Our QuickBooks Class Schedule

Submitted by Will on May 09, 2014

You want and expect to get the most out of your QuickBooks Point of Sale (QBPOS) and QuickBooks Financial (QBF) system.

We now offer a variety of QBPOS classes, held in a webinar format, where you will learn from one of the nation's QuickBooks experts, Will English. Webinars make the classes easily accessible from any computer, tablet or smartphone.
Will is also teaching QBF for San Diego SCORE, an organization that offers small business mentoring and counseling plus low cost education.These classes are onsite in San Diego County.  WillSee below for more information about the speaker and the schedule of all classes.

*If you are new to QBPOS, you need to start with the Fundamentals so you learn the necessary daily tasks. The most fundamental step is learning the building blocks of the software.  

See the 2014 schedule for the EMS Webinars. Register by sending us an email, fill out the online form, or call us.
QuickBooks Point of Sale Fundamentals
QuickBooks Point of Sale Beyond the Fundamentals (various topics)

San Diego SCORE QuickBooks Financial classes. View the schedule, class details and locations.
QuickBooks Financial Basis: July 16th from 1 - 4pmPST

ProGreen Expo 2014

Submitted by Will on February 10, 2014

It’s time for Will to teach at another trade show/conference– the ProGreen Expo in Denver, CO. The topics he will teach are:
1. The Top 10 Inventory Best Practices for Retailers and Wholesalers.
It’s so important to maintain an accurate inventory count and understand the best practices so you can maximize your time, become more productive and efficient while remaining profitable. Some simple steps make all the difference.

2. Understanding QuickBooks Financial Software for Landscape Contractors. Understanding job costing features with QuickBooks Financial software and your QuickBooks Financial Reporting just makes good business sense. Tracking a number of factors and analyzing the results aids in accurate decision making, ensuring that all costs have been properly invoiced, etc. Understanding the financial reports allows for intelligent decision making affecting the success or failure of a company’s operations.
Business owners and decision makers will receive expert teaching and important takeaways to implement in their businesses.

At ProGreen, attendees can meet with vendors and take advantage of having over 300 green industry companies under one roof. It draws approximately 4,500 attendees including greenhouse growers, landscape architects, nursery professionals and practitioners of the green industry. With companies representing all aspects of the green industry, attendees have no problem finding great solutions to enhance their daily operations.

ProGreen EXPO also includes over 100 education sessions and certifying exams along with training programs and networking opportunities. For more information, visit www.ProGreenExpo.com.

Interested in speaking directly with Will on these and/or other topics? Contact us today so we can schedule a no-cost initial consultation.

Local 858-467-0400 ext. 303 | Toll free 877-467-0451 ext. 303
aking@englishmgmt.com

QuickBooks Reference Handbooks

Submitted by Will on June 27, 2013

Many people are looking for a quick, concise resource for the QuickBooks Point of Sale (QBPOS) & Financial (QBF) software. Not a big heavy book that takes up a lot of room but something lightweight & easy to flip through with clearly written information & screen shots.

Will English, President of English Management Solutions, Inc. co-authored some reference handbooks with his colleague Steve D. Green, President of SDG Business Solutions. They teamed up to write these books because they saw such a need for this material; so many people were asking similar end-user questions that the need was there.

As nationally known trainers for both the Sleeter Group & the Joe Woodard Scaling New Heights conference, their classes fill up with attendees eager to learn from these sought after experts. Business owners, consultants, bookkeepers, & accountants around the nation seek their assistance with the various QuickBooks products. They are each active testers in the QuickBooks beta program, which allows them early access to the software for testing purposes. They have over 36 years of combined experience as software consultants. Their mission is providing small business owners with the financial information they need to be successful with the highest level of QuickBooks consulting services.
You can read Steve’s bio HERE and Will’s HERE.

