Rick Daigle, B2B CFO®

Through the Intuit Solution Provider (ISP) channel the following promotions were just announced for May 2012. Contact me to take advantage of the great promotions!!

QuickBooks Enterprise

Effective until 5/31: QBES + Advanced Inventory offered at 30% off list (QBES only) when bundled with Advanced Inventory.

Discount: 30% off QuickBooks Enterprise software with purchase of Advanced Inventory (30% does not apply to Advanced Inventory)

Price for QuickBooks Enterprise (5 user license) –  $2,100

Price for Advanced Inventory                                   –  $699 / year

• Duration 5/1-5/31 – QuickBooks Enterprise Solutions 5, 10, and 30 user  with purchase of Advanced Inventory

Effective until 5/31: Intuit will be running the QBES trade up promo. This is a VERY good value.

Apply the total value of a prior purchase of any Pro/Premier (all version years are eligible) as a discount to the purchase of QB Enterprise Solution.

Max value: Trade up has a max value of $1500 which is 50% off the ES 5 User. This offer may not be combined with other QBES offers.

Identify cost: Contact me so I can help determine the previous cost of a\yout Pro/Premier assets.

Who is eligible: Any existing customer with a prior QuickBooks asset.

Offer valid until May 31, 2012 -  cannot be combined with other offers.

Please contact your me with any questions about these promotions.

NOTICE! QB Enterprise v9 Service Discontinuation Campaign

Customers with QB Enterprise v9 will no longer be supported as of May 31st 2012. QBES v9 product will continue to work, but any connected services or support will no longer be available after May 31st 2012.

Upgrade your QBES v9 to v12 by May 27th and receive 30% off of your purchase and avoid interruption to any services.

To be eligible you must be a current QB Enterprise customer using v9

Connot be combined with other offers.

QuickBooks POS

For QBPOS v10 customers Intuit is offering Version Protection until 5/31. Version protection allows customers to receive the most current version of our software when and if it becomes available within a 12 month period

• Customers can renew version protection annually
• A customer has 6 months to renew version protection, after that time the customer will need to repurchase the product license to reactivate version protection
• Version Protection does not come with support. However, customers will continue to receive 30 days of free support when they “receive” the new product

Pricing:

-        Basic: $180/user/year

-        Pro/Multi-Store: $225/user/year

Purchase Version protection in May and you can upgrade to the new QBPOS 2013 version when it is release or anytime in the next 12 months. This is a bargain.

QB Merchant Services

Intuit QuickBooks financial customers save BIG with Intuit Payment Solutions!

•          No Set up Fee ($59)
•          2 Months Free ($19.90 savings)*
•          Includes GoPayment for $0.00 monthly!

o    Monthly Service: $19.95

o    Monthly Minimum: $0

o    Qual Rate: 1.64%/Mid-Qual: 2.47%/Non-Qual: 3.91%

o    Auth Fee: Qual and Mid-Qual: $0.27  Non-Qual: $.34

*Merchant must be approved for QuickBooks Merchant service to qualify.

Free Intuit Credit Card Readers: Approved Intuit GoPayment accounts will receive a Free Intuit Credit Card Reader!

QuickBooks Enterprise Solutions

Effective January 15th – January 31st QBES will be running the Advanced

Inventory soft bundle of QBES + AI offered at 30% off list (QBES only) when bundled

with Advanced Inventory. This offer applies to stretchers and switchers.

This offer will be advertised on QBES.com and you can promote it on your sites as

well. Please note that advertising needs to be in-line with the effective dates.

Discount: 30% off QuickBooks Enterprise software with purchase of Advanced

Inventory (30% does not apply to Advanced Inventory)

 Duration: 1/15 – 1/31 Offering: QuickBooks Enterprise Solutions 5, 10, and 30

user with purchase of Advanced Inventory

Effective January 15th – January 31st QBES will be running the QBES trade up promo.

Apply the value of a prior purchase of any Pro/Premier (all version years are

eligible) as a discount to their purchase of QBES.

