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Slide 2: Meetup Group for QuickBooks® Consultants Presented by Peter Audenas, President Remote Controller® © 2010 Remote Controller. All rights reserved.
Slide 3: Our Mission  To make all participants more successful Intuit® Product Consultants and Solution Providers, to smalland medium-sized businesses
Slide 4: Overview of Today’s Topics • Introduction • • • Presenter Participant Profile Group Meeting Protocol • • • • • Intro to QuickBooks® Point of Sale Hardware Demonstration Cost of Software Options Software Functionality Demonstration Conclusion • • • Benefits to Meeting Participants Remote Controller® Service Offerings Contact Information
Slide 5: Presenter – Peter Audenas  30 Years Working with Small Closely Held Businesses:  9 Years - Public Accounting – small, medium and Big 6  9 Years - Corporate Accounting as Controller and CFO  12 Years - founder and owner of Remote Controller®  Areas of experience– Business Management Business Development Project Management Back Office Systems Design and Reengineering Finance Accounting IT Sales Marketing Taxes
Slide 6: Presenter – Peter Audenas  10+ years working with QuickBooks®  Certified QuickBooks® ProAdvisor  Intuit® Solution Provider  Certifications –     Enterprise Retail Solutions Field Service Management ES QuickBase
Slide 7: Participant Profile  Intuit® Solution Providers (ISP)  QuickBooks® ProAdvisors  ISP and/or ProAdvisor “Wannabes”  Invited Guests, Partners, Vendors  Consultants that work with QuickBooks® and related solutions  Consultants looking for new solutions to offer their clients and prospects  CPA firms looking for new sources of revenue
Slide 8: Group Meeting Protocol  Currently, group meetings are Free-of-Charge!  Meals are included at these meetings  We will begin meetings 10 minutes after the stated start time and end 10 minutes early to allow to ensure timeliness and encourage networking  Other networking within the group is done via LinkedIn  Every meeting will have a specific agenda and course outline
Slide 9: Today’s Topic: Intro to QuickBooks Point of Sale     Know exactly where you are making money and where you are not! Stay on top of business with instant reports on sales, customers and inventory trends Save time managing inventory-it’s automatically updated with every sale, order and return Work more efficiently from printing price tags to automatically creating purchase orders Keep customers coming back with loyalty programs, gift cards, and personalized reminders
Slide 10: QuickBooks Point of Sale Hardware  Computer  Monitor – regular or touchscreen  Receipt printer  Cash drawer  Bar code scanner  Credit card swiper  Debit/credit card/gift card swiper pin pad  Other
Slide 11: Intuit QuickBooks Approved Point of Sale Hardware Combine Intuit QuickBooks Retail Solutions software with these guaranteed—compatible Point of Sale hardware1 items to turn any PC into a complete retail management system. Or get software bundled with our most popular pos equipment. Point of Sale Hardware is guaranteed compatible only when purchased from Intuit. Credit Card Reader Process credit, debit and gift cards directly from your PC2 Saves time and eliminates the need for a stand-alone terminal Requires Point of Sale or Cash Register Plus Merchant Service Meets regulatory industry standards USB powered — no external power supply required $69.95 Receipt Printer Receipt prints out when a sale is complete Also prints duplicate credit card slips and gift receipts Auto-cutter for easy removal of receipt Easy drop-in paper loading USB interface $219.95 Cash Drawer Opens automatically when you complete a sale Sturdy, full-size all metal construction Lockable for extra security Dual media input slots Connects to receipt printer $109.95
Slide 12: Intuit QuickBooks Approved Point of Sale Hardware, continued Bar Code Scanner Ring up sales faster and track inventory more accurately Read quickly across high and low density bar codes Sleek ergonomic design for operator comfort and productivity Rugged construction for durability Scanner stand included USB interface — Wireless Bluetooth version available with USB base station (Add to Cart)* *Does not work with Cash Register Plus $199.95 Physical Inventory Scanner2 Scan inventory anywhere — it's wireless and lightweight! Scan bar codes in batches quickly — 2 MB RAM accommodates large inventories Return to cradle to automatically update your POS inventory records Rechargeable battery provides over 100 hours of scanning on one charge USB interface Does not work with Intuit QuickBooks Cashier Register Plus $619.95 Tag Printer Print your own inventory tags and bar code labels Pair with Bar Code Scanner to enter merchandise information faster and more accurately Compact size fits into areas other printers can't USB interface Does not work with Intuit QuickBooks Cash Register Plus $329.95
Slide 13: Intuit QuickBooks Approved Point of Sale Hardware, continued PIN Pad 2 Customers can pay with credit or PIN-based debit cards cards Save money on processing costs by having your customers use debit cards USB interface Meets latest PCI PED security standards Requires Point of Sale or Cash Register Plus Merchant Service Works with Point of Sale v.7 (release 5 or higher), v.8 (release 7 or higher) and v.9 only *Does not work with Cash Register Plus $179.95 PIN Pad with Integrated Card Swipe2 Customers can pay with credit or PIN-based debit cards cards3 Save money on processing costs by having your customers use debit cards Allows your customers to maintain possession of their credit and debit cards USB interface Meets latest PCI PED security standards Requires Point of Sale or Cash Register Plus Merchant Service Works with Point of Sale v. 7-9 only $289.95
Slide 14: Intuit QuickBooks Approved Point of Sale Hardware, continued PIN Pad with Signature Capture2 Customers can pay with credit or PIN-based debit cards Save money on processing costs by having your customers use debit cards Allows your customers to maintain possesion of their credit and debit cards Customer signature for credit cards stored electronically on the receipt for easy reprinting in case of chargeback USB Interface Meets latest PCI PED security standards Requires Point of Sale Merchant Service Works with Point of Sale v. 8 and v.9 only Does not work with Intuit QuickBooks Cash Register Plus $599.95 Pole Display Display prices as you ring up sales Allows customers to verify price for increased satisfaction Bright green fluorescent display with high visibility Easily program custom messages Adjustable viewing angles USB powered — no external power supply needed $209.95
