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BIG NEWS! In order to better serve the QBOchat community, Twitter Chats will be replaced with podcasts starting on November 1st.


  • Tying Tax Returns to the Financials

    by QBOchat Admin 1 Lessons in $25.00

    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…

  • Transaction Pro Demo

    by QBOchat Admin 1 Lessons in $35.00 $0.00

    Get an exclusive demo from our friends at Transaction Pro covering their products. Transaction Pro has tools to import, export, and delete data from QuickBooks Online (and Desktop). Their apps can help you save hours of time during cleanups and on-going bookkeeping engagements. This free webinar is sponsored by Transaction Pro. Once you register,  your contact information may be shared with Transaction Pro.

  • Diagnosing the Books

    by Cathy Iconis 1 Lessons in $25.00

    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

    by QBOchat Admin 1 Lessons in $49.00

    Payroll 101 for Bookkeepers Learn the basics of payroll and how to deal with it from an accounting perspective. We will be discussing: Paying Employees Accounting for Taxes Other Payroll Items, and Creating the Accounting Entries This course is not specific to QuickBooks Online. Instead, you are going to learn the basics of accounting for…

  • Excel Skills for Accountants Training

    by QBOchat Admin 1 Lessons in $49.00

    Top 10 Excel Tools To Increase Productivity In this 1-hr training, you’ll learn how the top 10 productivity-boosting tools to help accountants and bookkeepers in their day-to-day lives. We know Excel isn’t going anywhere anytime soon and it is important for accountants and bookkeepers to have strong Excel skills. Cathy Iconis, once dubbed “The Excel…

  • Transaction Pro Importer Template Builder

    by QBOchat Admin 1 Lessons in $49.00

    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 $49.00

    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.

  • QuickBooks Online Cleanup OnDemand Course

    by Cathy Iconis 6 Lessons in $297.00

    Are you ready to become a QuickBooks Online Cleanup Master? QuickBooks Online Cleanup engagements can be long and complicated resulting in some pretty bad headaches. But, cleanup engagements are the gateway to recurring work, so it is an important service in your firm. With this master course, you’ll learn a streamlined approach to working through cleanup engagements. This…

  • QuickBooks Online Month End OnDemand Course

    by Cathy Iconis 6 Lessons in $297.00

    This training will help you understand the tasks that need to be completed and how to accomplish each one. You’ll also learn how to organize your workflows by creating templates and checklists for your work. By the end of the course, you’ll have a streamlined system to utilize in your practice, ensuring you are delivering the best quality work to your clients.

  • The Bookkeeper's Marketing Plan Course

    by QBOchat Admin 1 Lessons in $49.00

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

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