Category: Templates

24Mar

Inventory Tracking Template (Original) $10

Posted in Excel, Excel Templates, Inventory, QuickBooks, School Of Business, Templates | 10 Comments

 THIS JUST IN!..

Visit Nerd’s School Of Business and get access to the entire sales commission course, the template, and the videos all for one fixed monthly price. This will also give you access to everything else I offer as I add things in!

Nerd’s School Of Business

My # 1 video on YouTube to this day was one in which I offer this template for free. You are still welcome to e-mail me for a free copy of this template and I will still honor that by e-mailing it, however it does take me a while to get to these requests so if you want the template immediately then you can download it here for $10

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31Dec

Sales Commission (Template only) $24.97

Posted in Commission Sales, Excel, Excel Templates, QuickBooks, School Of Business, Templates | 2 Comments

THIS JUST IN!..

Visit Nerd’s School Of Business and get access to the entire sales commission course, the template, and the videos all for one fixed monthly price. This will also give you access to everything else I offer as I add things in!

Nerd’s School Of Business

This is ONLY the template. The full length one hour video with the template included can be purchased here.

This template can be used in conjunction with a formatted Sales By Sales rep report in QuickBooks. You simply run the report in QuickBooks, Export it to excel and then drop the numbers into the template. The template looks up the commission rates (set up on another tab in this template and also can be updated using a Sales Rep List report from QuickBooks).

  • You can manually set up the commission rates in excel
  • Or you can set up a custom vendor field in QuickBooks to track and update them there.
  • Then customize the Sales rep list to include the custom field.
  • This way you can run that report in QuickBooks and export it to update the list in this template.
  • This method is recommended because even a slight typo in a Vendor name will cause the “lookup” formula in the template to fail. The names HAVE to match.

To use the template exactly as it is laid out requires some custom fields in QuickBooks, so if you are not very knowledgeable in Quickbooks it is highly recommended that you download the full video which walks you through step by step how to set everything up exactly as you need it.

29Dec

How To Calculate Sales Commissions Using QuickBooks and Excel $64.97 (Video)

Posted in Commission Sales, Excel, Excel Templates, Formula Writing, QuickBooks, School Of Business, Templates | 11 Comments

THIS JUST IN!..

Visit Nerd’s School Of Business and get access to the entire sales commission course, the template, and the videos all for one fixed monthly price. This will also give you access to everything else I offer as I add things in!

Nerd’s School Of Business

  • Video and Template Included!
  • Run the reports you need in QuickBooks and calculate your commissions in minutes.
  • Eliminate questions to save time and money with the reports you can send to your sales reps.
  • Create other powerful tools – bonus section at the end teaches you how to write the formulas in MS Excel.

Here’s what you will master in this combined QuickBooks and Excel video tutorial:

  1. Create the sales rep in QuickBooks.
  2. Set up a custom field in QuickBooks to track the commission rate.
  3. Create a customized Sales Rep List Report In QuickBooks.
  4. Recording the sale in QuickBooks – how to make sure your sales reps get credit and how to include/exclude line items from commissions.
  5. Creating the commission report in QuickBooks for use with the Excel template included here.
  6. Learn how to Set up the report group in QuickBooks for easy access when you need to run and pay commissions.
  7. The steps and important options when you export the report to Excel.
  8. Using The Excel template Sales rep list.
  9. The commission sales report – dropping the QuickBooks export into the template to instantly calculate your commissions.
  10. See how to Review and the information for accuracy and completeness.
  11. Copy the report tab to customize a detailed report to be sent to the Sales rep so they know exactly what they were paid on.
  12. Bonus Video Included: How to write the formulas in excel to make the template work.
    • Note – you have the template anyway, but knowing how to write the formulas will enable you to create other powerful tools on your own.

When you complete your payment you will receive an e-mail with a zip file containing the following:

  1. The video file (MP4 – will play on MAC or PC)
  2. The Excel Template
  3. The QuickBooks file used in the video.

19Nov

QuickBooks 2011 Inventory Adjustment Template $9.97

Posted in Excel, Excel Templates, Inventory, QuickBooks, School Of Business, Templates | Comments Off

Wait! Before you do this..

You can download my 3 hour webinar on “Managing and Tracking Your Inventory With QuickBooks” and get an even newer more updated template!

 THIS JUST IN!..

Visit Nerd’s School Of Business and get access to the entire sales commission course, the template, and the videos all for one fixed monthly price. This will also give you access to everything else I offer as I add things in!

Nerd’s School Of Business