QuickBooks Point of Sale (QBPOS) promotions with an opportunity for free software and hardware. Also, take advantage of our Referral Program!
ATTN. NEW CUSTOMERS:
When you are approved for a new Intuit Payment Solutions account & you purchase the QBPOS V2013 software:
Receive a free copy of QuickBooks Pro Financial V2014 software ($181 value) and a free hardware bundle ($505 value). Promotion is good through May.
*Alternative option through 4/30/14: you can choose a free pin pad card reader instead of the hardware bundle.
ATTN. EXISTING QBPOS CUSTOMERS ON AN OLDER VERSION OF QBPOS:
Upgrade to QBPOS V2013 and receive 50% off MSRP for the new user license.
Seamlessly integrate payments into your Point of Sale software.
Benefits of Intuit QuickBooks Payments:
Integrated with QBPOS
As a business collecting revenue from its customers, you may take payment in various forms including either credit or debit cards. You have probably heard of the phrase ‘PCI Compliance.’
PCI stands for Payment Card Industry (American Express, Discover Financial Services, JCB, MasterCard Worldwide and Visa International). Payment card industry compliance is adherence to a set of security standards developed to protect card information during and after financial transactions. These guidelines were developed due to the ever increasing security concerns about the protection of card data. See the Payment Card Industry Security Standards Council (PCI DSS) website.
PCI applies to all organizations or merchants that accepts, transmits or stores any cardholder data. Basically, if any customer pays a merchant using a credit or debit card, the PCI requirements apply. The PCI DSS applies to all payment channels, including retail (brick-and-mortar), mail/telephone order, and e-…
NEW PROMOTION: We just found out today! Open a new Intuit Merchant Services (Payments) account and purchase the QuickBooks Point of Sale (QBPOS) V2013 software for 50% off MSRP through April 25, 2014!
Offer valid with QBPOS V2013 purchase and an approved POS Payments Account!
If you already have the QBPOS system, we can help you when you are ready to expand, upgrade, and/or add additional services such as Payment Solutions & Payroll.
Learn more:
QBPOS
Intuit Payment Solutions
Intuit Payroll Solutions
I hope you made it through tax season with flying colors. Now that April 15th is behind you, what do you need to do next? Here are a couple of things to keep in mind and an important tip from one of our Bookkeepers.
• The CA Board of Equalization (BOE) assigns a filing frequency (quarterly prepay, quarterly, monthly, fiscal yearly, yearly) based on your reported sales tax or your anticipated taxable sales at the time of registration. Find your filing frequency for your due dates on the BOE website by clicking here.
If you reside outside of the state of C.A. you can find the BOE website for your state.
• 1st quarter sales tax reports are due by 4/30/14 for those who are on the Quarterly Prepay Reporting or Quarterly Reporting.
• What did we learn from tax season:
Make sure to get W-9’s for your new vendors. It is also a best practice to request updated W-9 forms from your vendors each year, especially if any of their information has changed.Don’t wait…
The previous segment was the first part of an article recently written by Will English on how he has attained the status as “trusted advisor” to many of our clients and the importance of that. Today we would like to share with you the remainder of this enlightening article and are sure you will find the 3 takeaways beneficial.
The more comfortable you feel with the process, the more your clients will trust you and therefore listen when you make recommendations.
And this means investing in learning the retail industry. RSPA (www.gorspa.org) is just one example of a great resource. RSPA is a trade organization that has POS specific training and certification. You need to be able to discuss with your retail clients GMROI, Inventory turns, Inventory Ageing, End of Day and credit card compliance. J. recently won a large contract by being the most expensive. Sound odd? J. was the only dealer who discussed and recommended the tools they need to be PCI…
Throughout Will’s career of working in retail technology, he has attained the status of “trusted advisor” to many of our clients and we want to share some of the ways that he has developed this relationship. He recently wrote an article on this topic for some fellow advisors and this is very enlightening for clients too. It’s a good benchmark to use when choosing an advisor. Here is an excerpt:
There are three phases of a Trusted Advisor: pre-sale, implementation and post-sale. The pre-sales phase is where your relationship with the customer is often made or broken. That always means doing what is best for the client. Your solution may be the best fit, but make sure you know that before you recommend a product. If a client is too big for your solution, or has too many items, putting them into a product that is a bad fit just to get the sale will cost you BIG in the end.
During the implementation phase, you need know what you are doing. A long established technology…
At the Scaling New Heights (SNH) conference this year, Will English will teach a class that is extremely important to Intuit ProAdvisor Consultants: the Point of Sale (POS) Certification Exam. On Monday June 16th, he will teach all 3 of the sessions. In total, this conference offers over 100 hours of in-depth training on Intuit applications.
Why is the certification class important? As Intuit releases new versions of the software, ProAdvisors need to be certified on the new version to remain current and also stay on the Intuit Find-A-ProAdvisor website, where there are more than 500,000 visits annually from potential clients. Certified QuickBooks ProAdvisors are experts who have been tested and certified by Intuit on a range of QuickBooks products. Certified ProAdvisors help businesses get the most out of their QuickBooks software. They provide a range of services, including: QuickBooks setup, training, payroll and consulting, among others…
QuickBooks (QB) Online works wherever you are so you can maximize your productivity. Whether you’re on your iPad, iPhone, Android device, or your computer at work or home, you’ll have the same information- without having to sync your data. You can easily transfer your QuickBooks Pro or Premier files into QB Online so all your key financial data stays intact.
Track your money, import from your bank, and always be ready for taxes. QuickBooks makes accounting easy.
Anytime, anywhere access for up to 25 people at the same time. Keep in mind that this is subject to occasional downtime. Minimum browser requirement: Internet Explorer 7, Firefox 3 for Windows or Mac, Safari 4 for Mac, Safari 5 for Windows, Chrome for Windows or Mac.Automatic updates and upgrades that don’t require any action from youFree support to help with setup or to answer “how-to” questionsLight inventory capabilities and expenses tracked by jobiPhone, iPad, Android apps that sync key tasks across all…
Q&A with Will English: Recently one of our retail clients experienced a computer crash, and it was their main computer. What should they do if they can only find the QuickBooks files for last year to extract but not this year? Why is it important to make regular external backups?
Client: I had my main computer crash on me last week and it’s not recoverable. I have a computer company trying to extract the files out of QuickBooks Financial and QuickBooks Point of Sale (POS), however, they are only coming up with data through 2013; all of 2014 is missing. Is there a file/folder somewhere that perhaps they aren’t looking at/for that I can guide them to where maybe the software automatically backs up the information? I did backups myself but even those are missing some of the data as I didn’t do it on a daily basis. Do you have a suggestion for recovery?
Will: So each time you exit out of the POS program, it should…
Q&A with Will English
Q: How do you look at a previous year’s gross receipts in POS?
A: Easiest way is to run a Z-Out store close and change the dates to the previous year. It will show gross sales, returns, net, discount, etc. If you need more information and additional help, please contact us.
We cover many QuickBooks POS topics such as running the Z-Out Drawer Count report, processing end of the day procedures, etc. in our QBPOS Store Operations Handbook. Learn more here. You can order in our webstore or contact us.
