Cathy Iconis

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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How SOS Inventory Helps Contractors With Accounting

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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QBOchat Interviews Knowify

By Cathy Iconis | August 20, 2018

I recently caught up with Terrin Kalian with Knowify in Atlanta, GA and we interviewed him about Knowify and how they help contractors with their accounting. Knowify Interview Video Transcript Welcome to QBOchat interviews. Join us as we interview some of the best apps, that integrate with QuickBooks Online and learn how these Apps are…

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Understanding Unapplied Cash Payment Income & Unapplied Cash Bill Payment Expenses

By Cathy Iconis | August 8, 2018

We’ve got the answers to why you have the Unapplied Cash Payment Income and Unapplied Cash Bill Payment Expense accounts on your QuickBooks Online report. Where did they come from? Why is QuickBooks Online making the transaction? How do I fix it?

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Receipt Bank - Automated Bookkeeping & Data Entry

QBOchat Interviews Receipt Bank

By Cathy Iconis | August 7, 2018

I recently caught up with Damien Greathead with Receipt Bank in Atlanta, GA and we interviewed him about Receipt Bank and any new changes that accountants should be aware of. Receipt Bank Interview Video Transcript Welcome to QBOchat interviews. Join us as we interview some of the best apps, that integrate with QuickBooks Online and…

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QBOchat Interviews Bill.com

By Cathy Iconis | July 26, 2018

I recently caught up with Kaylen Warren with Bill.com in Atlanta, GA and interviewed her about Bill.com and the new changes that accountants should be aware of. Learn more about Bill.com. Bill.com Interview Video Transcript Welcome to QBOchat interviews. Join us as we interview some of the best apps, that integrate with QuickBooks Online and…

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QuickBooks Online Month End Close Process

By Cathy Iconis | July 16, 2018

Over the years, I created a process for my month end work utilizing QuickBooks Online, since I’m a 100% QBO shop. It has helped me streamline my procedures, which has made me more efficient.

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1099 Errors

Top 1099 Errors Made in QuickBooks

By Cathy Iconis | January 24, 2018

It’s 1099 season and there are a few more days until the deadline, January 31st. If you aren’t going to make it, make sure to fill out an extension now (Form 8809)! For the rest of you, I keep seeing some of these common errors made in QuickBooks Online when it comes to 1099s. Here…

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I hate QuickBooks

I hate QuickBooks

By Cathy Iconis | January 23, 2018

I monitor tweets that include a mention of QuickBooks. Since it is the beginning of the year, I’ve noticed a TON of tweets about how much people hate QuickBooks. I want to reach out, but I’m not sure I can be of assistance. QBCares does an amazing job reaching out and trying to help users…

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