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!
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
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 more.
Will English had the privilege of showcasing the QuickBooks Point of Sale (QBPOS) software and speaking with several team managers about the benefits of the QBPOS system for their business needs. Several MLB teams have already implemented the QBPOS system and are finding it invaluable. The San Diego Padres, LA Dodgers, and Milwaukee Brewers are clients of ours using the QBPOS system.
I’ve shared this quote from a MLB team Assistant Clubhouse Manager once before but would like to include it again here as it encompasses the importance of the client’s satisfaction with the product and customer service:
"We have used the QuickBooks Point of Sale system for over three years now. With English Management’s fantastic customer service and training along with the excellent product QuickBooks offers, I couldn't see us managing our inventory any other way. I would compare it to having power windows on a car, then later buying a car without power windows! One of the major benefits this system offers to us is at any time we can look into our previous history and see what equipment we have issued to our players. So whenever we have a player that was with us at some point, then goes to the Minor Leagues and returns at a later time, we can just go into his past history to see all the items he was issued and then we can issue him new equipment before he even arrives.”
Jason Shawger
Milwaukee Brewers, Home Clubhouse
We are pleased to offer the Major League Equipment Managers an affordable fully implemented QuickBooks (QB) inventory management solution using Intuit’s Point of Sale (POS) software. In an effort to support an important program, for every system purchased, EMS will donate $100.00 to the Major League Baseball Clubhouse Managers Association (MLBCMA) Bat Boy Scholarship Program.
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.
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 providing real solutions to our clients; not simply selling a product, and by ensuring that we have built a reputable rapport.
It’s always encouraging to receive positive feedback that we are in fact providing the type of service that we strive for and it makes an impressionable difference to our clients. It’s important for us to measure satisfaction, so we have been sending surveys regarding our services and customer support. We have embraced these as a tool to measure the level of satisfaction our clients experience with our company. We appreciate the responses we’ve received thus far. We’d like to share a few here.
From a new QuickBooks Enterprise Solutions client:
“Their sales rep (Anita) was incredibly understanding and patient with our Company transition. They set up an appointment to test drive QuickBooks with William who was informative and was very willing to tailor QuickBooks and the add-ons to exactly what we needed as a distributor. Furthermore, they were able to help me save $$ in our budget and provided us with a server for a more than reasonable price. I would FULLY recommend English Management Systems to any business in Southern California that needs a POS System or QBES!!!”
From a long time customer who has both the QuickBooks Point of Sale and Enterprise Solutions product:
“English Management has provided excellent support for our QuickBooks software applications. We use both the Enterprise version of the accounting software and the Point of Sale system that integrates to it. William English has been very helpful and provided quick response when we had problems and he has given us excellent advice on adapting the systems to our needs.”
This response is from a business owner who has been a customer of EM$ since 2006. They have multiple locations and recently upgraded their QBPOS to V2013:
“Sofia was fantastic to work with. She responded quickly to any questions that I had and made herself available to fit my schedule so that she could remotely work through a problem that we were having. Will English also helped me, via telephone, on a different computer issue while he was at a trade show on the other side of the country. I've dealt with English Management Solutions for software and hardware purchases as well as technical assistance for over 3 years now and have consistently had positive experiences. Thanks guys.”
Thank you for trusting us with your business software and bookkeeping needs!
Referrals Make a Difference. We value the confidence that you place in our staff and the Intuit product by referring EM$. For those clients who refer us business that results in billing hours, we will give you a $25 Amazon gift card.
Q&A with Will English.
Question from his colleague: Does anyone have a best practice for handling Vendor Factoring, or when one Vendor in QuickBooks Pro is the Payee, receiving payments from more than one POS Vendor that you want to leave separate?
Will: In QuickBooks Point of Sale (QBPOS) you can have a payee that is different from the vendor. Just enter the payee name under the billing information. The voucher will have the vendor on it, but the bill will be in the payee name.
Q: Which field syncs up with the QuickBooks Pro Vendor Name field? Can 2 different POS Vendors then sync to one QB Pro Vendor? Thank you!
Will: So, the name in the top is the Voucher Vendor and in the billing is the Payee. For example, let's say you receive items from Cindy's tops and Bob's Pants. If you put Cindy in the payee field under the bill info, it will send 2 bills with payable to Cindy and will list the voucher numbers, but will not list Cindy or Bob in QuickBooks Financial (QBF).
