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The CPA's Guide to Transitioning Clients Beyond QuickBooks POS

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With Intuit QuickBooks POS now discontinued, specialty retail clients need guidance selecting and switching to a new POS system. This transition is a major undertaking, but it also offers a unique opportunity to implement a modern POS tailored to your clients' needs. While Intuit has recommended Shopify as a replacement, Shopify may not always be the ideal solution.

This guide will help you:

 

 

 


 

Assess your clients' needs and select the right POS replacement

Prepare for transition with a timeline and checklist, as well as tips for training staff and avoiding disruption

Leverage integrated loyalty programs, inventory management, unified data and more

Overcome limitations with your clients' current POS if they already made a change and it isn't the right fit

Learn from industry experts

Insights included from:

The first customer benefit

Milo LeBaron

Head of Product

Rain Retail Software

The second customer benefit

Spencer Hoffman

VP of Sales and Product
POS Nation

The third customer benefit

Karen Wong

CEO
TAKU Labs

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