Lance B Wilkins

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

An integral part of tracking hundreds of transactions within a computer program like QuickBooks, is lists. Lists of customers, of...

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...

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...

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...

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...

In the search to understand our business, we’re looking for ways to whittle down the mass of transactions in QuickBooks to smaller chunks...

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

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

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 our last post we talked about shrinking your QuickBooks company file by using the Condense Data menu item. Today we’ll look at...

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...

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...

“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...

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...

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...

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...

So, your business or organization is growing? You need to track more than one department or location or grant? Do you need another...

For QuickBooks users, the January task of creating W2s has only gotten easier over time. Assuming we haven’t been making errors in our...

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...