Podcast Episode Overview
QuickBooks Online has added item receipts — but before you click that irreversible “turn on” button, you need to understand what you’re getting into. Dan DeLong of School of Bookkeeping joins Alicia to explain how item receipts separate the receiving of merchandise from the billing event, why that matters for inventory-heavy businesses, and who actually needs this feature. If you don’t have a receiving warehouse step in your workflow, this one’s probably not for you.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
- Guest – Dan DeLong
Sponsors
Podcast Highlights
(00:00) – Intro to Item Receipts
(01:25) – Desktop Origins Explained
(02:33) – PO Workflow and Missing Step
(04:05) – Date Problems and Enhanced Receiving
(06:06) – Inventory Offset Holding Account
(07:29) – Turning It On in QBO
(08:01) – Irreversible Setting and Backups
(09:49) – Testing Before You Commit
(10:24) – Bills Without Item Receipts Pitfall
(14:00) – Workflow Tips and Reporting Soapbox
(16:48) – Who Should Enable This
(18:09) – Inventory Roadmap and Wrap Up
(19:23) – Announcements and Final Thanks
Links
- Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907
- S of B Blog on Item Receipts:https://www.schoolofbookkeeping.com/blog/QBOItemReceipts
- Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
- Blog on Item Receipts and Enhanced Inventory Receiving: https://www.schoolofbookkeeping.com/blog/QBOItemReceipts
- Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
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This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.
