lancebwilkins
How to Manage Duplicate Names in QuickBooks
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...
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Lance B Wilkins
Small business accounting at M Green and Company LLP
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lancebwilkins
- Aug 23
- 2 min
Automated Customer Statements
In QuickBooks, it’s possible to automate the process of sending customer statements. We’ve written about customer statements before....
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lancebwilkins
- Aug 9
- 2 min
Purchasing With Credit Cards in QuickBooks
This QuickBooks capability is used by some but ignored by many others. Some are not sure how to use it. Others fear using it will be too...
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lancebwilkins
- Jul 24
- 2 min
Reimbursing Employees for Mileage
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...
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lancebwilkins
- Jun 27
- 2 min
Create Customized Receipts for Customer Payments
This feature was new with QuickBooks 2021. It allows the QuickBooks user to create a customized form to print a receipt for customers...
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lancebwilkins
- Jan 17
- 3 min
Is Your QuickBooks File Slow?
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...
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lancebwilkins
- Dec 20, 2022
- 2 min
Voiding Bill Payment Checks and Paychecks in QuickBooks
Voiding a bill payment check does not reduce any expense in QuickBooks. Payments to vendors are being reduced. If a bill payment check is...
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lancebwilkins
- Nov 14, 2022
- 2 min
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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lancebwilkins
- Nov 1, 2022
- 2 min
Dealing With Delinquent Customers
Statements and finance charges can help small businesses receive more timely payments from their customers. There is a little setup in...
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lancebwilkins
- Oct 11, 2022
- 2 min
How to Manage Duplicate Names in QuickBooks
t 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...
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lancebwilkins
- Sep 12, 2022
- 2 min
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...
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lancebwilkins
- Aug 29, 2022
- 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...
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lancebwilkins
- Aug 1, 2022
- 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...
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lancebwilkins
- Jun 22, 2022
- 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....
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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...
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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...
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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....
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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...
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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...
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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,...
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