earnings & Highlights From the Q2 2019 Conference Call

By Cathy Iconis | February 25, 2019

The 2nd quarter results were discussed in a call on February 21, 2019. The earnings call is for the period ending January 31, 2019. The Motley Fool has transcribed that call and I have used that to share some highlights from the call. Continue reading for a breakdown of the Intuit earnings conference call for…

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Veem Now Charges for Domestic Payments

By Cathy Iconis | February 12, 2019

Surprise! Surprise! Free never lasts, right? What Happened to Free Veem Payments? I got an email from a client this morning asking me to fix the integration with Veem to map the expense account. He also asked the great question, “Why would there be a fee? I thought it was free.” $1 Fee For Domestic…

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How to Navigate the QuickBooks Online Dashboard

By Cathy Iconis | September 7, 2018

QuickBooks Online Dashboard for Accountants When you login to QuickBooks Online, you may be overwhelmed with the homepage or dashboard. There is some great information in the middle about how the business is operating, but I’m going to show you how to navigate through all the other parts of the QuickBooks Online dashboard. Having this…

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What is SOS Inventory?

By Cathy Iconis | September 6, 2018

QBOchat Interviews SOS Inventory I recently caught up with Yvette Houston with SOS Inventory in Atlanta, GA and we interviewed her about SOS Inventory and how they help contractors with their accounting. SOS Inventory Video Interview SOS Video Interview Video Transcript Welcome to QBOchat interviews. Join us as we interview some of the best apps,…

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Exploring the QBOA Accountant Toolbox

By Cathy Iconis | September 4, 2018

How to Use The Accountant Toolbox in QuickBooks Online As a QBOA (QuickBooks Online Accountant) user, you get access to some extra features and tools that regular users just don’t have. One of those features is the accountant toolbox. When you are logged in to QuickBooks Online, the accountant toolbox is the briefcase on the…

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