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Office Hours 03-29-19

April 4, 2019 by Jeanette

Here is the recording for Office Hours. The topics that came up were:

  1. How to bookmark pages and posts to find them again
  2. Items names and how to merge them – making sure they are set up correctly – at the 5:40 min. mark
  3. Invoicing wine to yourself and how to receive the payment (using AR clearing and JE to transfer to owner loan account or check) – at the 9:42 min. mark
  4. QB Online – at the 12:46 min. mark
  5. Qbox and cloud sharing – at the 12:08 min. mark
  6. Sales Channels (classes) –
    • wine by the glass, samples in tasting room
    • WBG excel sheet
    • Samples / Sample JE
  7. Food Sales in Tasting Room/ Food Costing – at the 38:13 min. mark
  8. Key Reports for Month Use, Yearly Processes – at the 42:05 min. mark:
    • Construction on reports – Reports 101 course
    • Create Reports course in the Mastering Quickbooks for Wineries Workshop

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Filed Under: Office Hours Tagged With: bookkeeping, Costing, Office Hours, Sales, video tutorial, Winery Accounting

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