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Lance B Wilkins
Small business accounting at M Green and Company LLP
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lancebwilkins
Jun 14, 20192 min read
What’s Billable? And What’s 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
May 17, 20193 min read
It’s Time for a New QuickBooks Company File
In our last post we talked about shrinking your QuickBooks company file by using the Condense Data menu item. Today we’ll look at...
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lancebwilkins
Mar 23, 20192 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
Mar 9, 20192 min read
Navigating the Warning When Restoring QuickBooks
“Are you sure you want to do this? Type Yes in the box if you do.” That message is enough to scare anyone from completing the operation...
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lancebwilkins
Feb 23, 20192 min read
QuickBooks Invoices - Paper or Digital?
Almost anyone who creates invoices in QuickBooks knows how to print them. We’ve been doing it for years and the commands to print are...
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lancebwilkins
Jan 28, 20192 min read
The Case for QuickBooks Online
As online applications continue to grow in popularity, we need to ask ourselves from time to time, is it time for me to switch? The...
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lancebwilkins
Jan 15, 20193 min read
We’ve Grown! Do I Need Another QuickBooks?
So, your business or organization is growing? You need to track more than one department or location or grant? Do you need another...
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lancebwilkins
Jan 2, 20193 min read
What? W2s Aren’t Ready Yet?
For QuickBooks users, the January task of creating W2s has only gotten easier over time. Assuming we haven’t been making errors in our...
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lancebwilkins
Dec 14, 20182 min read
Want QuickBooks to Create Your 1099s?
It’s coming. January. The start of a new year and the beginning of the filing of numerous tax forms. W2s and 1099s are usually the first...
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lancebwilkins
Oct 12, 20183 min read
QuickBooks P&L. What is Gross Profit?
If you are like most people, every time you look at a profit and loss report in QuickBooks, you probably focus on two numbers. Total...
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lancebwilkins
Jun 21, 20183 min read
You Create the Customer Invoice. No, You Do It
Use QuickBooks’ Tools to Make Invoicing Easy In a previous post, we reviewed QuickBooks’ ability to create a simple project budget based...
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lancebwilkins
Jan 5, 20184 min read
How QuickBooks Can Help You Manage and Retain Customers
This is the start of a series of posts in which we look at the features in QuickBooks that would be used in a business that sells...
21 views0 comments
lancebwilkins
Dec 15, 20171 min read
How Non-Profits Can Create Year-End Donor Letters From QuickBooks
A question frequently asked by small non-profits using QuickBooks is; how do we create the letter donors will use to deduct their...
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lancebwilkins
Nov 10, 20172 min read
Create Special Prices for Special Customers - Automatically
If you discount certain items or certain customers on a regular basis, there’s an easier way than using a discount type item. Price...
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lancebwilkins
Oct 27, 20172 min read
How to Show Discounts Given on Customer Invoices
Discounts are common in many businesses. Discounts for special events, special customers, or special payment terms. Just as there are a...
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lancebwilkins
Sep 8, 20172 min read
A Simple Way to Write Off Uncollectible Invoices
From time to time, it becomes necessary to write off a customer balance that has become uncollectable. Let’s look at how to record this...
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lancebwilkins
Jul 27, 20172 min read
Being Mobile With QuickBooks
One of the selling points of QuickBooks Online is the anytime, anywhere access. While having access to your business books from anywhere...
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lancebwilkins
Jul 20, 20172 min read
When a Customer is Also a Vendor
This is a common scenario for small businesses. Another business buys product from you. They are a customer. But, they also sell to you....
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lancebwilkins
Jun 23, 20173 min read
Update Costs and Prices Automatically
A lot of the work Intuit has done in recent years to improve inventory management in QuickBooks has gone into their Enterprise software....
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lancebwilkins
Jan 25, 20173 min read
Crop Budgets in QuickBooks
This is the sixth in a series of blog posts that will specifically examine QuickBooks from an agriculture perspective. There is no...
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