Course Category: Accountant & Bookkeeper Training

  • QBO Tools and Tips for Bookkeepers

    by Cathy Iconis
    • Kick Start Extra Bonus Sale Monthly Plan - $397.00 / month for 6 months
    • Kick Start Extra Bonus Sale - $1,997.00

    This lesson dives into the accountant tools that help bookkeepers be more efficient while utilizing QBO. Agenda In this mini-course, we’ll discuss: Accountant Tools Client Overview Performance Center Shortcuts & Tips

  • The Sales Workflow

    by Cathy Iconis

      The Sales Workflow This is the 8th session of our Introduction to QBO for Bookkeepers Master Course. If you don’t want to purchase the entire course, you are able to purchase some of the separate lessons within the master course. In this lesson, we deep dive into all the QuickBooks features involved with the sales…

    • Customizing QBO with Company Settings

      by Cathy Iconis

        Customizing QBO with Company Settings This is the 5th session of our Introduction to QBO for Bookkeepers Master Course. If you don’t want to purchase the entire course, you are able to purchase some of the separate lessons within the master course. In this lesson, we deep dive into company settings and cover what all…

      • Navigating QuickBooks Online

        by Cathy Iconis

          Navigating QuickBooks Online This is the 2nd session of our Introduction to QBO for Bookkeepers Master Course. If you don’t want to purchase the entire course, you are able to purchase some of the separate lessons within the master course. This lesson gives you introduces you to QuickBooks Online and where to find everything you…

        • QBO Tools and Tips for Bookkeepers

          by Cathy Iconis

            QBO Tools and Tips for Bookkeepers This lesson dives into the accountant tools that help bookkeepers be more efficient while utilizing QBO. Agenda In this lesson, we’ll discuss: Report Tools Reclassify Transactions Write-off Invoices Bookkeeping Review Business Performance Shortcuts

          • The Ins and Outs of Bank Feeds

            by QBOchat

              The Ins and Outs of Bank Feeds This is the 1st session of our Introduction to QBO for Bookkeepers Master Course. If you don’t want to purchase the entire course, you are able to purchase some of the separate lessons within the master course. This lesson dives deep into QuickBooks Online’s bank feeds. Gain a…

            • What is a Virtual Bookkeeper

              by QBOchat

                What is a Virtual Bookkeeper? This is the 1st session of our Introduction to QBO for Bookkeepers Master Course. If you don’t want to purchase the entire course, you are able to purchase some of the separate lessons within the master course. This lesson gives you a sense of all the services you can provide…

              • Tying Tax Returns to the Financials Course

                by QBOchat

                  What you should expect to learn Understand the different areas of the tax return What to expect on Forms 1120, 1120S, 1040, 1065, and 990 How to match balance sheet accounts on the tax return and financials How to match income statement accounts on the tax return and financials Understand the differences between the financials…

                • Diagnosing the Books

                  by Cathy Iconis
                  • Diagnosing the Books Training - $49.00
                  • Kick Start Your Bookkeeping Practice (Monthly Payment Plan) - $397.00 / month for 6 months
                  • Kick Start Your Bookkeeping Practice - $1,997.00
                  • Kick Start Extra Bonus Sale Monthly Plan - $397.00 / month for 6 months
                  • Kick Start Extra Bonus Sale - $1,997.00

                  Watch Cathy Iconis as she walks you through a sample diagnosis in QuickBooks Online and how sheis then able to determine the price for cleanup engagements. 

                • Accounting for Payroll Course

                  by QBOchat