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!

Greetings...

May was a good month, with just a few teensy hiccups and delays, but overall a good month!

ClientHub is really helping in keeping the workflow running more smoothly, and I expect that will get even better with time and as everyone gets more familiar and more come aboard.  It is the best way to stay connected with me, and to get any tasks or projects put in the works.  Between ClientHub and Calendly scheduling, it should be much easier for us all to keep on top of things.  I thank you for your time and patience in getting connected!

If we haven't already 'hooked-you-up', there is a really helpful app called RightTool that works with QBO that has some really helpful tools to make working in QBO easier.  There is a FREE version that has lots of goodies included, so let me know if you are interested and we can discuss how it can help you in your work.  I couldn't work without it anymore!  It doesn't take much set up or instruction -- you can be up and running in minutes.  Gee, I sound like a salesperson here, but really I just like to share a good thing.

My work schedule will be changing a bit for the summer months, beginning next week.  I will update my availability for appointments in Calendly soon to reflect the new schedule.
I think that's all from me for now.  I wish you a nice Memorial Day holiday :-)

Finally, April 18th is behind us -- and summer is on the way, along with some much-needed rain.
April was another busy month, which is becoming the norm, but each month brings a different kind of busy.  Keeps things interesting!
ClientHub is up-and-running now, and is really beginning to pay off.  I have plenty of fine-tuning left to do, but I can feel the benefits and hope you as a Client will begin to see them also and come to appreciate it as much as I do.  During this time of learning the app, please feel free to ask questions as you go -- I'm still learning too, and it helps to hear things from your perspective also.
I also added RightTool to my Toolbox last month.  It provides many helpful features to make working with QBO easier and more productive.  I recommend it, and there is a free version if you would like to try it out.  Even the free version has a lot of helpful features.
May promises to be much like April, with maybe a slightly less rushed pace.  Besides the usual monthly tasks, I will still be focusing on implementing and fine-tuning the new apps, reorganization, and catching up on some of the larger projects that were too big to tackle during the seasonal crunch.
And looking forward to some May Flowers after these April Showers. :-)
​Stay Cool til next month!

It was a 'mad' month, what with getting work turned in for the March 15th tax deadline AND scrambling to earn the CPE's required to maintain my certifications AND just work in general -- but it has all been well worth it and rewarding in the end.
I now have my Advanced QuickBooks Online Certification, and have completed Excel University Volume 1 courses -- which I can highly recommend if you would like to advance your Excel skills and knowledge.  The course material was 100% relevant and useful, and was always engaging.
It has also been a kind of exciting month.  I have begun catching up on some things that I really wanted to accomplish, and am doing some reorganizing, which will help me be more productive.
One thing you will be seeing from me in the very near future is an invitation to Client Hub.  This app will be a great way for us to communicate, share documents and information, and work together, all in one place.  When you receive your invitation, please take a few minutes to set up a login and perform the first very short task.  I think it will be really be a benefit to us both.
Good things are happening with QuickBooks Online also, and I will keep you updated as things progress.  In the meantime, please feel free to get in touch if something new comes up that you would like to ask about.
So, that's all for now.  I hope you are enjoying Spring, and I'll be back next month with more updates.