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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
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