Introduction to QuickBooks Point of Sale Instructor: Tom Ruscitti

1. Introduction to QuickBooks Point of Sale Instructor: Tom Ruscitti

2. Welcome! • Thank you for attending. • Goals of this program… • Provide you with training: QuickBooks Point of Sale 101 What does it do? How does it work? Learn through demonstrations, interactive Q&A Software kits: try it at home! • Bring up important questions to consider when evaluating QuickBooks Point of Sale with a client

3. What is QuickBooks Point of Sale? • A Point of Sale solution “in a box”, from the makers of QuickBooks • Software that allows retailers to manage their mission-critical activities for 1-10 stores and up to 10 stations per store. • 30 Days of Free Support, Learning Center with video tutorials • Hardware components sold in a bundle or a la carte • Receipt Printer • Bar Code Scanner • Cash Drawer • Credit Card Reader • Optional: Pole Display, Tag Printer, PIN pad, Physical Inventory Scanner • Credit & debit card processing, supplies, and support options also available

4. One Solution, One Decision Hardware and Software Guaranteedto Work Together Entire retail solution in one box (PC, monitor not included) Optional additional hardware products available directly from Intuit Note: Does not include PC or PC monitor. The QuickBooks Point of Sale Solution for Retailers comes with a two year Hardware Component Manufacturers Limited Warranty, and Intuit Limited Warranty of Inter-operability and a 60-day Money Back Satisfaction Limited Warranty. See http://www.quickbookspos.com for the full warranty. Representative images only; actual products may vary.

5. Retailer Challenges Mission Critical Activities Accept Payments Manage Inventory Manage Customers • Track sales • Track data • Cash • Check • Credit card • Track sales tax • Count inventory • Order inventory • Sell inventory • Decrement inventory Require constant attention - change with EACH customer and EACH transaction

6. One solution, one decision for critical retailer needs—hardware and software to handle payment, inventory, and customers Provides retailers with essential insights and information to improve their business—and manage their customer relationships and inventory What does QuickBooks POS do? QuickBooks Point of Sale helps retailers make smarter decisions by providing a solution that addresses all three critical retailer activities. QuickBooks Point of Sale Retail Management Solution • 3 Critical Activities • Accept Payments • Manage Inventory • Manage Customers

7. Critical Activity #1: Accept Payments Product demonstration: Fast, easy checkout… no computer expertise required • Ring up sales as easily as a cash register • Speed through check-out with bar coded scanning—or simply key in an item • Integrated credit card processing with QuickBooks POS Merchant Account Services* – no double entry • Instantly update inventory with every sale or return * QuickBooks POS Merchant Service isoptional. Application approval, fees and additional terms and conditions apply. Details available at www.quickbooksms.com/posms. Terms, conditions, pricing, features and service options subject to change without notice.

8. Update inventory real time with every transaction Track best and worst sellers Know when to order more or when to lower price Combine individual items into assemblies (bundled pricing) Enter as many items as you need Critical Activity #2: Manage Inventory Managing Inventory: Sell more with the right product at the right time

9. Critical Activity #2: Manage Inventory Managing Inventory: Sell more with the right product at the right time

10. Critical Activity #3: Manage Customers Managing Customers: Know customers better so they stay customers • Capture customer contact information so you can send announcements about upcoming sales, events, new product, etc. • Better understand the purchasing habits of each individual customer so you can make purchase recommendations or process returns quickly • Track layaways and sales orders in order to create more ways to meet unique customer needs

11. Critical Activity #3: Manage Customers Managing Customers: Know customers better so they stay customers • Capture customer contact information so you can send announcements about upcoming sales, events, new product, etc. • Better understand the purchasing habits of each individual customer so you can make purchase recommendations or process returns quickly • Track layaways and sales orders in order to create more ways to meet unique customer needs

12. Automatically updates QuickBooks Send sales information from your shop counter to your back office in one click. • Many retailers have to manually enter ECR or POS data into their financial software. • One-click integration with QuickBooks Financial Software easily shares sales, customer and vendor information to help save time and improve your data accuracy. • Setup connection with QuickBooks financial software easily through the step-by-step Connection Wizard and double check your information exchanges with Integration Summary Pages.

