Here is the recording for Office Hours. The topics that came up were:

1. How to bookmark pages and posts to find them again
2. Items names and how to merge them – making sure they are set up correctly – at the 5:40 min. mark
3. Invoicing wine to yourself and how to receive the payment (using AR clearing and JE to transfer to owner loan account or check) – at the 9:42 min. mark
4. QB Online – at the 12:46 min. mark
5. Qbox and cloud sharing – at the 12:08 min. mark
6. Sales Channels (classes) –
   • wine by the glass, samples in tasting room
   • WBG excel sheet
   • Samples / Sample JE
7. Food Sales in Tasting Room/ Food Costing – at the 38:13 min. mark
8. Key Reports for Month Use, Yearly Processes – at the 42:05 min. mark:
   • Construction on reports – Reports 101 course
   • Create Reports course in the Mastering Quickbooks for Wineries Workshop

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Here is the recording for the January Office Hours. The topics discussed were:

1. Items for Hourly consulting and contract payments
2. CPA referral
3. Inventory adjustment
4. Creating new inventory and duplicating an item
5. Using cases in everything – intuit will track 3 decimal pts
6. Backing up- talking about condensing a file – damage file
7. Revel (POS) tracks in multiple location – QB’s only one location

These are the links to places we discussed:

Intuitive Accountant

(re) Introducing The Wine DTC Vendor Matrix

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Here is the recording for office hours. The topics that came up were:

1. Year-end Quickbooks
2. Costing Class Quick Rundown
3. Juice Flow & Blending Math
4. Custom Cash
5. Journal Entry & AR List
6. Write-off a customer + Credit Memo
7. Expense vs Cost of Wine
8. G&A Costs + GAAP
9. Bottling

These are the links to places we discussed:
Juice Flow & Blending Math
Quickies
Bottle Runs

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Here is the recording for Office Hours. The topics that came up were:
1. The Push-in versus Summary method
2. Entering grapes
3. Selling grapes

These are the links to places we discussed
Grapes, Grapes, Grapes course
Creating inventory items
Bottle Runs
Baystate Transaction Pro

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1. Inventory Tracking In QB – at the 10:04 min. mark
2. Intuit Help is more for tech support then winery support – at the 10:11 min. mark
3. Entering 3 Liter Bottles into inventory – costing sheet – at the 10:12 min. mark
4. Wine for Donations/ Depletions – at the 10:14 min. mark
5. Merchandise – grouping, baskets, assemblies Inventory – at the 10:22 min. mark
   • Difference between Assemblies vs. Groups in QB
6. Back to Inventory – at the 10:30 min. mark
7. Bottling – at the 10:33 min. mark
   • Recording Bottling Cost 
   • 1 step vs 2 step methods 
8. Bottling Game Plan – at the 10:52 min. mark
9. Labor Cost – at the 10:54 min. mark
10. Barrel Cost Allocation – at the 10:56 min. mark
    1. Downloads for the Calculate the True Cost of Wine Course
    2. Module 2 – Allocation Math
    3. Example Depreciation Spreadsheet
       1. Note a lesson on this will be out soon!

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