Cathy Iconis

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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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

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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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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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