How to select a POS system:
So you have decided it is time to change the way you ring up sales today, or maybe you are a new retailer looking to select a system for the first time.  We have helped hundreds of retailers select systems throughout the years and wanted to help point you in the right direction. Of course, we represent various systems and would be thrilled to make a sale, but at the end of the day, this is a large investment both in time and money and the system you choose has to fit your business and your budget.

The most important thing is to focus on your specific needs.  To do this, the sales consultant should ask questions about your business and your sales process.  If they want to skip to the demo without gaining an understanding of your business, be careful.  Anyone can make their software shine during a demo, but unless they understand what you truly need, you could end up disappointed in the outcome.

Examples…

Conference season is over.

So we had the opportunity to attend the last Sleeter Conference (SleeterCon). Earlier this year, Doug and Sherril Sleeter sold their company to Diversified Communication, who acquired Accountex a few months back and now SleeterCon will be known as Accountex, USA.  I have been honored to have attended 10 of Doug’s conferences, having presented at 4.  I always learn valuable information, renew business relationships, as well as introducing our company to attendees who can benefit from our range of services.  Since over 40% of attendees were brand new this year, there was lots of opportunity for networking both with new and old. Additionally, SleeterCon provides me an understanding of the accounting technology landscape.  While our practice is Intuit Product centric, it is always great to see what other companies are doing.  Additionally, a number of the vendors work cross platform so it is good to know who works with what and who is upcoming in the…



 

 

 

We hope your holiday season is filled with hope, joy and fun!  

Our Holiday Office Closures:

Nov. 26th: closed for Thanksgiving

Dec. 24th: close at 3pmPST for Christmas Eve

Dec. 25th: closed for Christmas

Dec. 31: close at 3pmPST for New Year's Eve

Jan.1: closed for New Year's Day

Customer Service Requests: QuickBooks customers who require technical assistance or have an emergency during our office closures may do one of the following:
CONTACT US: by emailing us at info@englishmgmt.com, call our office at 858-467-0400 and press 5, or complete the Contact Us form here. Our billable rate will apply. 
*For non-emergencies, we will reply the following business day.  

 CONTACT INTUIT SUPPORT: Fees may apply:
* Point of Sale: 1-800-4INTUIT (800-446-8848)
* Enterprise Solutions: 866-340-7237
* Merchant Services: 800-558-9558…

Will attended the 2nd annual Intuit QuickBooks Connect Conference and here are his impressions of the week:

 

 

 

 

 

 

 

What an amazing week! QuickBooks (QB) Connect is an Intuit sponsored event that brings accountants, business owners and software developers together in a mashup of training, inspirational speakers and just plain fun.  Last year was the first year and while it was a great event, this year was even better and I can’t wait for next year. 

First of all, we brought Sofia, our Ace bookkeeper for advanced training in QuickBooks Online (QBO), Intuit’s cloud based accounting package.  I sat in on a number of the classes as well as being invited to help with the concierge desk.  The desk was designed to help the attendees maximize their time at the trade show.  We got to speak to attendees, learn about their business needs and direct them to vendors that might be a good fit for…

Will English co-authored a QuickBooks Point of Sale (POS) Store Operations Handbook, which is a step-by-step guide with screenshot tips for QuickBooks POS. Bookkeepers, retailers, accountants and consultants find it very helpful in performing many of the daily POS tasks.

A consumer who runs a stone and landscaping yard stated that their inventory was never properly set-up in QBPOS. She had the following questions after reading through the handbook.

Client wrote:
Mr. English,
I run a stone and landscaping yard and we use the POS and QBF software. Inventory was never set up correctly and I have purchased your book in assisting me in many areas which need attention. However, I have two issues I couldn’t find discussed in the book.
1. Tax Exempt sales leaving a penny or two in the QBFS to be deposited
2. Our Inventory consist of stone and soil and we have multiple units of measure’s in which we use. I use a 5 gallon bucket as the base unit for the…

The QuickBooks team has introduced release 7 for QuickBooks Enterprise 2015.   This milestone release is their first to contain feature enhancements in addition to bug fixes.  It is a manual update from the Intuit support website. We suggest, however, that you wait another week or so to install it just to ensure no problems.

According to Intuit, here's what to expect:

Faster, Easier Subscription Feature Setup- We're making to easier to discover and activate features that are included with your Enterprise subscription. Subscription Feature Setup opens automatically when you open your company file. Or choose Help > Set up Subscription Features to open it anytime. To activate any feature in your subscription, just click Start.

When you open your QuickBooks Enterprise company file you will see a screen similar to the following. The feature list that you see will depend on your subscription.

* Note: Features shown will vary depending on your…

There is a new revolution in payment technology underway and all retailers need to be aware of how it will impact them and their customers.  We have come a long way from our local merchant extending credit over the barrel to those clients who they knew well.  In the 50’s Diner’s Club, American Express and Visa started issuing general purpose cards, meaning that the card holder could use the card at multiple stores. Next up was Bank of America issuing their card and licensing it to other banks, and finally in 1976, what we know as Visa came into existence.

Now you can mark Oct. 1, 2015 on your calendars. MasterCard, Visa, American Express and Discover expect that come October 2015, if a customer presents a retailer with an EMV chip-based card, they are supposed to be able to process it on an EMV device.

So, what is EMV?EMV stands for “EuroPay, MasterCard and Visa” — and it’s not new! The rest of the world has been using EMV cards for…

It’s time for the annual RetailNOW trade show hosted by RSPA. As an expert in the Point of Sale industry, Will English is looking forward to attending for the education and networking.
  
RSPA stands for Retail Solutions Providers Association and they’ve been in existence for over 60 years. RetailNOW® 2015 is the premier trade show event for the retail technology and point of sale industry. Through educational sessions, valuable networking opportunities, and access to the resources of RSPA and its industry partners, attendees will walk away with a fresh new perspective that will pay dividends for them and their business.

“We are the only association connecting the Point of Sale technology ecosystem. Our members include resellers, distributors, hardware manufacturers, software developers, consultants and service providers who bring retail technology solutions to the marketplace. Our mission is to accelerate the success of our members by…



Will English was invited to the Cultivate conference again! This is a U.S. premier convention and marketplace where those who work in horticulture, those interested in a career in horticulture, looking to buy horticultural products or services for their business, and business owners looking to sell to horticulture companies connect in one place for education and networking.

With Will being an exhibitor, it allows us to represent the QuickBooks (QB) product and our support services to potential and existing QB customers. At our booth, we were excited to raffle off copies of the QuickBooks Point of Sale and QuickBooks Financial Pro desktop software. Many conference attendees spoke with Will about the products, our services, and they entered to win with great expectancy. We appreciate everyone who stopped by and look forward to assisting them!

From the Cultivate website “At Cultivate'15, you'll find educational sessions to give you the tools…

Due to a recent conversation with the business owner of a service-based company, I find it important to write about the dangers of purchasing a pirated copy of QuickBooks software. That means you are purchasing software from a secondary source that is not an authorized Intuit Reseller or from Intuit directly, and the software has been duplicated and distributed without authorization.

Some people make a conscious decision to purchase this type of software while others buy it unknowingly, believing that they’re purchasing a legitimate copy. Piracy or copyright infringement is illegal activity.

Some dangers of purchasing illegal copies of the Intuit QuickBooks software are:

Intuit will discover this and disable your license. They are generous in notifying you and giving you a certain amount of days to purchase a legal copy before they disable your illegal copy.Pirated software may be loaded with malware (malicious software) or viruses.It may be…