Courses

  • Transaction Pro Importer Template Builder

    by QBOchat Admin 1 Lessons in $35.00

    Are you ready to learn how to get data into QBO FAST using Transaction Pro Importer? Join this 1-hour on-demand training where I’ll teach you how to use Transaction Pro Importer and how to create your own templates that you can utilize over and over again in your practice. Agenda How does Transaction Pro Importer…

  • Building Budgets For Your Clients

    by QBOchat Admin 1 Lessons in $35.00

    Cathy Iconis will walk you through the process of building budgets for your clients in this 1-hour course. You’ll also get access to these files to download: Budget Planner Powerpoint slides Sample budget built during the course in Excel This training includes captions for the hearing impaired.

  • The Bookkeeper's Marketing Plan

    by QBOchat Admin 1 Lessons in $35.00

    Cathy Iconis will walk you through how to develop a marketing plan for your bookkeeping practice.

  • AutoEntry Demo (Free)

    by Cathy Iconis 1 Lessons in $0.00

    David Leary walks us through how AutoEntry can make the life of a bookkeeper or accountant easier with all of the amazing features you'll find in the app.

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