Lance B Wilkins

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 was the employee upset? It didn’t happen exactly that way, but close. Actually, working with a client, we discovered her mileage reimbursements were being reported as wages. Subject to withholding, social security, medicare, and more. It’s actually easy to do. Here’s how to prevent that. To reimburse an employee for milea

“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 often see this when restoring a backup file over an existing file. If we don’t replace the existing file however, we can end up with even more serious consequences. Let’s review the Restore process in QuickBooks. Our first decision, although not presented to us as such, is what’s mentioned above. Are we creating a brand new c

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 easy to follow. What about emailing invoices? No paper. No printing. No stuffing envelopes, adding stamps, or taking to the post office. And no extra charge. Interested? Let’s look at the process. Fist, make sure you tell QuickBooks about your email account and how you normally access email. Outlook is an easy choice, QuickB

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 QuickBooks user to another. QuickBooks Online isn’t the best choice for everyone. For some though, the advantages will become irresistible at some point. Bank Balance Management The number one time-saving element of QuickBooks Online (QBO) that never fails to impress is Bank Feeds. Once your QBO account is synchronized w

So, your business or organization is growing? You need to track more than one department or location or grant? Do you need another QuickBooks? No, you don’t. It’s a common question, but it almost never results in purchasing another QuickBooks license. For most people then, the question comes down to: Do you need a separate QuickBooks company file? Generally, if your new enterprise has a different tax ID number, separate asset and liability accounts like bank accounts and buil

For QuickBooks users, the January task of creating W2s has only gotten easier over time. Assuming we haven’t been making errors in our paychecks over the course of the year, the creation of this year-end form is not difficult. If you are an Enhanced payroll subscriber, you will find a list of forms in the File Forms section of the Payroll Center. You can see the circled item in the screenshot. This is the starting point for creating W2s. Don’t mistake this for the entry just

A question frequently asked by small non-profits using QuickBooks is; how do we create the letter donors will use to deduct their contributions on their tax returns? There really has never been a way to do this in QuickBooks. As a result, the letter requirement has become a real chore. The purpose of this blog post is to introduce you to a way to accomplish the creation of these letters using QuickBooks and QuickBooks’ ability to integrate with Excel and Word. It’s a multi-st