Practice Mode in QuickBooks Point of Sale allows you to train yourself and your new employees along with experiment with program features without affecting your real data, making no permanent changes to the file.
To switch to practice mode, just go to File, Company Operations and choose Practice Mode.
In a multi-workstation retail location, it is common for multiple employees to work the same register during the day.
It is very important you enable security in POS. To do so, go to Company Preferences and in General Preferences check the box, require users to log in. POS will prompt you to set up a Sysadmin password. We recommend that it be a complex password, meaning a combination of numbers, letters and special characters. You should only use the Sysadmin account to create other login accounts. Once you have enabled security, go to the Employee menu and Employee List. Click New Employee and then set up the employee’s login and then click create password. “Best Practices” mandate that each employee has a separate login and must never share their password. Sharing passwords should be prohibited by written company policy and reinforced with each employee. Let your employees know that they are responsible for their Till and any shortages.
In today’s Q&A with Will English, he answers a few key questions from one of our clients using the QuickBooks Point of Sale (POS) V2013. They manage a national park with a visitor center retail shop.
Q: We are thinking of doing some sort of "Donate your change" or “Donate $1 to the Association.” Could I easily do this by creating an Item # in POS and tell it to be non-inventory and non-taxable? Then, let the associate key in the donation amount when they have someone who would like to donate?
A: Yes, agreed.
Q: Why is it that when I create store coupons that they still are not actually occurring at the stores? I am going to Price Manager, creating the Coupon, I tell it how much and to whom and give it a date and save. It shows that it is "Active" but yet they tell me at the stores it's not happening. I'm baffled by this.
A: You need to go into your Preference under Discounts and select it. Or are you saying that it is not there? If it is not there, you can create your own coupon. We can discuss further if you need my help in doing this.
Q: The laptop I use for store exchanges at our remote store is toast. We are discussing replacing it next fiscal year. I would like to know is QBPOS compatible yet with I-Pads or tablets or are they too new for this yet? Otherwise I will stick with a new laptop.
A: QBPOS is not yet compatible with the I-Pads or tablets.
Are you looking to implement a software system for your business or update and expand your current one? As a Solution Provider and certified Intuit ProAdvisor Consultant, clients and other Consultants seek the advice of Will English. But what is a Solution Provider and a ProAdvisor Consultant? You may have heard these terms but aren’t sure what they mean or better yet, why this should this be important to you, the consumer. Let’s take a look.
Solution Providers comprehensively handle the project needs of their clients from concept to installation through ongoing support. This normally begins with a discovery call and/or onsite visit to evaluate the client's current infrastructure, business needs and goals, and to determine the hardware and software required to meet project goals. From there, orders are placed, the hardware and software are installed at the client's site(s), and software training is provided to the staff. We provide ongoing customer support. Whether it’s a question here and there or more training is required, we’re here to guide the client.
Certified QuickBooks ProAdvisors have expertise in accounting and bookkeeping services for small-to-medium sized businesses. Will is a certified consultant who has been tested and certified by Intuit to help businesses learn and use QuickBooks and other Intuit products. As Will says, “The only reason to have a system in place is to efficiently manage your finances, sales, and inventory and to do that, you need to use your QuickBooks system effectively.” It’s crucial to have your system and financial records set up properly from the beginning. Unfortunately, many people doing it themselves, without the help of a Certified ProAdvisor Consultant, either don’t set it up correctly or don’t use it accurately. This leads to bad data which causes poor decision making. We help our clients feel that the whole process is easy and manageable, not overwhelming as it may seem.
One additional Intuit title to note is that we are also an Intuit Premier Reseller. The Premier Level is the top tier within the Intuit Reseller Program and is designed for members with consistent and robust sales who provide the highest level of customer service. Premier Resellers have expertise in technology and solutions integration for small-to-medium sized businesses. They are certified to resell, implement, and support QuickBooks Enterprise Solutions, QuickBooks Point of Sale, and other Intuit and third-party products. With high-performing, high-commitment resellers in the Intuit Premier Reseller program, organizations have to perform at exceptionally high levels to be recognized among outstanding performers.
