Just some brief notes and reminders...
- QBO transitioning to new invoicing and reports continue, and it is still creating some glitches and inconveniences in the software. I feel confident that these will clear up (eventually), so I recommend two things in the meantime -- Patience (though it's not easy), and lots of Feedback! There are Feedback buttons within some of the QBO screens, but the option is always available under the big gear icon.
- Sales tax rate change on commercial rentals is effective June 1st, so if that affects you this is a reminder to take any action needed.
- There is a website to check the status of any QuickBooks outages or issues. I recommend that you Bookmark this website, and optionally subscribe so you will receive notices about any outages. It is https://status.quickbooks.intuit.com/ (I will also be adding this as a Resource in your ClientHub workspace.)
- Monthly Reports -- I found a glitch in the set up of monthly reports scheduled to auto-send on a specific date. If you aren't receiving your regular monthly reports, please let me know so I can trouble-shoot and get those out to you.