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QuickBooks Help Blog

QB Services is now Merchant Light

12/7/2017 10:22:37 AM Rajesh

QB Services has changed its business name and entity to Merchant Light.Please note that the address and phone number remain the same For more information, click on "Why did QB Services Close?" below. Register your company with Merchant Light before December 31st, 2017 and receive ONE complimentary hour per month of QuickBooks or QuickBooks POS Support for an entire year!*

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QuickBooks Desktop Security Threat Update

12/4/2017 4:54:13 AM Jay Thompson

Description: Intuit has identified, and is implementing an update to address a security vulnerability in QuickBooks desktop software. This has no impact on QuickBooks Online. Detailed Instructions: For supported versions of QuickBooks desktop, Intuit has begun the process of proactively notifying customers of the steps required to install an update, which is designed to address […]

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Sync Manager

12/4/2017 4:51:58 AM Jay Thompson

What is happening? Each current supported version of QuickBooks Desktop will continue working with Sync Manager until it receives a software update that will allow it to work independently of Sync Manager. No action is required until the software update is available. Once the software update is available, you must install it to continue using […]

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QB Online Document Center Closed

12/4/2017 4:48:38 AM Jay Thompson

Did you get that email? Intuit told us that the QuickBooks Online Accountant Document Center will be discontinued. This surprised me, so I did some research to find out what was going on. Here is what was found. What Is The QuickBooks Online Accountant Document Center? “Document Management” is an important feature in an accounting system, something that […]

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QuickBooks Desktop 2017

12/4/2017 4:44:53 AM Jay Thompson

Intuit released its line of QuickBooks Desktop 2017 products today, Monday, September 19, including QuickBooks Desktop Enterprise, QuickBooks Desktop Premier and QuickBooks Desktop Pro. We’ve put together a recap of some of the biggest new features you’ll find in QuickBooks 2017. Check them out below, and let us help you determine if QuickBooks Desktop 2017 […].

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QuickBooks 17.0 Problem Resolved

12/4/2017 4:35:43 AM Jay Thompson

Lately, QuickBooks 2017 and QuickBooks Enterprise 17.0 has been quite slow for many of my customers. Thankfully, Intuit has got right on that and released R5 which has dealt with that issue. Make sure you update your QuickBooks Accounting software to get the benefits of this update ASAP. Open your QuickBooks software Update QuickBooks Make sure […]

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Quickbooks Online: Error: A Network Problem Has Occurred

12/1/2017 4:23:30 AM Jay Thompson

QuickBooks Online displays this message when a portion of a page has not been fully downloaded to your browser. This problem can occur if there is a communication breakdown between the Intuit servers and your browser.To resolve: click Reload (F5) to download the entire page. If the problem still occurs, close your browser, open a new browser window, and log in again. If refreshing Internet Explorer does not work then check with your system administrator to see if you are running any firewall software.

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QuickBooks Online: Common Mistakes While Downloading Transactions

12/1/2017 4:23:30 AM Jay Thompson

As more small businesses start using QuickBooks Online, we (accountants and bookkeepers) need to be prepared to support them. Clients often start using QuickBooks Online on their own, but then call us when they’ve made mistakes. One of the great features of QuickBooks Online is having bank and credit card transactions automatically downloaded every night.

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Converting Inventory from QuickBooks Desktop to QuickBooks Online

12/1/2017 4:11:32 AM Jay Thompson

QuickBooks Online Support QuickBooks Online Tutorial on November 9, 2015 by Jay Thompson. I’m going to focus on the issues related to how inventory part items convert from QuickBooks Desktop to QuickBooks Online. Given that we want to track quantity in QuickBooks Online, you need to have a subscription set up for QuickBooks Online Plus, which is the only version of the product that supports tracking the quantity on hand of products.

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QuickBooks Online: Add Vendors

12/1/2017 4:05:03 AM Jay Thompson

A great way to start working in QuickBooks is to add your vendors’ contact info. You can import a spreadsheet all at once or add vendors one at a time.

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QuickBooks Online: Add Customer Information

12/1/2017 4:05:03 AM Jay Thompson

Access the customer list Access the Customer List from the left navigation bar then click New Customer followed by Import Customer.Organize your spreadsheet to match the format of the sample below. Make sure your column titles and the order of your columns match our example.

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QuickBooks Online: Common Mistakes While Downloading Transactions

12/1/2017 4:05:03 AM Jay Thompson

As more small businesses start using QuickBooks Online, we (accountants and bookkeepers) need to be prepared to support them. Clients often start using QuickBooks Online on their own, but then call us when they’ve made mistakes. One of the great features of QuickBooks Online is having bank and credit card transactions automatically downloaded every night. This saves A LOT of time by minimizing data entry.

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QuickBooks Online: Starting with QuickBooks Payroll

12/1/2017 3:49:34 AM Jay Thompson

Step-by-step instructions for Starting with QuickBooks Payroll 1. Navigate to the Employees Menu.2.Navigate to the Payroll Module.3.Enter Payroll Setup Information

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QuickBooks Online: Bank Rules

12/1/2017 3:44:08 AM Jay Thompson

Bank Rules Of the plethora of features that have been rolled out in QuickBooks Online over the last two years, Bank Rules are most certainly on the list of my favorites. Something I have realized through teaching at conferences and webinars is that this is a highly underutilized feature that can dramatically increase profitability and efficiency when fully understood.

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QuickBooks Online: Categorize and Match Bank Transactions

12/1/2017 3:44:08 AM Jay Thompson

From the home screen, click on the Transactions tab.Click Recognized Transactions to open a list of items that QuickBooks has “recognized.” A Recognized item is any item that has a match, has a rule applied or uses categories from related transactions you’ve accepted into your QuickBooks account. Some might be purchases you already entered as expenses or checks; others might be payments you’ve received.

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QuickBooks Online: How to Connect Bank & Download Data

12/1/2017 3:44:08 AM Jay Thompson

From the home screen, click the Connect an Account button on the right. Choose your bank from the popular banks shown.Select Banking on the sub menu. This will take you to get to the Bank and Credit Card screen

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QuickBooks Online: Pay Bills

12/1/2017 3:35:38 AM Jay Thompson

From the home screen, click on the + menu and beneath the “Vendors” column select the Pay Bills tab.In the upper left-hand side of the Pay Bills screen, you’ll see a dropdown menu labeled Payment Account. Click on the drop-down menu and select the appropriate account from the options available.

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QuickBooks Online: Entering Bills

12/1/2017 3:35:38 AM Jay Thompson

Go to the Plus Sign Menu and under Vendors choose Bill.Choose the vendor who sent you this bill. If this is a new vendor, you can Add them now. Click Save. Only the vendor’s name gets saved. You can go to the vendor page later to enter additional information.Enter the Terms of this bill. This is how long the vendor gives you to pay. For example, Net 30 means you’ve got 30 days from the bill date to pay it.

