Point of Sale Basic 9.0 and Point of Sale Pro 9.0 are compatible with the following versions of QuickBooks financial software: QuickBooks Pro and Premier 2007 to 2010 QuickBooks Enterprise Solutions 7.0 to 10.0 Point of Sale Basic 8.0 and Point of Sale Pro 8.0 are compatible with these versions of QuickBooks: QuickBooks Pro and […]
What Versions of Point of Sale (POS) Are Compatible With Microsoft Windows Vista?
The following versions of QuickBooks Point of Sale (POS) are compatible with Microsoft Windows Vista: QuickBooks POS Basic 6.0 and 9.0 QuickBooks POS Pro 6.0 and 9.0 Users of older versions of QuickBooks POS need to upgrade to the latest version in order to install and use QuickBooks on Vista in a supported environment. While […]
How Do I Reduce the Cash In My Cash Drawer To Deposit the Funds In My Bank Account?
To reduce the amount of cash in your cash drawer and deposit the funds in your bank account, you need to record a cash drawer payout. If you have POS integrated with QuickBooks financial software, it’s valuable to understand how cash in a cash drawer is accounted for in QuickBooks. Cash payments from customers are […]
What’s the Purpose of the X-Out and Z-Out Reports?
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.” After inserting a key (normally in a manager’s possession) and turning it to the “X” position, the register would print a running total […]
How Do I Receive a Special Order Item On a Sales Order In POS?
To receive a special order item into inventory that has been ordered by a customer (i. e., on a sales order in POS), start by clicking the Receive Items button or visiting the menu selection Purchasing->New Receiving Voucher. Note that the buttons visible on the toolbar are configurable, so you may need to modify your […]
How Do I Generate a Purchase Order For a Special Order Item On a Sales Order In POS?
To generate the purchase order (PO) for a special order item on a sales order in POS, start with the list view of sales orders by clicking on the Sales Order button in the POS toolbar. This article is part of a related series of articles covering adding a new sales order with a special […]
How Do I Add a Special Order Item To a Sales Order In POS?
To add a special order item to a sales order in POS, start with the sales order open. This article is part of a related series of articles covering adding a new sales order with a special order item, generating a purchase order for that item and emailing it to the vendor, receiving the special […]
How Do I Record the Sale of a Special Order Item On a Sales Order In POS?
To record a sale of a special order item on a sales order in POS, start with the list view of sales orders. This article is part of a related series of articles covering adding a new sales order with a special order item, generating a purchase order for that item and emailing it to […]
What’s the Best Way To Track Affiliate Sales in POS?
Sales by affiliates are an increasingly common phenomenon, especially in online sales. Typically, these sales need to be tracked much like sales by a commissioned salesperson, both to monitor the commission to be paid to the affiliate and to track the effectiveness of that marketing channel. We recommend using 1 of 2 methods to track […]
What Data Is Exchanged Between POS and QuickBooks Financial Software?
When you enable the company preference Use with QuickBooks Financial Software on the Edit->Preferences->Company->Financial menu, certain information is exchanged between POS and QuickBooks financial software. Exchanges take place by initiating the exchange from POS by clicking on the menu Financial->Update QuickBooks. The results of a successful exchange are shown below. The Financial Exchange window summarizes […]
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