Online Certificate in QuickBooks® for Wine Businesses: A Comprehensive Application


May 8 - July 3, 2019
Registration opens in March 2018

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. 

Application & Readiness Assessment


Learning Outcomes

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



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.


Upcoming Schedule

Dates: May 8, 2019 - July 3, 2019
Meetings: Thursday evenings, 6-7pm Pacific
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 when the summer 2019 semester opens for enrollment in March.

Application & Readiness Assessment


About the Instructor

kyuho_leeJeanette Tan

Jeanette 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.

Registration is done in partnership with the School of Extended and International Education