Lance B Wilkins

A common QuickBooks question is, what’s that column on checks and bills that says Billable? QuickBooks users unfamiliar with it either...

Part 1 – Setup The sales tax feature in QuickBooks desktop uses several steps for setup. It also requires knowledge of multiple...

Today’s post discusses several tips to make reconciling the bank account in QuickBooks easier. First, navigate to the bank reconciliation...

Recently, more questions have been arising about this feature in QuickBooks. We examined this a few years ago when California instituted...

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...

In QuickBooks, it’s possible to automate the process of sending customer statements. We’ve written about customer statements before....

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...

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...

This feature was new with QuickBooks 2021. It allows the QuickBooks user to create a customized form to print a receipt for customers...

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...

Voiding a bill payment check does not reduce any expense in QuickBooks. Payments to vendors are being reduced. If a bill payment check is...

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...

Statements and finance charges can help small businesses receive more timely payments from their customers. There is a little setup in...

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...

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...

There is a feature, introduced in QuickBooks 2014, that will make the entries for a customer’s bounced check in QuickBooks. It uses the...

The process of receiving customer payments and recording bank deposits in QuickBooks may seem pretty straightforward, but there are a few...

Estimates in QuickBooks do far more than just tell a customer how much a certain repair job will cost. They create project budgets....

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...

We posted before about custom fields in QuickBooks and using those with the names list. Well, custom fields are also available for items...