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Next Steps

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Or for more information about this course learn more here.

Big congratulations for making it to this module. The Workshop lessons are done. In this module you will discover all the different options for the next steps so you can build on this foundation and learn how to do some of the intermediate and advanced procedures. You will also prepare for your consulting call with Jeanette.


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  • Using QuickBooks in the Wine Industry – The Workshop
    • Welcome & Foundation
      • Welcome!
      • Course structure
      • Course support
      • Moving through the course
      • Mini File & Sample File
      • Which QB Program
      • Review & Recap
      • Course Outline
      • SSU Online Course – Home Page
    • Create the Mini File
      • Create the Mini File
      • Create accounts
      • How to rearrange accounts
      • How to merge accounts
      • Enter some expenses
      • Recap Module 1
    • Enter Transactions
      • Setting up inventory items
      • Create case goods inventory items
      • Workflow for inventory
      • Enter a bottle run
      • Using QB classes for sales channels
      • Create classes
      • Enter some sales transactions
      • Entering pours, samples & shrinkage
      • Record some sample depletions
      • Examples for classes
      • Recap Module 2
      • Coaching Call 1
      • Restore the sample file
    • Chart of Accounts
      • Costing part 1 – cost pools
      • Costing part 2 – the costing book
      • Balance sheet accounts
      • Income and overhead expenses
      • More overhead expenses
      • Winemaking and bottling expenses
      • Recap Module 3
    • Create Reports
      • Financial report package
      • Memorize the Profit & Loss report
      • Memorize the Profit & Loss to Budget report
      • Memorize Gross Profit by Channel reports
      • Memorize a Balance Sheet and more
      • Memorize some Sales reports
      • Tips to exporting to Excel
      • Recap Module 4 – Create Reports
    • Bank & Credit Card Reconcilations
      • Bank reconciliations
      • Options for credit cards deposits that never match
      • Credit Card reconciliations
      • Recap Module 5
    • POS Integration
      • Pushin vs Summary
      • Pushin Method
      • Summary method – setting up
      • Summary method – workflow
      • Recap Module 6
      • Coaching Call 2
    • Customer Job Flags
      • Setting up customer job flags
      • Flag bottling costs
      • Flag event expenses
      • Flag direct costs
      • Recap Module 7
    • Budget, Forecast, & Cash Flow
      • Entering a budget/forecast into QB
      • Shortcut to creating your budget/forecast
      • The Cash Flow Quickie
      • Next steps to creating a budget/forecast
      • Enter budget example into the Mini File
      • Recap Module 8
    • Tips & Tricks
      • Handling petty cash
      • Reconcile inventory with the physical count
      • Set reports to accrual basis
      • User names, closing date, and backups
      • Recap Module 9
      • Coaching Call 3
    • More Tips & Tricks
      • Use QB payroll
      • Customize and invoice template
      • Use the credit card workflow
      • Grapes and more grapes
      • Merchandise is inventory too
      • Record futures the right way
      • Attach documents to vendors, customers, and items
      • Use the sales tax revenue report
      • Vineyards
      • Remote options
      • Recap Module 10
    • Book Cost vs Tax Cost
      • Three Muskateers
      • Athos, Porthos, Aramis
      • Your Tax Preparer
      • Recap Module 11
    • Next Steps
      • Advanced course topics
      • How to Calculate the True Cost of Your Wine
      • Strategies & Planning for Wineries
      • Consulting options
      • Prepare for the Consulting Call
      • Consulting Call
    • Uncork Greater Profit
      • Gold Medal for You
      • Congratulations!

How much profit do you really make?

The Crush

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

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