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QuickBooks Online: Record Expenses

12/1/2017 3:35:38 AM Jay Thompson

Anything you buy with a debit card, credit card, online payment, or bank transfer is called an expense in QuickBooks. Expenses are the pieces of your business where money flows out. Awww, sad face. ?? Here’s how you record expenses.

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QuickBooks Online: Writing Checks

12/1/2017 3:35:38 AM Jay Thompson

Go to the Plus Sign Menu and under Vendors choose Check.Type the payee’s name in the Choose a payee field. If this is a new vendor, click Add.When you do this, it will open a New Name window where you can click Details if you want to add more information. Otherwise, you can do this later and just click Save.Choose either a checking or savings account or you can add a new one.

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QuickBooks Online: Customize Invoices

12/1/2017 1:50:57 AM Jay Thompson

From the home screen, click on the Gear Menu. Beneath the column heading “Settings,” select the Custom Form Styles tab.On the Custom Form Styles page, you can edit an existing form or create an all new one from scratch. Let’s edit the default existing one named “Standard” for now.

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QuickBooks Online: Reports for Tracking Sales and Income

12/1/2017 1:50:57 AM Jay Thompson

Go to the Reports tab on the left navigation bar.Choose All Reports and from the All Reports group, choose the Review Sales option.Inside the Review Sales menu, click Sales by Custom Detail to open the report window.On the Reports Screen, change the transaction date from “This-Month-to-date” to “This-Quarterto- date” to sort your sales by month for the current financial quarter to date.

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QuickBooks Online: Create a Refund Receipt

12/1/2017 1:50:57 AM Jay Thompson

From the + menu, select Refund Receipt to open a new refund receipt.In the refund receipt window, choose a customer from the drop-down suggestions menu.Beneath your customer information, choose a preferred Payment Method from the drop-down suggestions menu to specify how you will be paying the customer’s refund.

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Recording Customer Refunds in QuickBooks

12/1/2017 1:50:57 AM Jay Thompson

Open a Refund Receipt From the + menu, select Refund Receipt to open a new refund receipt.Choose a Customer In the refund receipt window, choose a customer from the drop-down suggestions menu.

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Recording a Credit Memo in QuickBooks Online

12/1/2017 1:50:57 AM Jay Thompson

From the + menu, select Credit Memo to create a new credit memo.In the credit memo window, choose the customer you’re giving credit to by selecting a customer name from the drop-down menu.Beneath the column header labeled “PRODUCT/SERVICE” click on the drop-down menu and choose the Product or Service you’re issuing credit to the customer for.

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Sending Invoices To Customers Using The QuickBooks Online Mobile App

12/1/2017 1:50:57 AM Jay Thompson

From the Company Activity screen, tap Menu. Then tap Invoices (+) > New Invoice.Tap Select a Customer. If this is a new customer, tap the plus at the bottom of the screen.Tap Add Item, and select an item from the list. Then tap Save.Tap Note, then Create Note or Attach Existing Note

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Create Estimates in QBO

12/1/2017 1:50:57 AM Jay Thompson

From the home screen, click on the + Menu and beneath the column heading “Customers” select Estimate.Enter the prospective customer’s name into the Choose a customer box. Either choose a customer name from the list of drop-down menu options available, or if this isn’t a customer you’ve entered into QuickBooks yet, click + Add new at the top of the drop-down menu.

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QuickBooks Online: Add Recurring Transactions

12/1/2017 1:50:57 AM Jay Thompson

From the home screen, click on the + Menu and select Check.Fill out the check exactly the way you want QuickBooks to do it each month. Make sure the words “To Print” appear in the Check No. field on the right of the screen.Once you have your check template filled out the way you like, click Make Recurring at the bottom of the screen.

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QuickBooks Online: Delayed Charge Invoicing

12/1/2017 1:50:57 AM Jay Thompson

Do you keep a bunch of post-its on your desk to remind you what products you bought and services you did for customers? Instead, use delayed charges to keep track and create invoices when the time comes.

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QuickBooks Online: Time Tracking Invoices

12/1/2017 1:50:57 AM Jay Thompson

Go to the Plus Sign Menu and under Employees choose Weekly Timesheet. If the person doing the work is a 1099 contractor, make sure to enter them into QuickBooks as a Vendor. Choose whose time you’re tracking by entering a customer name.

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QuickBooks Online: Create Sales Receipts

12/1/2017 1:50:57 AM Jay Thompson

Go to the Plus Sign Menu and under Customers choose Sales Receipt.Enter the name of the customer who is paying you. If this is a new customer, click Save. You can also give them a generic label like “Internet Sales.”Enter the products or services you provided for this customer and any information about this product or service. If this is a new product or service, type it in and click Add. Enter information about this service.

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QuickBooks Online: Receive Payments

12/1/2017 1:50:57 AM Jay Thompson

You got paid, Great! now you need to record the payment in QuickBooks. That’s called receiving a payment. Read this tutorial and watch the video to learn how.

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QuickBooks Online: Create an Invoice

12/1/2017 1:50:57 AM Jay Thompson

1.Click (+) > Create Invoice.2.Fill in the invoice.(Optional) If you’ve saved a style other than the Standard style, you can choose it from Customize at the bottom of the page. 4.Click Print or Preview. Then: 1.Click Print or Preview again to make sure the form will look the way you want when you send or print it.

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QuickBooks Online: Create a Purchase Order

12/1/2017 1:19:11 AM Jay Thompson

Choose Plus Sign Icon > Purchase Order. If you don’t see this, click Show more at the bottom.Use the Vendor/Supplier drop-down arrow to select or add a vendor/supplier. If shipping a product directly to a customer instead of to yourself, use the Ship To drop-down arrow to select the customer.

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QuickBooks Online: Add Users

12/1/2017 1:19:11 AM Jay Thompson

If you’ve got other people in your company who need to use your QuickBooks, you can add them and give them specific access.From the home screen, click on the Gear Menu and beneath the column heading “Your Company” select the Manage Users tab.On the Manage Users page click New to open the user settings menu.

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QuickBooks Online: How To Turn On Purchase Orders

12/1/2017 1:19:11 AM Jay Thompson

1. Click the Gear icon > Company Settings (or Account and Settings depending on what you see).2. Click Expenses > Edit the Purchase Orders section.Select the Use purchase orders checkbox > Click Save

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QuickBooks Online: Learn Basic Navigation

12/1/2017 1:19:11 AM Jay Thompson

This video shows you where to find everything you need to use QuickBooks with confidence. Learn where to go to create common things like invoices and sales receipts, where to see all your customers’ info, and where to find your company settings and other QuickBooks features.

