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new invoicing and year-end prep

9/24/2023

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"New Invoicing" in QBO is on the way, and bringing some big changes along with it.  In the long-run, this looks like it will be a good thing -- but it may be a bit of a challenge in the beginning.  You may also experience some minor 'glitches' in QBO functionality occasionally -- I expect due to related system updates.
You should receive an email from Intuit/QuickBooks prior to the update -- some time between now and May 2024, and should have the option to switch back to the old layout for a period of time (unless you have a Simple Start subscription, at which time it will be permanent effective October 16, 2023).
Please let me know when you receive your letter.  I am working to stay on top of this change so that I can provide help and guidance when needed.  Presently, it may be the most challenging for those who collect sales tax.  Stay tuned.

Year-end preparations are in the works, as they begin every year about this time.  It is important to have all work up-to-date, W9's on file for eligible Vendors, and any projects complete before the Holidays arrive so everything is in place for the January rush to deadlines.  Please book a time with me if you have any concerns or questions, or would just like to review and plan for the new year.

I am going paperless in the new year, and will be in touch to plan how that will affect you, and to address any concerns you may have.

Thank you!
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