EMS News

We wish everyone a joyful and prosperous New Year!

Our office will be closed on Tue. Jan. 1st and will re-open on Wed. Jan. 2nd. QuickBooks customers that require technical assistance and/or have an emergency after our business hours and/or on Christmas day, may contact Intuit Support:

• Point of Sale: 888-333-3451 
• Enterprise Solutions: 866-340-7237 
• Merchant Services: 800-558-9558

You may contact us via our online Contact Us Form, send an email to info@englishmgmt.com, or you can call our office toll free at 877-467-0451 or local to San Diego at 858-467-0400 and leave a voice mail. We will address your concern on Wed. Jan. 2nd. Thank you!

It’s Christmas time! As we celebrate with family and friends, let’s remember the reason for the season.

Our office will be closed on Tue. Dec. 25th and will re-open on Wed. Dec. 26th. QuickBooks customers that require technical assistance and/or have an emergency after our business hours and/or on Christmas day, may contact Intuit Support:

• Point of Sale: 888-333-3451 
• Enterprise Solutions: 866-340-7237 
• Merchant Services: 800-558-9558

You may contact us via our online Contact Us Form, send an email to info@englishmgmt.com, or you can call our office toll free at 877-467-0451 or local to San Diego at 858-467-0400 and leave a voice mail. We will address your concern on Thur. Dec. 26th.

Thank you and have a very Merry Christmas!!
 

The EMS office will be closed in observance of Thanksgiving on Thursday, November 22 and Friday, November 23. The office will reopen on Monday, November 26.

Please read our Customer Service Requests information HERE for customers that require technical assistance and/or have an emergency during one of these days. Have a safe and happy holiday!

We are very excited to announce the release of the QuickBooks Point of Sale Store Operations Handbook 2.0 (ordering information is below)! Co-authored by Steve Green, President of SDG Business Solutions, LLC and William English, President of English Management Solutions, Inc., this publication is a step-by-step guide with screenshot tips for an end-user of QuickBooks Point of Sale (QBPOS), or an Accountant or Bookkeeper supporting a client that uses QBPOS with QuickBooks Financial (QBFS).

Read the Table of Contents and an excerpt from the first chapter below.

With the new features and functionality of QuickBooks Point of Sale V2013, Will and Steve have provided a guide that is a great tool for end-users, bookkeepers, accountants and consultants, who need a quick and concise resource that explains how to post transactions, setup and manage inventory and sales activities within QuickBooks Point of Sale (QBPOS) as well as manage the steps required in the QuickBooks Financial Software (QBFS) to complete the POS accounting.

By following the steps outlined in this book, in just a few minutes each day, you will be able to perform the steps in QBPOS and the bookkeeping steps in QBFS necessary to complete the processes required to maintain your accounting.

Topics include: The Inventory Process, Making the Sale, Sales Orders/  Layaways/ Work Orders, End of Day, Financial Exchange and Completing the Accounting Functions, and ends with Tips and Tricks.

Order your copy today by ordering from our Online Store or Contact Us!
1 copy is just $49.95 + shipping & sales tax if in CA
5 Pack = $150 + shipping & sales tax if in CA

Will English is on his way to the Sleeter Group's 2012 Accounting Solutions Conference. This year English Management’s affiliate team member Elizabeth Thornton, Senior Bookkeeper & Intuit ProAdvisor is joining him. The Sleeter Group's Ninth Annual Accounting Solutions Conference is the place where consultants, partners, developers, and accountants from around the country gather for three days of collaboration, networking, inspiration and, of course, the latest in accounting and technology innovations. They’ll highlight how connected, mobile and cloud solutions can dramatically improve business processes for the small business market. This annual event is attended by hundreds of accountants, bookkeepers, consultants, and IT professionals, as well as some of the best-known and up-and-coming vendors in the market.

Join Us at our Upcoming QuickBooks Point of Sale Fundamentals Webinar on Tue. Oct. 16th, 2012!

WHAT IS A WEBINAR? Webinars are the perfect delivery method for busy professionals who want to take part in live training from the comfort of their office or home.  Using the popular GoToMeeting application, you will be able to view all of the step by step processes in real time and can listen in on the audio using your computer speakers or dial in by phone.

You will also be provided with a printable PDF of the PowerPoint presentation covering the key points to follow along with and make notes.

Learn More and Register Today!

It's that time of year again for most retail businesses; Inventory time! Many businesses rent inventory scanners instead of purchasing them for their once a year count. We rent the CipherLab 8000-C Portable Data Collector and want to provide you with a simple guide on doing a physical inventory count by using the Data Collector.

