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QuickBooks Inventory: Understanding Advanced Features and Tools

Scott Gregory, QuickBooks Specialist and CFO

Thursday, April 7, 2016 from 11:00 AM to 1:00 PM (EDT)

QuickBooks Inventory: Understanding Advanced Features...

Registration Information

Registration Type Sales End Price Fee Quantity
Early Bird Registratrion Ended $99.00 $0.00
Regular Registration Ended $139.00 $0.00

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Event Details

This QuickBooks Inventory event is perfect if you:

  • Want to expand your knowledge of tracking inventory in QuickBooks beyond the basic setup of inventory and non-inventory parts - see below for a full list of topics to be covered
  • Want to learn about the multi-location, bin, lot/serial tracking capabilities of QuickBooks
  • Are confused by the differences between inventory parts, non-inventory parts, assemblies and groups and how they are supposed to work
  • Are interested in the Advanced Inventory module within QuickBooks Enterprise Platinum edition and what it provides
  • Need to figure out why your current setup may be causing problems
  • Need to understand the limitations of tracking inventory in QuickBooks and when add-ons may be needed

This QuickBooks Inventory webinar will help you:

  • Boost your comfort level with all the options available to you within the QuickBooks inventory modules (the regular inventory module in Pro, Premier, and Enterprise, and the Advanced Inventory module in Enteprise)
  • Increase your confidence in working with QuickBooks and inventory every day
  • Develop a much better understanding of proper (and correct!) ways to deal with inventory and understand all of the different terminology used within QuickBooks inventory

What you will learn...

  • This event features a live demonstration of QuickBooks, including a review of the following (information in parentheses indicates in what version of QuickBooks these features are found):
    • How assemblies work in QuickBooks and how they are different from groups (Premier and Enterprise)
    • How to duplicate parts (Pro, Premier and Enterprise)
    • A review of the unit of measure functionality (Pro, Premier and Enterprise)
    • How the multi-location tracking works (Enterprise with Advanced Inventory)
    • How lot/bin/serial tracking works (Enterprise with Advanced Inventory)
    • Differences in the inventory custom fields between Pro, Premier and Enterprise
    • How to automatically create purchase orders (Enterprise)
    • The sales order fulfillment worksheet (Premier and Enterprise)
    • How the Inventory Center works (Enterprise)
    • An overview of price levels and how they work
    • How to assign classes to items, accounts, or names (Enterprise)
    • What QuickBooks can/can't offer in the way of barcoding
    • What additional inventory related reports are available in QuickBooks Enterprise, and Enterprise with Advanced Inventory
    • What if QuickBooks can't handle the specific inventory needs of your business?
    • And more....

More benefits of attending:

  • You'll hear minimal "accountant-speak". I'll do my best to explain these QuickBooks features in easy-to-understand ways.
  • Share in a great deal of knowledge, insight, and experience with QuickBooks.  I have been working with QuickBooks and inventory since 1999. (see note below about Online and Mac versions of QuickBooks). In fact, I have been responsible for managing $4 million of inventory, as well as the accounting/CFO tasks for a $15 million business, so I know exactly what you are going through.
  • The ability to ask questions during the event. I will do my best to get them answered either during the event or afterwards.
  • A link of the webinar content will be sent to all attendees. You can review and study the webinar materials as much as you like for 60 days from the date of the event.

Even better...

  • You won't have to leave the office - just tap into your web browser, get connected, and soak up the QuickBooks inventory knowledge you've been looking for. My expert insight will help build your confidence with QuickBooks!

Just purchase your registration to my webinar using the handy registration section above. If you have any questions, please use the contact link on the page and I'll respond as quickly as possible to them.

Want to attend but can't make the date?

No problem - register anyway!

Here's why...

The live webinar will be recorded and a link sent to all paid attendees to review the content for 60 days from the date of the event. You can replay any or all of the materials as much as you like during that period.

Your Satisfaction is Guaranteed!

If you are not satisfied with your learning experience during my webinar, simply drop me a line and request a refund. Your webinar fee will be refunded in full - no questions asked.

 Special notes for this webinar:

  • This webinar is NOT designed for those using Online or Mac editions of QuickBooks.
  • Internet and phone connection required to attend the webinar
  • All times shown are Eastern Time.
  • Refunds only given for cancellations 24 hours or more in advance of the event.


Have questions about QuickBooks Inventory: Understanding Advanced Features and Tools? Contact Scott Gregory, QuickBooks Specialist and CFO



Scott Gregory, QuickBooks Specialist and CFO

Scott has been helping businesses unlock the mysteries of QuickBooks, accounting, inventory, manufacturing/distribution and finance for over 30 years.

His easy-to-understand teaching style has helped hundreds of business owners, entrepreneurs, and bookkeepers gain clarity with QuickBooks, eliminate confusion, and be successful with their favorite software!

Some of Scott's credentials:

 - Certified QuickBooks ProAdvisor
 - Certified QuickBooks Enterprise ProAdvisor
 - Certified in Integrated Resource Management (CIRM) from the American Production and Inventory Control Society (APICS)
 - QuickBooks instructor in such venues as: Ohio Society of CPAs, Ohio Small Business Development Center, Lakeland Community College, Intuit Town Hall Meetings
 - CPA
 - Worked with QuickBooks software for 19+ years and in business finance and accounting for 30+ years.

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QuickBooks Inventory: Understanding Advanced Features and Tools
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