QB Winery Solutions

Office Hours 7-28-20

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Here is the recording for Office Hours from July 28, 2020. You can find the following wine accounting & QuickBooks topics in this month’s recording:

1:00 – Sales receipt procedure and Journal Entries for the movement of the “Bottling Costs Transferred In.”
10:00 – The importance of doing monthly Journal Entries.
16:00 – Finished Goods Inventory.
21:00 – FTE calculation and your PPP forgiveness application.
27:00 – Virtual tastings and wine clubs.
40:00 – 2-Step customer jobs.

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Office Hours 6-30-20

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Here is the recording for Office Hours from June 30, 2020. You can find the following wine accounting & QuickBooks topics in this month’s recording:

1:00 – Processing transactions and payments divided between Square and Venmo in QuickBooks.
16:00 – Searching credits by customer in QuickBooks.
23:00 – Reporting via Weebly, Sqaure and QuickBooks, manual vs. automated reports and mapping via Transaction Pro.

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Office Hours 4-16-20

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Here is the recording for Office Hours today. You can find the following wine accounting & QuickBooks topics in this month’s recording:

  1. One-step, Two-step Bottling (3 minute mark)
  2. Online bill pay – QuickBooks Online Vs QuickBooks Desktop (9 minute mark)
  3. QBox Plus – securing a file to specific people & sharing files (10 minute mark)
  4. Bill.com for bill pay (12 minute mark)
  5. Will the PPP be increased? (15 minute mark)
  6. Grapes bills – How do they come out of your checking account (21 minute mark)

 

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Office Hours 4-14-20

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Here is the recording for Office Hours today. You can find the following wine accounting & QuickBooks topics in this month’s recording:

  1. Virtual tastings – How to turn your events to an online environment (3 minute mark)
  2. PPP & the black box (12 minute mark)
  3. Websites that allow you to submit your PPP application (16 minute mark)
  4. Verification phase of the PPP & medical payments (23 minute mark)
  5. Paypal as a payment processor in addition to Square (30 minute mark)
  6. Costing book & Bottle Runs (32 minute mark)
  7. Cash Flow projections, discounted wines & club runs (38 minute mark)

 

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Office Hours 4-9-20

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Here is the recording for Office Hours today. You can find the following wine accounting & QuickBooks topics in this month’s recording:

  1. How to track giving a client a case of wine (2 minute mark)
  2. Final review of Sync with Commerce Review & Square (5 minute mark)
  3. Using Square for a data dump and getting net sales (13 minute mark)
  4. Transaction Pro Importer – push in the data into QuickBooks (15 minute mark)
  5. Quick review of the PPP (24 minute mark)

 

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Office Hours 4-2-20

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Here is the recording for Office Hours today. You can find the following wine accounting & QuickBooks topics in this month’s recording:

  1. Commerce Sync – How well does it sync? (6 minute mark)
  2. Shogo.io – Tracking transactions (11 minute mark)
  3. Square – Individual sales reports, transactions & batching (15 minute mark)
  4. Square & Quickbooks mapping – VineSpring (32 minute mark)
  5. Manually entering into Square – Less expensive than VineSpring (39 minute mark)

 

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The Crush

Your first step to running a profitable winery and crushing your business goals.