CRA Upcoming Deadlines
T4’s, T5’s, are due on February 28, 2018. If it falls on a Saturday or Sunday, it is due the next business day. T5013 returns, for partnerships, are due March 31st, 2018, if your year end is...
View ArticleCalculating Statutory Holiday Pay in 2018
On January 1, 2018, the section of Ontario’s Employment Standards Act, 2000 dealing with public holiday pay was revised. The amount an employee is entitled to be paid for the statutory holidays in 2018...
View ArticleWhat is 2FA?
For those who are unfamiliar with 2FA, it adds an extra layer of security to your Hubdoc account. It prevents unwanted parties from accessing your information, even if they know your password. With 2FA...
View ArticleQBO Tip – Fixing Sales Invoice Issue
The issue is on the invoice template. The “account summary” section was checked off, so the invoice was showing a section of the customer account summary, that included payments that were taken...
View ArticleQBO – Disabling an Account Summary on your Sales Invoice
Click on the Cog on the top right of your screen and select Account and Settings Select Sales from the tabs on the left Click on the green button Customize Look and Feel A list of sales invoice...
View ArticleIntuit’s Open Platform Helps Professionals Service All Their Clients...
QBOA users can add their non-QuickBooks clients in two ways. The first is to simply click on the “Add client” button located on the QBOA home page, enter the client’s contact information and select “no...
View ArticleUsing the Scheduling Assistant in Office 365
To use the Scheduling Assistant in order to see a person’s free/busy information, do the following: Create a meeting invitation in Outlook. Add the people you want to invite to the meeting. From...
View ArticleQBO – Using the Duplicate Tab & Bookmarks Bar
Using QBO in Chrome gives you two great features: DUPLICATE TAB – which will open another tab with the same information you currently have open BOOKMARKS BAR – which will always take you to a specific...
View ArticleData Security Regulations
As of May 2018, the General Data Protection Regulation (GDPR) will be in effect in the EU which will hold organizations accountable for the information they have in their possession. Recent exposure of...
View ArticleLeveraging Business Intelligence Tools
The automation revolution is being driven by the desire for increased data quality, data governance and business intelligence. Real-time data analysis is becoming easier for accounting professionals....
View ArticleQBO – Changing Direct Deposit to Printed Cheque
Click on EMPLOYEES Click RUN PAYROLL In the same field as the employee name but justified to the right is a faint icon. Click the icon to change between printed cheque and direct deposit. The default...
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Cleaning Up Your Post-Vacation Inbox
To clean up your inbox quickly: While viewing your inbox, click the CLEAN UP button, and select CLEAN UP folder. Click the CLEAN UP folder button in the popup to confirm the action. Outlook will...
View ArticleTracking Business Contributions by Family Members
The federal government has passed a number of laws to reduce income sprinkling (when an individual or a business attempts to reduce tax liability by issuing salaries to family members). To legally pass...
View ArticleHubdoc Introduces Advanced Search and Multi-Page PDF Splitting
Hubdoc now allows for Advanced Searches You can now filter by: Custom Date Range Bill Date Due Date Upload Date Amount Custom Amount Range Vendor Document Type A Time-Saving Multi-Page PDF Splitting...
View ArticleBoosting Your Productivity
Three ways to boost your productivity Introduce new and healthier habits Long hours do not necessarily result in more productivity. In fact, if you fall ill due to exhaustion or sickness, you’ll lose...
View ArticleFive Key Ways to Improve Data Protection
Physically destroy the hard drive Use local data management Do not keep unnecessary information Ask cybersecurity experts to go on the dark web and scan your domain name Adopt a Security Information...
View ArticleUsing Excel Power Query
Here’s how to create a query for importing from a single source: In Excel 2019/Office 365, click the Data tab, then Get Data, then select your source from a drop-down menu. Follow the prompts to...
View ArticleFive Common Distractions And How To Overcome Them
1. Social Media The fear: A “quick check” of social media is likely to pull you into an abyss of photos, comments, memes and videos. The fix: Avoid getting on social media first thing. Instead,...
View ArticleApproaches To Creating a Profitable Strategic Plan
Know your destination. Since the beginning starts with the end in mind, knowing your end is crucial. A new path. Forging a new path allows you to see new horizons with newly focused eyes. Define your...
View ArticleReasons To Thoroughly Examine Your Company’s Spend Culture
If you don’t define your spend culture values, your people will do it for you. Allowing others to set your course is very troublesome. Their vision and ideas may not be compatible with yours. If you...
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