The document provides an introduction to using QuickBooks accounting software for bookkeeping tasks related to a flower shop. It outlines how to create sales receipts for cash transactions and invoices for later payments. It also covers how to record received payments against invoices to track open balances. The document reviews specific flowers that will be used in arrangements, including their names, costs, uses, longevity and how they are sold. It prompts planning arrangements and marketing for Valentine's Day using the available flowers within a $10 wholesale budget.

1. Introduction to QuickBooks Floral Design 2

2. QuickBooks Accounting Software We will be doing our own bookkeeping for the flower shop for this term. This is one of the hardest areas for business owners You cannot make good business decisions if you do not know: how much you are making how much you are spending

3. Introduction Screen We will only use a few tools in QuickBooks Income – in red Expenses – in blue

4. Income Records income 2 ways Create a sales receipt Someone comes in and wants to buy a rose or a balloon You give them the merchandise, they give you the $ OR Create an invoice (bill) & then receive a payment for it later Filling an order to be paid later Partial Payments After you receive money, you deposit it.

5. To Enter a Sale Select “Create Sales Receipts”

6. Sale Receipt Form Enter customer’s last name The form will auto fill their name if they are an existing customer Fill in the check # if they are using a check – or select cash Enter the item – use the arrow button to search through the choices Enter the quantity Change the price if it is not right Select “save and close” or “save and new” 1 3 4 5 6 7

7. Do a practice one Patty Practice came in before school and picked out 30 carnations to give to her class. She paid $15. Create a sales receipt for Mrs. Practice

8. Sales Receipts Remember – just use “Create Sales Receipt” if they pay on the spot and we have not made an invoice Most of our entries will be invoices and received payments Hint: any time you want to leave a screen, hit the Esc button.

9. Invoices The invoice screen looks a lot like the sales receipt and received payment screen so look carefully before you start to enter data Invoices are used for Monthly flower subscriptions Phone or e-mail orders from teachers Orders we do for outside the school

10. Invoices

11. Entering Invoices Most everything is the same We frequently need to print invoices to give them to customers You can print individually ( A ) Or You can print a whole group at a time after you have entered them all ( B ) A B

12. Invoices Enter the information just like in sales receipts Entering an invoice creates an open account in QuickBooks The account stays open until a payment is received

13. Invoice Practice Mrs. Practice wants 2 medium arrangements for her dinner party on Friday. Make an invoice for her and print it out.

14. Receiving Payments Enter the customer’s Name Make sure the customer balance is NOT 0 Enter the amount received Select which invoice is being paid if there is more than one Check the numbers on the bottom right Save & Close 1 2 3 4 5

15. Practice Receive Payments Mrs. Practice wrote a check for $40 to pay for her flowers. She said they were “lovely”

16. Customer’s with open invoices Go to “Customer Center” on the top menu bar. A side bar opens on the left that shows a list of customers Select the arrow in the view box to show “Customers with open balances” Enter a “received payment” for any one who has paid (see the list of receipts) Update the list to see who is left

17. Expenses Write a check Indicate what it is for in its account Typical accounts Flowers Supplies Plants Not very many – mostly at the end of the month

18. Flower Review I will give you a list of about 10 flowers per week from FD1. Please refresh you memory about their: Name Relative Cost (cheap, moderate, expensive) Use in arrangements Longevity

19. Gerbera - Common & Botanical Name Mass flower Formal or informal Available year-round Colors yellow, red, orange, pink, & white Lasts 4 -14 days (not in foam) Leafless stems Uses special straw to protect stem Sold by: Bunch (10) Price: $9.00/bunch

20. Spray or Mini Carnation Genus: Dianthus Availability: year-round Color: red, yellow, orange, white, pink, lavender, and various bicolors Flower is fragrant, long lasting, and has many cultivars. Shows ethylene sensitivity. Small mass flower: Extremely long-lasting flower and buds add texture, form, and mass. Longevity: days 10-14 Sold by bunch (5), $3.50/bu

21. Alstromeria Peruvian Lily Genus Name: Alstromeria Available year round Colors: White, yellow, pink & purple usually striped and freckled Long-lasting, attractive, ethylene sensitive Form flower, topiary standard Lasts 12-15 days Sold by bunch (10), $7.00

22. Standard Rose Genus Name: Rosa Availability: year-round Color: red, pink, yellow, white, lavender, orange, and bicolors Fragrant; air-dries well; will benefit from stems being cut under water during processing Sold by the stem length 40 -60 -70 cm Mass flower: The rose is as varied in color as in its applications. Uses are limitless. Longevity: days 3-10 Sold by: Bunch (25) Price: $.85/stem

23. Baker’s Fern Genus: Rumohra Available year round Dark green. Fronds are triangular, available in several size grades Medium to large filler, covers mechanics, adds mass & texture May have spores on the back – be careful in corsages Longevity: 1-2 weeks Sold by bunch (12) Cost: $3.00/bunch

24. Ranunculus Persian Buttercup Availability: January-May Color: pink, red, orange, yellow, and white Unique Characteristics: double flowered form is most readily available in the cut flower trade Medium mass flower: Buds and leaves can also be used to add texture or interest. Longevity: days 4-7 Sold by: Bunch 10 Cost: $11.00

25. Standard Carnation Dianthus Availability: year-round Color: white, red, yellow, orange, pink, lavender, purple, green, and various bi-colors Unique Characteristics: Flower is fragrant, long lasting and durable, and extremely versatile. Many cultivars are available. Shows ethylene sensitivity. Design Applications: Medium mass flower, uses are unlimited. An excellent choice for paving, terracing, or pillowing techniques. Sold by: Bunch (25) Wholesale price:$.35

26. Pompon or Cushion Pomp Genus: Chrysanthemum Spray mum with no button in the center Availability: year-round, Color: white, yellow, lavender, purple, bronze, and burgundy Flower form consists of solid ray florets. Stems often have long laterals. This flower is known for its longevity and durability. Medium mass flower: Round form adds mass to any style of design. Flower is extremely versatile. Longevity: weeks 2-3 long lasting Sold by bunch, $3.00

27. Wax flower Chamelaucium Availability: September-May Color: purple, pink, or white Fragrant, citrus-like smell is apparent upon breaking leaves. Small filler or line flower. Versatile filler Adds movement to handheld bouquets Provides length or height to container arrangements. Longevity: days 7-10 Sold by: Bunch Cost:

28. Monte Cassino Aster Availability: Year round Color: white, lavender Flower has prominent yellow center. Small filler flower Daisy-like flowers lend themselves to garden-style designs Longevity: days 7-10 Sold by: Bunch Cost: $4.50/bunch

29. Old Hat I’m sure most of them are very familiar. You probably don’t remember the ones we didn’t use as much Like this one?

30. How about these ? ?

31. Answers Ranunculus Mid Price $$ Monte Cassino Aster Cheap $ Cushion Pomp Cheap $

32. Today We need to begin planning for Valentines Day in 2 weeks See the folder for what we did last year Plan a simple $20 arrangement that we can make with the flowers that I have ordered (keep the wholesale price under $10 including the container) Start to plan a marketing campaign