Cathy Iconis

QuickBooks Online Accountant Training Resources

QuickBooks Online Accountant Training

By Cathy Iconis | May 23, 2019

Let’s talk about all the QuickBooks Online accountant training resources out there, both free and paid training to help you become a QBO master.

Read More

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.

Read More

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.

Read More
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…

Read More
"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…

Read More

How to Navigate the QuickBooks Online Dashboard

By Cathy Iconis | September 7, 2018

QuickBooks Online Dashboard for Accountants When you log in 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…

Read More

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…

Read More

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?

Read More

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.

Read More
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…

Read More