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Recent Changes to QuickBooks Online Template Customization

12/1/2017 1:19:11 AM Jay Thompson

In the past, customizing invoice templates in QuickBooks Online was sort of hard to find – and then sort of hard to actually customize. In the latest release, things have changed, and while it’s not exactly what many users have been asking for, I believe the new interface makes things a little easier to manage. It’s definitely a step in the right direction.

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QuickBooks Online vs. Desktop: Is One Better than the Other?

12/1/2017 1:19:11 AM Jay Thompson

No. They are more like Chocolate and Peanut Butter – great on their own, but together, they’re special. I think it’s pretty decent – it’s always on, it’s anywhere I need it and it’s got new stuff every month. But my first accounting love was QuickBooks desktop. I started using it when I was 23, using QuickBooks 1998 right after it was released. So before I start this article, I wanted to mention this, and to set a few things straight.

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GoPayment Receipt Printing and Cash Drawer Operation.QuickBooks POS: Customer Purchase History

12/1/2017 12:42:02 AM Jay Thompson

Customer loyalty is the result of consistently positive emotional experiences, physical attribute-based satisfaction and perceived value of an experience, which includes the product or services. We all love our loyal customers.

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How to take tips in QuickBooks Point of Sale

12/1/2017 12:42:02 AM Jay Thompson

Go to File menu>Preferences>Company>Sales>Receipt Tendering> put check mark in box next to “Collect customers tips on credit, account, and gift card transactions”> click Save (receiving tips and paying tips to employees works most effectively with users active in Point of Sale).

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QuickBooks Point of Sale: Paying for Expenses from the Cash Drawer

12/1/2017 12:42:02 AM Jay Thompson

This is a great question and is actually quite easy if you follow a few simple steps. It’s important to know good internal controls are imperative if the cash drawer is going to be used on a regular basis for minor expenses. These controls will allow you to properly account for the drawer’s activity at the end of the day.

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QuickBooks Point of Sale: Add Custom Discount Names

12/1/2017 12:42:02 AM Jay Thompson

This is a great question so hopefully we can provide an easy solution. In POS V12 click on the Inventory drop-down menu and then choose Price Manager. In my opinion, I have no idea why Intuit decided to put Discount Names in the Price Manager but I digress. In the example below, we want to add custom Discount Names.

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QuickBooks POS: Consignment transactions

12/1/2017 12:42:02 AM Jay Thompson

In Point of Sale, create your Seller as a Vendor and add the consignment item to your inventory: Choose Purchasing > New Vendor and add the seller to your vendor list.

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QuickBooks POS: Give a Discount

12/1/2017 12:42:02 AM Jay Thompson

Manual item discounts are applied to line items and are always given against the active price level. To manually discount an item on a receipt: Select an item being sold on the receipt and then click the Qty/Price/Discount button.

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QuickBooks Point of Sale: Make a Sale

12/1/2017 12:42:02 AM Jay Thompson

Select Make a Sale button or the Make a Sale icon within the Navigator.In the Scan or enter item information drop-down box, scan or type item information to search for the item being sold. Scan the bar code from the item tag. Type the item’s UPC, Item #, or alternate lookup value and press < Enter >

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QuickBooks POS – Process a credit card in Point of Sale

12/1/2017 12:42:02 AM Jay Thompson

Enter items on the receipt and then click Credit. Select a credit card entry method:

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QuickBooks POS: Copy and Correct a Reversed Receipt

12/1/2017 12:42:02 AM Jay Thompson

Reverse the original receipt (select the link above if you need instructions). Highlight or display the original receipt in your sales history again (status of Reversed). Select I want to –> Copy Receipt.

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QuickBooks POS: Notes on Reversing Receipts of Specific Payment Methods

12/1/2017 12:42:02 AM Jay Thompson

When you reverse a sales receipt, the reversing receipt created is a return receipt. The amounts taken in payment on the original receipt are returned as change (on paper) to the customer as credits on the return receipt. In this way, the accounting is automatically corrected along with the other changes you make on the receipt.

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QuickBooks POS: How to Add and Build Assembly Items

12/1/2017 12:10:04 AM Jay Thompson

An assembly must be defined and then built to make it available to sell. Should I be using a group item instead?

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Returning Merchandise to Vendor

12/1/2017 12:10:04 AM Jay Thompson

Merchandise being returned to a vendor is recorded on a voucher in the same way in which you receive items. The only difference is you enter a negative quantity for the returned items.

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QuickBooks Point of Sale: Receive Inventory

12/1/2017 12:10:04 AM Jay Thompson

A voucher adds items received from a vendor to your Point of Sale inventory. A voucher can also be used to record the return of items to a vendor, which subtracts the returned quantity from inventory.

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POS: Difference Between PO’s and Receiving Vouchers

12/1/2017 12:10:04 AM Jay Thompson

It’s not uncommon for me to run into situations during POS training where people are confused between the terminology of PO’s and Receiving Vouchers. I thought this would be a good place to give out some pointers for those of you who are in the same boat.

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QuickBooks Point of Sale: Customize Your Reports Dashboard And Experience Growth!

11/30/2017 11:27:04 PM Jay Thompson

Your dashboard is more than simply for adding and removing reports or changing the layout. Allow it to become a powerful tool for your business to stir a desire for growth as well as watch and monitor your productivity.

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QuickBooks Point of Sale – Display a list of Gift Certificates Purchased

11/30/2017 11:27:04 PM Jay Thompson

Choose Reports > Report Center. Click the All Reports tab and click Cash Drawer. Click Z-Out Store Close. Select the appropriate date range and then click Apply date range.

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QuickBooks POS: How to Add and Build Assembly Items

11/30/2017 11:14:30 PM Jay Thompson

An assembly must be defined and then built to make it available to sell. Should I be using a group item instead? (Multi-store) Only Headquarters can define an assembly item. Once defined, both Headquarters and remote stores can build (or break) assemblies as needed.

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QuickBooks POS: Creating a New Purchase Order

11/30/2017 11:14:30 PM Jay Thompson

Select New Purchase Order from the Purchasing menu. A blank PO form is displayed. Accept the suggested PO# (sequential order) or enter a unique alphanumeric number of your own. Select a vendor from the Vendor drop-down list.

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POS: Difference Between PO’s and Receiving Vouchers

11/30/2017 11:14:30 PM Jay Thompson

It’s not uncommon for me to run into situations during POS training where people are confused between the terminology of PO’s and Receiving Vouchers. I thought this would be a good place to give out some pointers for those of you who are in the same boat.

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QuickBooks POS: Troubleshoot Multi-Store Exchange

11/30/2017 11:04:27 PM Jay Thompson

Check the Multi-Store Company Preferences section to ensure that stores are set up properly: Choose File > Preferences > Company.Select each of the sub preferences under Multi-Store and inspect the information in the right side to ensure it is correct. Change information as needed.