Here’s a list of some of the reference handbooks available & a brief description of each. They are all step-by-step guides with screen shot tips. Learn more by following the links at the bottom of this blog:

QuickBooks Point of Sale V10 Store Operations Handbook: Will English & Steve Green are the "Go To" guys for POS. These nationally known trainers have broken down standard procedures in QBPOS to create inventory & receive inventory, make sales, & process QBPOS end of day.
QuickBooks Point of Sale Store Operations Handbook 2.0: With the new features & functionality of QuickBooks Point of Sale V2013, Will & Steve have provided another guide that is a great tool for end-users, bookkeepers, accountants & consultants, who need a quick & concise resource that explains how to post transactions, setup & manage inventory & 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.

QuickBooks Point of Sale Store Operations Handbook for Wineries: The essential guide for Winery QuickBooks POS store operations in POS V10. A new release for version 2013 is scheduled to be released later this year.
This book is great tool for end-users, bookkeepers, accountants & consultants, who need a quick & concise resource that explains how to post transactions, setup & manage winery related inventory & sales activities within QuickBooks Point of Sale. It is also designed to address some of the key issues about how QBPOS will post the unique entries specific to wineries to QBFS & what to do with them when they get there.

Steve has also written some additional material such as:
Accounting for QuickBooks Point of Sale in QuickBooks Financial: This book shows you step-by-step how transactions are posted from QBPOS to QBFS & what to do with them when they get there. By following the steps in this book, you will be able to keep your accounting accurate & up-to-date.

QBPOS Physical Inventory Handbook: This book is a great tool for end-users, bookkeepers, accountants & consultants that need a quick & concise resource that explains how to manage the physical inventory process within QuickBooks Point of Sale (QBPOS).

See all of the handbooks availalbe through English Management Solutions, Inc. at PUBLICATIONS.
See all of the handbooks available through SDG Business Solutions at BOOKS & TRAINING GUIDES

 

Onsite or Remote Technical Assistance?

Submitted by Will on May 30, 2013

In times past, the majority of consumers preferred to have face-to-face interactions with those they did business with, and many people still do, but we now live in an age of technology. More often than not, people are doing business with companies that are not local to them. We live in a technologically savvy world.

We’re not saying that one way is better than the other but this causes one to look at the effectiveness and costs of each. Do you enjoy the convenience of the internet and phone? How many times have you ordered things online? Do you ever call a toll-free number and talk to a company representative when you have a question, need support, or want to place an order? Have you ever joined a webinar or an online meeting? Business people in various locations can conduct meetings in a virtual environment. This allows people from anywhere in the world to join the same telephone call or virtual meeting and share information as well as receive much needed technical support. They’ve removed the need for participants to meet face-to-face. We live in an age where information is instantly and readily available to more people, and I’d venture to say that people enjoy the convenience.

If you’ve received technical assistance with a product or service, you understand the importance of working with a knowledgeable, caring technician even if it’s over the phone. The nature of our business at English Management Solutions, Inc. requires both onsite and remote meetings. We also communicate with our customers by email and phone on a daily basis. We are able to quickly assist our clients without the need for travel arrangements, the associated costs and time. Will English has performed complete system installations and upgrades by conducting remote meetings. With virtual meetings, Will can remote into our client’s systems to see where the problems lie, make the corrections, train the participants on how to use their software, etc. By using a virtual meeting platform, participants receive a specific website link to follow so the host and attendees can share their computer screens. They also receive a conference phone number with an access code for the audio portion. Participants can be at their own computers or all in one room with the computer screen projected onto a blank wall or projection screen. If everyone is in one room, they can simply use the phone’s speaker option.

Think about it. It is not uncommon for a consumer to call a company for product support and speak with a technician located in another part of the country or world. The larger companies usually have call centers, but smaller companies can provide more efficient, personalized assistance, and the caller does not have to work their way through a lengthy answering system until they’re routed to an available technician, only to hope they’ve reached the right department. When you work with a consultant or technician who already knows your product and/or system, they are a step ahead of someone who has to familiarize themselves with what you have in place, how you’re using it, etc. A patient, knowledgeable consultant/technician who speaks with clarity can carefully provide the necessary assistance even if they are in another part of the state, country or world. Don’t let distance be a deterrent in working with an expert, because to establish a business relationship with one is invaluable!

