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SVB 2022 Direct to Consumer Survey

June 7, 2021 by Jeanette

The team at Silicon Valley Bank has called for folks to complete the survey for the annual Direct to Consumer Wine Survey Report.

The deadline to submit the survey is Friday, March 18th.

You can download the questions HERE.

When you are ready, enter your answers on the SVB SURVEY PORTAL

To help you complete the financial questions, in these videos I walk you through pulling the reports in QB Desktop & QB Online. If your file is set up using out Fundamental Five, pulling these reports will be quick and easy. But … I cannot guarantee if it is easy to pull the other reports from your POS program.

QB Desktop

 

QB Online

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