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A POS system for the iPad!

Yesterday, I sat in on a demo of a new software that we heard about.  It’s called ShopKeep.  This software is a Point of Sale system that operates on your iPad and is accessed through the cloud. I have to say, it’s pretty cool.

With ShopKeep POS, you can add your items to the system and set default prices.  Once your items are setup, cashiers can easily choose the items to add to the sale by clicking the button for that item or scanning the item in.  If you want to track your customers, you can easily add the customer name to the sale.  Then, the cashier picks a payment type (works with most major credit card processors) and can add a gratuity if need be.  Upon completion of the sale, the receipt can be emailed or printed for the customer.

If you are a coffee shop, bakery, lunch counter, etc you can add modifiers to your items that will prompt the cashier to ask the customer how they want their item. If some choices would increase the price of the item, ShopKeep will also automatically upcharge any modifiers that you set.  Talk about an easy way to add the bacon and hold the ketchup!

In the back office, managers/owners can utilize the dashboard to manage the inventory as well as the employees and time clock.   Robust reporting gives you a full view as to what is going on in your business.

You can completely customize your register in that you can choose from various colors of iPad stands and you can also add a cash drawer, receipt printer and credit card swipe.

Please take a look at the video below to give you a better idea of how ShopKeep operates.  If you would like more information, please feel free to reach out to us!

Posted in Third Party Apps / Add-Ons | Tagged , |

Customizing Invoice Templates in QuickBooks

So here’s a bit of a funny story.  I bought my first house a few weeks ago and there’s a huge list of to-do’s of course. One of the items on that list was to remove the ugly, in-the-way tree in my front yard.   So, I call around and find a tree removal company that will do the work at a decent price.  I have them come and give them a credit card over the phone.  Fast forward a few days, my husband comes home with the paid invoice after the work has been completed. I take one look at it and we both say at the same time “haha, they use QuickBooks.”  Now you may not believe me when I say this, but this happens ALL THE TIME.  I can’t tell you how many companies I have done business with that I can immediately tell they use QuickBooks. (In your spare time, ask me about my wedding dress story J.) 

As much as it’s comical, it’s a bit scary how many companies don’t realize that they don’t have to use the ugly, out of the box, invoices that QuickBooks offers.  If you are using QuickBooks for your invoicing, please take the time to customize your templates to make them look professional.  It’ll make a world of difference.  Here are some tips on how to do this:

Go to create invoices and click on the Formatting tab. From there, click on Customize Data Layout.  This will bring you to the “Additional Customization” screen.  Here you can pick and choose which header fields and columns you want to use.  Then, you can click on the “Layout Designer” to click and drag the fields to wherever you want them to be on the invoice. If you want to add your logo and company information, from the “Additional Customization” screen, click the “Basic Customization” button and check the box that says “use Logo” and put a checkmark next to each company information portion that you want to use. Then go back into the layout designer and move stuff around.  Keep in mind that on the basic screen, you can also change fonts & choose color schemes.

I know this task can be a bit tedious and also confusing.  We customize invoices for clients all the time.  If you need help, feel free to give us a call!

Posted in Tips & Tricks | Tagged |

Rewards Manager in QuickBooks Point of Sale

Rewards Manager in QuickBooks Point of Sale

How many times have you gone to a retail store and they give you a little keychain tag with a barcode on it?  Probably quite often.  The reason retailers are doing this is generally because it’s an easy way of entering the customer on the sale at the time of the sale.  Sometimes it’s difficult to have to lookup a customer by phone number or name because people tend to forget which information they gave in the first place.  One of the main reasons you want to be able to attach a customer to a sale on a regular basis is because then you can offer a rewards program.  You can offer a deal where if the customer spends $100 in your store within x time frame, then they get 10% off their next purchase. 

               In QuickBooks Point of Sale, you can have the system do this for you and you can setup your rewards however you want.  Here’s how…

To define your program:

-Select Rewards Manager from the Customer menu.
-If not already set, select Turn Tracking ON.
-Enter an amount for the Purchase Threshold. This is the amount a customer must spend in your store to earn a reward.
-Specify the Reward Amount (dollar amount or percentage) and then select $ off or % off from the drop-down list.
-(Optional) Select a Reward Expiration period.
-Specify the Purchase Tracking Period.