Slide 15: QuickBooks Point of Sale Software  Basic  Pro  Multi-Store  Cash Register Plus
Slide 16:            Connecting hardware – setup wizard Importing and exporting data Inventory Sales basics Receipt basics Accepting credit cards Physical inventory Reports End of day Exchanging POS data with QuickBooks Multi-Store basics:  QuickBooks Point of Sale Functionality HQ / Mailbags / Inventory entry
Slide 17: Benefits to Meeting Participants  Opportunities: to increase revenue by working with larger,     more complex client engagements; not limited solely to Intuit® products Education: providing awareness of solutions currently available to small- and medium-sized businesses Training: provide basic and intermediate training on Intuit® and related products Pre-Sales Support: let us help you identify the opportunity Ongoing Support: let us help you identify ongoing opportunities to provide continued value to your clients
Slide 18: Remote Controller® Service Offerings  Marketing: plan to create meeting groups throughout the country and a national network of experts through social networking, such as LinkedIn, Facebook and Twitter  Sales: provide direct on-site or over-the-phone sales support; let us help you expand on the solutions you offer to your clients  Business Development: research new technologies, trends, and software and develop methods to create sales based on these  Project Management: create a work plan and stick to it to ensure “customer delight”  Account Management: receive discounts for placing your orders through us
Slide 19: Remote Controller® Service Offerings (cont’d)  Recruitment- looking for the “best of the best” in:  Finance  Specific Products  Administration  Specific Industries  Marketing  Technology  Sales  Back Office Systems  Business Development  Accounting  Project Management  Bookkeeping  Business Management  Tax  Recruiting
Slide 20: Partnering with Remote Controller®  Please contact me, Peter Audenas   peter@rcontroller.com or 630-631-6153 To discuss opportunities or spread the word to others that may be interested in attending our meetings
Slide 21: Chicago Meetup Group for QuickBooks® Consultants Presented by Peter Audenas, President Remote Controller®
Slide 22: Intuit QuickBooks Approved Point of Sale Hardware Combine Intuit QuickBooks Retail Solutions software with these guaranteed—compatible Point of Sale hardware1 items to turn any PC into a complete retail management system. Or get software bundled with our most popular pos equipment. Point of Sale Hardware is guaranteed compatible only when purchased from Intuit. Credit Card Reader Process credit, debit and gift cards directly from your PC2 Saves time and eliminates the need for a stand-alone terminal Requires Point of Sale or Cash Register Plus Merchant Service Meets regulatory industry standards USB powered — no external power supply required $69.95 Receipt Printer Receipt prints out when a sale is complete Also prints duplicate credit card slips and gift receipts Auto-cutter for easy removal of receipt Easy drop-in paper loading USB interface $219.95 Cash Drawer Opens automatically when you complete a sale Sturdy, full-size all metal construction Lockable for extra security Dual media input slots Connects to receipt printer $109.95
Slide 23: Intuit QuickBooks Approved Point of Sale Hardware, continued Bar Code Scanner Ring up sales faster and track inventory more accurately Read quickly across high and low density bar codes Sleek ergonomic design for operator comfort and productivity Rugged construction for durability Scanner stand included USB interface — Wireless Bluetooth version available with USB base station (Add to Cart)* *Does not work with Cash Register Plus $199.95 Physical Inventory Scanner2 Scan inventory anywhere — it's wireless and lightweight! Scan bar codes in batches quickly — 2 MB RAM accommodates large inventories Return to cradle to automatically update your POS inventory records Rechargeable battery provides over 100 hours of scanning on one charge USB interface Does not work with Intuit QuickBooks Cashier Register Plus $619.95 Tag Printer Print your own inventory tags and bar code labels Pair with Bar Code Scanner to enter merchandise information faster and more accurately Compact size fits into areas other printers can't USB interface Does not work with Intuit QuickBooks Cash Register Plus $329.95
Slide 24: Intuit QuickBooks Approved Point of Sale Hardware, continued PIN Pad 2 Customers can pay with credit or PIN-based debit cards cards Save money on processing costs by having your customers use debit cards USB interface Meets latest PCI PED security standards Requires Point of Sale or Cash Register Plus Merchant Service Works with Point of Sale v.7 (release 5 or higher), v.8 (release 7 or higher) and v.9 only *Does not work with Cash Register Plus $179.95 PIN Pad with Integrated Card Swipe2 Customers can pay with credit or PIN-based debit cards cards3 Save money on processing costs by having your customers use debit cards Allows your customers to maintain possession of their credit and debit cards USB interface Meets latest PCI PED security standards Requires Point of Sale or Cash Register Plus Merchant Service Works with Point of Sale v. 7-9 only $289.95
Slide 25: Intuit QuickBooks Approved Point of Sale Hardware, continued PIN Pad with Signature Capture2 Customers can pay with credit or PIN-based debit cards Save money on processing costs by having your customers use debit cards Allows your customers to maintain possesion of their credit and debit cards Customer signature for credit cards stored electronically on the receipt for easy reprinting in case of chargeback USB Interface Meets latest PCI PED security standards Requires Point of Sale Merchant Service Works with Point of Sale v. 8 and v.9 only Does not work with Intuit QuickBooks Cash Register Plus $599.95 Pole Display Display prices as you ring up sales Allows customers to verify price for increased satisfaction Bright green fluorescent display with high visibility Easily program custom messages Adjustable viewing angles USB powered — no external power supply needed $209.95