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QuickBooks Point of Sale: Configure Multi-Store Headquarters

11/30/2017 11:04:27 PM Jay Thompson

The exchange of information between your stores is referred to as Store Exchange in QuickBooks Point of Sale QuickBooks Point of Sale We know how complex retail can be, So we make it easy. Read More . These instructions are for configuring Store Exchange from the Store Exchange Center, accessed from the Stores menu.

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QuickBooks Point of Sale: Multi-Store Overview

11/30/2017 11:04:27 PM Jay Thompson

QuickBooks Point of Sale Multi-Store can be configured to manage up to ten stores, each with one to ten workstations running the software. Multi-Store includes features like centralized purchasing and inventory control, inter-store transfers, exchange of information between stores, company-wide reporting, and the ability at any store to view the on-hand quantity of an item at any other store.

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QuickBooks POS Will Not Start

11/30/2017 10:49:06 PM Jay Thompson

QuickBooks POS Will Not Start when I attempt to launch it! It doesn’t even give me an error message! .What this article deals with: Windows 10 PC’s MS KB3194496 QuickBooks POS 12 not fully opening When this happens: You attempt to open QuickBooks POS in the normal fashion.

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QuickBooks Point of Sale: Run Verify Data (for data corruption)

11/30/2017 10:49:06 PM Jay Thompson

The Verify Data function in the Point of Sale debug menu finds data damage in your company file:Transaction damage. List damage. SQL table structure damage But it can find only damage that it is programmed to find

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QuickBooks POS: Scan Tracking Confirmation from UPS or FedEx

11/30/2017 10:49:06 PM Jay Thompson

The one critical piece of functionality we need is the ability to scan the tracking confirmation from UPS or FedEx directly into QuickBooks and display it on the Point of Sale sales receipt. Can we do this?

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QuickBooks POS: Use Custom Fields to Customize Point of Sale

11/30/2017 10:49:06 PM Jay Thompson

You can specify custom field labels in POS for the four item description fields in inventory (Inventory Name, Inventory Description, Size, and Attribute). The field labels you specify are displayed throughout QuickBooks Point of Sale, on printed documents, and on reports.

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QuickBooks Point of Sale Help: Using Quick Find on the Home Page

11/30/2017 10:49:06 PM Jay Thompson

You can scan an item or receipt bar codes into this field, or manually type customer names, document numbers, or any search keywords.As you type, the results are instantly displayed, broken down by record types. In the example shown, the letters “Pa” have been typed and records have been found in several categories.

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QuickBooks POS Help: Add, Remove, & Rearrange Columns in Point of Sale

11/30/2017 10:49:06 PM Jay Thompson

This information applies to item, customer, sales history, receiving history, department, vendor, employee, customer order, purchase order, transfer history, and adjustment history lists. To customize list columns.To add or remove columns, or to rearrange their order.

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QuickBooks Point of Sale Help: Sort & Scroll Record Lists

11/30/2017 10:49:06 PM Jay Thompson

Record lists can be sorted in either ascending or descending order by the information in the column or columns you choose. There are two list types in Point of Sale, with slightly different capabilities. Choose the list type you are working with for more information.

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QuickBooks POS: Change license key without reinstalling

11/30/2017 10:49:06 PM Jay Thompson

So, here is a nice little trick so you don’t have to uninstall and reinstall the entire QuickBooks Point of Sale in order to change the License Key Number. All you have to do is go to your Windows Control Panel and Repair the installation of QuickBooks POS. Here are instructions on how to do-so in the different OS’s.

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GoPayment Receipt Printing and Cash Drawer Operation

11/30/2017 10:10:54 PM Jay Thompson

Currently, the only supported printer is the Star Micronics TSP 650 BTi printer, which connects by Bluetooth. Any Cash Drawer that connects to this or other printers using an Epson connection should work fine. Contrary to what you may read, the Cash Drawer uses a cable that looks like a phone cable.

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QuickBooks POS: Tips The Season To Sell Gift Cards!

11/30/2017 10:10:54 PM Jay Thompson

Click on your Make a Sale Button2).Enter in your customer3).Scan or enter the items 4). Click on the Gift Button below

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QuickBooks POS: Reconcile Point of Sale Credit Card Batches

11/30/2017 10:10:54 PM Jay Thompson

Point of Sale 2013 automatically batches credit cards at 3:00pm PST resulting in two partial days of transactions in one batch. If you send detailed receipts to QuickBooks during a financial exchange, you will be able to match up the individual deposits.

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QuickBooks Point of Sale: Step-by-Step EMV Migration

11/30/2017 10:10:54 PM Jay Thompson

Perfect for both multi-lane retail and singular point-of-sale environments! The versatile ipp350 takes all the newest payment methods, giving you the guarantee you won’t be scratching your head when payments move into the new era of processing.

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FAQ: EMV Chip Card Payment Technology

11/30/2017 10:10:54 PM Jay Thompson

Perfect for both multi-lane retail and singular point-of-sale environments! The versatile ipp350 takes all the newest payment methods, giving you the guarantee you won’t be scratching your head when payments move into the new era of processing. Your payment solution will be up-to-date for years to come.

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QuickBooks Point of Sale GoPayment Sync Overview

11/30/2017 10:10:54 PM Jay Thompson

QBPOS team at Intuit talk the future of QBPOS and mobile functionality. With the 2013 version, Intuit has certainly delivered. In essence, you can now synchronize the items in your QBPOS item list with devices capable of running the Intuit GoPayment credit card solution.

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QuickBooks POS – Process a credit card in Point of Sale

11/30/2017 10:10:54 PM Jay Thompson

Choose Point of Sale > New Sales Receipt. Enter items on the receipt and then click Credit. Select a credit card entry method: Swipe – Swiping the card may qualify your sale for the lowest rate, and is proof the card was present at the time of the sale.

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Merchant Services … or is there another option?

11/30/2017 10:10:54 PM Jay Thompson

There are so many merchant service companies out there, which one should I choose? Which one is going to give me the best ROI? How can I minimize my merchant fees? Here at Merchant Light, we provide two methods of receiving payment from clients…

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QuickBooks POS: How to Add and Build Assembly Items

11/30/2017 7:08:14 AM Jay Thompson

(Multi-store) Only Headquarters can define an assembly item. Once defined, both Headquarters and remote stores can build (or break) assemblies as needed; Headquarters for any store; remote stores for the local store only.

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QuickBooks Point of Sale: Inventory Reports

11/30/2017 7:08:14 AM Jay Thompson

This is a very essential tool to have at your disposal. It allows you to jump directly into your Point of sale machine and perform a multitude of adjustments.