Max value: Trade up has a max value of $1500 which is 50% off the ES 5 User. This

offer may not be combined with other QBES offers.

Identify cost: Work with your CSM and/or Barry Lillington to identify the previous cost

of a Pro/Premier asset.

Who is eligible: Any existing customer with a prior QuickBooks asset.

MAP Policy: ISP’s will be allowed to promote this online with approved messaging -

“Save up to 50%” but must include an asterisk *to be eligible must have prior

QuickBooks asset. Discount not to exceed $1500.

Offer valid until January 31, 2012 – can’t be combined with other offers.

POS

Effective January 1st – January 31st QB POS will be running a tiered promo.

 Spend $1,500, get 10% off on QB POS (v10) and hardware

 Spend $2,500, get 15% off on QB POS (v10) and hardware

 Spend $3,500, get 20% off on QB POS (v10) and hardware

Details

 Current ISP margin structure does not change.

 Add a seats, upgrades and new users all qualify.

 All HW is included with the exception of RP5700 PC FlatPanel Kybd/Mouse.

Effective January 1st – January 31st Special $250 instant rebate on QBPOS Pro + 4 Pcs

HW (Intuit Part # 430175 – valid through your CSM, Barry Lillington and the QuickBase

order desk as well as our valued distribution partners BlueStar, D&H and Ingram Micro.

QBPOS Pro + 4 Pcs HW (Intuit Part #: 430175)

Instant Rebate $250

Approved Online Advertising Price: $1849.95

Intuit SKU 430175

POS + Payments

Intuit QuickBooks Point of Sales customers get a package of savings worth over $350

when they apply for a merchant account!

 No Set up fee ($59 waived)

 2 Months Free ($69.90 savings)*

Pricing discount

o Monthly Service: $19.95

o Monthly Minimum: $0-$15.00

o Qual Rate: 1.64%/Mid-Qual: 2.75%/Non-Qual: 3.94%

o Auth Fee: $0.27

 $250 Rebate**

 FREE USB Card Reader on approved accounts

*Intuit will waive the customer service fee for the first two months. Merchant will still

be responsible for all other fees including discount rates and transaction fees

**Merchant must be either approved or declined to qualify. Approved merchants will

receive a ACH deposit within 4 weeks of approval. Declined merchants will receive a

gift card within 4-6 weeks of decline.

Offer valid on new applications from January 1, 2012 until January 31, 2012

Intuit QuickBooks financial customers save BIG with Intuit Payment Solutions!

 No Set up Fee ($59)

 2 Months Free ($19.90 savings)*

 $150 Gift Card*

 Includes GoPayment for $0.00 monthly!

o Monthly Service: $9.95

o Monthly Minimum: $0

o Qual Rate: 1.61%/Mid-Qual: 2.23%/Non-Qual: 3.72%

o Auth Fee: Qual and Mid-Qual: $0.27 Non-Qual: $.34

*Merchant must be approved for QuickBooks Merchant service to qualify. Fulfillment 4-

6 weeks

Free Intuit Credit Card Readers: Approved Intuit GoPayment accounts will receive a

Free Intuit Credit Card Reader!

Offer valid until January 31, 2012

Payroll

Enhanced Payroll will be paid as a one-time bounty of $25.

New customer promotional discounts are:

 Assisted Payroll: 20% off monthly fees for the first year

 Enhanced Payroll: 30% off their annual subscription for the first year

 Intuit Online Payroll: first month free, and months 2 and 3 @ $9.99.

Offer valid until January 31, 2012

QuickBooks Enterprise Solutions

Effective November 12 to December 9 QBES will be offered at 30% off list when bundled with Advanced Inventory. This offer applies to stretchers and switchers.

This offer will be advertised on QBES.com and you can promote it on your sites as well.  Please note that advertising needs to be in-line with the effective dates.

