lancebwilkins
Working With Vendor Credits in QuickBooks
Creating a vendor credit is a simple transaction. Start by using the Enter Bills command, then mark the bill form as a credit. It’s an...
Lance B Wilkins
Small business accounting at M Green and Company LLP
Search
lancebwilkins
- Aug 29
- 2 min
The Customer’s Check Bounced, Now What?
There is a feature, introduced in QuickBooks 2014, that will make the entries for a customer’s bounced check in QuickBooks. It uses the...
0 views0 comments
lancebwilkins
- Aug 1
- 3 min
Processing Customer Payments in QuickBooks
The process of receiving customer payments and recording bank deposits in QuickBooks may seem pretty straightforward, but there are a few...
2 views0 comments
lancebwilkins
- Jun 22
- 2 min
Where 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....
1 view0 comments
lancebwilkins
- Dec 7, 2021
- 2 min
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...
3 views0 comments
lancebwilkins
- Aug 31, 2021
- 2 min
Customizing QuickBooks with Custom Fields for Items
We posted before about custom fields in QuickBooks and using those with the names list. Well, custom fields are also available for items...
6 views0 comments
lancebwilkins
- Aug 18, 2021
- 2 min
Personalizing QuickBooks With Custom Fields
Custom fields add a great deal to the usability of QuickBooks. We lose some uniqueness when choosing off-the-shelf accounting software....
15 views0 comments
lancebwilkins
- Aug 4, 2021
- 3 min
Customizing QuickBooks Reports
Every QuickBooks report allows some level of customization. Most of these options are accessed from the Customize Report button. Some...
28 views0 comments
lancebwilkins
- Jul 21, 2021
- 3 min
Customer Orders
Sales Orders is a feature found in the Premier and Enterprise levels of QuickBooks only. The sales order creates a non-posting...
7 views0 comments
lancebwilkins
- Jul 6, 2021
- 2 min
Managing Purchases in QuickBooks
Purchase orders, like estimates and sales orders, are non-posting. The QuickBooks user is free to create as many as desired, void,...
0 views0 comments
lancebwilkins
- Jun 2, 2021
- 2 min
Maintain Multiple Fund Balances in One Bank Account
Tracking balances for multiple funds is most often a request of non-profit entities. It can be used by for profit companies as well if...
3 views0 comments
lancebwilkins
- May 19, 2021
- 1 min
Divisions and Locations in Your Business
QuickBooks has a feature called Class. It provides another “bucket” besides accounts in which to congregate transactions. This is often...
3 views0 comments
lancebwilkins
- Mar 24, 2021
- 2 min
Billing Customers for Time and Materials Jobs
QuickBooks has the ability to track expense and time transactions recorded by the user and holding those so they can be used on an...
12 views0 comments
lancebwilkins
- Feb 3, 2021
- 2 min
The Value of Estimates in QuickBooks
Typically thought of as a feature for contractors, Estimates in QuickBooks are near-necessary forms for any company that is project...
11 views0 comments
lancebwilkins
- Dec 8, 2020
- 2 min
Using QuickBooks Items to Track Profitability
Items are necessary for selling to customers. We can’t create a sales receipt or an invoice without them. In their most basic form of...
5 views0 comments
lancebwilkins
- Nov 18, 2020
- 2 min
A 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...
1 view0 comments
lancebwilkins
- Oct 15, 2020
- 3 min
How QuickBooks Can Track Long Term Loans
QuickBooks 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...
3 views0 comments
lancebwilkins
- Sep 30, 2020
- 2 min
When a Vendor Requires a Deposit or Prepayment
There are times when, in order to purchase from a supplier, a payment must be made in advance. Here we will examine the simplest solution...
2 views0 comments
lancebwilkins
- Sep 2, 2020
- 2 min
How to Create Customer Deposits in QuickBooks
There are a number of ways to handle deposits. These would be payments a customer would make before an invoice was created. We will...
8 views0 comments
lancebwilkins
- Aug 5, 2020
- 2 min
QuickBooks Price Levels
Using discounts on a more regular basis or as the normal price for certain customers, Price Levels will offer an easier solution. Price...
1 view0 comments