Resource Partner Event
Apr 05
NOTE: This event has expired.

Selling Products and Services and Keeping Records On Quickbooks

Managing a Business

April 5, 2014 | 8:30 am CDT - 12:00 pm CDT

Location Name:
Ottawa University

245 South Executive Drive, Brookfield, WI,53005

Mike Sargent, SCORE

Ottawa University


This workshop is for entrepreneurs, both with and without accounting backgrounds who feel they need to improve the efficiency of recording sales, maintaining inventory records and effectively use a single QuickBooks transaction to provide sales management information. The workshop is a hands-on training where the workshop facilitator will answer questions and go through scenarios that are brought up by attendees and other workshops that are known to trouble existing QuickBooks owners. *Sales Information: Cash Sales, Sales on Credit (Accounts Receivable), sales accepting credit cards, progress billing, and % completion billing. *Preparing and using billing statements, crediting collection letters, and tracking backorders. *Price Levels & Discounts: How to set up discount tables by Customer or product type, and how to override standard discounts when invoicing. *Sales Taxes: Setting up tables by selling location, how to track and report sales tax, and paying sales tax. *Estimates: Preparing estimates, maintaining estimates files, and converting an estimate into an order. *Purchased Inventory: Item tables preparing and maintaining, inventory grouping, ordering inventory, and receiving inventory. Entering vendor invoices for inventory, manual adjustments to inventory, setting default mark-ups, units of measure, using units of measure when selling packages and combinations.