Why Does POS Send Each Check Sale as a Separate Sales Receipt?
Q: Why does QuickBooks POS send each check sale as a separate sales receipt? I'd rather have everything for one day on one sales receipt, but checks are coming through as individual sales receipts. I can fix this by having the cashier’s record checks as cash, but I'd like to know why this is happening and if I can change it.
A: It is because POS populates the check # field on the Sales receipt. Since there is only 1 check # field available, it creates separate receipts. I would enter a suggestion under help and send feedback.
Recently, a QuickBooks user ran in to an issue and submitted the following question. Below is William's solution.
Q: I have added some new general ledger (GL) accounts in QuickBooks (QB) financial software (FS) and have done a Point of Sale (POS) financial exchange but the new accounts do not show in POS. How do I make this happen?
A: You may have to reconnect the file. Go into Company Preferences and click on Financial. That will cause POS to refresh the connection.
Q. Our POS has been adding tax twice to sales and it has created two issues. One, the sales receipt still shows a balance due and second, the sales tax liability is inflated. How do I correct this and delete the remaining balances showing due?
A. Most Likely someone changed the POS tax to a percentage and now it is using both the tax that you set up in POS as well as POS tax. POS tax is a placeholder created to occupy the tax code field on the sales receipt and should be at a zero rate. If this is the case, change it back and when it asks if you want to change previous transactions, say yes.
Except from the QuickBooks POS Store Operations Handbook:
This is where Version 10 has made great improvements. The new screen layout and payment functionality will help you to speed sales. To get to the sales screen, click on Make a Sale from the home screen. You can also click on the Point of Sale menu and choose New Sales Receipt. Once you are in the sales receipt screen it is a simple matter to scan the label that you created when you received the item. If the label has fallen off, you can type anything about the item that you know.
Clearly it is better to scan the item’s bar code into the system. It will be faster and more accurate than trying to find something manually, but it is nice to know that there are different look up methods if needed.
Here is another excerpt from the QuickBooks Point of Sale Store Operations Handbook:
To create a Purchase order, you can click on the Purchasing menu and choose Make Purchase Order from the main screen or “make a Purchase Order from the Navigator screen.”
When the Purchase order is on the screen, click on the I want to… Menu and choose Select from Item List. Once the item list is displayed, you will be able to add new items, copy items and use the style grid to create new items. Please note that the Purchase order screen and the item list that displays is the old Interface and not in the V10 new interface. This is a good and bad thing. The old interface is generally more functional for data entry, but the difference between this inventory screen and the new inventory screens can be jarring.
During the month of October we have some fabulous promotions! If you are considering switching from the accounting software that you are using to the QuickBooks Enterprise Solutions product, you can get 30% through Oct. 28th!
Get 20 % Off Various QuickBooks Point of Sale (POS) Hardware, Software and Peripherals through Oct. 31st! Manage your inventory more effectively. Process customer transactions with ease for both you and the customer. Run end of the day reports any time of the day!
How are you managing your payroll? With Intuit, there are several payroll options for you to do it right while saving time and money. Just take the time to compare the options and speak with us to explore which is best for your company.
Investing into new accounting software does take some research on your part, and you certainly want to make educated, wise business decisions. We are here to provide accurate information and honest input…
This annual event is an opportunity for a mixture of Intuit employees and managers, Intuit Solutions Providers (that’s us), and third-party software providers (software/products that work with QuickBooks) to discuss and learn about the innovative ways we’re solving problems for customers—and what that will mean for valued Intuit partners such as ourselves. This spectrum of people, all in one place at one time, will congregate in seminars to learn about new product coming out, as well as attend workshops to help make current product better, and see all of the third party software provider’s products and how they work with QuickBooks. Sessions will include both the technical and business aspects.
We are proud to announce that William English, President of English Management Solutions, Inc. is one of the chosen presenters this year. He will teach on extending the capabilities of QuickBooks POS. It is an honor that he has this opportunity.
This year’s theme is “…
Save The Date for our next Learn a Bunch and Have Lunch: QuickBooks Point of Sale (POS) Fundamentals class!
Tuesday November 15th
8:30am-1:00pm
Check-in begins at 8:00am
Seating is limited to 8 people.
Only $89 per person for first attendee and $59 for each additional attendee in your company.
Register today at 858-467-0400 or aking@englishmgmt.com.
In this seminar, you can learn QuickBooks Point of Sale (QBPOS) essentials. Not simply an overview, this workship provides software details and know-how. You do not need prior knowledge of accounting. You will be able to ensure the accuracy of your QuickBooks reports and mange your inventory with more ease.
Your speaker: William English. A two-time small business owner who is the President of English Management Solutions, Inc. (EMS) as well as a Certified Intuit Solution Provider and ProAdvisor. He's been working with QBPOS since version 2. Learn More …
Excerpt from the QuickBooks Point of Sale Handbook for Wineries:
QuickBooks Point of Sale is an inventory control and customer facing sales tool that works well in winery settings. While it has numerous strengths that make it good fit for the winery that need up to 20 workstations and (given the version) can manage 20 different locations (each with 20 workstations), one of its great benefits is the strong integration with QuickBooks Financial products that you may already be using. QBPOS will update QBFS with all of the inventory values, sales, sales tax, inventory value adjustments, etc that originate in QBPOS so that you do not have to manually reenter transactions in your accounting.
Contact us for more details and to purchase your copy or Order Online.
(858) 467-0400 Local
(877) 467-0451 Toll-Free Outside of San Diego
info@englishmgmt.com
This is the essential guide for winery store operation in POS V10. William English and Steve Green, the "Go To" guys for POS, are back with a store operation handbook specifically for wineries. These Nationally known trainers have broken down standard procedures in POS to create inventory and receive inventory, make sales, and process POS end of day. Then they show you how to handle those transactions in QuickBooks Financial. Learn More.
