Can we swipe card info into customer payment fields instead of keying it in, even if we are not processing through quickbooks? What additional soft or hardware is needed?

Thanks

• knedlikcpa (Sep 19, 2007 12:46 pm)

The POS system is setup to use the Intuit Merchant services. If you are using them to process your credit cards - Yes.

If not you might what to change.



However, if you are using another company to process your credit cards you will have to do it outside of the POS system.

So at the time of payment, you will enter that you received payment by credit card by entering the dollar amount on the line for credit cards and telling the system what type of credit card - VISA etc.

You will then need to turn to your credit card machine and process the credit card and have your customer sign the credit card slip.

My suggestion to all of my POS clients is to use the Intuit Merchant Services.

I would like to print the MSRPs with 7 characters in our inventery tags. Because almost of our customers are international tourists and they wish they have two options of payment (USD and VND), so we need printing the price of our products both in VND and USD in our inventory tags. We intend the MSRP will be printed as a Vietnamese price in our inventery tags.

As you know, Vietnamese currency (VND) type is often longer than American currency (USD) type (e.i. one USD is equivalent 16,000 VND).

I can input manual maximum 5 characters in the MSRP, after closing that screen and then I reopen the screen a dollar signs added in front of the 5 characters and 2 decimal (e.i. $23,360.00). That would appear to be better than importing items with the data import tool which can input maximum 4 integer number in the MSRP field.I use Microsoft® Excel spreadsheet 2003 and a template with QB POS v5 was used for importing the data.

My assumption is that QB POS has limited the number of characters/ integer number it will accept under the MSRP. However, I would like to get full Vietnamese currency (VND) type with 6 or 7 integer number (i.g: $1,233,600.00)

Could you please tell me, is there a difference between importing items manual and with the data import tool? If so, how can I import 7 characters/ integer number for the MSRP field with the data import tool? If this is not the problem, any suggestions as to why this is happening?

Am I doing something wrong? Is there a way to solve this? Could you suggest me the solution?

Thanks for your reply.

Binh Le

• knedlikcpa (Sep 19, 2007 6:07 pm)

I assume that you are using the standard inventory tags or labels.

You will need to customize the inventory labels.

Go to "Tool" select "Print Designer" then "Inventory tags". This will allow you to change the print size of the field.

Did you select the "already paid" option on your receiving voucher? That would explain why it is not in your pay bill window in QB.

another question

when we do a return sale it does not show up on the daily receipts as a credit which makes the deposit look short as POS z report does not show the credit - is it something that we are doing wrong?

example
a return sale for 13.48 (credit card), a return receipt is done but according to the z report we are short 13.48 in money?

carol

• knedlikcpa (Sep 19, 2007 7:30 pm)

This is strange. If you make the item return the x-out report shows it as a return and decreases your net cash for the day.

I would start with your POS setup. Check the preferences.

I have not seen this, so I can not help other then to send you back to the preferences.

Sorry, my question is how can I import 7 characters/ integer number for the MSRP field with the data import tool?

I am trying to input data of our store and having a problem: the MSRP field in POS blank after importing items with the data import tool. The MSRP was imported 5 integer number as a Vietnamese currency (VND) type.

I shortened the MSRPs with 4 integer number in the XL file to see if the problem I was having was due to the number of characters in our MSRPs. The result was the same after the import to Quickbooks POS (MSRPs with 5 characters) I mean the entries went to the Blank MSRPs "$0,000" as they had before. However, The result was good after the import to Quickbooks POS (MSRPs with 3 characters – ex: 640) I mean the entries went to the MSRPs as they were in USD type "$640.00" instead of Vietnamese currency (VND) type "$64,000".

could you suggest me the solution? Thanks.

• knedlikcpa (Sep 20, 2007 10:00 am)

I would use a different field to import the VND amount. Have you tried either the Alternate Lookup number, or one of the custom fields?

Both of these can be imported.

The ALN is 12 numbers

The custom fields are 31 numbers

I have 1200 items to input into POS. Therefore, I create a spreadsheet and import these all at one time. My question is, if I already have a particular item defined in POS, how can I import the same item with a different cost without duplicating this item number?

• knedlikcpa (Sep 20, 2007 11:09 am)

When you import your inventory you are give four options of what you want the system to do with duplicate records.

