When you have selected our QuickBooks Online Full-Service Payroll Service or our Customer Invoicing Plus Billable Expense Service, it may be necessary for your accountant to send you a notification requesting employee information that will show up on your client dashboard. You will be able to select an existing employee from a list and add new employees into a form directly in the request on your client dashboard. You can also update employee details.

Some Entry Fields are Required, While Others are Optional

Your accountant will add employee details when you provide their information within the request. In order to add or update employees you should complete all required fields. Employees are added for time entries related to customer invoicing and payroll processing. Below is a list of required fields. Carefully review the optional fields for employee setup. You will want to enter information into optional fields for employees with billable time.

  • First Name

  • Last Name

  • Street Address

  • City Name

  • Zip Code (Postal Code)

  • Country Name

  • State Name

  • Social Security Number (SSN)

  • Email

  • Phone Number

  • Gender

  • Hired Date

  • Birth Date

Regina Pitts
Regina PittsChief Financial Officer
Member of the QuickBooks ProAdvisor Program

Your Personal Guide to Seamless Accounting: Advanced QuickBooks ProAdvisor at Your Service

Hey there! I’m Gina, and I’m the proud co-founder of Lend A Hand Accounting. Why did I start this? Well, I believe that everyone should have access to affordable, efficient, and flexible accounting and bookkeeping services. It’s all about making sure these essential services fit snugly into your budget without any fuss.

We’ve ditched the traditional hourly rate system and adopted a flat fee pricing. You might be wondering, “Why does this matter?” Well, this way, you know exactly what you’re paying for upfront and there are no unexpected surprises. You get to pick and choose the accounting services you need, like a customized menu. And the best part? You’re in complete control of when you start or stop using our services. We’re essentially just a call or a text away, no need for endless phone calls or draining trips to the accountant’s office.

I’m not just any accountant though. I’m an Advanced QuickBooks Online ProAdvisor. That means I’m equipped with advanced expertise and resources to help you leverage QuickBooks Online to its full potential. My goal is to make your accounting process smooth and efficient so you can focus on what you do best – running your business.

Ready to get started? Reach out to me directly at 360-637-4799. We can even kick things off immediately if you’re ready. Simply create a free account, and I can instantly take a look at your books and let you know where you stand.

At the end of the day, we’re here to serve you. We really appreciate the trust you place in us and we’re eager to meet all of your accounting and bookkeeping needs. Looking forward to being part of your team!

Take care,


The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.