We could not have had a busier week. Will has spent most of the week at some of our customer's companies performing QuickBooks software and accompanying hardware installations, upgrades, and training the staff on how to use the products. One client owns two nurseries and is in the process of opening a third. They upgraded their 14 QuickBooks Point of Sale licenses to the 2013 version of multi-store and added the QuickBooks Enterprise Solutions product. Will could not complete the installation at their new location due to an electrical issue so he'll go back and finish it next week. Another is a new client who is opening her first boutique! How exciting that we can be a part of this monumental event by helping her start on the right foot. She is implementing the Point of Sale system. Another client upgraded to the new Point of Sale software and wanted some additional training on performing daily functions.
Will ran into some glitches with one of the installations but was able…
William English prepared a PowerPoint on What's New in QuickBooks 2013 to present at this year's Scaling New Heights Conference. We want to share this to give you more insight into the new version of QuickBooks Point of Sale, 2013. Here is the main agenda and the pdf document is below for your viewing.
What's included?
Why QuickBooks POS 2013?Overview of the new functionalityOverview of the new featuresWhat still needs to be improvedWe also posted a blog titled Introducing the Intuit QuickBooks POS 2013 v11 that includes a link to an Intuit article and video in which you can learn more about the product
As trends emerge and products are improved, company leaders must stay informed and maintain a network of industry peers.
Will is attending the RetailNOW conference. It’s 3 ½ days packed full of informative sessions and opportunities to not only hear from industry leaders on technology, PCI, merchants, etc. but also to network with peers, leaders and innovators.
What is RetailNOW?
RetailNOW is the premier convention and expo for all professionals in the retail technology industry. RetailNOW is where the industry meets each year to become educated on new business trends, emerging technologies and best business practices along with exploring a diverse exhibit hall with more than 150 booths featuring the latest products in the retail technology industry.
http://www.gorspa.org/i4a/pages/index.cfm?pageid=4727
Q & A with Will English
Showing Deposits Received in QuickBooks Enterprise Solutions
Question from one of our clients who uses the Enterprise Solutions accounting software:
We have a customer that paid a deposit in advance of receiving products.
The funds were received in June in our old system.
We will invoice for the products this month in our new system.
How can I best show this deposit received? Do I set up an invoice with beginning balance? In short, I want to issue a new invoice for the total amount and then show the balance reduced by funds already received.
Will’s answer: Create another charge item called Customer Deposits.
Point it at whatever account you are using for customer deposits.
Create the invoice using that item and discount it to the opening balance equity. Then, on the new invoice, use the same item but minus it on that invoice. It will remove the customer deposit liability and reduce the invoice.
I apologize for the delay in writing. We have been extremely busy this week with our existing clients as well as several new clients. We are definitely glad to have plenty of work and that our business is not only growing but we’re maintaining the business relationships with our existing clients.
Today we are providing a simple step-by-step guide on doing a physical Inventory count with the CipherLab 8000-C Portable Data Collector.
You do not need to print spreadsheets containing your inventory prior to scanning. Here are the steps:
To start a physical inventory, click on the Inventory menu and start Physical Inventory.
Then find an item with a zero quantity and type zero into the counted field and press the Save and Continue button. This sets the start flag.
Load items into scanner.
Put scanner into the cradle after changing the scanner from scan to upload.
Go through the Upload Wizard.
Accept the scans. If you…
Q & A with Will English
Many times QuickBooks users need some questions answered but not a full consultation. Will is more than happy to assist. Depending on the complexity of the situation, he will offer to answer a few simple questions at no charge as a professional courtesy. He wants the end users to be able to continue to use their software efficiently. If the questions/issues require him to develop documents and/or spend a lengthy amount of time to answer and explain how to perform certain functions, he will charge his regular hourly rate. As an Advanced Certified QuickBooks ProAdvisor in both QuickBooks Financial and Point of Sale software and over 15 years’ experience with the QuickBooks products, Will has the expertise necessary.
Q: I need a quick way to update all inventory in QuickBooks POS 2010 - 2013 so it makes ALL items "Mobile" to use with GoPayments.
Will’s answer: Export to Excel, change the mobile flag to Yes, and re-import.
Q: I need a…
One of Will’s colleagues is evaluating the new POS 2013 for her client. She posted the following inquiry to an online forum where the QuickBooks Point of Sale experts provide answers & information:
I'm evaluating POS for a client. Now that 2013 has been released can anyone please tell me if the touchscreen functionality is fully functioning in all areas of the software as my client will be using one workstation for all of his needs and really doesn't have room for a keyboard? Additionally, is the touchscreen functionality work differently on the Basic vs. Pro version? I'm hoping it's only the features/functionality of just the software that is different.
Will’s reply:
The sales and receiving screens really benefit from the touchscreen interface. I would question entering a lot of new inventory items using a touchscreen keyboard. I think the customer will get pretty frustrated. I would have a keyboard and mouse to be plugged in during data entry…
We hope you had a wonderful 4th of July celebrating this country’s Independence Day. The sun did not shine in San Diego but the temperature was still fairly warm. Because of our freedoms and the wealth of resources available in this great country, there are solutions available for anything that we need.
Several of our clients are expanding their businesses and opening second locations outside of San Diego County. We’ve had some new clients contact us who are opening their very first store location which is an exciting time for a business owner. Some want to upgrade their current system to meet their growing company needs. Will English has been traveling to set up the new systems and train staff on how to properly use the software, manage inventory, etc.
Intuit has recently launched their latest version of Point of Sale 2013. You can try it for free for 30 days. There were some glitches with the previous version (10.0) but Intuit has made key improvements and…
One of our San Diego retail clients is opening a second location in Southern California. Last Friday Will installed the hardware and software at the new store as well as he performed the system configuration. Our client had the following request.
Client Request: Please tell me your instruction for transferring items by using Purchase Order (PO) transaction.
Will’s response: You will need to create a PO listing the items in your new store. If they are not in the imported list, then you need to export out of POS San Diego and import into the new store, Costa Mesa. Then, receive the items into inventory in Costa Mesa. Sell the items out of San Diego on account for Costa Mesa. Create a payable for Costa Mesa in QuickBooks file as well as create a bank account called transfer. Make payment for Costa Mesa from invoice and pay bill created into the transfer account.
A question from one of Will’s colleagues:
My client is using QuickBooks Point of Sale (POS) v9 Pro, QuickBooks Premier 2012. When I pull a sales tax report from POS and compare to Sales Tax in QB the numbers are off. I normally tell my clients to trust the POS numbers since the sales are entered here. This client is a work in progress, but I'd like to be able to tie out numbers reasonably close. I have about $10K difference in sales. Do you have any ideas on troubleshooting?
Will’s response: The biggest problem is that there is a bug in the software. If you choose the exempt option when recording the sale, the sale will transfer over to QuickBooks with no tax, but the customer is set as taxable. For this reason, never mark the customer as exempt. Do set up separate locations for all of the reasons that someone might be exempt and use those. For example, set up an out-of- sale location, resale location, etc.
