Lance B Wilkins

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...

Keeping track of inventory in QuickBooks generates more questions than just about any other section of the program, payroll excepted....

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...

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...

Invoice Status Tracker There’s a new link on the invoice form. When selected, it opens the small box shown in the screenshot above....

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

Receiving payments and Recording Deposits in QuickBooks Desktop The process of receiving customer payments and recording bank deposits in...

Use QuickBooks’ Tools to Make Invoicing Easy In a previous post, we reviewed QuickBooks’ ability to create a simple project budget based...

Both the purpose and entry of estimates in QBO are significantly different than QuickBooks desktop. The estimate form still fills some of...

Part 3 of using QuickBooks with companies that sell services Estimates in QuickBooks do far more than just tell a customer how much a...

Part two of using QuickBooks in a company that sells services Items are necessary for selling to customers. We can’t create a sales...

This is our QuickBooks Online side of exploring the features we would use for a service-based business using QuickBooks. Last post was...

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...

A question frequently asked by small non-profits using QuickBooks is; how do we create the letter donors will use to deduct their...

For many businesses, customer refunds are a fact of life. Defective products, services that didn’t work, or just to pacify an unhappy...

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...

If you discount certain items or certain customers on a regular basis, there’s an easier way than using a discount type item. Price...

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

Voiding a bill payment check does not reduce any expense in QuickBooks. Payments to vendors are being reduced. If a bill payment check is...

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...