Will is an integral part of the QuickBooks network of Consultants & ProAdvisors. One of the members needed some input on a QuickBooks Point of Sale (QBPOS) issue their client was having.
Initial question/issue: My client is using QB POS 8.0 Pro level with QB Financial Pro 2009. He is aware that these products are no longer supported by Intuit, but everything has been working smoothly until now. The last POS import to QB was unable to be completed, because the maximum item list limit had been reached.
Total accounts = 111; Total names = 2164; Total items = 14500
The items do not appear in the Items list in QB Pro.
It has been awhile since I have worked with POS, but since the items "live" in POS, why has the limit been reached on the financial side? What am I not seeing? This is not a great time for upgrading.
Thanks for any insight you POS gurus can offer.
Answer from one colleague: QBPOS marks the…
The annual Intuit Reseller Rally gives Intuit a chance to showcase the innovation taking place in their marketplace & the many ways they are working to help their best resellers grow. It’s an opportunity for Intuit Resellers to interact with fellow Resellers to share best practices & to network. When they collaborate, they help even more customers in a timely manner, providing a higher level of customer service. From meeting with senior management to seeing the table where Intuit Quicken was created, this year’s Rally has been quite enlightening! The Resellers are not required to attend but there are numerous benefits. It also shows that the Resellers are committed & that they care.
Will attended this week & provided some positive feedback. He stated that it was 2.5 days of meeting with the Intuit Senior Management to see the road map for future products as well as receive updates on existing products. It was a great opportunity for him as a Reseller to speak…
This is a great deal, & who doesn't love a deal!
Today & tomorrow (Feb. 17 & 18, 2014) only, the QuickBooks (QB) Financial Pro, Premier, & Mac are $100 off MSRP. QuickBooks Accountant is $180 off MSRP. Follow the link below to view a document that shows a side-by-side comparison of the Pro & Premier. QBF for Mac is for the consumer who uses a Mac computer.
QuickBooks helps you get organized to save time. As a business owner or manager, there’s a lot of paperwork to keep track of. Don’t you want an easy way to be organized while saving time? Intuit is dedicated to helping small businesses succeed. As a Premier Reseller, we are dedicated to that same goal. Our mission is to empower business owners with the financial information they need to make well informed decisions & be successful.
The setup is fast & easy, customized for you. “It takes only minutes to get started, and everything is automatically…
It’s the last day of the ProGreen Tradeshow. According to Will, it has been a very productive & extremely busy event. Great networking opportunities & a great experience! Business owners received so many valuable nuggets of information to help them in their day-to-day business management & transactions as well as they’ve learned of new software & technology available.
Both classes that Will taught; The Top 10 Inventory Best Practices for Retailers & Wholesalers, & Understanding QuickBooks Financial Software for Landscape Contractors, were well attended with many thoughtful questions. Questions are welcomed. That helps people to learn. Thank you to all who participated in his sessions!
For more information, read our ProGreen Expo 2014 blog here.
Tomorrow is Valentine’s Day! You may be wondering what that has to do with QuickBooks & your company. I’ve thought of a few really important reasons.
There are some great promotions expiring tomorrow! *see below.
This is an excellent time for you to think about what’s important to you & your company. Implement some new company procedures & fine tune existing ones.
Bookkeeping: Do you have a Bookkeeper on staff or work with an outside firm such as our company? Are your financial records accurately managed so that you don’t have to stress over it, so you can focus on running the business?
Is your Payroll provider meeting your needs, handling the tasks they promised, & charging a fair rate?
Merchant Services: this is always a hot topic. If you’re using the QuickBooks (QB) software, does your Merchant Service fully integrate with QB so that you can process transactions directly through your QuickBooks Financial software &…
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.…
Intuit has brought this promotion back for the month of February. The cost savings is over $500! You will need the peripherals in this bundle to successfully ring up customers & take payments in Point of Sale. The bundle includes the Star TSP143U Receipt Printer, MMF Val-u-line 24V black cash drawer with cable, Magtek Dynamag mini magnesafe credit card swipe, and HHP 3800G barcode reader. See it here.
When you are approved for a new Intuit Payment Solutions account & purchase the QBPOS V2013 software, you will receive a hardware bundle for free.
PAYMENT SOLUTIONS: Never miss a sale! You can process transactions directly through your QuickBooks Financial software & QuickBooks Point of Sale! You will be able to:
Process payments, update transaction financial records and automatically reconcile them-all with the click of a button. Eliminate manual mistakes and double data entry.See transaction…
Q & A with Will English: We have a client who owns a feed and supply retail store. He uses the QuickBooks Point of Sale (POS) and the QuickBooks Pro Financial (QBF) accounting software. He was recently trying to merge some vendors in POS and QBF. Read his question and Will’s reply. The client followed his steps and was successful.
Can you give me some advice please? I merged a couple of vendors in QuickBooks Point of Sale (POS) and in QuickBooks Financial (QBF). In POS they appear fine, but in QuickBooks the vendors do not appear, however, when I update from POS, duplicates (with a _1) come across. When I try to enter the vendor again, it says it already exists but can't be seen.
Is there a utility to fix a possibly corrupted vendor file?
Everything else looks ok with the transactions. It is the vendor file only that looks like it has issues.
Will’s reply: I have seen cases where you need to both…
Will English is going to represent the Point of Sale and Enterprise products at the upcoming Tropical Plant Industry Exhibition (TPIE) conference in FL. It will be a great networking opportunity. All of the attendees and presenters will be able to meet many business owners, discuss their software and accounting needs as well as answer their initial questions. We live in an age of technology and since we assist clients nationwide including Hawaii, more often than not we are working with them via phone and remote meetings. It is always nice when we get to meet folks face to face.
From the TPIE website: “The Tropical Plant Industry Exhibition (TPIE) is THE trade event showcasing the latest trends in foliage, floral and tropical in warm and inviting South Florida. TPIE's trade show is more than an exhibit area - it's 200,000 square feet of living and vibrant plants creating a virtual indoor garden of show stopping displays. With almost 400 exhibiting companies in…
Q&A with Will English:
One of our nursery clients in FL purchased the QuickBooks Point of Sale (POS) V2013 system from us that included an All-in-One POS terminal and the accompanying peripherals. We also performed the installation and training.
They have a retail garden center and a wholesale center. In an effort to have the system ready and the staff trained prior to their projected go-live date, they planned ahead and started the process a few months ago, but there are always some questions that come up once a client actually starts using the system. It’s inevitable. Even though we train them on how to do the overall tasks as well as the ones specific to their business needs, whenever a client begins working with the software, they run into some bumps and need a little guidance to get over them. For example, where to find certain information, they realize they want to run a particular report, there may be a little check box…