13. Easy to install • Setup Interview for step-by-step self-installation • Intuitive screens guide and prompt user • Do it yourself – save big on consultant fees • Create customized user privileges for security reasons

14. Easy to learn • Sample Data in Practice Mode Help Employees to Learn • Easy-to-Follow Videos Cover the Basics

15. Easy to use Home Page Screen

16. Priced for small business retailers Less than half the price retailers expect to pay • $1,499 for QuickBooks Point of Sale: Basic Solution • QuickBooks Point of Sale: Basic Software • Receipt Printer • Cash Drawer • Bar Code Scanner • Credit Card Swipe • $799 for QuickBooks Point of Sale: Basic Software • “a la carte” hardware peripherals also available directly from Intuit

17. Only POS software product available in office supply stores CompUSA, SAM’S CLUB™, Staples, OfficeMax, Costco, Office Depot™.com, and Amazon.com Direct from Intuit By phone: 1-866-379-6636 Through the Web: www.quickbooks.com From Intuit Professional Accounting Solutions members www.qbadvisor.com/advice Through Dell and other VARs such as CDW. Easy to find Easy to purchase

18. Typically either “beginning to get established” or “growing and expanding” (40% are in their first year of business) Retailers with up to 10 stores Retailers who need to track a large number of SKUs Who buys QuickBooks Point of Sale? Over 40,000 independent retailers already use QuickBooks Point of Sale

19. accessories apparel & shoes appliances books camera catalogue & mail order sporting goods housewares computers & electronics floor covering music & video musical instruments hardware QuickBooks POS is a good fit for… • luggage & leather • lumber & building • museum & gallery • craft stores (scrapbooking, knitting) • furniture & home furnishings • sewing & fabric • gift & souvenir • game & hobby • nursery & garden • optical • paint & wallpaper • stationery

20. QuickBooks POS is not recommended for… • Non-physical retail stores (i.e. Web-commerce only stores) • Retailers with more than 10 locations • Grocery or convenience stores • Liquor stores • Gas stations • Full service restaurants or bars

21. How is my store doing? Product demonstration: Customizable dashboard tells you how you’re doing at a glance • Decide what information is helpful to you and access it instantly on one screen • Check in every so often to measure progress… and double-click when you want to know more.

22. How is my store doing? (cont’d) Product demonstration: Knowledge is power! The Enhanced Report Center helps you make informed business decisions. • Cut the time you spend on paperwork - Quickly run reports on your store’s sales, inventory, customers, and vendors to give you the big picture and help you make better decisions. • What are my best/worst selling items? • Who are my top customers? • Which hours and days bring in the most sales?

23. How is my store doing? (cont’d) Let’s take a look at the Report Center

24. How is my store doing? (cont’d) Let’s take a look at the Report Center

25. Managing multiple stores Product demonstration: Keep tabs on up to ten stores with the daily Store Exchange feature • Manage up to 10 stores from a single office! (each store and each workstation within a store must purchase their own copy of POS Pro Multi-Store) • You can track and manage inventory data across stores and transfer inventory between stores. All stores are kept up-to-date with current information and can view inventories at other stores.

26. Documents that fit your needs Product demonstration: Customize your tags, forms, and receipts. • New Document Designer allows you to use pre-made templates or customize your own design for price tags, reports, orders, and receipts. • Customized gift cards available

27. Documents that fit your needs Product demonstration: Customize your tags, forms, and receipts. • New Document Designer allows you to use pre-made templates or customize your own design for price tags, reports, orders, and receipts. • Customized gift cards available

28. Keeping sensitive data safe Product demonstration: Security settings make it easy to manage access to sensitive tasks and data • Security settings put you in control of which employees can access your sensitive information and tasks. • Assign one of four security levels to each user.

29. Learn more by exploring the program: Order free trials and brochures at the SBDC Landing Page today (http://www.qbsbdc.com) Receive a copy of the full product in late 2005 in the QuickBooks Software Kit for SBDCs Connect with a local Retail Solutions Provider or POS-certified ProAdvisor – email Tom Ruscitti Questions? Contact us directly:Thomas_Ruscitti@intuit.com Coming soon…Point of Sale Training in a Box Classroom site licenses More webinars… tell your friends! Tools to help you support your clients

30. Q&A