Posts Tagged ‘Forms’

How To Calculate Quantity Price Breaks

December 10, 2009 Leave a comment


If you are in the business of selling products then you will find this tutorial very useful. The excel template we go over here will enable you to lay out your price break ranges and set up a table so that you can populate an estimate that will look up the price when a quantity is entered and calculate the total taking into account that over certain quantities, the unit price goes down. In the web cast we teach you how to write the formula that accomplishes this. You can use this concept in a more sophisticated design of your own – or you can download the enhanced template from our learning center and use it however you like. The version in the learning center is a much more enhanced version that includes an estimate form you can populate with your own items in a drop-down. It also of course has a link to this tutorial so you can watch it as often as you need to.

If you sell products then you know it is a violation of UCC Code to charge different prices to different customers for products, unless you justify it with a quantity discount. QuickBooks will not calculate this for you – you would have to set up different items for each price level. At the same time it is very common to offer price break points as an inducement to get clients to purchase a larger quantity thereby increasing your total sales volume. You can adjust the prices as well as the break points. When you do purchase the template (Only $25.00 in our learning center) we recommend you save a master copy in case you mess up the formatting or just want to start over.

Please enjoy the web cast.



How to Track Your Business in MS Excel Part 2

November 11, 2009 1 comment

Click here to watch the webcast:

Bonus Web Cast (Too Long For YouTube) setting up your accounts:

MS Excel Info: (you’re here already)

QuickBooks Info:

In this part we show you how to set up your transaction register and show you how to set up your lists and then validate your Columns in your transaction register so you have drop-downs to choose from in your transaction register. There are two columns for accounts. In accounting terms it’s because every transaction needs a debit and a credit. In lay-person’s terms you need a source account and a destination account as shown here:

The source account is essentially how I paid for something (ie Bank account or Credit Card) or if I received money, which bank account that money went into (which bank account).

The destination account is where the money went or what the money went to pay for (ie office supplies, equipment, etc..)

We are going to show you how to set up lists in this web cast.

After that you will learn how to use those lists to populate drop-downs in the Excel Template.

It is important wherever possible to limit data entry to information that is populated in pre-set lists to ensure consistency. Eventually we want to run filters and pivot tables on the data and if there are variations on spellings this will take extra time in order to clean up for proper and accurate reporting.

In the next web cast we will begin to create some pivot tables and you will be able to see how powerful this is in terms of being able to use a simple template like this one created in Microsoft Excel to track your financial accounting information.

For a bonus web cast showing you how to set up your “Account List” click here:

This is too long for YouTube! Sorry