Greetings....
As you can see, I skipped posting in March.   There wasn't much news, and I decided to spend that time working to catch things up-to-date after the New Year crunch.
There are a few changes coming up soon:

• May 6th -- The 'Old' invoicing experience will be replaced with the 'New'.  I'm hesitant to add 'And Improved', because the jury is still out on that.  During the transition it's been pretty glitchy, but there are some new good features as well.   I think the two things to remember here are "Plan Ahead" and "Be Patient".  I expect all will go fairly well in that case.
• May 20th -- Final day to process bill payments via Melio within QBO.  After that, you will need to log in directly to Melio.  The transactions will still sync with QBO as they always have.  This is to make room for the new QuickBooks bill payment service.  I don't have any insight to share on the new service, as I haven't yet seen or tested it.  (I am sticking with Melio for the present.)
• May 1st - May 30th - QBO will be transitioning more reports to the New View.   Some will be switched to new view as the Default, and you'll be able to switch to the Classic View.  However, at the end of May more will be switched to the New View permanently.  Here I suggest patience (again), and FeedBack.  The more they hear from users about anything that's not working, the faster it will be fixed.
• The Final Change to mention is the Florida State Sales Tax Rate Change for Commercial Rentals.  The State rate is being reduced from 4.5% to 2% effective June 1st (on the June rent).  The appropriate County surtax still needs to be added.  It is no small thing to make all of the changes necessary to implement the new rate, but it is nice to see it going down again.   I look forward to the day when it is a thing of the past.  I am including a link to the TIP No 24A01-02 issued April 8, 2024 for you reading pleasure.  It does include all of the details you may need to know.  floridarevenue.com/taxes/tips/Documents/TIP_24A01-02.pdf

That's everything I can think of for now.  See ya next Month!

Hello!
The news this month is all about the New Invoicing.  Effective May 6th, all QBO users will be switched to the new invoicing layouts permanently.

In light of this, for those that use invoicing I am recommending that you go ahead and make the switch in the near future.  This will give you time to adjust to the new experience and make the transition as smooth as possible.

There are still some functions you may be using that are not yet available in the new layouts.  For this reason, I think it would be best to choose a time when invoicing is least busy to try things out so you have time to adapt and adjust if needed.
Also, please give QBO Feedback!  They need to hear from you if there are improvements that you need.

Here is a link to a short (under 4 minutes) YouTube video that can help familiarize you with the new invoicing experience.  I recommend watching it when you're ready to make the switch.
https://youtu.be/F_2ip47oO8Y?si=OpUR5NK2Lc9Pcgnc

Besides that news, I am still working to wrap up everything for 2023.  I expect for scheduling to go back to normal by the end of March.

Thank you all!

Happy New Year!
This will likely be the shortest post of the year.
There are lots of changes coming along in QuickBooks this year, so please let me know if you have any questions along the way.
I am still working to meet the 1099 deadline next week, so thank you for your patience while I prioritize this task.
After the Jan 31st deadline has passed, I will be switching my focus to year-end reviews to get everything ready for your accountant to prepare you tax returns.
I look forward to a great year.
Thank You!

Just a brief post this month...

Tops on the list is Last-Call for payroll and payroll information:

• Final payroll deadline for QBOP is December 28th at 5:00 PM PT.   I believe it is the same for Gusto payroll, but please check to be sure.
• Remind your employees to provide any address changes for their W2's, and to complete a new W4 form for any changes in address, name, or status.
• Provide any additional information that needs to be reported on the W2's, such as company-paid health insurance that was not processed through payroll.

My focus for January will be on the normal monthly deadline work, and on preparing the annual 1099 forms by the deadline.  Please take a few minutes to review your records to be sure the W9's are available to prevent any delays.

My availability for any other projects or work will be scheduled after the January deadlines have been met, and I thank you in advance for your patience :-)

I wish you a wonderful Holiday Season, and look forward to working with you in the New Year!  Thank You!

Hello... I hope everyone had a good Thanksgiving holiday!

There is not much news to share at this time -- so I'll just provide a few reminders and notes this month.

