Lance B Wilkins

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 need a little backg...

In our last post we examined sales forms in QuickBooks. A logical next step to looking at QuickBooks features is collecting money. When customers pay, what’s...

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. Invoice, Sales Receipt a...

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

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

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 the product. Make yo...

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 a clearer picture o...

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 side of the Home Page....

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

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

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

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 QuickBooks long enoug...

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

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 combination CTRL-1 from w...

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 hidden fees and why w...

“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 they started. We ofte...

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 straightforward and eas...

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 can choose to enter a...

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 answer will vary from one...