QBO Tutorials

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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How to Navigate the QuickBooks Online Dashboard

By Cathy Iconis | September 7, 2018

QuickBooks Online Dashboard for Accountants When you log in to QuickBooks Online, you may be overwhelmed with the homepage or dashboard. There is some great information in the middle about how the business is operating, but I’m going to show you how to navigate through all the other parts of the QuickBooks Online dashboard. Having…

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Exploring the QBOA Accountant Toolbox

By Cathy Iconis | September 4, 2018

How to Use The Accountant Toolbox in QuickBooks Online As a QBOA (QuickBooks Online Accountant) user, you get access to some extra features and tools that regular users just don’t have. One of those features is the accountant toolbox. When you are logged in to QuickBooks Online, the accountant toolbox is the briefcase on the…

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Understanding Unapplied Cash Payment Income & Unapplied Cash Bill Payment Expenses

By Cathy Iconis | August 8, 2018

We’ve got the answers to why you have the Unapplied Cash Payment Income and Unapplied Cash Bill Payment Expense accounts on your QuickBooks Online report. Where did they come from? Why is QuickBooks Online making the transaction? How do I fix it?

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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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Customizing QuickBooks Online for a Nonprofit

By QBOchat | March 20, 2018

I get asked all the time, “Can I use QuickBooks Online for a nonprofit?” My answer is always, absolutely! You just need a little prep work and proper setup.

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QuickBooks Online for Retailers

QBO for the Retailer

By QBOchat | February 21, 2018

This article was written by William English of English Management Solutions, Inc. In our practice, we have seen a seen a number of our clients move to the QuickBooks Online Platform. In this article, we cover some best practices to ensure your retail clients can use QBO successfully. So what retailers are a good fit for…

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I hate QuickBooks

I hate QuickBooks

By Cathy Iconis | January 23, 2018

I monitor tweets that include a mention of QuickBooks. Since it is the beginning of the year, I’ve noticed a TON of tweets about how much people hate QuickBooks. I want to reach out, but I’m not sure I can be of assistance. QBCares does an amazing job reaching out and trying to help users…

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QuickBooks Online for Construction Companies

QuickBooks Online for Construction Companies

By Tonya Schulte | March 8, 2017

Can I Use QuickBooks Online for Construction Companies? If you are a construction company owner who has been told that QuickBooks Online won’t work for your construction company, you may want to take a second look. There are still quite a few accounting professionals who tend to think of QuickBooks Online in the same way…

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