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QuickBooks Point of Sale: Merging Item Records

11/30/2017 7:08:14 AM Jay Thompson

Occasionally you may find that you inadvertently entered the same item into inventory twice or that you have two items you prefer to track as a single item.

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Should I use an Assembly or a Group Item?

11/30/2017 7:08:14 AM Jay Thompson

Item assemblies and groups both offer a way to sell a predefined set of items by listing a single item on a sales document. However, the two item types vary in several ways, as outlined below.

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Add and Build Assembly Items in QuickBooks Point of Sale

11/30/2017 7:08:14 AM Jay Thompson

An assembly must be defined and then built to make it available to sell. Should I be using a group item instead? (Multi-store) Only Headquarters can define an assembly item. Once defined, both Headquarters and remote stores can build (or break) assemblies as needed; Headquarters for any store; remote stores for the local store only.

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Physical Inventory Scanner: Upload Scans to Point of Sale

11/30/2017 7:08:14 AM Jay Thompson

Place the scanner into the cradle and ensure the adapter is plugged into a USB port on your workstation.

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QuickBooks Point of Sale: Price / Cost Relationship

11/30/2017 7:08:14 AM Jay Thompson

Margin (Margin % field) expresses the profit relationship between what you paid for an item (average unit cost) and its regular price.

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QuickBooks Point of Sale: Should I use an Assembly or Group Item?

11/30/2017 7:08:14 AM Jay Thompson

Item assemblies and groups both offer a way to sell a predefined set of items by listing a single item on a sales document. However, the two item types vary in several ways, as outlined below.

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QuickBooks Point of Sale: Tracking Item Quantities with Decimals

11/30/2017 7:08:14 AM Jay Thompson

Sometimes it is beneficial to track items in decimal quantities. For example, you might sell an item by the yard (e.g., fabric), by weight (e.g., bulk candy), or by the hour (labor). Point of Sale allows you to order, inventory, and sell items by decimal units.

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Quickbooks Point of Sale: Import or Export Item Pictures

11/30/2017 7:08:14 AM Jay Thompson

If you are using item pictures, you can import and associate pictures for multiple items at once instead of assigning them one-by-one on item records. Likewise, you may have the need to export the item pictures you have in Point of Sale for some other use. The Data Import Wizard and Data Export Wizards in Point of Sale make these tasks easy.

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QuickBooks Point of Sale: Reorder Points

11/30/2017 7:08:14 AM Jay Thompson

You can define a reorder quantity (Reorder Point field) for your inventory items, allowing you to quickly see which items need to be purchased.You can prevent an item from being added to the Reorder Reminders by flagging it as unorderable on the item record. This is handy for removing seasonal merchandise from the reminders list.

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QuickBooks Point of Sale: Item Fields

11/30/2017 7:08:14 AM Jay Thompson

When using QuickBooks Point of Sale, refer to the tables below for descriptions of available item fields.

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QuickBooks Point of Sale: Track Items From Multiple Vendors

11/30/2017 7:08:14 AM Jay Thompson

The multi-vendor feature allows you to track and purchase an item from one primary vendor and up to four alternate vendors. Unique UPCs, Alternate Lookups, and order costs can be defined for each vendor from whom you purchase the item. This allows you to purchase the same item from any of several vendors as availability or costs change.

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QuickBooks Point of Sale: Item Ratings and Trends

11/30/2017 7:08:14 AM Jay Thompson

Item ratings use a familiar five star system, reflecting the performance of the item over the specified time period. Each additional star represents the next 20th percentile of the range between the highest and lowest values in the ranked value.

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QuickBooks Point of Sale: Item History

11/30/2017 7:08:14 AM Jay Thompson

Item history provides a listing of every transactional document that has affected an item and a running tally of changes in on-hand quantity. You can click any listed document to view it.

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QuickBooks Point of Sale: Service and Non-Inventory Items

11/30/2017 7:08:14 AM Jay Thompson

Either service and non-inventory items can be used to sell or charge for non-merchandise services and fees, such as for tailoring, repairs, gift-wrapping, recycling fees, and delivery charges. The on-hand quantity of both these item types is always zero (0). Details

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QuickBooks Point of Sale: Reminder of New Items

11/30/2017 7:08:14 AM Jay Thompson

The New Items reminders screen alerts employees to the upcoming arrival of new merchandise. Monitoring this list allows your associates to better serve customers by letting them know what new merchandise is coming soon.

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QuickBooks Point of Sale: Reminder about Duplicate Items

11/30/2017 7:08:14 AM Jay Thompson

Duplicate items (same UPC, Item Number, or Alternate Lookup values) can occur when Headquarters edits an item number and a remote store sells the same item before receiving the updated inventory file during a Store Exchange. When the transactional document is sent to Headquarters the item identifier from the remote will not match the item number for the same item at Headquarters.

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QuickBooks Point of Sale: Reminder on Price Changes

11/30/2017 7:08:14 AM Jay Thompson

The Price Change reminders screen displays both the old price and new price when item prices change. Your regular price and the prices at your other price levels are also displayed for reference. This list reminds you to print updated price tags, so that your records and the tagged merchandise on the shelf match.

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QuickBooks Point of Sale: Reminder to Reorder Items

11/30/2017 7:08:14 AM Jay Thompson

The Reorder Items reminder screen displays items whose quantity has fallen below the reorder point set in inventory. Use this screen to assist in replenishing your inventory.

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QuickBooks Point of Sale: Inventory Reminders

11/30/2017 7:08:14 AM Jay Thompson

Inventory reminders help you track and manage your inventory by alerting you to situations that may need your attention.

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QuickBooks Point of Sale: Merge Duplicate Inventory Items

11/30/2017 7:08:14 AM Jay Thompson

From your item list, select one or both of the items you wish to merge. How do I select multiple records? Hold down your CTRL key and consecutively click on multiple items.From the I Want To menu, select Merge.The Merge Items window is opened. The item to be kept is shown on the left and the item to be removed is on the right.

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QuickBooks Point of Sale: Search for an Inventory Item

11/30/2017 7:08:14 AM Jay Thompson

A unique word from the item description is recommended. You can also search by any other item field (department, vendor, size, color, etc.). The more unique the keyword, the fewer search results will be returned.

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QuickBooks Point of Sale: Add a New Inventory Item

11/30/2017 7:08:14 AM Jay Thompson

Enter the * Item Name/Item Name. This is the short item description that is printed on sales receipts. The field label can be customized.

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QuickBooks Point of Sale: Item History and Statistics

11/30/2017 7:08:14 AM Jay Thompson

(Multi-Store) Item history can be viewed only at Headquarters. Headquarters can filter to view the history for any one store or for the entire company. To view an item’s history, with the item record in Edit mode (displayed in a form), expand the History section. The most recent documents are at the top of the list. To view a listed document, double-click it.

