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.
We’ve transitioned from April to May and find ourselves at the end of another work week. Was your week busy and productive?
Don't miss this month's promotions. From a FREE hardware bundle to no set up fee for your Intuit Merchant Services to the most robust of the QuickBooks products, there is a solution for every business! Learn More.
Even though Will was not on the road too much this week, he was equally as busy with local clients as well as conducting phone and remote support sessions. Our office staff maintained a constant work flow with our Bookkeeping clients, current QuickBooks clients and prospective clients. One of our new clients is having a library built but it’s still in the construction phase. The manager wants to go ahead and start working with the QuickBooks Point of Sale (QBPOS) to become familiar with it, enter inventory, etc., so Will installed the QBPOS software on her laptop for the time being. Once the…
Q & A with Will English
Today’s Topic: A colleague needs advice to solve an A/P problem
Colleague: I have a client who has a large A/P balance but not a lot of bills to pay in Pay Bills in QuickBooks Financial (QBF) Pro. After investigating, it appears that there are a large number of Item Receipts that transferred from QuickBooks Point of Sale (POS) that were not converted to Bills. I believe the merchant entered the purchases of the Items in QBF Pro as checks coded to COGS. How would you resolve this discrepancy, it's looks like there may be several hundred. :(
Will: Push the bills over into QuickBooks. I would still change the checks to A/P to match them up. Then create a GJE to put COGS back where it was and then reverse out this year.
Colleague: Thank you for the info, I was afraid of that - however, some of this extends across tax years with the COGS being overstated. Their CPA wants me to adjust in the current year and document in case…
ELO 15A2 All-in-One POS TouchScreen Touchcomputer
We only have 1 of these left!
Model: ESY15A2-8UWA-1-XP-G
The Elo 15" LCD all-in-one touch computer is an attractive solution for POS applications. Its optional peripherals can easily be integrated into the 15A2's compact design. Gently used. In like-new condition. Refurbished & comes with power cord.
Read More and Contact Us today with any questions. If you are local to San Diego county, you are welcome to contact us to come to our office and see it.
We had a very busy week with a unique and very exciting opportunity!
The Big Fix. It’s a new reality TV show coming out this summer. We are all excited that Will was selected by Intuit to represent the QuickBooks Point of Sale (QBPOS) product and demonstrate it for an episode of this show. He spent about 1 hour yesterday getting miked up and being filmed. There was a lot of interruption while he was performing the demonstration, but that’s a fairly normal demo for him with the exception of being miked with a camera following him around. Will was thrilled and grateful for the opportunity to be a part of this production. Stay tuned for more post production information!
Before the day of the filming, Will assisted one of our apparel retail clients by installing the QuickBooks Point of Sale V.2013 upgrade for their multi-store environment. He did this onsite for one of the stores and completed the work remotely for the other 2 locations, one being in NY. We’re talking…
We hope you are getting through tax season with flying colors. Since we received an email with new Board of Equalization (BOE) Updates - April 2013, we thought our readers would find it helpful. This includes information on Sales and Use Taxes along wtih filing deadlines since those are quickly approaching.
A great place to start is the CA Board of Equalization (BOE) at http://www.boe.ca.gov/. Below you will find an excerpt on Use Tax Basics, filing due dates, and links to news releases and other BOE information. There is a plethora of information online.
Use Tax Basics: California's sales tax generally applies to the sale of merchandise, including vehicles, in the state. California's use tax applies to the use, storage, or other consumption of those same kinds of items in the state. Generally, if sales tax would apply when you buy physical merchandise in California, use tax applies when you make a similar purchase without tax from a business located…
Q & A with Will English
Today’s topic: Re-Sending Sales to Financial - QB POS V9.0
Question from a Colleague: I can’t remember the way to re-send selected sales to financial. One of my customer’s has an issue and needs to re-send selected sales from March. How do we mark those to send to QuickBooks Financial (QBF)?
W: The function is called Recover Data Now. It is under Advanced options in the financial center. Keep in mind that you can only send whole days. If you need to do individual transactions, under the I Want To menu is Show Financial Detail. Once that screen is up, there is an option to resend that transaction. Also keep in mind that with all sales are COGS entries to consider as well.
Colleague: Thanks Will. I don’t want to re-send all transactions, just some selected Sales Receipts. In V.2013 you select a SR in Sales History and under I Want To you can select Show Financial Detail. A pop-up of Financial History appears. On the…
Don't miss the opportunity to save 40% off MSRP for QuickBooks Enterprise Solutions V2013 (QBES) 5, 10, and 30 users for both new and current QuickBooks customers. Expires April 12th so time's running out!
When combined with Advance Inventory, 40% off applies to QBES only.
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Did you know? Intuit has on online community where you can read Q&A on all kinds of QuickBooks related products, services, and issues as well as you can post your own questions and inquiries. Product End-users, Consultants, Bookkeepers, etc. go there to find answers to their QuickBooks questions as well as post and answer other’s questions. It’s a great place to find effective solutions. Use the Search box to type in your keywords and you’ll see other valuable tools on this website. Will English is an active participant. His name on there is qbposwill if you want to specifically read his replies. Simply go to: http://community.intuit.com/
Thank you for choosing English Management Solutions! Our normal office hours are 9am-5pmPST Mon. – Fri. On Fri. April 5th our office will close at noon to have some IT work done. This will increase our efficiencies and communications. QuickBooks customers that require technical assistance and/or have an emergency during this short closure may do one of the following: click here
