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Cathy Iconis

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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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…

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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…

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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…

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Which Version of QuickBooks Online is Right For You

Which QuickBooks Online Subscription is Right for You?

By Cathy Iconis | June 16, 2016

Are you ready to start using QuickBooks Online, but you aren’t sure which subscription is right for you? Well, you’ve come to the right place! Here is our simple Guide to QuickBooks Online Subscription Options. And, once you are ready to signup, contact us through our contact page to get a great discount!! Before you…

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4/14/16 – Inventory in QuickBooks Online

By Cathy Iconis | April 14, 2016
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3/31/16 – New App Intros

By Cathy Iconis | March 31, 2016
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New App Intros on QBOchat

By Cathy Iconis | March 30, 2016

We have a new type of tweet chat that we’ll be added to our schedule – New App Intros! We know it is a huge feat to get published on Apps.com and we want to provide a space for you to show off your App! We are inviting the App community to join our New App…

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2/18/16 – Marketing Tips from Seth David

By Cathy Iconis | February 18, 2016
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2/11/16 – QB Team Dream

By Cathy Iconis | February 11, 2016
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