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QuickBooks Point of Sale Help: Add Pictures to Inventory Items

11/30/2017 7:08:14 AM Jay Thompson

To add the picture fields to Point of Sale: From the File menu, select Preferences > Company. Select Inventory from the preferences list on the left.

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QuickBooks Point of Sale Help: Inventory Item Identifiers

11/30/2017 7:08:14 AM Jay Thompson

Every item (except special order items) has an Item # associated with it in inventory. You can edit the item number but cannot delete it. Valid entries are 1 through 999,999, 999. Item numbers above 999,999 are not recommended as the bar code would be too large to fit on the default tag templates.

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Taking Inventory In QuickBooks POS

11/30/2017 7:08:14 AM Jay Thompson

Inventory for most smaller retail stores should be taken at least every 6 months. The easiest way to do this is to make sure you are using bar codes for tracking your inventory items. This way you can use the In QuickBooks POS 2013, go to the inventory menu and click on, “Start Physical Inventory“.

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QuickBooks Point of Sale: Printing Price Tags Overview

11/30/2017 7:08:14 AM Jay Thompson

The appearance of printed tags is determined by the default print template you have specified in workstation preferences or you can change the template at time of printing. Pro users can also customize or create new tag templates to meet their individual needs.

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QuickBooks Point of Sale: FYI on Item Quantities and Cost

11/30/2017 7:08:14 AM Jay Thompson

The Average Unit Cost field in inventory reflects the average cost of the currently on-hand quantity of an item. This value is automatically recalculated by Point of Sale when you create a voucher to receive an item at a cost different than what is currently recorded. How does order cost differ from average unit cost?

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QuickBooks Point of Sale: Using Barcodes

11/30/2017 7:08:14 AM Jay Thompson

Serve customers faster and improve service by quickly scanning barcodes at the point of sale (POS) instead of typing a SKU. Reduce pricing and inventory errors. Scanning barcodes at the POS is much more accurate than typing a SKU. The typical error rate for human data entry is 1 error per 300 characters.

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QuickBooks POS: Import QuickBooks Items

11/30/2017 4:55:27 AM Jay Thompson

You may have existing items in QuickBooks that you now want to track in Point of Sale. You can easily import these items to Point of Sale at any time, making them available to list on Point of Sale documents. Importing your QuickBooks items is optional. After importing,

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QuickBooks Point of Sale: Tips for Using the Data Import Wizards

11/30/2017 4:55:27 AM Jay Thompson

Check your import template to ensure required fields are filled (denoted on the default template and in the custom mappings page of the wizard). Save and close the import template before beginning the import.

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QB Point of Sale: Custom Import File Specifications

11/30/2017 4:55:27 AM Jay Thompson

Select Browse to locate the file containing the data you wish to import into Point of Sale. To import a text file, be sure the file has a csv extension (rename the file if necessary) and change the selection to csv in the Files of Type drop-down list in the Open a File dialog. Selecting the correct file you will use for this map will affect the options available when assigning data fields to the map.

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Quickbooks Point of Sale: Import or Export Item Pictures

11/30/2017 4:55:27 AM Jay Thompson

If you are using item pictures, you can import and associate pictures for multiple items at once instead of assigning them one-by-one on item records. Likewise, you may have the need to export the item pictures you have in Point of Sale for some other use. The Data Import Wizard and Data Export Wizards in Point of Sale make these tasks easy.

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QuickBooks Point of Sale: Export Customers, Vendors, Items, Departments, Employees

11/30/2017 4:55:27 AM Jay Thompson

The Data Export Wizard walks you through exporting list data to an Excel spreadsheet, where you can then utilize Excel’s features to further manipulate the data. You can choose to export all records in a list, all records currently displayed in a filtered list, or only selected records!

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QuickBooks Point of Sale: Data Import Wizard Instructions

11/30/2017 4:55:27 AM Jay Thompson

Export the data from another application, if necessary, to an Excel or comma-delimited text file. Refer to the application’s 3rd party documentation for instructions. On your Point of Sale Server Workstation, select Utilities –> Import from the File menu.

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QuickBooks Point of Sale: Importing Items from QuickBooks Accounting

11/30/2017 4:55:27 AM Jay Thompson

You may have existing items in QuickBooks that you now want to track in Point of Sale. You can easily import these items to Point of Sale at any time, making them available to list on Point of Sale documents. Importing your QuickBooks items is optional. After importing, inventory items are not routinely exchanged between the two programs.

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GoPayment Receipt Printing and Cash Drawer Operation

11/30/2017 4:31:11 AM Jay Thompson

Currently, the only supported printer is the Star Micronics TSP 650 BTi printer, which connects by Bluetooth. Any Cash Drawer that connects to this or other printers using an Epson connection should work fine.

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Physical Inventory Scanner: Upload Scans to Point of Sale

11/30/2017 4:31:11 AM Jay Thompson

Place the scanner into the cradle and ensure the adapter is plugged into a USB port on your workstation.Turn the scanner on and make sure it is on the home screen.If the Point of Sale Physical Inventory window is not already open, select Start (or Continue) Physical Inventory from the Inventory menu.

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QuickBooks Point of Sale Help: Hardware Setup Wizard

11/30/2017 4:31:11 AM Jay Thompson

The Hardware Setup Wizard is launched automatically when you configure hardware in the Setup Interview to guide you through connecting and configuring hardware to work with Point of Sale. If you add hardware in the future, you can manually access the setup wizard from the File menu or from the hardware configuration pages in workstation preferences.

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QuickBooks POS: Uninstall and reinstall the Zebra 2824 tag and label printer

11/30/2017 4:31:11 AM Jay Thompson

You can use Microsoft Windows to uninstall the Zebra 2824 tag and label printer, and Point of Sale to reinstall it. Refer to The Downloads Center for the currently tested drivers. Detailed Instructions

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QuickBooks Point of Sale: Compatible Hardware List

11/30/2017 4:31:11 AM Jay Thompson

Hardware listed in bold is available for purchase from Intuit and is supported by Technical Support if purchased from us. To purchase supported hardware directly from Merchant Light, call (888) 255-9878 or visit our webstore.

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Bookkeeping tips for QuickBooks Point of Sales

11/30/2017 4:05:22 AM Jay Thompson

Often times I receive calls from bookkeepers who are wondering why their QuickBooks financial accounts are all “messed up” because it is linking to QuickBooks POS. First thing I do is say, can I log onto your computer and see how you currently track your financials? Then, I go through the process of pointing out where they are working harder than they should.

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QuickBooks Point of Sale Help: Hardware Setup Wizard

11/30/2017 4:05:22 AM Jay Thompson

The Hardware Setup Wizard is launched automatically when you configure hardware in the Setup Interview to guide you through connecting and configuring hardware to work with Point of Sale. If you add hardware in the future, you can manually access the setup wizard from the File menu or from the hardware configuration pages in workstation preferences. Important: Do not connect hardware to your computer until instructed to do so by the wizard.

