Mini-course for winery managers

Mini Course: Inventory: Tips for Counting Wine and More

Inventory: Tips for Counting Wine and More is for the Reluctant Bookkeeper (aka The Owner), Office Manager, or anyone tasked with keeping the inventory in QuickBooks accurate.

This course is for anyone who

  • is not reconciling the inventory at least once a quarter

  • stresses when Inventory Count Day gets near

  • and struggles to update QuickBooks

This course provides tools, support, and guidance so you can reconcile the inventory quickly and easily.

Instructor: Jeanette Tan | Modules: 1 | Class length: 1h | Lifetime Access | Student only forum

The Course Inventory: Tips for Counting Wine and More:

  • Easy to follow step-by-step video so you can count the wine, reconcile all the warehouse locations, and update QuickBooks easily

  • A simple SOP (Standard Operating Procedure) with screenshots & checklist so you know the right process to follow.

  • A private Q&A Forum so you can post your specific questions and get detailed answers from our team.

Course takeaways:

  • How to prepare for Inventory Count Day

  • Guidelines for the counting team

  • Easy steps to combine all the warehouse locations and update QuickBooks

  • Inventory - Tips for Counting and More

    Make smart decisions when it comes to your bookkeeping and financial operations.

    $147 | Take the course

Meet your instructor Jeanette Tan

Jeanette Tan was an Adjunct faculty member with the Sonoma State Wine Business Institute. She has over 10 years in the Wine industry and is an Advanced Certified QuickBooks ProAdvisors. More importantly, she has experience being a small business owner and understands the challenges that small winery managers face.

FAQs

  • Yes! When QuickBooks is set up correctly, and when you follow the workflow, you can accurately track the cased goods. Setting up inventory correctly is Module 2 in our Fundamental Five course.

  • First of all, POS programs do not follow standard accounting rules, which means that there is no process to confirm that the numbers are accurate. Second, the numbers often shift so the reports don’t match from day to day. Third, and most importantly, when inventory is set up correctly in QB you will also have some valuable and useful financial reports that you cannot create in any other program.

  • QB Enterprise is the only program where you can track all of your warehouses and inventory locations in QB. HOWEVER, this feature is an upgrade and Enterprise will end up costing 3 times the cost of QB Desktop. Also, it takes a lot of effort to keep the inventory accurate. So I recommend you try our method first before investing in Enterprise.