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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.

Free Practice Guide — Diagnosing the Books

Thank you for your interest in our practice guide, Diagnosing the Books. In this guide, Cathy Iconis, CPA walks you through the steps of diagnosing a QuickBooks Online file.

This Practice Guide includes:

  • Step-by-step instructions on how to review the accounts and highlight areas that will need investigation and cleanup
  • A companion checklist for the diagnosis
  • Tips on how to deal with complex cleanup areas in the books
  • Guidance on how to price the cleanup job
  • Instructions on how to create a checklist for the cleanup job
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Access to the free practice guide is provided to subscribers of the QBOchat newsletter. If you have unsubscribed in the past, our system won't allow us to send you this guide. To resubscribe, go here. And, if you continue to have issues, feel free to email us at qbochat@iconisgroup.com.

  • By requesting your FREE practice guide, you are also signing up to receive our free weekly QBOchat for Accountants newsletter.
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