lancebwilkins
Personalizing QuickBooks With Custom Fields
Custom fields add a great deal to the usability of QuickBooks. We lose some uniqueness when choosing off-the-shelf accounting software....
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Lance B Wilkins
Small business accounting at M Green and Company LLP
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lancebwilkins
Aug 4, 20213 min read
Customizing QuickBooks Reports
Every QuickBooks report allows some level of customization. Most of these options are accessed from the Customize Report button. Some...
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lancebwilkins
Jul 21, 20213 min read
Customer Orders
Sales Orders is a feature found in the Premier and Enterprise levels of QuickBooks only. The sales order creates a non-posting...
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lancebwilkins
Jul 6, 20212 min read
Managing Purchases in QuickBooks
Purchase orders, like estimates and sales orders, are non-posting. The QuickBooks user is free to create as many as desired, void,...
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lancebwilkins
Jun 2, 20212 min read
Maintain Multiple Fund Balances in One Bank Account
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...
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lancebwilkins
May 19, 20211 min read
Divisions and Locations in Your Business
QuickBooks has a feature called Class. It provides another “bucket” besides accounts in which to congregate transactions. This is often...
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lancebwilkins
Mar 24, 20212 min read
Billing Customers for Time and Materials Jobs
QuickBooks has the ability to track expense and time transactions recorded by the user and holding those so they can be used on an...
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lancebwilkins
Feb 3, 20212 min read
The Value of Estimates in QuickBooks
Typically thought of as a feature for contractors, Estimates in QuickBooks are near-necessary forms for any company that is project...
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lancebwilkins
Dec 8, 20202 min read
Using QuickBooks Items to Track Profitability
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...
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lancebwilkins
Nov 18, 20202 min read
A Wage Garnishment Order. Now What?
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...
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lancebwilkins
Oct 15, 20203 min read
How QuickBooks Can Track Long Term Loans
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...
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lancebwilkins
Sep 30, 20202 min read
When a Vendor Requires a Deposit or Prepayment
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...
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lancebwilkins
Sep 2, 20202 min read
How to Create Customer Deposits in QuickBooks
There are a number of ways to handle deposits. These would be payments a customer would make before an invoice was created. We will...
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lancebwilkins
Aug 5, 20202 min read
QuickBooks Price Levels
Using discounts on a more regular basis or as the normal price for certain customers, Price Levels will offer an easier solution. Price...
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lancebwilkins
Jul 29, 20202 min read
How Do You Create a Discount in QuickBooks?
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
Jun 25, 20202 min read
Making an Invoice of Your Own
Adding the Company Phone Number to an Invoice Template A fact that many QuickBooks users do not know is that various forms used in...
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lancebwilkins
Jun 8, 20202 min read
Sales Tax Code - Sales Tax Item - Which to Use?
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...
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lancebwilkins
May 27, 20202 min read
Is it a Check or a Bill?
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...
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lancebwilkins
May 11, 20202 min read
Collecting Money
In our last post we examined sales forms in QuickBooks. A logical next step to looking at QuickBooks features is collecting money. When...
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lancebwilkins
Feb 17, 20202 min read
How to Sell Stuff in QuickBooks
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....
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