Q & A with Will English: Client questions are in black font & Will’s replies are in blue.
I have just a few quick questions as we continue to use the QBPOS V2013 system:
1) In using this in and out receiving Items instead of Assembly, it would sure be nice to use the Comment field that exists in the customizable columns (on the main list view sheet, it does not exist in show details). I can get the Comment column in there but can't see to edit it. Am I missing something? Because the transactions amount to zero, it also won't let me add Enter Billing Info which I could use as a comment label. It would be nice to be able to know what each is for reordering purposes, without having to reopen each one to find it. You should be able to enter billing info whether it zero’s or not. See note.
2) I need to put cash into the remote store drawer (ones, nickels, etc.). I see on sync the cash that is already there. Normally I would just transfer the cash via a journal entry but how do I move this cash out of QB Financial and into the Remote Store correctly so the remote store sees it too? Is there a cash-in-drawer account for each store? Not normally. I will often set up a cash drop bank account and then use this account to transfer money, but you can only select one cash drawer account, therefore, you can use a paid out receipt to move money into the cash drop account. Then from there, you can move it to the Cash in drawer or the bank.
3) I got a check at the remote store and I see in QB Financial that the check is in Undeposited Funds. Normally, I would just go to banking, make deposits and any amount in Undeposited funds would show up. I would click what I want to deposit and it would record in the bank account and be removed from Undeposited funds. Well, I can see it is in Undeposited funds when I open the account but not when I open the banking, make deposits window. So I need help with how to actually get these funds in the bank. It means that the deposit window was previously open. Click on payments and it should bring up the payments window.
4) I seem to have a bunch of duplicate accounts coming in despite copying and mapping them to my numbered ones. I guess I can merge them but I can't figure out why they won't come in when synced with QB Financial correctly. QBPOS doesn’t know about account #’s. If you merge, they should stay pointed to the correct account. My guess is that your names were different.
I would like fully to address all of these questions with you during a remote/virtual meeting.
