Cathy Iconis

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…

Read More

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…

Read More

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…

Read More
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…

Read More
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

Read More
The Wisdom of Geese

The Wisdom of Geese

By Cathy Iconis | December 13, 2016

Were you at this year’s QuickBooks Connect conference? Like every year, the experience was inspirational, as well as, educational. There was one point when Brad Smith, CEO of Intuit, was on the main stage and shared “The Wisdom of Geese”. I just loved this story and wanted to share his words with the rest of…

Read More

Creating a Budget in QuickBooks Online

By Cathy Iconis | November 14, 2016

Creating a budget in QuickBooks Online is a simple 3-step process. To navigate to the budget area, go to the top right Gear Icon, then select Budgeting under Tools. First, you’ll decide if you want to create your budget from scratch or historical numbers. Second, you’ll have the option as to whether you want to subdivide…

Read More
How to Make a Name Show on Your Transactions in QuickBooks Online

How to Fix QuickBooks Bank Feeds Not Showing Names

By Cathy Iconis | September 29, 2016

The bank feed is one of the best features of QuickBooks Online. It allows you to cut down on data entry and save a ton of time. That being said, this is one area where I see people making mistakes all of the time. One of the most common mistakes I see with the bank feed…

Read More
Top 10 Finalists Small Business App Showdown

Congratulations to the Top 10 Finalists of the $100,000 Small Business App Showdown

By Cathy Iconis | September 29, 2016

Intuit recently released the list of the Top 10 Finalists for their $100,000 2016 Small Business App Showdown contest. We wanted to take a second to say Congratulations to all of them!! And, we are very excited to see them compete at this year’s QuickBooks Connect for that $100K. If you haven’t heard about the…

Read More

How to Match a Deposit to a Customer Payment

By Cathy Iconis | September 22, 2016

Seeing the “Match” icon in your bank feed is always a really good feeling, but sometimes, you get stuck and have to find a way to manually match a transaction in the bank feed. In this quick How To, we are going to show you how to match a deposit to a customer payment. If…

Read More

Cart Item Removed. Undo
  • No products in the cart.