 

Upcoming QBPOS Webinar

Submitted by Will on May 17, 2013

Hi everybody! This is a friendly reminder of our QuickBooks Point of Sale (QBPOS) webinar. Some of you have already signed up & some have previously attended this class, but for those who haven't, there are still some spots open. Register & pay online HERE or you may Contact Us.
Once you sign up, you will receive the Join.me meeting invitation & PDF copy of the PowerPoint presentation.


If you are beyond the fundamentals level & are interested in taking an Intermediate User class, let us know along with the areas you would like to learn more about. Please send your email to: aking@englishmgmt.com.

This Month's QBPOS Fundamentals Webinar

Submitted by Will on March 20, 2013

Thank you to all who joined us yesterday at our QuickBooks Point of Sale (QBPOS) webinar! It started off a little bumpy due to the fact that the virtual meeting platform was not properly working and attendees had difficulty connecting to the meeting. But Will quickly came up with an alternate solution by using a different type of web portal and made sure each attendee could join in. As the saying goes, there’s more than one way to skin a cat, and no, we don’t literally skin cats around here.

Several of those who joined us yesterday were new to the QBPOS V.2013 but some have been using a previous version of the QBPOS software. It was great to have an eclectic group which we usually do. Will covered topics such as

·        Intro to POS

•       Daily Activities

–      Sales

–      End of day

–      Receiving

•       Inventory management

–      Financial Exchange

–      Overview of Inventory flow

–      Setting up inventory items

·        Using Reports and graphs

·        The Dashboard

He even included a segment at the end called Stump the Expert. People love it when they get the chance to try to stump a nationally known QuickBooks Point of Sale expert! He welcomes the questions and inquiries.

Our next POS Fundamentals Webinar will be held on Tue. May 21st from 9am-noonPST. We hope you can join us and refer a friend! In the meantime, if you have questions and/or need support with any of the QuickBooks software, hardware, and additional services, please Contact Us. We’d love to hear from you and assist you with your business needs.

Exporting Invoice Information from QuickBooks to Excel

Submitted by Will on March 13, 2013

There may be times that you want or need to export Invoice information from your QuickBooks software into an Excel spreadsheet. Follow these simple steps:

  1. Go to the Reports tab & choose Sales, & Sales by Customer Detail.
  2. That opens a report. From there you can filter the specific customer/s that you need along with specific dates. You will want to choose date ranges such as a specific week, quarter, or year.
  3. For the date range: directly above the report is a row with date options. Choose what is appropriate for your needs.
  4. You can customize the report by selecting various filters.
  5. Click on Customize Report & a screen will pop-up to Modify the Report.
  6. On that screen choose the Filters tab.
  7. For a specific customer/s: Choose Name in the left column, & then choose either one customer name in the next column or select the Multiple Names option.
  8. That will modify the Sales by Customer Detail report for the specified customer/s.
  9. Click the Excel button to export it into an Excel spreadsheet. You will have the option to export the information into a new worksheet or update an existing one.

QuickBooks POS Training Webinar

Submitted by Will on January 11, 2013

We have a full class for our upcoming QuickBooks Point of Sale (QBPOS) Webinar on Tue. Jan. 15th. Thank you to everyone who is attending! This is our first webinar of 2013 and we’re encouraged by how many people are starting this new year off by learning the fundamentals of QBPOS. It’s imperative that your QuickBooks system is set-up correctly and you know how to properly use it.

If you are not able to attend this month’s training, please keep a check on our Training Classes schedule and make your reservation early!

If you need help outside of our training classes, feel free to Contact Us with all of your QuickBooks and/or Bookkeeping needs. We assist clients throughout the United States including Hawaii.

EMS Announces the QBPOS V2013 Operations Handbook

Submitted by Will on November 20, 2012

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


 

QuickBooks POS Webinar

Submitted by Will on October 10, 2012

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!