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Lance B Wilkins
Small business accounting at M Green and Company LLP
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lancebwilkins
Jun 112 min read
Is It Billable? Or Not?
A common QuickBooks question is, what’s that column on checks and bills that says Billable? QuickBooks users unfamiliar with it either...
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lancebwilkins
Dec 6, 20234 min read
Sales Tax in QuickBooks
Part 1 – Setup The sales tax feature in QuickBooks desktop uses several steps for setup. It also requires knowledge of multiple...
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lancebwilkins
Nov 15, 20232 min read
Tips for QuickBooks Bank Reconciliation
Today’s post discusses several tips to make reconciling the bank account in QuickBooks easier. First, navigate to the bank reconciliation...
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lancebwilkins
Oct 31, 20232 min read
Accruing Sick and Vacation Time
Recently, more questions have been arising about this feature in QuickBooks. We examined this a few years ago when California instituted...
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lancebwilkins
Sep 19, 20232 min read
How to Manage Duplicate Names in QuickBooks
It happens. Baker, Chris has been a customer for a long time. But so has Christine Baker. And they’re the same person. If you have used...
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lancebwilkins
Aug 23, 20232 min read
Automated Customer Statements
In QuickBooks, it’s possible to automate the process of sending customer statements. We’ve written about customer statements before....
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lancebwilkins
Aug 9, 20232 min read
Purchasing With Credit Cards in QuickBooks
This QuickBooks capability is used by some but ignored by many others. Some are not sure how to use it. Others fear using it will be too...
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lancebwilkins
Jul 24, 20232 min read
Reimbursing Employees for Mileage
What could go wrong? She added mileage reimbursement to her employee’s paycheck. No need to write an extra check. Why was it costing her...
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lancebwilkins
Jun 27, 20232 min read
Create Customized Receipts for Customer Payments
This feature was new with QuickBooks 2021. It allows the QuickBooks user to create a customized form to print a receipt for customers...
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lancebwilkins
Jan 17, 20233 min read
Is Your QuickBooks File Slow?
Let’s look at what to do when saving a transaction, or creating a report seems to take minutes instead of seconds. Pressing the key...
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lancebwilkins
Dec 20, 20222 min read
Voiding Bill Payment Checks and Paychecks in QuickBooks
Voiding a bill payment check does not reduce any expense in QuickBooks. Payments to vendors are being reduced. If a bill payment check is...
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lancebwilkins
Nov 14, 20222 min read
How to Correctly Void a Check in QuickBooks
Hint: It’s not on the Edit menu This is an area of QuickBooks that seems to generate more mistakes than almost any other. QuickBooks...
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lancebwilkins
Nov 1, 20222 min read
Dealing With Delinquent Customers
Statements and finance charges can help small businesses receive more timely payments from their customers. There is a little setup in...
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lancebwilkins
Oct 11, 20222 min read
How to Manage Duplicate Names in QuickBooks
t happens. Baker, Chris has been a customer for a long time. But so has Christine Baker. And they’re the same person. If you have used...
2 views0 comments
lancebwilkins
Sep 12, 20222 min read
Working With Vendor Credits in QuickBooks
Creating a vendor credit is a simple transaction. Start by using the Enter Bills command, then mark the bill form as a credit. It’s an...
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lancebwilkins
Aug 29, 20222 min read
The Customer’s Check Bounced, Now What?
There is a feature, introduced in QuickBooks 2014, that will make the entries for a customer’s bounced check in QuickBooks. It uses the...
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lancebwilkins
Aug 1, 20223 min read
Processing Customer Payments in QuickBooks
The process of receiving customer payments and recording bank deposits in QuickBooks may seem pretty straightforward, but there are a few...
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lancebwilkins
Jun 22, 20222 min read
Where Was the Budget on That Project?
Estimates in QuickBooks do far more than just tell a customer how much a certain repair job will cost. They create project budgets....
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lancebwilkins
Dec 7, 20212 min read
How To Find Any Accounting Document... Fast
Even if we have a great filing system, things still get lost. When it comes to accounting documents though, we have a filing system right...
15 views0 comments
lancebwilkins
Aug 31, 20212 min read
Customizing QuickBooks with Custom Fields for Items
We posted before about custom fields in QuickBooks and using those with the names list. Well, custom fields are also available for items...
31 views0 comments
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