Cathy Iconis

Aero Workflow QBOchat LIVE at QBConnect

Aero Worfklow’s QBOchat Live at QBConnect

By Cathy Iconis | December 5, 2017

Do you have an accounting or bookkeeping firm and need a better solution to manage your work? Aero Workflow is an awesome project management solution. This app was built by accountants for accountants. They understand our business and have provided solutions to help us work more efficiently and effectively. Check out our other QBOchat Live…

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Kindful QBOchat LIVE at QBConnect

Kindful’s QBOchat Live at QBConnect

By Cathy Iconis | December 5, 2017

Kindful is an app for nonprofits that integrates with QuickBooks Online. They were also one of Intuit’s $100K App Showdown finalists in 2017. Kindful provides a solution to nonprofits to help them organize their donations and track their donors because it is always all about the donors! And, in the end, they provide a sync…

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Share a Refund QBOchat LIVE at QBConnect

Share a Refunds’s QBOchat Live at QBConnect

By Cathy Iconis | December 5, 2017

Share a Refund is an awesome app that can save your business money on shipping fees from FedEx, USPS, or DHL. Once you hook up your accounts, they work behind the scenes to file claims on a multitude of issues that may come up on your shipping invoices. Whatever refund they get for you, you…

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AutoEntry QBOchat LIVE at QBConnect

AutoEntry’s QBOchat Live at QBConnect

By Cathy Iconis | December 5, 2017

AutoEntry isn’t just another receipt management or OCR related app, they have listened to the market of accountants and bookkeepers and are offering even more! AutoEntry can bring in line items of invoices AND they don’t just stop at purchasing. They provide AutoEntry services for sales and bank statements. Check out their App to see…

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Avalara TrustFile QBOchat LIVE at QBConnect

Avalara TrustFile’s QBOchat Live at QBConnect

By Cathy Iconis | December 5, 2017

I had the privilege to sit down with Avalara to get a demo of their TrustFile app. Avalara’s TrustFile helps accountants and bookkeepers automate sales tax reporting. They can pull in your data from numerous resources and prepare your returns for you. Their customers say they can save hours per return. Check out our other QBOchat…

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Job Costing Template in QuickBooks Online Using Transaction Pro Importer

Job Costing in QuickBooks Online Using Transaction Pro Importer

By Cathy Iconis | November 8, 2017

Several years ago, I had a client where we needed to allocate payroll costs across all the jobs they worked on. They had an external time tracking system, so I created a template to just paste their information into a page on a spreadsheet and some other information. The result was a preformatted sheet to…

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How To Print Checks in QuickBooks Online

By Cathy Iconis | January 10, 2017

It is super easy to print checks in QuickBooks Online. First, you’ll want to click the + sign in QuickBooks Online. With the new design layout introduced in early 2017, that can now be found on the top right of your screen. Under Vendors, you’ll see the link to “Print Checks”. The next screen will…

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Share a Refund Demo

By Cathy Iconis | January 3, 2017

Share a Refund shows us their App, what it does, and how EASY it is to use! They also explain their Affiliate and Reseller programs. Again, I’m so impressed with the App and how automated everything is. Great way to find some extra money for your business. To learn more about the app, please click…

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Protect Your Business From Credit Card Fraud

Bookkeeper Gets 2 Years For $100,000 Credit Card Fraud

By Cathy Iconis | December 30, 2016

An Ex-Indiana bookkeeper was recently sentenced to two years for credit card fraud. You can get the story here. But, we want to discuss what went wrong… The Bookkeeper’s Credit Card Fraud Case In this case, it appears that the bookkeeper had full access to the credit card accounts and didn’t have any oversight. This…

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QuickBooks Online Updates

Recent QBO Updates

By Cathy Iconis | December 29, 2016

In our December 2016 webinar, we discussed the most recent updates to QuickBooks Online, including: The New QBO Look Inventory Updates Invoicing Updates New Bank Reconciliations

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