TOPThe Mendelson Active Solutions
Technology News YOU CAN USE!February 2011
In This Issue
QuickBooks Tip
Quotable Quotes
Sell, Sell, Sell at the POS!
Alligators, Panthers, and QB
Guess the Picture...
QuickBooks Solutions

QuickBooks Tip

Generating Reports Faster

How often do you run a report, then change the filters to generate the report the way you needed it to begin with?
QuickBooks allows you a faster way to generate reports.  You can set the preferences to display the "Modify Report" screen prior to running any report.  Simply having this filter table appear prior to running the report can ave you time whenever you view reports -- especially on those larger QuickBooks files.
Use the following steps to setup this preference:
1. From the Edit menu, click Preferences
2. Select Reports & Graphs
3. On the My Preferences tab, check the box titled "Prompt me to modify report options before opening a report."
Quotable Quotes

Celebrate what you've accomplished, but raise the bar a little higher each time you succeed. 
-Mia Hamm 

Success consists of going from failure to failure without loss of enthusiasm.

-Winston Churchill

A hero is an ordinary individual who finds the strength to persevere and endure in spite of overwhelming obstacles.

-Christopher Reeve


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Founded in 1992, Mendelson Consulting specializes in QuickBooks Solutions and Information Technology consulting services.  In 2008, Mendelson Consulting was recognized with two prestigious distinctions awarded by Accounting Technology magazine: 'Killer VAR', acknowledging our commitment and character as a value-added-reselling (VAR) organization, and 'Technology Pacesetter', recognizing our reputation among peers and participation on advisory boards and speaker panels at industry events.  In 2009, we were recognized as part of Bob Scott's Insights 'VAR Stars' for our accomplishments in mid-market financial software.
We were the first charter member of the Intuit Solutions Provider Program.  Mario Nowogrodzki currently serves on the Intuit Solutions Provider Program Advisory Council--the only consultant in the nation to serve since program inception, for three consecutive terms.
From the desk of.. Mario portrait  
Founder and Principal




As a retail store owner or operator, the focus is usually on maximizing sales.  To that extent, it is smart to use tools that process those sales in an expedient and efficient manner.  A point of sale system is key for such application.


A point of sale (or 'POS') system is a computerized replacement for a cash-register.  Much more complete than the cash-register of even just a few years ago, a POS system can include the ability to track customer orders, record sales, manage inventory, process credit and debit cards, and connect to other stations in a network.  Generally, a POS terminal has at its core a personal computer and hardware peripherals that facilitate cash-register transactions, such as credit card processing equipment, barcode scanning device, receipt printer, and more.  POS terminals are used at most types of retail stores and some service desks.


Luckily, there is a familiar name that can help in this area.  The name QuickBooks is generally known as a small business accounting software.  Another application from Intuit that has made significant inroads into the retail arena is QuickBooks Point of Sale.


QuickBooks POS is a retail sales system that helps store owners combine cash register sales with QuickBooks accounting - it has complete cash-register capabilities, integrating retail sales with QuickBooks financial software.  The POS software is complemented by a hardware bundle - cash drawer, receipt printer, bar code scanner, and credit card reader.  Optional peripherals include bar code label printer, pole display, and wireless scanner.  As an extension of such automation, QuickBooks POS expands that efficiency by integrating sales transactions and inventory management with QuickBooks accounting software.  The combination of those two make for a complete and affordable easy-to-use retail management system.


Having the right system in place, now it's time to concentrate on what counts:  sell, sell, sell at the point of sale!

Alligators, Panthers, and QuickBooks
"How the Florida Everglades National Parks manage their stores instead than their paperwork"


When every dollar earned supports the important programs of four cash-strapped national parks, it's critical to be on top of the details.  In 2010, Cal Singletary (then Executive Director) and Jim Sutton (current Executive Director) of the Everglades Association found it hard to keep up.  They had eight stores to manage across a wide geographic area and had to rely on old-fashioned cash register tapes andsporadic inventory counts to stay afloat.


The Everglades Association staff had to manually reconcile register receipts from each store, track voids and returns, and determine how much sales tax to pay.  "We had two people working on this 40-60 hours each month, not including all the time spent traveling to each store -- and one of the locations can only be reached by boat," explains Sutton.  "An 8-hour boat ride, each way!"


With only cash registers, the Everglades Association relied on sporadic manual inventory counts to figure out what to order.  "We had frequent stock outs, which means we lost sales," said Nikki Gomez, Business Manager.  "And then sometimes we ordered way too much and tied up our cash flow with excess inventory."  Without a system to track it, the Everglades Association could not see what was selling or what inventory was at each store, meaning inventory planning was complete guesswork.


With so much time and effort spent reporting on what had happened versus proactively managing the stores, Sutton decided a change in course was overdue.  Enter Mendelson Consulting:  With critical dollars at stake, Sutton received a recommendation from a board member to check out our firm.  We spent time listening to the Everglades Association's staff and discussing their unique business needs.


"Every other group I spoke with left me with an iffy feeling and when I'm investing association money, I need certainty," said Sutton.  "The Mendelson team knew exactly what they were talking about and I felt completely confident choosing them.  Plus, the bid they put together was by far the most affordable."


We installed and networked QuickBooks Point of Sale for all eight locations to form one seamless system that rings up sales and manages inventory in each store.


Panther"It's been amazing.  I can instantly see what is and is not selling and how much inventory I have in each store with just a few clicks," said Gomez.  "Instead of trying to decipher what happened, I can now plan for the business and be ahead of the curve."  Stock-outs are a thing of the past.  With each sale, inventory counts are automatically adjusted and QuickBooks POS monitors re-order points so Gomez knows when to reorder and how much.  She can even transfer inventory from one store to another quickly and easily.  Sales tax reporting used to involve staff spending days weeding through paper receipts and reports and now it's instant.


The solution our firm designed included converting from a legacy Cougar Mountain system to QuickBooks Enterprise Solutions, to add full accounting capabilities.  "We use QuickBooks POS to manage the stores and inventory, and Enterprise Solutions to pay bills and create financial statements and reports," adds Sutton.  "The Mendelson team set the whole thing up for us and it's perfectly integrated and easy to use."


"This was one of the best decisions we've ever made.  I recommend this system and Mendelson Consulting to any organization," said Sutton.  "We had three ladies with no computer experience and one didn't know what a mouse was -- they all picked it up very quickly," added Gomez.  "This system is amazing."


Everglades Association is the official private, non-profit partner for four Florida National Parks -- Everglades National Park, Dry Tortugas National Park, Biscayne National Park, and Big Cypress National Preserve.


This article was published by Intuit as a Case Study.  Mendelson Consulting is the only firm in the nation with four separate Case Studies made about its clients by Intuit.


Chicago car under snow

Can you guess what this photograph is?

For a bonus, can you tell in what month it was taken? And where?

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Reply with your guesses, er, answers!

(The answer will be available in next month's newsletter).