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      • Using QuickBooks in the Wine Industry – The Workshop
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Using QuickBooks in the Wine Industry – The Workshop

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The Workshop version of the Using QuickBooks in the Wine Industry course is designed for non-accountants. The content is the same, but the lessons are arranged in a different order to make it easier to learn the material. And there are exercises so you can feel confident that you understand the lesson.

  • Module: 1

    Welcome & Foundation

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  • Module: 2

    Create the Mini File

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  • Module: 3

    Enter Transactions

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  • Module: 4

    Chart of Accounts

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  • Module: 5

    Create Reports

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  • Module: 6

    POS Integration

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  • Module: 7

    Customer Job Flags

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  • Module: 8

    Budget, Forecast, & Cash Flow

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  • Module: 9

    Tips & Tricks

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  • Module: 10

    More Tips & Tricks

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  • Module: 11

    Book Cost vs Tax Cost

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  • Module: 12

    Next Steps

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  • Module: 13

    Uncork Greater Profit

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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
      • My Favorites
    • Create the Mini File
      • Create the Mini File
      • Create accounts
      • How to rearrange accounts
      • How to merge accounts
      • Enter some expenses
      • Recap Module 2
    • 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
      • Recap Module 3
      • 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
      • Examples for classes
      • Recap Module 4
    • 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
      • Bank & Credit Card Reconcilations
      • Recap Module 5
    • POS Integration
      • Pushin vs Summary
      • Pushin Method
      • Summary method – setting up
      • Summary method – workflow
      • Recap Module 7
      • Coaching Call 2
    • Customer Job Flags
      • Setting up customer job flags
      • Flag bottling costs
      • Flag event expenses
      • Flag direct costs
      • Recap Module 8
    • Budget, Forecast, & Cash Flow
      • Entering a budget/forecast into QB
      • Shortcut to creating your budget/forecast
      • The Cash Flow Quickie
      • Nest steps to creating a budget/forecast
      • Enter budget example into the Mini File
      • Recap Module 9
    • Tips & Tricks
      • Handling petty cash
      • Reconcile inventory with the physical count
      • Set reports to accrual basis
      • User names, closing date, and backups
      • Recap Module 10
      • 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 11
    • Book Cost vs Tax Cost
      • Three Muskateers
      • Athos, Porthos, Aramis
      • Your Tax Preparer
      • Recap Module 12
    • 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!

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