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QuickBooks Point of Sale: Initial Data Entry

11/30/2017 4:05:22 AM Jay Thompson

After walking through the QuickBooks Point of Sale setup interview, the first thing you will need to do with your QuickBooks Point of Sale installation is to enter all your various data for the aspects of your store and inventory. Refer to the following in setting up the various pieces of data for your new store:

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QuickBooks Point of Sale Setup Interview

11/30/2017 4:05:22 AM Jay Thompson

The first time Point of Sale is started on the Server Workstation, the Setup Interview window is automatically opened. The interview is the fastest way to set up basic Point of Sale options in one place so you are ready to begin ringing up sales fast! Otherwise, you can access it on the File Menu. Not all options are defined in this initial setup.

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QuickBooks Point of Sale Features To Charge Your Business

11/30/2017 4:05:22 AM Jay Thompson

Version 12.0 leverages much of the interface from the Version 11 platform, with some truly significant improvements. For those who have not taken a look at QBPOS since V9 or earlier, a significant shift in the look and feel of the application should be expected. However, even in the new version, some of the older user interface (UI) is still in place.

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QuickBooks POS: Handling Gift Card Returns

11/30/2017 2:28:23 AM Jay Thompson

You may encounter a customer doing a return, but used your store’s gift card as the original payment. If using the QuickBooks POS Gift Card Service, you can very easily return this amount to your customer’s gift card

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How to Handle Bank Deposits after Running Financial Exchange

11/30/2017 2:28:23 AM Jay Thompson

By default, cash from Point of Sale is placed in the Cash In Drawer account in QuickBooks, while checks and credit/debit transaction are placed in the Undeposited Funds account.

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QuickBooks Point of Sale: Map Item Accounting by Department or Store

11/30/2017 2:28:23 AM Jay Thompson

From the File menu, select Preferences >>> Company and then select the Financial >>> Accounts page from the left-side menu. There may be a slight delay as Point of Sale connects to your financial software. On the Basic tab, select the checkbox titled Automatically create sub-accounts based on and then select Department.

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QuickBooks Point of Sale Transactions Missing in QuickBooks

11/30/2017 2:28:23 AM Jay Thompson

After the financial exchange, a backup was restored in QuickBooks. Transactions were deleted manually in QuickBooks. You are in a different QuickBooks file than the one that has the transactions.

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QuickBooks POS: View Point of Sale Transactions in QuickBooks

11/30/2017 2:28:23 AM Jay Thompson

Point of sale customer, vendor, and history document lists have active links to the corresponding record(s) and or document(s) created in QuickBooks financial software.

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QuickBooks POS: Import QuickBooks Items

11/30/2017 2:28:23 AM Jay Thompson

You may have existing items in QuickBooks that you now want to track in Point of Sale. You can easily import these items to Point of Sale at any time, making them available to list on Point of Sale documents. Importing your QuickBooks items is optional.

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QuickBooks Point of Sale: Importing Items from QuickBooks Accounting

11/30/2017 2:28:23 AM Jay Thompson

You may have existing items in QuickBooks that you now want to track in Point of Sale. You can easily import these items to Point of Sale at any time, making them available to list on Point of Sale documents. Importing your QuickBooks items is optional. After importing, inventory items are not routinely exchanged between the two programs

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QuickBooks POS and QuickBooks Financial Reports

11/30/2017 2:28:23 AM Jay Thompson

How come QuickBooks Financial Sales Summary reports do not match with my POS sales reports? First of all, yes, if you are running the sales summary report in QuickBooks, the report may not match your QuickBooks POS sales report. The reason is that the Gift Certificate purchases and redemptions ARE included.

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Data that is shared between QuickBooks and Point of Sale

11/30/2017 2:28:23 AM Jay Thompson

The following data is not shared in either direction: Inventory items or quantities (except for initial import from QuickBooks to Point of Sale).

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Prepare QuickBooks to work with QuickBooks Point of Sale

11/30/2017 2:28:23 AM Jay Thompson

Before you can integrate QuickBooks Point of Sale and QuickBooks, you must install both programs and set up your QuickBooks company file to support the exchange of information. When setting up your company file in QuickBooks:

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How Does QuickBooks POS Inventory Adjustment Interact with QB Financial?

11/30/2017 2:28:23 AM Jay Thompson

One of the most important issues for a retailer is tracking and properly accounting for inventory. In this article, we will discuss what you see when QuickBooks Point of Sale (POS) is not properly used, and some of the issues that this causes in QuickBooks Financial (Pro, Premier or Enterprise).

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QuickBooks POS Will Not Start

11/30/2017 1:10:16 AM Jay Thompson

You attempt to open QuickBooks POS in the normal fashion. You receive a form that wants you to choose your database and then click on “Next”.

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Error Initializing QBPOS application Log

11/30/2017 1:10:16 AM Jay Thompson

Press the CTRL + ALT + DEL keys and select Task Manager. On the Processes tab, select QBPOSShell and then click End Task.

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QuickBooks POS: Troubleshoot Multi-Store Exchange

11/30/2017 1:10:16 AM Jay Thompson

When attempting to send a mailbag from Headquarters to a remote store, or attempting to receive a mailbag at the remote store, you see the following error:

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QuickBooks Point of Sale: Error – 193, Primary key for dept keywords is not unique

11/30/2017 1:10:16 AM Jay Thompson

When attempting to send a mailbag from Headquarters to a remote store, or attempting to receive a mailbag at the remote store, you see the following error:

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Application update required, when opening Point of Sale

11/30/2017 1:10:16 AM Jay Thompson

Click Exit on update screen. Choose Help and select Check for Software Updates. Allow Point of sale to update. If an error occurs during update, go to the product updates page and follow the instructions to install a Manual update.

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QuickBooks Point of Sale is requiring administrative privileges.

11/30/2017 1:10:16 AM Jay Thompson

I try to log in and Point of Sale tells me that I need administrative privileges: The problem is that the user qbposdbsrv doesn’t have enough rights to launch the QBPOS database server.

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QuickBooks Point of Sale: Error Upgrading Merchant Account after Upgrading Point of Sale

11/30/2017 1:10:16 AM Jay Thompson

During an upgrade this week to V12.0 I encountered an error while trying to set up their new EMV capable merchant account. The error I saw was Error 500. Don’t panic! Here is the fix: In your Point of Sale software go to the Help>About Menu

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QuickBooks Point of Sale: An Invalid Password message is returned but there’s no login screen

11/30/2017 1:10:16 AM Jay Thompson

Although there is no opportunity to enter a user name or password, when opening Point of Sale, one of the following messages is returned:

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QuickBooks Point of Sale: Constant Contact Email Campaign Error

11/30/2017 1:10:16 AM Jay Thompson

Some POS users are experiencing flashing screen at the “Create an E-mail Campaign” screen Some POS users are experiencing a flashing screen at the “Create an E-mail Campaign” screen when using Constant Contact. The screen will flash or hang at the final screen, and the campaign is not created.

