QB Winery Solutions

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 4-9-20

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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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The Crush

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