You must enter a Start date; the End date is optional. To leave the program open-ended, select the No End Date checkbox. All qualifying items purchased during this period accumulate towards earning rewards.

-In the Rewards Options area, make selections for how you wish to enroll members, be alerted when rewards are earned, and set a redemption blocking period.

If you enter a redemption blocking period, the entered number of days will be added to the reward expiration date. Example: With a 30-day expiration date, and a 10-day blocking period, the reward will expire 40 days after the purchase date.

-Select Save.

If you get the Reward Change dialog, click OK to close it. This dialog is displayed anytime you modify your rewards program, to alert you to potential effects the change may have on current and future rewards.

Other tasks/information available from Reward Manager:

  • Reward Program Status: Displays the total value of rewards redeemed under your program, and options to turn the program on/off and to view reward reports (Member List and Redemption History).
  • I Want To menu: This menu includes two powerful options:
  • Enroll All Customers in Rewards Program. All existing customers are enrolled in the program. Customers you add later are not enrolled unless you also select automatically enroll new customers in the Rewards Options area.
  • Clear All Rewards. Removes all existing earned rewards from all customers. Current purchase tracking balances are not affected.

One thing to keep in mind is to go through your item list and make sure that any item that is eligible for rewards has the “Earn Rewards” checkbox checked.

Posted in QuickBooks Point of Sale, Tips & Tricks |

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Intuit Releases R6 for QuickBooks 2013 and Enterprise 13.0

If you have QuickBooks 2013 or Enterprise 13.0 and haven’t done so already, you may want to install the most recent R6 update.  They have made quite a few fixes and adjustments that just may make life a bit easier for you in the QuickBooks software.

The following changes, improvements, and fixes were made to QuickBooks Pro 2013, QuickBooks Premier 2013, and Enterprise Solutions 13.0. Later releases (ones with higher numbers) include all changes in earlier releases.

Release 6 (R6)

What’s important about Release 6?

      Resolved QBW32.EXE Fatal Application Exit error (Unrecoverable Error 02700 80318)

      Improved performance.

      Added the ability to change the Company File Color Scheme

      Added Windows 8 support for the QuickBooks Attach Documents scan manager.

      Added Monthly payroll item limits.

Known Issue

      After updating to R6, in certain conditions a manual sync might be required for Enterprise users to be able to use subscriptions like QuickBooks email, Accountants Copy File Transfer, or Advanced Inventory.

Accounts Receivable

      Terms   on sales orders will flow to the invoices created from it.

Add Multiple Items

      The   Add/Edit Multiple List Entries window will now refresh if Assembly items are   created from the Item list.

Advanced Inventory

      QuickBooks   will now display a “No Site” section on the Inventory Stock Status   by Site report, for those transactions without a site selected.

      Resolved   issues that caused barcode scanners to not work if unplugged and then plugged   back in while QuickBooks is open.

      When   row shelf bin is turned on, the on-hand quantity of a build assembly will no   longer show zero if there are builds that predate inventory transactions.

      With   Advanced Inventory enabled, the QuickBooks verify/rebuild utility will now   detect inventory transfers that have all positive quantities in the   “from” and “to” quantity fields.

      Improved   multi-user performance for large company files that have the Lot numbers   preference enabled.

      Unit   cost has been added to the FIFO Cost Lot History by Item report.

      QuickBooks   will no longer warn when a duplicate lot number is used.

      With   the Multiple Inventory Sites preference enabled, QuickBooks will no longer   display a warning when editing a build assembly when the original build   quantity is greater than the quantity available.

      Verify   will no longer fail after an inventory transfer is recorded while the Average   Cost is negative.

      Editing   the site on a transaction after turning off the Track Bin Location   preference, will no longer cause the Verify to fail.

      Serial   Numbers in Stock reports will only show the current quantity of an item.

      Costs   on purchase transactions will no longer display incorrectly when Unit of   Measure is enabled.

