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gmassih
Level 1

new employee packet

Is there a way to send a new hire packet to new team members through Quickbooks?  Ex. when I hire a new team member, send them my team member policies guide.

2 Comments 2
SarahannC
Moderator

new employee packet

Hello there, @gmassih. I appreciate you for posting your concern here.

 

I see how helpful this option for you. As of now, there's no option to send your team member policies guide to the new hire. I recommend sending your valuable feedback to our Product Development team and sharing your insights about this.

 

  1. Sign in to your QuickBooks Online account.
  2. Go to the Gear icon.
  3. Select Feedback under Profile.
  4. Enter your suggestion. Then, click Next.

 

Alternatively, we can use a third-party application for this. We can directly go to our website to find one. I'll show you how:

 

  1. Go to this link: QuickBooks Apps.
  2. You can select a specific category under the Categories section.
  3. Then, make sure to review the key benefits and FAQs.
  4. Once done, click the Get app now button.

 

Additionally, I got an article that can guide you in seamlessly managing your reports: Run reports in QuickBooks Online.

 

Visit again if you have other concerns about handling employees and new team members. Also, if you have other suggestions, let us know anytime. Take care and stay safe.

Fiat Lux - ASIA
Level 15

new employee packet

@gmassih 

You need a 3rd party app to integrate with QBO.

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