This is a companion video to the Year End Preliminary Checklist. Go here to find that post Year End Prelim Checklist. In this video I show how to … [Read more...]
Clear Old Transactions on the Bank Reconciliation
This is a companion video to the Year End Preliminary Checklist. Go here to find that post Year End Prelim Checklist. In this video, I show how to … [Read more...]
SVB Annual Wine Survey – Heads Up
The winemaking team is preoccupied with the crush, and the accounting team is just twiddling their thumbs (Ha, we never get to do that...). Rob … [Read more...]
Year End Winery Accounting Preliminary Checklist
Harvest has begun, that means that the year end is right around the corner. While you are waiting for the grapes to ferment, this is a great time to … [Read more...]
Bundles and Packs
Do you offer bundles such as a vertical of your award winning wine, or packs like Summer Picnic Pack or Holiday Gift Trio? Or do you run your wine … [Read more...]
Entering Square Sales into QB Desktop
Square is one of the most common credit card processing services that is used by startup wineries. I actually recommend the program because the fees … [Read more...]
Setup Inventory Items
When you create a new inventory item, you must fill in the correct COGS, Income, and Asset accounts. However, if you make a mistake and enter the … [Read more...]