1. Prompt me and let me decide

2. Keep existing data and discard import data

3. Replace existing data with import data, ignoring black fields

4. Replace existing data with import data, including black fields

You will use option number 3

I purchased the barcode scanner with the POS software. I print tags from POS with a barcode and scan the item at the register when a sale is made. In order to scan the item, I have to go to FIND before the system recognizes it. I can't scan directly from the sales receipt, even though the cursor is in the "enter items" field by default.

• knedlikcpa (Sep 20, 2007 11:18 am)

This is not normal. I would check to see if there is a problem with the equipment setup. I would try that first.

I would also test to be sure the problem is only happening on the sales receipt or is it happening on the receiving voucher as well.

I would also test the scanner on setting up new items.

I would also want to see if the problem is with a UPC code as well as the POS Item number.

I would also check using the scanner to find a prior sales receipt.

The key is to isolate what is working and what is not.

Based on your questions, I am assuming that the scan gun was part of the Intuit hardware bundle and not a outside product.

When I print tags for multiple items, I go to "create a purchase order" and select all items I need, print tages, then cancel out of the po. Is there a better method to accomplish this? Also, is there a way to select multiple items from the item list (available in many applications by using a shift+click or ctrl+click)

• knedlikcpa (Sep 20, 2007 11:23 am)

You can print tags from your items list.

To print multiple items by holding the "Ctrl" Key down and click all the items you want with your left mouse key.

The Print.

I have 2 questions...#1..How do I set up inventory that is financed so that s shows the correct quantity on hand? I have 4 business' that purchased lock boxes and financed them for 24 months. I bill them monthly for the interest & principal. The quantity on hand does not reflect those sales.

I set up the inventory accounts and then went back 8 months and entered the purchase orders and then went back and re-entered the receipts, billings, etc but it is not showing the correct quantity on hand. It seems to be increasing the quantity. I did the received order with & without billing statements, etc. I've re-done this 4 times now and it still isn't correct. What am I doing wrong?

Thank you....Nancy

• knedlikcpa (Sep 20, 2007 3:57 pm)

There is a complete separation between purchasing inventory and paying for inventory.

In the POS system when you purchase the items you should record them as a purchase for their total cost.

You then sell the item to one of your customers on account. The POS system will transfer that to your Accounts Receivable. Each month you will charge your customer (within QuickBooks) for the finance change and receive payments on the Accounts Receivable.

Some companies might change the amount from Accounts Receivable to Notes Receivable because the contract is for month then 12 months.

When I ctrl+left click, a drop down menu appears. The version of POS is 5.0 R11.

• knedlikcpa (Sep 21, 2007 10:38 am)

There is no easy way in version 5 or before to print multiply item tags from the item list. If this is something that you need all the time, this would be a reason to up date your system.

I need to retain the existing quantity on hand and add the additional quantity on hand at the new cost.

• knedlikcpa (Sep 21, 2007 10:44 am)

QuickBooks POS maintains it's inventory on the average inventory method.

When you use the receiving voucher it will increase the quantity and will enter the new cost to the system.

If you want to keep them separate you would have to create a new inventory item - for the new items.

This would leave the old items at their cost and would allow the new items to have their cost.

However, when you sell the items you would have to be sure you were selling the correct items - either old or new.

I'm about to go help a client who has been setting his security option not to log users off, but it keeps reverting and requiring users to log on after each transaction. Also, he customizes tags to print but they revert. I am a new pro advisor and wondered if you had a suggestion of where to start looking for the problem. Thanks in advance.

• knedlikcpa (Sep 21, 2007 4:05 pm)

My first question is who has access to the sysadmin password.

Once the preferences have been changed, I have never seen them change themselves.

Is someone restoring a old backup.

Are they using more than one data base.

Is someone playing with the system.

Here is what I would do. I would take control of the sysadmin password. I would then change the preferences to what the company wants. I would not share the password with anyone for the few days and see what happens. I would expect nothing would change.

Remember this activity is done on machine number one.

I hope that this will help.

Let me know if it doesn't.

What if anything,are the limitations, configuration issues and settings to permit multiple QB-POS workstations to use a single cash-drawer attached on one workstation via a single 40-line receipt printer?

• knedlikcpa (Sep 21, 2007 4:11 pm)

This is not possible. Each Workstation must have its own cash draw, it can not share one with another Workstation.