Lance B Wilkins

Custom fields add a great deal to the usability of QuickBooks. We lose some uniqueness when choosing off-the-shelf accounting software....

Every QuickBooks report allows some level of customization. Most of these options are accessed from the Customize Report button. Some...

Sales Orders is a feature found in the Premier and Enterprise levels of QuickBooks only. The sales order creates a non-posting...

Purchase orders, like estimates and sales orders, are non-posting. The QuickBooks user is free to create as many as desired, void,...

Tracking balances for multiple funds is most often a request of non-profit entities. It can be used by for profit companies as well if...

QuickBooks has a feature called Class. It provides another “bucket” besides accounts in which to congregate transactions. This is often...

QuickBooks has the ability to track expense and time transactions recorded by the user and holding those so they can be used on an...

Typically thought of as a feature for contractors, Estimates in QuickBooks are near-necessary forms for any company that is project...

Items are necessary for selling to customers. We can’t create a sales receipt or an invoice without them. In their most basic form of...

Those who do payroll in QuickBooks will find it necessary from time to time to create a payroll item. One of the most common is when a...

QuickBooks has a little-known tool known as Loan Manager. With this tool, you are able to setup and track payments on a loan. You can...

There are times when, in order to purchase from a supplier, a payment must be made in advance. Here we will examine the simplest solution...

There are a number of ways to handle deposits. These would be payments a customer would make before an invoice was created. We will...

Using discounts on a more regular basis or as the normal price for certain customers, Price Levels will offer an easier solution. Price...

Discounts are common in many businesses. Discounts for special events, special customers, or special payment terms. Just as there are a...

Adding the Company Phone Number to an Invoice Template A fact that many QuickBooks users do not know is that various forms used in...

Sometimes people are confused about sales tax items vs. sales tax codes. A simple way to think of it is this: the sales tax item computes...

This is a question that arises from time to time. Should I be entering expenses into QuickBooks as checks or as bills? To answer that, we...

In our last post we examined sales forms in QuickBooks. A logical next step to looking at QuickBooks features is collecting money. When...

Sales forms Let’s take a brief tour of sales forms in QuickBooks. How many are there. Very few get this, but there’s actually three....