Happy New Year everyone! If you still haven’t committed to purchasing the  QuickBooks Point of Sale (QBPOS) system or you want to add another workstation, this promotion may be for you. Learn more and Contact us for all the details!

As we enter a new year, one topic that should be on the forefront of our minds is tax season. I know it’s not the most exciting thing to talk about right after ringing in the New Year, but it’s a necessity. We’ve seen too many people wait until the last minute to gather their paperwork and work with our Bookkeeper to prepare everything for their Accountant.

When you wait until the last minute, you add undue stress to you, your Bookkeeper and Accountant plus risk the chance of paying penalties. And remember, you are not the only customer that your Bookkeeper and Accountant are working with so they will need ample time to work with each client.

Intuit, the makers of Turbo Tax, has prepared a Tax Preparation Checklist. You may download and print it by clicking HERE. A checklist is an excellent way for you to mark what is applicable and stay on track. This way you don’t miss a step and you will have the necessary information available. Even if you are not the most…

We wish you all a joyful and prosperous New Year! As we enter 2014, we are excited to continue serving clients across the nation including Hawaii. With 2013 being our best year ever, we could not have done it without our valued clients and colleagues! We appreciate each of you and hope that you will continue to place your confidence in us.

Remember our Referral Program: For those clients who refer us business that results in billing hours, we will you a $25 Amazon gift card.

All the best,
Will, Sofia and Anita
 

We wish you & your families a wonderful Christmas season! 

Our office will be closed as following this week:
Tue. Dec. 24th close at 3pmPST for Christmas Eve
Wed. Dec. 25th closed for Christmas

Customer Service Requests:
QuickBooks customers who require technical assistance or have an emergency during our office closures may do one of the following:
Contact Us:
Toll free 877-467-0451 or local to San Diego 858-467-0400 & follow the automated prompting for emergency help
Use our Contact Us form or send an email to info@englishmgmt.com
Our billable rate will apply
       *For non-emergencies, leave a message at our office number or send an email & we'll 
        return your call the following business day.

Contact Intuit Support  Fees may apply:
* Point of Sale: 1-800-4INTUIT (800-446-8848)
* Enterprise Solutions: 866-340-7237
* Merchant…

It was a great delight for Will English to be invited for the third consecutive year to the annual Baseball Trade Show. This year it was in sunny Orlando, FL. He was able to just miss the cold spell we had in San Diego, CA.

The Baseball Winter Meetings is the annual gathering of members of The National Association of Professional Baseball Leagues, Inc. (d/b/a Minor League Baseball), Major League Baseball, and their affiliated parties. http://www.milb.com/milb/events/wintermeetings.jsp 

The Baseball Trade Show is an opportunity for some of the leading folks in the baseball business to come together in one location; from owners and general managers, stadium operations and buyers, to sales and marketing representatives. Attendees included Minor League Baseball and Major League Baseball (MLB) representatives. The exhibiting companies included manufacturers and distributors of apparel, gift items, baseball souvenirs and promotional products, service companies, and much…

On Wed. of this week, QuickBooks customers who are on unsupported versions of the software received a critical notice from Intuit regarding a 1099 printing issue. They notified customers on QuickBooks Pro/Premier/Mac/ES 2007-2010 that there is a 1099 printing issue due to an IRS change; customers need to upgrade to QB 2014 if they want to continue to print 1099s and will get a 20% discount off the upgrade.

Here is an update regarding the critical notice that began going out to QuickBooks customers on Wednesday.  The communication prompted a few customer questions and we wanted to clarify the following information:   
• The IRS changes to the Tax Year 2013 1099-MISC tax form did not include adding any boxes.
• However, the IRS changes did include changing the format, size and/or position of a number of boxes.
• It is this reformatting of the boxes by the IRS that will cause the alignment issues when customers on unsupported versions of…

We here at English Management Solutions, Inc. (EM$) want to wish you and your families a safe and joyous Thanksgiving Day!  With the holidays around the corner, we would like to share our holiday calendar and a few reminders.

The EMS office will be closed as following:
Thur. Nov. 28th we will be closed for Thanksgiving

Tue. Dec. 24th we will close at 3pmPST for Christmas Eve
Wed. Dec. 25th we will be closed for Christmas

Tue. Dec. 31st we will close at 3pmPST for New Year's Eve
Wed. Jan. 1st we will be closed for New Year's Day

Also, some of our staff will be taking vacation during the holiday season. This may cause a delay in scheduling support and training. We value each of you and will do our best to accommodate.

Customer Service Requests:
QuickBooks customers who require technical assistance or have an emergency during our office closures may do one of the following:…

Q&A with Will English

A fellow Intuit QuickBooks ProAdvisor posed the following question to Will about her client who has a sewing/fabric business.

Q: I have a POS question. One of our customers has a sewing/fabric business and buy like 10 yards of fabric at a time. Then, cut a yard of fabric off then cut that yard into Quantities and sell them at different prices depending on how the Quantities are cut. Would this need to be set as multi-unit of measure? If so, how would I set this up? I hope you can help.

A: Yes, you would set up multiple units of measure. Your base unit would be the smallest quantity that you sell in... in this example yards. Then you can set up bolts= so many feet. If you need more help call the office at 858 467-0400 to set an appointment.

We’re quickly moving into the holiday season! Many of you have been using the QuickBooks Point of Sale (QBPOS) system for a while now while others have implemented the system as recently as this month. With all of the holiday frenzy and shoppers a buzz, it’s a crucial time to make sure you are ready for this busy season. It’s also highly advisable to develop a rapport with a knowledgeable and friendly QuickBooks advisor so that when you need assistance, you have a trusted resource handy.

Some questions to consider:
1. Is your staff properly trained to use the QBPOS software? QBPOS has a practice mode that allows users to practice using the software without affecting the actual system and data. No transactions are actually recorded. We also offer onsite and remote training so that you and your staff know how to manage the various types of transactions and QuickBooks functions. If the staff isn’t comfortable and correctly trained in using the system,…

With numerous small businesses already in operation and so many more opening each day, it is a joy to speak with business owners to learn what inspires them and how they got their start. Today, I had the pleasure of speaking with a new client who is opening a tea and cake restaurant/tea room where patrons can enjoy delicious food and treats while sipping on a selection of fine teas. With an appreciation for the British traditions, she has listened to her community to implement a strategic business approach. She will offer the high tea and afternoon tea, keeping some of the formality but in a less formal environment. The setting will be more relaxed and casual with indoor seating and outdoor garden seating. In the mornings, grab-and-go items such as coffee and baked goods will be available. She is implementing the QuickBooks Point of Sale (QBPOS) system and we will provide our support services.

As our business continues to grow, we receive great satisfaction from…