Lance B Wilkins

There are a number of ways to handle deposits. These would be payments a customer would make before an invoice was created. We will descr...

Using discounts on a more regular basis or as the normal price for certain customers, Price Levels will offer an easier solution. Price L...

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

Adding the Company Phone Number to an Invoice Template A fact that many QuickBooks users do not know is that various forms used in QuickB...

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...

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...

In our last post we examined sales forms in QuickBooks. A logical next step to looking at QuickBooks features is collecting money. When c...

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. Invo...

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

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

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 ...

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...

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 si...

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

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

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

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 Q...

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

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 combi...