Q&A with Will English:
Today’s topic is: QBPOS Refunding a Non-Discounted Purchase Price

Our client who manages a nutritional supplement retail store just experienced an issue when a customer returned an item that was bought on sale, QuickBooks Point of Sale (QBPOS) refunded it at the regular price.  

Client: Our cashier just showed me something in POS that needs fixing. If she sells a product to which a discount has been applied, and then the customer returns the product, POS refunds the non-discounted purchase price.

The actual example was, a product that is currently on sale at 15% off. POS automatically applies the discount when the product is sold, but the next day, the customer brought the product back. POS refunded the non-discounted price to his card. Any fix for this or adjustment needed to our procedure?

Will’s answer: Yes, the customer needs to bring the receipt back and the receipt is scanned using the Accept a Return exchange under the…

Our office will be closed on Memorial Day and we will return for normal business hours of 9am-5pmPST on Tuesday May 26.

Should you have any customer service requests: QuickBooks customers who require technical assistance or have an emergency during our office closure may do one of the following:

 CONTACT US: call local in San Diego 858-467-0400 or toll free 877-467-0451 and dial 5, or send an email to info@englishmgmt.com. Please state the reason for the call and your contact information. Our billable rate will apply.  

*For non-emergencies, leave a message at our office number or send an email and we'll 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   

Certified QuickBooks ProAdvisor’s have expertise in accounting and bookkeeping services for small-to-medium sized businesses. Another one of our team members, Sofia Avendano, is now a certified consultant who has been tested and certified by Intuit to help businesses learn and use QuickBooks Financial desktop software.

Sofia has been on staff at EM$ since 2009 as a Bookkeeper. She uses the QuickBooks (QB) software on a daily basis to perform her work tasks, and she manages a lot of client’s books. As we know, there will occasionally be issues with any system. Nothing is perfect. Plus we have to factor in human error. Sofia found herself working with Will English and the Intuit support department to assist clients with their QB issues, so it was a natural progression to gain her certification. We can now assist more clients in less time.

It is our mission to empower small business owners with the financial information they need to be successful. We use…

Save Up to 50% off MSRP on QuickBooks Enterprise Silver/Gold/Platinum Edition for 1-30 Users.

Current users of QB Pro and Premier, or customers switching from a competitive product, can trade in their software for QBES at this unheard of price!

This offer is valid through 5/29/15

Manage your business end-to-end. Efficiently.
Accounting, payroll, payments, inventory, reporting. Whether your business is in contracting, manufacturing, nonprofit work, or retail, QuickBooks Enterprise has specific solutions tailor-made for your demanding industry.

See the attached QBES v15 document that highlights the many benefits of this software.

QuickBooks Enterprise offers three feature-filled subscriptions. Choose the one that is right for you:

QuickBooks Enterprise Silver edition includes:
QuickBooks Enterprise software, Full…

April 22nd is when Earth Day is usually celebrated. It is a good to time to think about the changes that we can all make to more environmentally friendly. Here are some of the things we have put into practice:

Email invoices instead of mailing them. The only time we don’t use email is if a client specifically requests the snail mail option, and we only have one client who has made that request.

Save emailed information in an electronic format instead of printing the pages.

If and when you mistakenly print one sided pages, or you don’t need every page that was printed, mark the printed side to indicate that it is trash. Then, reuse that paper when you need to print internal documents. Just print on the blank back side.

Recycle as many items as allowed. Here is a link to the Waste Management website page What Can I Recycle? We have more options than we’re probably aware of. Disclaimer: we are in no way affiliated with Waste Management and are not endorsing…

We were excited to be invited to the IRC at ASD.  Sounds like a lot of initials doesn’t it.   First of all, IRC stands for the Independent Retailer Conference.  This show is the brain child of the folks at Retail Minded, an e-magazine devoted to the Independent retailers as well as a web site full of additional resources.  IRC puts a trade show within a trade show allowing retailers to have a one stop shop to review vendor offerings as well as providing an educational track.  ASD is a collection of trade shows featuring specific verticals as different as Beauty and Fragrance to Smoke Shops.

In most of our trade shows, we are buried on an isle in the middle of a row and try hard to gain the attention of attendee coming down the row.  At IRC, we were in the lobby next to registration and the food court.  In real estate, they talk about location being the most important thing and we had an ideal location.  All day long, we had people walk up to the booth and ask for…

We're excited to announce that Will English has been chosen to teach at the March 2015 Independent Retailer Conference taking place at ASD Market Week.

Will's speaking topics are QuickBooks Point of Sale (POS): Gain an Overview, Managing the Physical Inventory Process, 60 Minutes with a QuickBooks Expert: Get All of Your QuickBooks POS and Financial Questions Answered, and Retail Terminology 101.

A quote from the Conference Co-Founder:

"The Independent Retailer Conference is excited to have the EMS team join us in helping merchants gain trusted insight that they can apply to their businesses. In particular, with QuickBooks being such a popular retailer solution, we are looking forward to sharing this unique learning experience to the attendees of ASD Market Week,” shares Nicole Leinbach Reyhle, Independent Retailer Conference Co-Founder.

The Independent Retailer Conference is dedicated entirely to the unique lifestyle and…

We hope you are enjoying the new year so far! We want to remind you about our QuickBooks (QB) Webinars and training opportunities. See the calendar and details here.

Whether you're a seasond QB user or brand new to the software, we provide the level of training that you need. Our webinars are topical but we also offer personalized, one-on-one training for you and your staff. We provide a variety of QuickBooks support options because you want and expect to get the most out of your QuickBooks Point of Sale (QBPOS) and QuickBooks Financial (QBF) system.

As a service and product based company, we provide many solutions to meet our client's needs. For any business, it's easy to go day in and day out doing what you do. It's important to remain conscientious of the level of service you provide and to put yourself in the client's shoes. You can't always stop what you are doing to address another inquiry but you have to determine the level of importance and sense of urgency. Without client's, you wouldn't be in business.

Will recently assisted one of our long time retail clients with a credit card processing issue. With Will's expertise and level of committment as an Intuit Premier Reseller and Advanced ProAdvisor Consultant, he is able to escalate issues to Intuit on our client's behalf and be their liaison.

There is a company that emails surveys to our clients after they've purchased product from us and/or we have provided our professional services to assist them with their business needs. We'd like to share one that we…

One of our furniture store clients is transitioning to the QuickBooks Point of Sale (QBPOS) multi-store system. Their business includes a retail store & a warehouse.
They have entered all of the inventory into the first location within QBPOS, which is the retail store. They are ready to enter inventory into the warehouse, the 2nd location. They need to update what’s been received & sold. The question she needs addressed is how do you open the 2nd location within QuickBooks?

To turn on the second location, go into File menu and choose Company Preferences.

Then choose Multi store and increase the locations to 2.

See the screen shot

 

 

 

 

 

 

 

You work with the inventory from the headquarter computer which frees you from having to drive to the other location.

Contact us if you run into any issues with this or any other topic as well as with your QuickBooks questions. 877-467-0451 |…