When you rent the inventory scanners from us, we also provide you with a PDF Quick Start Guide and the software download link. We are always just a phone call away if you run into a snag and have some questions. If you would prefer to have one of our trained staff members assist you with the inventory count, we will discuss availability and fees when you contact us.

Here's a simple step-by-step guide on doing a physical Inventory count with the CipherLab 8000-C Portable Data Collector:

You do not need to print spreadsheets containing your inventory prior to scanning.  Here are the steps:

To start a physical inventory, click on the Inventory menu and start Physical Inventory.

Then, find an item with a zero quantity and type zero into the counted field and press the Save and Continue button.  This sets the start flag.

Load items into scanner.

Put scanner into the cradle after changing the scanner from scan to upload.

Go through the Upload Wizard.

Accept the scans.  If you have bad scans, print the worksheet of unrecognized scans and try to find them manually.

Save and Continue to save the Accepted Scans.

If any item counts (i.e. I have sold some) have changed, a flag will be set. Review all flagged items and correct as needed.

Once you are certain that everything has been counted, check the box “Set all items counted to zero” then press the Apply Changes to Inventory.
 
Print the reports you need and that’s it.

More information on the Portable Data Collectors

Contact Us today!
(858) 467-0400 Local
(877) 467-0451 Toll-Free Outside of San Diego 
(858) 467-0410 Fax
info@englishmanagement.com M-F 9am-5pmPST
 

Today marks the 11th year anniversary of the attacks on our country on September 11, 2001. This is a touching picture of a US soldier at the World Trade Center 9/11 Memorial site. Click on photo for a larger view.
The 9/11 Memorial consists of two enormous reflecting pools set within the original footprints of the fallen towers. The names of every person who died in the terrorist attacks of February 26, 1993 and September 11, 2001 are inscribed in bronze around the twin memorial pools. Read more about the memorial site. There are 2,983 names inscribed at the memorial.

May God continue to bless our country!

We hope you all had a nice Labor Day! Our office was closed on Monday 9/3 so when we came back on Tuesday of last week we hit the ground running for an extremely busy week. It’s always a treat to have a holiday off from work but we inevitably work a little more upon our return.

After celebrating his birthday over the Labor Day weekend with his family, Will went to LA County for an eventful day on Tuesday. He started the day off by teaching some of the fundamentals of QuickBooks Point of Sale (QBPOS) to one of our retail clients whose employees needed a refresher course. From there he spent the afternoon ensuring that the QuickBooks Enterprise and POS systems for one of our nursery clients were properly installed and configured; that the data exchange between stores was performing correctly, passwords and administrative rights were assigned as requested by management, all peripherals installed and working as they should be along with answering the staff’s questions. They have 3 nurseries with one of them being brand new. They are using the Intuit Gift Card services for all 3 stores now. These cards are designed to work with the QBPOS system. Learn more! 

We had the opportunity to speak with several potential clients this week to discuss their business needs and goals, answer their questions, and provide QuickBooks software product demonstrations. The demonstrations are so effective because Will is not only speaking about the software but is demonstrating its features and functionality at the same time. Business owners and mangers get a better understanding of how the software functions by having a visual representation.

One of the greatest compliments is a referral. One of Will’s colleagues recently referred 2 new clients to us and said “Thank you so much! Will really knows his stuff and I wouldn’t recommend anyone else.”-Dawn

Will wrapped the week up by preparing for a POS V 2013 Upgrade installation and ACCTivate! software installation that’s occurring today and tomorrow. One of our retail clients who sells women’s designer swimwear online as well as in several boutiques has a vast amount of inventory. They have been using QuickBooks POS and just upgraded to the new POS version 2013 along with purchasing the ACCTivate! software, which works with QuickBooks POS.  ACCTivate! is a QuickBooks® Inventory Control and Business Management Software. Learn more about ACCTivate! by visiting our Partnerships page. 

We hope to hear from you! Drop us a line with your inquiries at info@englishmgmt.com, or call 858-467-0400 if you’re in San Diego or 877-467-0451 outside of San Diego County. Whether or not you are a QuickBooks customer, we would love to hear from you and speak to you about how we can help you manage your business more effectively.

English Management Solutions, Inc. is closed on Monday September 3, 2012 in observance of Labor Day. We will return on Tuesday September 4th. You may email us at info@englishmgmt.com with any questions or immediate needs. If it is an emergency while we are away, either email us and include your contact information or call 858-467-0400 and press 0. Your call will be routed to the availalbe representative.

Thank you for choosing English Management Solutions, Inc.