Banking

      When   the sort by option “Date,Type,Number/Ref” is chosen, deposits will   now be listed first for transactions created on the same date.

Batch Enter Transactions

      Batch   Enter Transactions’ menu item is now accessible under the Company menu for   non-accountant versions of QuickBooks Enterprise v13.0.

Calendar

      QuickBooks   will no longer close when trying to add a ToDo note having more than 500   characters while in multi-user mode.

      Fixed   an issue that caused duplicate employee names to appear when picking one on   the Add To Do window.

Centers

      The   Item Image window has been re-sized to support lower resolutions.

      Increased   the number of rows visible on the Bins tab in the Inventory Center.

      All   customer information (phone, email, etc.) will be added to any new jobs   created for it.

File Operations

      Resolved   issues that prevented QBB files created with QuickBooks for Mac from being   opened in QuickBooks for Windows 2013.

Fixed Asset Manager

      QuickBooks   will no longer prompt to allow QuickBooks Fixed Asset Manager access to the   QuickBooks company file.

Help

      Updated   payroll help topics.

Intuit Sync Manager

      This   release includes the latest version of Intuit Sync Manager.

Lists

      The   Open Form button on the Templates list will now open the template highlighted   in the list.

Multi-currency

      When   multi-currency is enabled, total values will be reflected properly on a   Purchase Order when it is created from an Estimate.

Other

      QuickBooks   Enterprise v13 trial users running R6 will not get Advanced   Inventory,QuickBooks Email, and the Accountants Copy File Transfer features   enabled by default.

      The   error “LVL_ERROR–Unable to find the section for this mentu   item!!!”, will no longer appear in the Windows event viewer. This error   will only appear in the QBWIN.LOG.

      QuickBooks   will now allow the spacebar to be used to select open Purchase Orders when   creating bills.

Payroll

      Pressing   the “s” key on the Employee Defaults window will act as a hot key   to select a Class.

      Improved   performance of the Send Payroll Data workflow.

      QuickBooks   will not prompt to send Direct Deposit for Vendor payments if Direct Deposit   for Vendor is not active for the company file.

      QuickBooks   will no longer display the message “You have Direct Deposit checks to   send” when there are no checks to send.

      Monthly   payroll item limits are now supported.

      After   a check is voided and sent to Intuit using Direct Deposit, only a Cleared   watermark will be displayed.

PDF

      Improved   overall PDF performance by resolving issues that prevented the ability to   save as PDF.

Performance

      QuickBooks   Enterprise max data base cache size has been increased to 512 mb for improved   performance.

      Resolved   an issue that caused QuickBooks to close unexpectedly when pressing the F2   button.

      Resolved   an issue that caused QuickBooks to close with the error “QBW32.EXE-   Fatal Application Exit”.

      QuickBooks   will no longer display ‘Unrecoverable error 19975 55647′ when a company file   has My Apps opened on the left navigation pane.

      QuickBooks   will no longer display ‘Unrecoverable error 13968 12568′ when opening the   Customer Center.

      QuickBooks   will no longer display ‘Unrecoverable error 14854 49054′when opening any   invoice by double-clicking from the Open Invoices report, especially on   computers running Windows XP SP3.

      QuickBooks   will no longer display ‘Unrecoverable error 13968 12922′ when opening the   Customer Center in multi-user mode, especially on computers running Windows   XP SP3.

      QuickBooks   will no longer display ‘Unrecoverable error 51609′ while setting up new   users.

      Resolved   an issue that would cause QuickBooks to hang when switching from single user   mode to multi-user mode.

      QuickBooks   will no longer display ‘Unrecoverable error 24995′ when users   minimize/maximize QuickBooks multiple times when the progress bar is on.

      QuickBooks   will no longer display ‘Unrecoverable error 17371 39236′ when users use ‘Full   Screen’ mode, especially on computers running Windows XP SP3 or Windows 2003   server.

      QuickBooks   will no longer display ‘Unrecoverable error 20888 41171′ when users launch   any transaction form.

Printing

      Corrected   the alignment when printing an Inventory Assembly Bill of Materials report.

      The   “Fit report to” setting now works correctly when printing memorized   reports.

