Content Provider
Hectorgarcia companylogo

Sponsored by
Avalaralogo
Self-Study CPE
TAMING THE WILD WEST OF APPS
View Details/Register
I'M QBO CERTIFIED....NOW WHAT?
View Details/Register
QUICKBOOKS ONLINE BASICS FOR ACCOUNTANTS AND BOOKKEEPERS
View Details/Register
5 "ZAPS" YOU CAN USE TO AUTOMATE YOUR PROCESSES
View Details/Register
NEW CLIENT MAGIC
View Details/Register
AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
View Details/Register
QUICKBOOKS ONLINE BANK FEEDS: AUTOMATING YOUR BOOKKEEPING
View Details/Register
MANAGING INVENTORY IN QUICKBOOKS DESKTOP - PART 1
View Details/Register
QUICKBOOKS FOR POWER USERS: MASTER CUSTOM REPORTS IN QUICKBOOKS DESKTOP
View Details/Register
RESULTSCRM: LEVERAGING THE CONTACT "STANDARD SEARCH"
View Details/Register
Managinginventoryinquickbooksdesktop avalara

MANAGING INVENTORY IN QUICKBOOKS DESKTOP - PART 1

Available Date(s)
Thursday, October 25, 2018: 12:00PM EDT

Cost Free   CPE Credits 1.0 hour   Subject Area Computer Software and Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  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.

Linkedin Twitter

Hector Garcia, CPA

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

Hectorgarcia companylogo

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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Avalaralogo
Avalara, Inc., is the leader in sales tax and compliance automation in the cloud. Avalara makes sales tax compliance simple and automatic for thousands of customers every day. Its SaaS-based solutions span the compliance spectrum; each year these solutions deliver billions of tax decisions, manage millions of exemption certificates, file hundreds of thousands of sales tax returns, and remit billions of tax dollars to states nationwide and countries internationally. Recognized as one of America’s fastest growing technology companies, Avalara is integrated with leading ERP and ecommerce software systems that serve millions of businesses. Founded in 2004 and privately-held, Avalara employs over 1,000 people from its Seattle headquarters and 15 offices globally.