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QuickBooks POS: Error 100 database server not found 08w01

11/30/2017 1:10:16 AM Jay Thompson

Click OK to the error and restart the computer. Try opening Point of Sale again. If the error persists: Windows 7 of Vista: Click Start > All Programs > Accessories > Run.

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QuickBooks Point of Sale: Failed to open company

11/30/2017 1:10:16 AM Jay Thompson

Open Point of Sale. From the Start Company screen, select create new company, and then click Next. In the Company Name field, type Test, and then click Create.

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QuickBooks Error 1612: The installation source for this product is not available

11/30/2017 1:10:16 AM Jay Thompson

The following error occurs when installing, uninstalling or updating QuickBooks: Error 1612: The installation source for this product is not available.

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QB POS is not transferring data into QuickBooks Automatically

11/30/2017 1:10:16 AM Jay Thompson

This is frustrating, why doesn’t the POS transfer data into QuickBooks Financial automatically like it’s supposed to?

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QuickBooks POS Gift Card Error

11/30/2017 1:10:16 AM Jay Thompson

When attempting to process gift card payments or purchases, you get the message, “An error occurred when communicating with the processing gateway”.

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Error initializing QBPOS application log

11/30/2017 1:10:16 AM Jay Thompson

In QuickBooks POS v 2013, there is an error that reads: “Error initializing QBPOS application log. If this happens…please contact Technical Support” How it can be fixed is:

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QuickBooks POS Will Not Open Company Database

11/30/2017 1:10:16 AM Jay Thompson

Once in a while, you get a PC update that can throw your whole operation into a tizzy. This one was definitely a troublemaker. If you cannot start your POS server it is usually due to one of two reasons: Database is corrupt. (see post on how to tell if your POS database is corrupt.

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Error: You cannot make multiple successive calls to the open connection

11/30/2017 1:10:16 AM Jay Thompson

Be sure Point of Sale and QuickBooks have the latest updates installed: QuickBooks: Choose Help > Update QuickBooks and click Update Now Point of Sale: Choose Help > Software Updates > Check for Updates

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QuickBooks Point of Sale: Error 121 Permission denied

11/30/2017 1:10:16 AM Jay Thompson

Delete all contents of the Entitlement Client folder and remove WSActivity.xml file Before performing the following steps, ensure all Point of Sale processes and services are not running.

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QuickBooks POS and McAfee

11/30/2017 1:10:16 AM Jay Thompson

Sometimes, firewall programs just don’t seem to talk nice with programs you need to use. For instance, I’ve had two clients who have had issues with McAfee recently where they need to download a removal tool right from McAfee’s web site in order to “properly” remove the program.

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Backups at End of Day

11/29/2017 11:47:00 PM Jay Thompson

The End of Day procedure includes an option to back up your data. Note: To include a data backup, the End of Day procedure must be run from the Server Workstation.

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QuickBooks POS: Purpose of X-Out and Z-Out Reports

11/29/2017 11:47:00 PM Jay Thompson

The terms X-Out and Z-Out originated in the world of cash registers. Registers commonly had a key-operated lock with several positions: one for normal operation, one labeled “X”, and another labeled “Z.”

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QuickBooks POS: Copy an Employee Record

11/29/2017 10:49:46 PM Jay Thompson

Copying an existing employee record is a quick way to add a new employee with similar information. When you copy an employee record, all of the information except login name and password is carried to the new employee record. You can then edit the new record to make it unique, as necessary. You cannot copy the record.

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QuickBooks POS: Add a New Time Entry

11/29/2017 10:49:46 PM Jay Thompson

Alright, let’s just say one of your employees forgot to enter their time during one of those last minute call-in days. Or, maybe they simply forgot to clock out, and you realize one of your cashiers has a 27 hour shift! Well, Here are some steps to get those times correct. If you have sufficient security rights, you can add new entries to your Time Clock history.

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QuickBooks POS: Deleting An Employee Record

11/29/2017 10:49:46 PM Jay Thompson

In the case where you may want or need to delete an employee from your records, here are some very easy steps to accomplish this task. For practical reasons, only the System Administrator can delete an employee, and you cannot delete the System Administrator.

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QuickBooks POS: Add a New Security Group

11/29/2017 10:49:46 PM Jay Thompson

You are not limited to the predefined security groups. You can create new security groups with your preferred security rights, and then assign them to your employees.

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QuickBooks Point of Sale: Price Changes

11/29/2017 9:40:11 PM Jay Thompson

From the home page, select Reminders from the Inventory menu.2.) Select one of the available tabs.The Price Change reminders screen displays both the old price and new price when item prices change. Your regular price and the prices at your other price levels are also displayed for reference.

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QuickBooks POS: Adding your Logo to Sales Documents

11/29/2017 9:40:11 PM Jay Thompson

You may or may not remember that one store across from that one building that looked like what’s-her-name’s house, but you may remember their logo. Logos are the language of your company. they remind people that this is that store that looks like so-and-so’s house. You’re just as welcoming as any home, and you take great satisfaction in building relationships within your community.

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QuickBooks POS: Rewards Manager

11/29/2017 9:40:11 PM Jay Thompson

Giving your loyal customers a reward for their devotion to your company is not only a good idea, but a very wise investment back into your community. Nothing says “Relationship” from a store better than one that cares enough to give back. This can be expressed in many diverse ways throughout the course of a business, but a rewards system is one that is not only easy to set up, but extremely convenient.

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Customize QuickBooks Point of Sale for Maximum Efficiency

11/29/2017 9:40:11 PM Jay Thompson

Customize QuickBooks POS ButtonsOnly display the buttons that you and your staff absolutely need to complete the job. Look for the Customize link in the lower left hand corner. Use the customize buttons popup to move the desired buttons from Available Tasks to Selected Tasks.

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QuickBooks POS: Use Custom Fields to Customize Point of Sale

11/29/2017 9:40:11 PM Jay Thompson

You can specify custom field labels in POS for the four item description fields in inventory (Inventory Name, Inventory Description, Size, and Attribute). The field labels you specify are displayed throughout QuickBooks Point of Sale, on printed documents, and on reports.

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QuickBooks POS: Adding your Logo to Sales Documents

11/29/2017 9:40:11 PM Jay Thompson

You can specify custom field labels in POS for the four item description fields in inventory (Inventory Name, Inventory Description, Size, and Attribute). The field labels you specify are displayed throughout QuickBooks Point of Sale, on printed documents, and on reports.

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