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Quickbooks Undeposited Funds – Keep on Default or Choose?

April 1, 2020 by Jeanette

Missing the Undeposited Funds window choice when trying to make a deposit or receive payment in Quickbooks? Or do you want to pick a different account … [Read more...]

Filed Under: Quickie Tagged With: Accounts Receivables, Bank Reconciliation, bookkeeping, video tutorial, wine industry, Winery Accounting

Paycheck Protection Program, part 1

April 1, 2020 by Jeanette

I called Tyler (Tyler Willis, CPA) a few days after the Paycheck Protection Program (PPP) was announced. We touched on some of the very basic … [Read more...]

Filed Under: News Tagged With: Accounts Payable, Accounts Receivables, bookkeeping, coronavirus, covid-19, Expenses, Financial forecast, trends, wine industry, Winery Accounting

Office Hours 11-26-19

December 1, 2019 by Jacqi Dix

Here is the recording for Office Hours today. You can find the following wine accounting & QuickBooks topics in this month's recording: Part … [Read more...]

Filed Under: Office Hours Tagged With: Accounts Payable, Accounts Receivables, bookkeeping, Grapes, Office Hours, Sales, Winery Accounting

QuickBooks Online (QBO) – Pros and Cons

May 27, 2019 by Jeanette

I am not a huge fan of QuickBooks Online, however for some situations, it is a good choice. Here is my list of the Pros and Cons to QBO for a … [Read more...]

Filed Under: Quickie Tagged With: Accounts Payable, Accounts Receivables, Bank Reconciliation, bookkeeping, Chart of Accounts, Winery Accounting

Entering Balances into a New QuickBooks File

January 8, 2019 by Jeanette

Starting a new QuickBooks file is pretty straightforward if your business is new. Unfortunately, most people have an existing company and then decide … [Read more...]

Filed Under: Quickie Tagged With: Accounts Payable, Accounts Receivables, bookkeeping, video tutorial, Winery Accounting

Clear Old Transactions in Accounts Receivable

November 17, 2018 by Jeanette

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...]

Filed Under: Quickie Tagged With: Accounts Receivables, bookkeeping, tax prep, taxes, video tutorial, Winery Accounting

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