QuickBooks Point of Sale

Q: We updated Quickbooks Pro to 2011 and now POS will not connect to the Quickbooks Pro 2011. I have isolated it down to it has to be a password issue in Quickbooks Pro since it changed our old password and put in a new one. So I figured that the POS is trying to open the new file with the old password. But I am unable to find that. Thank you!

A: I have not tested V5 with 2011, but would be surprised if it is compatiable.  In addition if you are using Intuit Merchant Processing, you are not PCI compliant.  I would encourge you to upgrade.  We can offer special pricing for you to upgrade.  We can also offer V9 if desired.  Given V5's issues with Phyiscal inventory, etc, please seriously consider upgrading.

Q: Where can I get the full POS V 10 pro for the best price my trial version will soon be up and QB wants toooooo much.

A: As resellers we are allowed to set our own price.  You may contact us for pricing.  Intuit only allows us to advertise at a 20% discount, so keep that in mind.

Q: Is there an ap or plug-in available for rental equipment?

A: There is not one but you can do the following:

Put the inventory in at a zero cost and scan the item in as a Sales Order. When the customer returns the rental equipment, remove the item/s from the Sales Order and turn the rest of it (i.e. the rental fee) into a Sales Receipt.

Q: Currently, we have the rental fees as a service and the bikes as  customers. This allows to collect data by bike as we sell the rentals to  the customer as well as items used in repairing the bikes. Unfortunately  this does not allow us to take reservations and track inventory of  available bikes.

A:  If you were to set up the bikes as inventory item with no selling price, it would allow you to bar code and track the bikes as inventory with a value.  When it is on a Sales Order, it will affect the available qty.  As for reservations, I have a client who uses a web based reservation system and we have software that connects POS to the web site.  I can get the info if you are interested.

Q: Is there a way to remove the detail on customer statements that details that an invoice is from POS terminal at such and such a date and time? My client only wants the Invoice number to show on the Statement.
POS v10 is transferring the detail into the Memo section of the QBooks2010 invoice automatically and it then is printed on the Statement, but my client says this level of detail confuses his customers and wastes space/paper. But he frequently needs to insert other information in the Memo area so it won't let me just not show it on the statement.
Is there a way to alter/ shorten /delete this superfluous detail?

A: There is not a way to change the way that POS posts into QBFS.  My only suggestion would be to strip out the memo field as Statements will print the memo field by default.  Other than that, please enter a suggeston under help and send feedback.
 

Q: How do I get the payment method used in QBPOS 9 to show up in QB 10? I can go into the Sales Receipts in QB and everything is there but payment method.

A: The issue is that POS creates and puts the payment method into the body of the Sales Receipt.  The payment items are made inactive so you don't see them, but they should appear in the undeposited funds window.  You should see POS MasterCard, POS Visa, etc.

Q: Does QuickBooks offer a POS SaaS Solution? (web-based/cloud solution with no need for physical servers).

A: No, but you can enter a suggestion.  Most of our clients prefer to have a local machine and then backup data to the cloud.

Q: POS system in not picking up cash sales -- only credit card sales are registering. What are we missing?

A: Most likely, you are missing the cash sales with you synch to QBFS.  If that is your problem, look at your chart of accounts, there should be an account called Cash in Drawer.  Cash sales are there by default.
 

QuickBooks Point of Sale: Multi-store 8.0

Question: When you are returning a group item from the original sales receipt, you have three items that you can “check” for return (this particular group has two inventory items in it); the group item plus the two components of the group. Do you need to check all three, just the group item, or just the components of the group?

EMS: The group is a simple way of getting items on a receipt. The group has no effect on inventory, so you can return the group, a single item from the group, etc. If you return the group, it will maintain group pricing.

Q: I am wondering if I am able to alter what information is printed on my invoices (other than editing each invoice after I have made the financial transfer into QB.).

For example:  We use manufacturer part numbers, not the POS assigned part numbers.  When I print the invoice from QB, I get my part #, and then the POS part # is listed with it.  I only want to show my part number.  Also, POS makes a subtotal line in my invoice too, that I can easily delete, but it is a pain to have to do that on every invoice.   Any ideas?

A: Unfortunately, you are not able to alter the way the information posts from POS into QBFinancial.  I would go to help and enter a suggestion.
 

Q: How can I get the item description to print on 2 lines or more?

A: You can’t word wrap on inventory tags. I would enter a suggestion under help and send feedback from the home screen.