lancebwilkins
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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Lance B Wilkins
Small business accounting at M Green and Company LLP
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lancebwilkins
Jan 23, 20203 min read
QuickBooks Own Book of Lists
An integral part of tracking hundreds of transactions within a computer program like QuickBooks, is lists. Lists of customers, of...
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lancebwilkins
Jan 7, 20201 min read
Doing 1099s or W2s in QuickBooks?
Some helpful links: W2s https://www.youtube.com/watch?v=f1qv7TMA198 https://www.qbassist.com/post/2019/01/02/what-w2s-aren-t-ready-yet...
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lancebwilkins
Dec 12, 20193 min read
My Company
Basic QuickBooks, From Step One Let’s take a few weeks, and examine using QuickBooks much as we would in a class. With a desire to learn...
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lancebwilkins
Oct 22, 20191 min read
Slice and Dice Data Like a QuickBooks Pro
We’ve done several posts this year on ways you can view your QuickBooks transactions in smaller segments. The benefit of that, is to gain...
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lancebwilkins
Oct 2, 20192 min read
Top Icon Bar? Left Icon Bar?
Those of us who have used QuickBooks for a couple decades are familiar with seeing the Account Balances list in this way; on the right...
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lancebwilkins
Sep 19, 20192 min read
Searching for Profits - Divisions and Locations
In the search to understand our business, we’re looking for ways to whittle down the mass of transactions in QuickBooks to smaller chunks...
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lancebwilkins
Jul 31, 20192 min read
Customers Not Paying Fast Enough?
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
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 30, 20192 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
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
May 3, 20193 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
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
Feb 8, 20192 min read
Check or Bill? Which Should it Be?
You need to record the expenses of your organization. You know in QuickBooks there are options. You can choose to enter a check, or you...
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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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