• Information gathering for 1099's -- I know I touched on this in recent months, but one final reminder to review for and vendors that will be receiving a 1099 this year and check to be sure you have their information, including a W9 form.  An email is also good to have, and it will save additional costs for processing (mailing), and the vendor will be able to receive the 1099 earlier and more securely.
• The new invoice layout is expected to be mandatory for all 'QBO Essentials' customers on December 11th.  If you have an 'Essentials' subscription, you should receive an email directly from Intuit regarding the changes, and will not be able to switch back to the old layout after that date.  Please let me know if you have any questions.  There are some good things that come with the change, such as being able to accept payments via PayPal and Venmo.

That is all I have for this month.  I hope to be able to post again before the next Holiday break, but in case things get too hectic and I'm not able -- I wish everyone a Very Merry! 
​
Thank you!

Less News and More Reminders this month...

There is not much QuickBooks news to share this month.  QuickBooks Billpay service is slowly being released, and their 1099 service has some enhancements.  I am not recommending or seeing a benefit of either at this time so will leave those aside for now.

The focus for the next few months is being prepared for the end of the year and reporting requirements and deadlines.

• Payroll.  If you've had any thoughts or questions about changing your payroll service, now is the time to decide where you'd like to be for the new year.  I support both QuickBooks Online Payroll and Gusto, so if you are considering a change and would like to discuss it please let me know asap.  Also, please remind your employees (present and past) to check their information on file, including mailing and email addresses, so they will receive their W2's without issue.
• 1099's - Please review the Expense By Vendor Summary report for vendors requiring a 1099, and be sure that their information (including a completed W9 form) is complete and accurate.  The report is available under the 'Expenses and Vendors' report section, and should be run for 'This Year-to-date' with 'Cash' as the Accounting Method selections.

That's all for now.  Time is pretty scarce from here on in, so deadlines will be taking priority over all other work.
​
I appreciate your patience at this time of year (as always).
Thank you, and Happy Halloween!

"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!

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!

A little late, and a little short this month of July.  I have been tackling some projects that will payoff in the long run by increasing efficiency, but that are time-consuming at the moment.

So, just a little bit of QuickBooks Online Payroll news for sharing.

If you use QBOP (QuickBooks Online Payroll), there are some new features available.

• Document management -- you may now upload and store employee and company documents.  You can create folders, rename documents, and upload PDFs, JPGs, and PNGs.
• Payroll item report and in-product view -- You can now run a payroll item report to see all the payroll items your company uses, and see all your payroll items in bulk.
• Managing Contractors -- On the Contractor List, you can now see if a contractor's W-9 information is ready, missing, or still outstanding.  Select "Finish setup and pay" to send them an invite or reminder to fill out their W-9
• Filed New Hire reports are available in Archived Forms -- While QBOP has been taking care of your new hire reporting, now the New Hire reports are available as PDFs under Archived Forms.
• More employee information -- Emergency contact & preferred name fields
• Automated I-9 Form.

You may not see all of these new features immediately, but they are being rolled out and should be available soon.

A tiny note here -- I have been certified and will also be supporting FreshBooks users.  I chose this as an alternative to QBO for small companies that need a simpler bookkeeping solution.

Thank you All... please let me know if you have any questions about anything!     

Greetings...
This will be a mini blog, as time is short at the moment and there isn't much new to share.
ClientHub - more of you have come aboard (thank you), and I recently added more Resources to our Workspace for easy access.  You should now see links to QBO, Banks, Calendly (to schedule appointments with me), SOS Splashtop (so we can connect), and to my Website so you can access the 'Tools and Links' page.  Each workspace is unique, so yours may have different options.  If there is anything else you would find useful there, please let me know and I will add it if possible.
I have a new mailing address.  I took the liberty of updating my vendor information in your QBO to save you the task, and you will see it on the next invoice you receive.  It will give me faster, easier access to my mail.
Beginning next month, I plan to include a 'Did-You-Know' item here each month, with little tips about QBO that may save you time or add a little fun to your day.
I wish you all a safe and fun 4th!