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Some types of businesses don't need every sale posted into QuickBooks. Sometimes the Point of Sale systems don't integrate properly into QuickBooks. Enter a Daily Sales Summary. Rachel and Dan discuss some best practices when creating a daily sales summary in QuickBooks Online
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
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning
00:00 Introduction and Casual Conversation
01:28 Daily Sales Summaries: An Overview
03:11 Real-Time Bookkeeping and Accounting
05:25 Setting Up Daily Sales Summaries in QuickBooks
13:18 Handling Sales Tax in QuickBooks
28:26 Automating Daily Sales Summaries with Lightspeed
34:06 Conclusion and Upcoming Topics
By Dan DeLong and Rachel DauchySome types of businesses don't need every sale posted into QuickBooks. Sometimes the Point of Sale systems don't integrate properly into QuickBooks. Enter a Daily Sales Summary. Rachel and Dan discuss some best practices when creating a daily sales summary in QuickBooks Online
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
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning
00:00 Introduction and Casual Conversation
01:28 Daily Sales Summaries: An Overview
03:11 Real-Time Bookkeeping and Accounting
05:25 Setting Up Daily Sales Summaries in QuickBooks
13:18 Handling Sales Tax in QuickBooks
28:26 Automating Daily Sales Summaries with Lightspeed
34:06 Conclusion and Upcoming Topics