Scaling New Heights “Inventory Tuesday”

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In Person Events

Scaling New Heights   “Inventory Tuesday” (QB Inventory fundamentals and much more)

Inventory, from a ‘little’ to ‘warehouses full’, this series of sessions, led by Ilene Eisen, will cover QuickBooks Inventory from ‘fundamentals’ to ‘the depths’.  

QuickBooks Inventory – The Basics

Ileen Eisen will cover the fundamentals of QuickBooks inventory for the ProAdvisor or consultant with limited experience in using QuickBooks Inventory features.  Topics include:

  • Determining your Client’s Need for Perpetual vs. Periodic Inventory Tracking
  • Setting-up QuickBooks Inventory Items
  • Inventory Order Management in QuickBooks – Purchase Orders and Item Receipts
  • Inventory Order Fulfillment in QuickBooks – Sales Orders, Pick Lists, Packing Slips and Shipments
  • Inventory Adjustments
  • Using Inventory Assemblies – Setting-up Bills of Materials and Recording Inventory Builds
  • Working with QuickBooks Inventory Reports.

QuickBooks Inventory – Deep Dive (Parts 1 & 2)

Ileen Eisen goes ‘beyond the basics’ of QuickBooks Inventory to cover more advanced features within the basic QuickBooks product.  This course does not focus on QuickBooks Enterprise ‘Advanced Inventory’ features.  Topics include:

  • Units of Measure Conversions
  • Inventory with Job Costing – Best Practices
  • Understanding QuickBooks ‘Average Cost’ and how it impacts your financial data
  • Troubleshooting Inventory – Detecting and Correcting Common Errors, and
  • Inventory Tips, Tricks and Best Practices

Ilene Eisen, CPA, CITP, MBA is a nationally recognized technology speaker and the owner of IE SOLUTIONS, a Monterey, California firm focused on providing accounting software & information system solutions. Ilene is an Advanced Certified ProAdvisor and a Premier Intuit Premier Reseller, who has combined her formal education in Information Systems with over 35 years of accounting experience to create a sturdy foundation for speaking, writing and consulting. Ilene has given seminars to thousands of participants on Accounting Software, Internal Controls and various Technology topics, including QuickBooks.