Wine Rows

QuickBooks® Certificate: A Comprehensive Application for Your Wine Business

Spring 2019
Submit your Readiness Assessment 

Designed for accounting professionals and advanced winery owners and office managers alike.  This certificate will teach you how to use QuickBooks® efficiently and effectively to produce meaningful and accurate reports for your wine business. Through this 8-week program you will learn the many features available in order to put a system of procedures in place, and create a customized QuickBooks® program tailored to your specific wine business needs. Customize your QuickBooks® file or use the sample file to complete the assignments. 

Learning Outcomes
At the end of this course, students will be able to:

  • List the main winemaking cost pools
  • Organize the overhead expenses into functional groups
  • Create the bulk wine and case goods accounts in the chart of accounts
  • Setup of the case goods "inventory items" with the correct accounts
  • Put into use the appropriate method for entering the sales detail
  • Decide who on the accounting team will be responsible for the Accountant Inventory Procedures
  • List the steps for entering a budget into QuickBooks
  • Customize and memorize the reports for the financial packet
  • Put into use some of the suggested time-saving procedures
  • Understand the basic steps and issues related to laying out the costing book
  • Understand the steps to calculating the book-to-tax difference

Pre-requisites: In addition to successfully completing the Readiness Assessment, prospective students must have:

  • A working knowledge of QuickBooks
  • An active QuickBooks license running either a live company file or one that can run the sample file
  • Computer competency
  • An agreement to confidentiality: While specific financial numbers and business practices do not need to be disclosed, there might be situations where these could be discussed, thus participants agree to not share information outside of the class discussion area.

A group of Video Tutorials is provided for individuals who are unfamiliar with QuickBooks or who would like to review information about the course before taking the Readiness Assessment.

View the Video Tutorial

Take the Readiness Assessment


Dates: Spring 2019
Fee: $1200
Instructor: Jeanette Tan

Registration:  Students who have passed the Readiness Assessment and are eligible to enroll will receive an email with registration information.

About the Instructor: Jeanette Tan is the accountant at Kokomo Winery and Sbragia Family Vineyards. She is also a Certified QuickBooks ProAdvisor® and has a consulting practice, QB Winery Solutions, which provides training, setup, and support for micro and boutique wineries using QuickBooks®®. Before moving to Sonoma County, Jeanette provided a similar service to owners of small businesses on the Island of Maui. As a SCORE counselor, she taught an introductory QuickBooks® class to several hundred people for the Maui County Business Resource Center and the SBA. She admits to being an accidental accountant because she started out as a Pastry Chef, became detoured managing a small French Restaurant for 10 years, then joined the management team that opened the Four Seasons Resort on Maui. This was all many, many years ago, but it gave her a unique in-the-trenches perspective and it gave her the ability to explain accounting terms in plain English. She also speaks very quickly so you will not be bored.

Questions? Contact or call (707) 664-3235.

Contact SBE
Contact SSU
Sonoma State University School of Business and Economics. Reach.
1801 East Cotati Avenue, Rohnert Park, CA, 94928 • 707-664-2377