As a retailer, wouldn't you like to help more customers, faster during the holidays? Well, we have 4 tips to help you out. Today's post includes the first 2 and tomorrow's post will include the final 2 tips.

News flash!! Americans are impatient!!!  We don’t want to wait 30 seconds for our computers to boot up or take 5 minutes to get out of our cars to get our Big Macs.  We want everything fast and that includes checking out at our favorite retail establishments.  So how do you make that need for speed work in your favor as you gear up for the busy shopping season?

The #1 recommendation is barcoding your inventory.  Any and everything that can hold a barcode label should have one.  When your customers come to check out, the POS clerk should be able to scan the barcodes, take their payment, package their purchases, and help the next customer.  Barcoding your inventory has an important second win (some would say first):  Barcoding not…

As you know, Will is a member of a QuickBooks forum where member’s posts issues and questions. The colleagues provide information and solutions to help the consultant properly support their client. They explore and share ideas and advice.

Question from a colleague to the group: Client has spun off another wholesale company and would like to keep it completely separate from their existing retail store. Are there any problems with creating another company file in POS and having it synchronize with another QB Financial database?

Colleague: QuickBooks Point of Sale (POS) works a little differently than QuickBooks Financial Desktop (QBF). The POS database cannot be renamed like the Desktop *.qbw files. They are all called qbpos.db so the way they are differentiated is that each database is created and put into folders using your Company Name using the default installation directory. So the [company one] folder will contain its qbpos.db…

The October promotions are posted! Deep discounts are available on QuickBooks Enterprise, Point of Sale, Intuit Payroll, and more. See them all here. And QuickBooks Desktop Pro/Premier/Mac and QuickBooks Enterprise Solutions v2015 is now available!

As a value added Certified Intuit Premier Reseller, we are able to pass along our savings to you. Contact us for a discovery call and to discuss your software system options. Every client is different so there's not a one-size-fits-all approach. As each business owner is unique, so is their company. We'll cheerfully answer your questions and provide accurate information for all of the necessary components including our support/installation training services.

QuickBooks Financial V2015 and QuickBooks Enterprise Solutions V2015 have been released. Contact us to learn more about the improvements and new features. You can try out the software for 30 days at no charge! We will be happy to provide a product demonstration to explain many of the features and the user interface to help you determine the right solution for your needs.


Q & A with Will English

Today’s topic: Assigning Paper Bags to an Account in QBPOS & QBF

Client’s employee: I can set the bags up in QuickBooks Point of Sale (POS) as a Non-Inventory Item:  POS will track the monies collected and we won’t have to include the bag as an item to count when we do year-end inventory.  POS will need to liaise with a QB acct:  what do you want that to be?  (ie, Do these need to be defined as COGS and as income?)  If this item is considered an Income Acct, I’m not sure if that puts the item over into a sales tax category. 

Client’s question: We recently decided to purchase paper bags in case our customers want to buy one (like the supermarkets do). The rules on this seem a bit hazy, but it appears that 1) we are supposed to collect the money, but 2) we can only spend it on buying more bags. We need some advice on how to account for these (and the collected money) in POS & QuickBooks Financial.

Will: Create a non-…

We’re very excited to announce that Will has been invited to attend the Major League Baseball (MLB) Trade Show for the 4th consecutive year! It's by invitation only. He will have the opportunity to meet and speak with some of the leading representatives in the industry about the QuickBooks Point of Sale software system and how it will benefit their needs. Several MLB teams are already using this system to manage their clubhouse needs and we’re grateful that they are clients of English Management Solutions, Inc. (EM$) clients. 

Every year, we give a donation to the Major League Baseball Clubhouse Managers Association (MLBCMA) Bat Boy Scholarship Program for each system purchased by a MLB team. We believe it’s important to support such an important program.

Are you looking for data you know is in QuickBooks, but you just can't get to it? Soon it will be at your fingertips, so you can see exactly where your business needs to go.

Be one of the first to learn more about how QuickBooks Enterprise 2015 can help make you even more efficient. Spend a few minutes with Will English learning about the number of new features as well as improvements to existing ones.

If you are not currently using QBES, this is a great time to discover if it is the right solution for your business needs. We will include a product demonstration so you can see the user interface and features as they are explained.

Contact us today! 877-467-0451 ext. 303, 858-467-0400, or fill out the Contact Us form.

We have the advantage of working with clients nationwide by hosting virtual meetings. This allows us to quickly assist clients, and it’s more cost effective for everyone involved. With screen sharing capabilities, Will is able to efficiently support clients with their software and Bookkeeping needs, and teach them how to use their system. All participants are also connected by audio so they are on the same line and hear everything in real time. So is there a time when an onsite visit to an out-of-town client is advantageous?

We think so. Will is spending a few days visiting one of our out-of-state client’s at their multiple locations as well as at some of their Franchisee’s stores. This particular retailer specializes in gourmet seasonings and specialty cooking herbs and spices. The franchise is continually growing. Will has spent several hours total assisting the owners with the QuickBooks installation and training, providing much needed support, via remote meetings. With…

Q&A with Will English

Will is a member of a QuickBooks forum where member’s posts issues and questions. Colleagues provide information and solutions to help the consultant properly support their client. They explore and share ideas and advice.

Question from a colleague to the group: One of my client’s has many departments and now has items that are no longer active. They don't want to mark them as ‘Unorderable’ as that is not the case. The items are inactive simply because they no longer carry them, but could order again if needed. Is there a way to simply make items inactive or would it be a good idea to set up a new department for inactive items and move them there?

Will’s reply: You could do that, but they would still show up in the dropdown lists, etc. Assume that you don't want to delete them because they may be reordered. In the olden QuickBooks days when you couldn't make things inactive, we would add a…

1. We are updating our infrastructure to better serve our clients. On Friday Aug. 29, 2014, we will not have access to our email from 9am-1pm PST. You may reach us by phone at 877-467-0451 or local to San Diego at 858-467-0400. We look forward to continuing to serve your QuickBooks and Bookkeeping needs!

2. We wish you a happy Labor Day! EMS will be closed on Monday Sept. 1, 2014. Customers who require technical assistance or have an emergency during this closure may do one of the following:

Contact Us:
Toll free 877-467-0451 or local to San Diego 858-467-0400 and follow the automated prompting for emergency help, or send an email to Our billable rate will apply.
*For non-emergencies, leave a message at our office number or send an email and we'll return your call the following business day.

Contact Intuit Support - Fees may apply:
* Point of Sale: 1…