lancebwilkins
Putting Out The Fire
The need for regular backups cannot be over-emphasized. Just like paper files can be lost in a fire, digital files can be lost as a...
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Lance B Wilkins
Small business accounting at M Green and Company LLP
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lancebwilkins
Nov 16, 20182 min read
Using QuickBooks’ Inventory Features
Keeping track of inventory in QuickBooks generates more questions than just about any other section of the program, payroll excepted....
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lancebwilkins
Oct 26, 20182 min read
How to Find Any Accounting Document… Fast
Even if we have a great filing system, things still get lost. When it comes to accounting documents though, we have a filing system right...
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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
Sep 7, 20183 min read
QuickBooks 2019 is Coming Soon. What’s New?
Invoice Status Tracker There’s a new link on the invoice form. When selected, it opens the small box shown in the screenshot above....
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lancebwilkins
Aug 31, 20182 min read
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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lancebwilkins
Jul 19, 20184 min read
We Got Paid!
Receiving payments and Recording Deposits in QuickBooks Desktop The process of receiving customer payments and recording bank deposits in...
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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
Jun 14, 20182 min read
Project Planning in QBO
Both the purpose and entry of estimates in QBO are significantly different than QuickBooks desktop. The estimate form still fills some of...
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lancebwilkins
Jun 1, 20182 min read
Where Was The Budget on That Project?
Part 3 of using QuickBooks with companies that sell services Estimates in QuickBooks do far more than just tell a customer how much a...
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lancebwilkins
May 11, 20183 min read
So. Do You Sell at a Profit? Are You Sure?
Part two of using QuickBooks in a company that sells services Items are necessary for selling to customers. We can’t create a sales...
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lancebwilkins
Jan 27, 20182 min read
How QBO Can Help You Manage and Retain Customers
This is our QuickBooks Online side of exploring the features we would use for a service-based business using QuickBooks. Last post was...
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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...
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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
Dec 1, 20171 min read
Easy Customer Refunds in QuickBooks
For many businesses, customer refunds are a fact of life. Defective products, services that didn’t work, or just to pacify an unhappy...
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lancebwilkins
Nov 17, 20172 min read
How to Reward Customers Who Pay on Time
We’ve been looking at ways to discount for customers the last couple of blog posts. Today we want to examine how QuickBooks will help you...
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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
Oct 20, 20172 min read
Voiding QuickBooks Checks – What About Bill Payments and Paychecks?
Voiding a bill payment check does not reduce any expense in QuickBooks. Payments to vendors are being reduced. If a bill payment check is...
104 views0 comments
lancebwilkins
Oct 10, 20172 min read
How to Correctly Void a Check in QuickBooks
Hint: It’s not on the Edit menu This is an area of QuickBooks that seems to generate more mistakes than almost any other. QuickBooks...
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