Discount: 30% off QuickBooks Enterprise software with purchase of Advanced Inventory (30% does not apply to Advanced Inventory)

• Duration: 11/12-12/9
• Offering:  QuickBooks Enterprise Solutions 5, 10, and 30 user  with purchase of Advanced Inventory

Effective December 12 to December 31 customers upgrading from QuickBooks Pro or Premier will receive 30% off of the QBES list price on all SKUs.  Customers that are new to QuickBooks financial software will receive 10% off of the QBES list price for 5 and 10 user SKUs and 30% off for the “up to 30 User” SKU.

Point Of Sale + Payments

POS software and hardware will be offered at 20% off of list price and margins on most POS hardware will be increased to 20%. Note that the discount on software is for new users only.  Please refer to the price sheet in the Resource Center for approved online pricing.

Offer valid until December 31, 2011

Intuit QuickBooks Point of Sales customers get a package of savings worth over $350 when they apply for a merchant account!

•          No Set up fee ($59 waived)
•          2 Months Free ($69.90 savings)*

Pricing discount

o    Monthly Service: $19.95

o    Monthly Minimum: $0-$15.00

o    Qual Rate: 1.64%/Mid-Qual: 2.75%/Non-Qual: 3.94%

o    Auth Fee: $0.27

•          $250 Rebate**
•            FREE USB Card Reader on approved accounts

*IPS will waive the customer service fee for the first two months. Merchant will still be responsible for all other fees including discount rates and transaction fees

**Merchant must be either approved or declined to qualify. Approved merchants will receive a ACH deposit within 4 weeks of approval. Declined merchants will receive a gift card within 4-6 weeks of decline.

Offer valid on new applications from December 12, 2011 until December 30, 2011

Intuit QuickBooks financial customers save BIG with Intuit Payment Solutions!

•          No Set up Fee ($59)
•          2 Months Free ($19.90 savings)*
•          $150 Gift Card*
•          Includes GoPayment for $0.00 monthly!

o    Monthly Service: $9.95

o    Monthly Minimum: $0

o    Qual Rate: 1.61%/Mid-Qual: 2.23%/Non-Qual: 3.72%

o    Auth Fee: Qual and Mid-Qual: $0.27  Non-Qual: $.34

*Merchant must be approved for QuickBooks Merchant service to qualify. Fulfillment 4-6 weeks

Offer valid until December 31, 2011

Free Intuit Credit Card Readers: Approved Intuit GoPayment accounts will receive a Free Intuit Credit Card Reader!

Offer valid until December 31, 2011

Payroll

New customer promotional discounts are:

• Assisted Payroll:  20% off monthly fees for the first year
• Enhanced Payroll:  30% off their annual subscription for the first year
• Intuit Online Payroll: first month free, and months 2 and 3 @ $9.99. 

Offer valid until December 31, 2011

B2B CFO’S FOUNDER AND CHIEF EXECUTIVE OFFICER NAMED AMONG THE TOP 100 SMALL BUSINESS INFLUENCERS

Jerry L. Mills Named in the Inaugural Ranking that Honors People and Corporations with Significant Impact on North American Small Business Market 

Phoenix, Ariz.,  August 23, 2011  —   Jerry L. Mills, founder and chief executive officer of B2B CFO was named  among the “Top 100 Small Business Influencers” in North America in an inaugural awards program created jointly by Small Business Trends and Small Business Technology.

Small Business Influencer recognition was established to honor companies, organizations and people who have made a significant impact on the North American small business market.

Over 125,000 votes were cast, on behalf of 520 nominees.   In addition to the votes, the top 100 were decided by an expert panel of Judges with deep and wide knowledge of the small business market. The Judges’ votes weighted 60%, along with the community votes at 40%, to choose the final 100 Small Business Influencers.

All honorees will be recognized at the Awards Gala and Reception in New York City on September 13, 2011.

“I’m honored to be recognized among such a great group of thought leaders and service providers to the small and mid-sized business market,” said Jerry L. Mills, founder and CEO of B2B CFO.  “It is a great tribute to the growth of our firm and the need for the services we provide to small businesses around the country.”

Additional honorees include: Microsoft, Google, Verizon Wireless, the New York Times and the Wall Street Journal to name just a few. For a complete listing of honorees please visit smallbiztrends.com.

