New Series - Rachel and Dan will be joined by Shawn Coultice from Katana to discuss some side by side feature comparisons with QB Enterprise and Katana's Cloud-based Inventory Solution. For people considering the switch to QB Online with an Inventory Management Add-on, this series will be helpful to determine what features and workflows will work in a cloud based solution, and which workflows might be better suited for a could based solution.

Learn More About Katana Here - https://psref.katanamrp.com/SOBWorkshop 

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday 

BOGO - Buy QBO Advanced and get Schoolofbookkeeping included!! Learn more here https://www.schoolofbookkeeping.com/bundle 

Take advantage of 30% off the QBO MSRP when you sign up through us today! https://quickbooks.intuit.com/partners/irp/qbopayroll/?cid=irp-101114 

Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning

00:00 Introduction and Workshop Overview

01:30 Inventory Management Challenges

01:58 Introducing Shawn and Katana

03:24 Community Announcements and Challenges

08:23 Advanced Inventory Workflows in QuickBooks

10:21 Katana's Inventory Management Features

23:42 Setting Up Inventory Locations and Bins

37:35 Efficiencies in Inventory Management

42:32 Stock Transfers and Future Enhancements

50:37 Conclusion and Upcoming Topics