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QuickBooks Point of Sale Desktop 12.0 Features

  Intuit has released QuickBooks Point of Sale Desktop 12.0, a new version of their desktop POS product – the first since June 2012. This includes a number of bug fixes, some enhancements, and a few features retroactively added back into the product. The impetus for this release was sparked by feedback from the community […]

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QuickBooks POS 12.0

QuickBooks Point of Sale Desktop 12.0

Intuit has released QuickBooks Point of Sale Desktop 12.0, a new version of their desktop POS product – the first since June 2012. This includes a number of bug fixes, some enhancements, and a few features retroactively added back into the product. The impetus for this release was sparked by feedback from the community as […]


QuickBooks POS: Handling Bank Deposits after Running Financial Exchange

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. To perform a deposit after you have completed the Financial Exchange process with QuickBooks (using the default mappings), you will need to transfer the funds you […]

Bank Deposit

Sales Tax

QuickBooks POS: Sales Tax Integration with QuickBooks

Sales tax amounts collected in Point of Sale are sent to QuickBooks financial software according to the sale tax mappings specified for each Point of Sale tax code used. Tax codes and the QuickBooks tax mappings used by Point of Sale are defined on the sales tax page of company preferences. When configuring your Point […]


QuickBooks POS: View Point of Sale Transactions in QuickBooks

Note: This feature is available from the Server Workstation only and requires that your QuickBooks financial software be running, even if you have set your preferences to allow routine exchanges when not running. Point of Sale will automatically launch QuickBooks, if not already running, when you select this option. Point of sale customer, vendor, and […]

Point of Sale Transactions

GoPayment

QuickBooks POS: Verify the Exchange of Individual Transactions

If you have Point of Sale integrated with QuickBooks financial software, there are several ways for you to check the Financial Exchange status of individual transactions with QuickBooks: Financial exchange reports which provide a detailed listing of all documents and records exchanged The ability to view the transactions created in QuickBooks via links from your […]


QuickBooks POS: How QuickBooks Handles Point of Sale Data

What’s Important to Know About the Exchange of Data? There is not necessarily a one-to-one correspondence of documents in Point of Sale and QuickBooks Transactions can be posted differently to QuickBooks depending on whether you sendsummarized or detailed information and if you have customized the account mappings between the programs. You can verify the exchange […]

Data

Success

QuickBooks POS: End of Day Financial Exchange with QuickBooks

In a multi-workstation configuration, the End of Day procedure must be run on the Server Workstation to include Financial Exchange. (Pro) The Financial Exchange option is available only at Headquarters. To include a Financial Exchange as part of the End of Day procedure: Make sure QuickBooks is running and your company file is open. Tip: […]


QuickBooks POS: Initiate a Financial Exchange with QuickBooks

There are two ways to initiate a Financial Exchange between Point of Sale and QuickBooks financial software. Financial exchanges can only be done from the Server Workstation. (Pro) This option is available at Headquarters only. To include Financial Exchange in your End of Day procedure: On the Point of Sale Server Workstation, select End of […]

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SSN-Theft

QuickBooks: Prevent Employees from Viewing Social Security Numbers

If you are in charge of your company’s payroll information, I’ll be you’ve asked yourself this question: “How can we prevent unauthorized people from seeing our employees’ Social Security Numbers?” Here’s what you don’t want unauthorized people seeing: This is an important issue, and fortunately, one with an easy solution as far as QuickBooks is […]