B2B CFO’s growth is reflected in numerous awards.  In 2011 the company made the prestigious Inc. 5000 list for two consecutive years as well as the ACE Corporate Growth Awards, which recognizes the 25 most successful and fastest growing private companies in Arizona.   B2B CFO was also named the Free Enterprise Honoree in the US Chamber’s Small Business Summit.

As of August 2011, B2B CFO has grown to 200 Partners across 39 states, representing more than 5,700 years of cumulative experience.  Each Partner is a seasoned financial executive who serves as CFO to growing businesses on an as-needed basis.   Approximately 80% of the Partners have a background that includes senior executive positions at the Big Four, and all of the Partners have held high level executive finance positions in various industries in corporate America. Together, B2B CFO Partners work with more than 600 businesses in the nation with combined annual sales of more than $3 Billion.

Contact Rick to learn how B2B CFO Partners can help your growing business. 404-787-5835, or rdaigle@b2bcfo.com

QuickBooks POS + Payments

Intuit QuickBooks Point of Sale customers get a package of savings worth over $660 when they apply for a merchant account!

• No Set up fee ($59 waived)
• 2 Months Free ($39 savings)*
• Pricing discount

o Monthly Service: $19.95

o Monthly Minimum: $0

o Qual Rate: 1.70%/Mid-Qual: 2.72%/Non-Qual: 3.75%

o Auth Fee: $0.27

• $300 Rebate**
• FREE Ingenico i3070 Pin Pad ***

*IPS will waive the customer service fee for the first two months. Merchant will still be responsible for all other fees including discount rates and transaction fees

**Merchant must be either approved or declined to qualify. Approved merchants will receive a ACH deposit within 4 weeks of approval. Declined merchants will receive a gift card within 4-6 weeks of decline.

*** (1) Ingenico i3070 Pin Pad with every approved POS Merchant Service account.  Fulfilled to merchant within 5 business days of approval date.

Offer valid until August 31, 2011.

ALSO In August!!

Intuit QuickBooks financial customers save BIG with Intuit Payment Solutions!

• No Set up Fee ($59)
• 2 Months Free ($39 savings)*
• $150 Gift Card*
• Deep pricing discount-Lowest Pricing Available!
  o Monthly Service: $9.95
  o Monthly Minimum: $0
  o Qual Rate: 1.61%/Mid-Qual: 2.20%/Non-Qual: 3.68%
  o Auth Fee: $0.27

*Merchant must be approved for QuickBooks Merchant service to qualify. Fulfillment 4-6 weeks.

Offer valid until August 31, 2011.

Free Intuit Credit Card Readers: Approved Intuit GoPayment accounts will receive a Free Intuit Credit Card Reader!

Offer valid until August 31, 2011. 

Contact Rick today to Inuit Merchant Services can save you Time & Money!

Rdaigle@b2bcfo.com

404-787-5835

I recently had a manufacturing client ask me to help develop a process for efficiently and accurately  applying hundreds of Invoice Payments to their QuickBooks Company file. I had done this in the past with another client using the IIF file import but this was not a good option for this client. The reason is that importing Receive Payment transactions via an IIF import does not actually apply the payment to the invoice and mark the invoice as paid!

So, I researched another tool from Baystate Consulting called the Transaction Pro Importer. I was very impressed with the process to download and test the product, order, and register the product for use. It was very simple to format the payment data into the format provided with the Transaction Pro Importer software. It took less that 1 hour to download, install, and test the Transaction Pro Importer.

With this new tool I was able to help the client import almost 1,500 payments in about 4 hours, including the time to reformat the data into the correct format.

Transaction Pro Importer from Baystate Consulting gets high marks from me. I also downloaded and tested the Transaction Pro Deleter for deleting List entries and transactions. This tool was also very easy to use.

It’s TRUE! As of May, Intuit is eliminating the Per Transaction Fee for Visa, MasterCard and Discover transactions–and putting more money back in your pocket!

Read the entire article here: No More Transaction Fee

Contact me to learn more about Intuit Merchants Services and Payment Network.