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Office Hours 3-24-20

March 24, 2020 by Jennifer Cummins

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

  1. Square Sales Summary Procedure (3 minute mark)
  2. Sales Summary Procedure – Sales Tax  (7 minute mark)
  3. Sales Tax Item for your Local Sales Tax Rate (16 minute mark)
  4. Sales Shipped out of California –  Tax rules (20 minute mark)
  5. Automations synced to Square (25 minute mark)
  6. Tracking Exclusions on a spreadsheet (27 minute mark)
  7. Custom Summary Report to filter depletions (33 minute mark)
  8. Budgets and Forecasts (35 minute mark)
  9. Virtual Tastings (43 minute mark)

 

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Filed Under: Office Hours Tagged With: bookkeeping, Expenses, Financial forecast, Sales, tax income, tax prep, taxes, video tutorial, wine industry, Winery Accounting

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