lancebwilkinsJun 222 minWhere Was the Budget on That Project?Estimates in QuickBooks do far more than just tell a customer how much a certain repair job will cost. They create project budgets....
lancebwilkinsDec 7, 20212 minHow To Find Any Accounting Document... FastEven if we have a great filing system, things still get lost. When it comes to accounting documents though, we have a filing system right...
lancebwilkinsAug 31, 20212 minCustomizing QuickBooks with Custom Fields for ItemsWe posted before about custom fields in QuickBooks and using those with the names list. Well, custom fields are also available for items...
lancebwilkinsAug 18, 20212 minPersonalizing QuickBooks With Custom FieldsCustom fields add a great deal to the usability of QuickBooks. We lose some uniqueness when choosing off-the-shelf accounting software....
lancebwilkinsAug 4, 20213 minCustomizing QuickBooks ReportsEvery QuickBooks report allows some level of customization. Most of these options are accessed from the Customize Report button. Some...
lancebwilkinsJul 21, 20213 minCustomer OrdersSales Orders is a feature found in the Premier and Enterprise levels of QuickBooks only. The sales order creates a non-posting...
lancebwilkinsJul 6, 20212 minManaging Purchases in QuickBooksPurchase orders, like estimates and sales orders, are non-posting. The QuickBooks user is free to create as many as desired, void,...
lancebwilkinsJun 2, 20212 minMaintain Multiple Fund Balances in One Bank AccountTracking balances for multiple funds is most often a request of non-profit entities. It can be used by for profit companies as well if...
lancebwilkinsMay 19, 20211 minDivisions and Locations in Your BusinessQuickBooks has a feature called Class. It provides another “bucket” besides accounts in which to congregate transactions. This is often...
lancebwilkinsMar 24, 20212 minBilling Customers for Time and Materials JobsQuickBooks has the ability to track expense and time transactions recorded by the user and holding those so they can be used on an...
lancebwilkinsFeb 3, 20212 minThe Value of Estimates in QuickBooksTypically thought of as a feature for contractors, Estimates in QuickBooks are near-necessary forms for any company that is project...
lancebwilkinsDec 8, 20202 minUsing QuickBooks Items to Track ProfitabilityItems are necessary for selling to customers. We can’t create a sales receipt or an invoice without them. In their most basic form of...
lancebwilkinsNov 18, 20202 minA Wage Garnishment Order. Now What?Those who do payroll in QuickBooks will find it necessary from time to time to create a payroll item. One of the most common is when a...
lancebwilkinsOct 15, 20203 minHow QuickBooks Can Track Long Term LoansQuickBooks has a little-known tool known as Loan Manager. With this tool, you are able to setup and track payments on a loan. You can...
lancebwilkinsSep 30, 20202 minWhen a Vendor Requires a Deposit or PrepaymentThere are times when, in order to purchase from a supplier, a payment must be made in advance. Here we will examine the simplest solution...
lancebwilkinsSep 2, 20202 minHow to Create Customer Deposits in QuickBooksThere are a number of ways to handle deposits. These would be payments a customer would make before an invoice was created. We will...
lancebwilkinsAug 5, 20202 minQuickBooks Price LevelsUsing discounts on a more regular basis or as the normal price for certain customers, Price Levels will offer an easier solution. Price...
lancebwilkinsJul 29, 20202 minHow Do You Create a Discount in QuickBooks?Discounts are common in many businesses. Discounts for special events, special customers, or special payment terms. Just as there are a...
lancebwilkinsJun 25, 20202 minMaking an Invoice of Your OwnAdding the Company Phone Number to an Invoice Template A fact that many QuickBooks users do not know is that various forms used in...
lancebwilkinsJun 8, 20202 minSales Tax Code - Sales Tax Item - Which to Use?Sometimes people are confused about sales tax items vs. sales tax codes. A simple way to think of it is this: the sales tax item computes...