Quickbooks Online For Accountants

How to Start a Virtual Bookkeeping Business

By Cathy Iconis | March 25, 2019

I’m going to tell you my story on how I built and grew my virtual bookkeeping business. But, first, let me tell you a bit more about me and how I came about to start a virtual bookkeeping practice. About Cathy Iconis, CPA I’m a CPA (not a requirement to have your own bookkeeping business)…

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QBOchat Transcript catch up

07/19/2018 New App Intros

By QBOchat Admin | July 19, 2018
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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.

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If Progress Is Inevitable, Why Do Some Businesses Still Struggle with Change?

By Docusend | June 27, 2018

This article was written by Jim Stewart, Founder of DocuSend. All businesses struggle with change to some degree. It’s just so easy to slip into one of those all-too-familiar “comfort zones,” and before you know it, you find yourself stuck there. And the worst part is, it’s not the safest place to be for very…

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How to Avoid Accounting Technology Autopilot

By QBOchat Admin | April 25, 2018

This article was originally posted on AccountingWEB and was written by Bill.com’s Pete Potsos. We all have those reliable – albeit static – clients, but many of them subscribe to the idiom: “if it ain’t broke, don’t fix it” and are as such less, likely to move off aging systems. As a result, your firm…

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A2X Amazon Accounting QBOchat LIVE at QBConnect

A2X Amazon Accounting’s QBOchat Live at QBConnect

By Cathy Iconis | December 5, 2017

We had a great conversation with A2X about their app and how they help Amazon Resellers handle their accounting. I love what they’ve done to make it easier for resellers to see what they are making and a clearer view of all the Amazon fees. Check out our other QBOchat Live Demos at QBConnect. Have…

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Dryrun QBOchat LIVE at QBConnect

Dryrun’s QBOchat Live at QBConnect

By Cathy Iconis | December 5, 2017

Dryrun is a great app that helps accountants and small businesses visualize their cash forecast and provide scenario opportunities to see what happens “if”. I had a great time chatting with them at the 2017 QBConnect. Check out our other QBOchat Live Demos at QBConnect. Have you tried Dryrun yet? If so, let us know…

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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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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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Upfront W-9 Collection

Get Ahead of Tax Season with Upfront W-9 Collection

By Tad Milbourn | January 2, 2017

If all your clients have all their vendors’ tax information, 1099s are a breeze. But, let’s be honest, how often is that the case? You’re more likely to get roped in by your clients to track down missing info like some sort of TIN bounty hunter. And getting that info is a no small feat.…

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