QuickBooks Attached Documents

      Added   Windows 8 support for the QuickBooks Attach Documents scan manager.

QuickBooks Online Banking

      QuickBooks   will no longer display the error “There is Not Enough Memory to Complete   this Action”, when attempting to deactivate an account set up for online   banking.

QuickBooks Online Services

      The   Pay Online option on the Write Checks window will now be enabled in company   files with multi-currency enabled and running in multi-user mode, only if the   base currency is selected to USD.

Reports

      Purchase   Orders and Sales Orders without a site now display a quantity on the Stock   Status by Site report.

      Sales   description will now show on all reports except for Purchase reports.

      Non   site specific summary reports will now show site data when the report basis   is set to Accrual.

      Clicking   the “Revert” button in the Modify Report window, will now set the   Zero QOH filter back to the default setting.

      Sales   description will now show on all reports except for Purchase reports.

      Resolved   an issue that caused the word “Overflow” to show on a memorized   cash basis custom transaction detail report instead of dollar amounts.

      QuickBooks   will no longer close unexpectedly when running the Review 1099 Vendors   report.

      Resolved   an issue that caused QuickBooks to close when opening Inventory items from   the Inventory Valuation Summary report.

User Interface

      Improved   support for using QuickBooks with multiple monitors.

      QuickBooks   will no longer display an unrecoverable error while customizing the colored   icon bar.

      Save   buttons can now be seen on the Write Checks window when viewing Paychecks and   Payroll Liability checks in 1024×768 resolution.

      Labels   are now in all CAPS across transactional forms to improve readability.

      The   Company Information window has been updated to show your Intuit Account,   Product Information and subscriptions/services for your company and instance   of QuickBooks running, along with the Company Information . You will not be   able to edit any of the information except for the Company Information.

      “Company   File Color Scheme” option is introduced in the “Desktop View” preference to   allow users to change the color of the title bar and the border of QuickBooks   windows for a particular company file, which will help users to differentiate   between multiple company files. This preference will be replacing the   “Company Color Flag” preference introduced in R4 release. We are offering 14   different “Company File Color Scheme” options to apply on various company   files. This is a user level preference, which essentially means that various   users connected to the same company file can select different colors.

 

If you are unsure of how to install this update, give us a call so we can help you out!

Posted in Updates, Releases and Other Patches |

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Gift Registries in QuickBooks Point of Sale

Many retail stores offer gift registries to their customers.  Some Point of Sale systems have the registry functionality built into them.  Unfortunately, QuickBooks POS does not.  The good news is, though, that there is a pretty good work-around for it.  Basically, what you can do is to create a Sales Order for the registry with no deposit due.  Then when people purchase items off the registry, you can sell that particular item from the Sales Order therefor removing it from the list.  Here are some detailed instructions:

To enter in the registry:

-From the Home Screen, select Customer Orders> New Sales Order.
-Enter in the Customers Information in the Customer Info section at the bottom. (This customer will be the person that the gifts are for.)
-Scan in the items that the customer has selected for the registry just as you would a normal sale.
-Enter in any notes in the Instructions section of the screen.
-Once the Sales Order is complete, select Save & Print to give the custom a copy of their registry.

When people come in to purchase items off the registry:
-First, when someone comes in and wants a copy of the registry, go to the Order list and view your open Sales Orders.
-Searching by name, click the Sales Order/Registry you are looking for.
-Click the Print button to print a copy for the customer.
-Once the customer has chosen their items, find the Sales Order again and choose Sell Items.
-In the Doc Qty field, enter in the quantities of the items that the customer is purchasing and leave the other items alone.  Click Continue.
-This will put the selected item(s) onto a Sales Receipt where you can complete out the sale as normal.

Now, to view what’s left on the registry, you can just select the sales order and at the bottom, it will list all the items as well as what’s Due.  The quantity due are the items left to purchase.  If the quantity due is zero, that item has been fulfilled.

 

I hope this helps and please don’t hesitate to ask us if you have any questions!

Posted in Current Tips and Tricks, QuickBooks Point of Sale | Tagged |

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