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QBO Tutorials

Excel Tips to Make Viewing QuickBooks Reports Easier

By Cathy Iconis | September 26, 2019

Do you get annoyed with how reports show in Excel? That tiny print? Odd formatting? Well, here are some tips to make viewing QuickBooks Reports easier in Excel.

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Reconciliations in QuickBooks Online

By Cathy Iconis | September 5, 2019

Reconciliations are one of the most important tasks that bookkeepers can do to confirm that all of the transactions are in the accounting system (QuickBooks Online in this example). I talk about reconciliations a lot in my courses. Today, I wanted to share a portion of the QBO Month End Master Course where I speak…

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title image for a blog about virtual bookkeepers

What Is A Virtual Bookkeeper?

By Cathy Iconis | August 5, 2019

I recently posted a question in my Facebook group, Build Your Best QBO Practice, that inspired me to write this article about “What is a virtual bookkeeper?” What Does a Bookkeeper Do? It depends. Not the answer you were hoping for? Well, a good bookkeeper will ask you about your business and your pain points…

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Featured image for a blog about customizing the quickbooks online chart of accounts.

Customizing the QuickBooks Online Chart of Accounts

By Cathy Iconis | July 30, 2019

When starting a QuickBooks Online company, you are provided with a basic chart of accounts. It’s basic, but can get you started. But, if you start customizing the QuickBooks Online chart of accounts, amazing things can happen for your business. If you’re looking for a template, you can check out my chart of accounts template…

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Managing Restricted Grants in QuickBooks Online

By Megan Genest Tarnow | June 12, 2019

QuickBooks Online is an effective and affordable tool for nonprofit organizations to manage restricted grants. Megan Genest Tarnow walks us through how to setup restricted grants in QuickBooks Online.

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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.

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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.

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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.

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"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…

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Small Business Bootcamp: Bank Reconciliations

By Halon Tax | January 7, 2019

Bank reconciliations are super easy to do, and Halon Tax will show you how to perform a bank rec step by step.

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