Hello!
The news this month is the change to the QBO left-navigation bar. It isn't a major change for those that have been using the accountant-view, but will be for anyone that have been using the business-view. The change was made to end some confusion caused by the different organization and wording between users. (Note: There will still be a view named 'Business' view, but it will basically be the same as the Accountant view.
The new navigation is being rolled out in stages, but at a pretty fast pace. I expect you may already have the option to switch, and if not you should see it very soon. I recommend that you switch as soon as it is available, since it will be an automatic switch before long.
While I'm not totally happy with everything about it, I do think it is a change for the best. The redeeming feature is that now the Bookmark section is at the top of the panel, so you can bookmark your favorites for easy access.
Regarding the upcoming year-end (yes, it may seem early -- but you know how quickly it creeps up!); September will be my cut-off for providing any catch-up or clean-up work. October through February are simply too busy with the normal and year-end preparation tasks and deadlines to be able to fit in any additional jobs.
Also, 2024 is the year for going Paperless(ish). I have been working toward setting up a (nearly) paperless system for months now, and while I have a little more planning to do, I will be providing most things digitally beginning Jan 1st. There of course will be exceptions where it is necessary. If you have any questions or concerns, please let me know. With all of the resources available to support this, I believe it will be a good move for everyone, and will keep you informed.
Finally, I wish you a good September. Even though September may bring some stormy weather, it also usually brings a little relief from the heat and a promise of Fall.
Thanks All!
The news this month is the change to the QBO left-navigation bar. It isn't a major change for those that have been using the accountant-view, but will be for anyone that have been using the business-view. The change was made to end some confusion caused by the different organization and wording between users. (Note: There will still be a view named 'Business' view, but it will basically be the same as the Accountant view.
The new navigation is being rolled out in stages, but at a pretty fast pace. I expect you may already have the option to switch, and if not you should see it very soon. I recommend that you switch as soon as it is available, since it will be an automatic switch before long.
While I'm not totally happy with everything about it, I do think it is a change for the best. The redeeming feature is that now the Bookmark section is at the top of the panel, so you can bookmark your favorites for easy access.
Regarding the upcoming year-end (yes, it may seem early -- but you know how quickly it creeps up!); September will be my cut-off for providing any catch-up or clean-up work. October through February are simply too busy with the normal and year-end preparation tasks and deadlines to be able to fit in any additional jobs.
Also, 2024 is the year for going Paperless(ish). I have been working toward setting up a (nearly) paperless system for months now, and while I have a little more planning to do, I will be providing most things digitally beginning Jan 1st. There of course will be exceptions where it is necessary. If you have any questions or concerns, please let me know. With all of the resources available to support this, I believe it will be a good move for everyone, and will keep you informed.
Finally, I wish you a good September. Even though September may bring some stormy weather, it also usually brings a little relief from the heat and a promise of Fall.
Thanks All!
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