Courses

  • The Sales Workflow

    by Cathy Iconis
    • The Sales Workflow - Lesson - $99.00

    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 - Lesson - $49.00

    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 - Lesson - $49.00

    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 - Lesson - $49.00

    QBO Tools and Tips for Bookkeepers This is the 7th 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 into the accountant tools that help bookkeepers be more…

  • The Ins and Outs of Bank Feeds

    by QBOchat
    • The Ins and Outs of Bank Feeds - Lesson - $49.00

    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 - Lesson - $49.00

    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
    • Tying Tax Returns to the Financials - $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…

  • Diagnosing the Books

    by Cathy Iconis
    • Diagnosing the Books Training - $49.00

    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
    • Accounting for Payroll - OnDemand - $79.00

  • Excel Skills for Accountants Training

    by QBOchat
    • Excel Skills for Accountants - Top 10 Excel Tools To Increase Productivity - OnDemand - $39.00

    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…