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Managinginventoryinquickbooksdesktop avalara selfstudy

MANAGING INVENTORY IN QUICKBOOKS DESKTOP - PART 1

CPE Processing FeeFREE  Webinar TranscriptionN/A     Presentation Length Hour(s)1.0 hour  CPE1.0  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateAug 08, 2018  Date OfferedAug 08, 2018  Who should attend?Bookkeeper
CPA - small firm
CPA - medium firm
Other 
Course Description

This session will focus on understanding the entire workflow related to managing inventory in QuickBooks Desktop (for all versions: Pro, Premier, and/or Enterprise)


  • Inventory vs. Non-Inventory parts, and how it affects the general ledger

  • Organizing your Item list with Custom Fields

  • Managing Multiple Units of Measure (Premier and Enterprise)

  • Inventory Assembly and Bill of Materials (Premier and Enterprise)

  • Basic Non-Posting Transactions: Estimates, Purchase Orders, and Pending Invoices

  • Sales Orders, Picklists, and Sales Order Fulfillment Workflow

  • Posting (Inventory Affecting) Transactions: Item Receipt/Bill, Checks & Credit Card Charges with Inventory Items, Invoices, and Sales Receipts

  • How to use the Inventory Center

  • Making Inventory Adjustments

  • Inventory Reports


Part II coming in 2019!

Learning Objectives

  • Understand how quickbooks interacts with items in transactions to post inventory asset, sales, and cost of goods sold into the general ledger.

  • Learn about non-posting (admin/operating) transactions and posting (ledger-affecting transactions).

  • Learn how to manage inventory valuation and adjustments for the balance sheet.

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Handout Materials
Presentation Slides
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Review Questions
QUESTION 1: 1/1/0001 1 minutes
QUESTION 2: 1/1/0001 1 minutes
QUESTION 3: 1/1/0001 1 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Hector Garcia, CPA

Certified Quickbooks ProAdvisor
Principal Accountant and QuickBooks Trainer
hector@qbkaccounting.com
(954) 414-1524

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, FL for his own firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in several accounting & financial departments of past fortune 500 companies such as: Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in Training; and it comes from his successful career in which he applied his personal philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, FL training center almost every weekend. Hector is married with 3 children, lives in Weston, FL. Hector is fluent in Spanish and English.

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