A Better Way to Manage Inventory

Get more out of the QuickBooks Inventory module

“This workshop series is a MUST for anyone
that works with QuickBooks inventory!

– Brian K.

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Do you rely on QuickBooks Inventory for your business? Ever feel frustrated with the software or wish it could do more to help you organize your inventory?

Good news!

QuickBooks Inventory can work harder for your business if you know how to leverage the program and tap into add-on software that can improve the way you manage your goods.

We’re here to help you get inventory flowing the right way, every day.

QuickBooks Inventory
Skill-Building Series

Intensive training workshops designed to address critical areas of QuickBooks Inventory

During this six-week series, you’ll start with the foundation and move through all key QuickBooks Inventory functions, building knowledge as you grow more comfortable and competent using the program.

The Skill-Building Series includes:

  • Six 90-minute sessions—9 total hours of intensive training
  • Live Q&A during each session
  • 24/7 access to archived recordings
  • Extensive in-product training by a QuickBooks expert with 35+ years of inventory experience
  • Community forum to discuss inventory issues with the instructor and classmates
  • Best practice insights
  • Insight about QuickBooks platforms
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YES – I’m interested!

Let me know when enrollment opens for this workshop series:

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Explore the Workshop Topics

Week 1 – Lay the Foundation

If you don’t get this part right, everything else will be wrong.

  • Create and understand items
  • Work with lists
  • Import data

Week 2 – Purchasing & Receiving

Learn to handle everyday business efficiently and accurately.

  • Manage purchase orders
  • Enter bills for payment
  • Address vendor prepayments

Week 3 – Going with the Flow

  • Go from quote to sales order to invoice.
  • Learn how these transactions impact inventory and reporting.

Week 4 – Pick, Pack & Ship

  • Get the goods out of the door.
  • Fix common inventory problems.

Week 5 – Kits/Bundles & Assemblies

  • Work with kits, bundles, assemblies and bills of material.
  • Tap into expert, step-by-step instruction to understand these critical transactions.
  • Get troubleshooting tips.

Week 6 – Tie It All Together

  • Evaluate how your business is operating—do you need more inventory tools?
  • Understand various inventory add-on options.

Your QuickBooks Is Covered

Our Inventory Skill-Building Series covers the following versions of QuickBooks:

  • QuickBooks Pro
  • QuickBooks Premier (including industry-specific versions like Mfg., Contractor, etc.)
  • QuickBooks Enterprise (including industry-specific versions)
  • QuickBooks Enterprise Advanced Inventory (where applicable)
  • QuickBooks Online
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YES – I’m interested!

Let me know when enrollment opens for this workshop series:

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  • This field is for validation purposes and should be left unchanged.
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Get the Goods—Up Your Inventory Game

Commit to improving your business and how you manage goods by signing up for this premium skills-building series, with access to a peer forum and recordings so you can review key insights.

Contact Scott Gregory with questions about the series and for notification when enrollment opens.