Inventory accounting essentials for bookkeepers [webinar recording]

Ever feel like running away or hiding when your bookkeeping clients start talking about inventory? Don't worry - you're not alone with this webinar recording with my friends from Katana!

In this webinar recording, Shawn Coultice will:
•Shed light on bookkeeping for inventory and inventory workflows.
•Share common issues with QuickBooks Online's inventory management. 
•Talk about when QBO inventory is a good fit for clients and when clients need to use an inventory app. 
•Share practical tips for how an inventory management app can bridge the gap and help your clients navigate inventory smoothly. 

Say goodbye to inventory anxiety and hello to a new range of clients!
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Chapters:
0:00 Intro
3:37 About me
5:44 Resources
7:42 Katana intro
10:11 Biggest pain points
12:59 Types of tracking inventory/ types of client needs
19:38 Not tracking at all
22:16 Periodic vs. Perpetual
25:49 Inventory workflow requirements
30:30 Operational workflow - inventory purchases
31:38 Inventory sales
33:27 Tracking inventory in QBO
34:39 Current gaps in QBO for inventory clients
37:22 Drawbacks of desktop
39:20 What is Katana?
52:24 Q&A

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Disclaimer:
The information in this video is for educational purposes only. It is not intended as legal, tax, or accounting advice. Please consult with a qualified professional for advice specific to your situation.

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© 2025 Veronica Wasek – 5MB LLC. All rights reserved.

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