Hi we are running a Business with different departments. we are looking into using quickbooks but POS will not be available on October. Is there any ways you could help with the POS?
Leah, can I export my current Items List, remove what I do not want, clean-up my Departments, Descriptions, Sizes, Attributes etc. and then import the cleaned-up version back into QB POS?
Great question! You can export and clean up the items and then reimport. The main thing to know is that this doesn't remove the unwanted/unedited items. I would be happy to discuss this in more detail if needed. Call me to schedule a training block when you are ready: 980-242-2009. Talk soon! -Leah
Leah, How do I make the "undeposited funds" in the QB Desktop move to the next step of the process? I have thousands of POS transactions that are sitting in the holding account in QB D and i am unable to make them do anything or go anywhere. How do i make them "move along"? Thank you for your insight and videos.
Oslo EEA that's a great question! The process is to have those funds/payments mapped to the financial software to undeposited funds account until the CC transactions clear and deposit into your bank. (or at the end of the month during your bank reconciliation) Then using the banking feature in the financial software, you make deposits to the correct bank account and match them to the bank feed's incoming deposit transactions. If you are speaking more about customer payments and deposits on orders that need invoiced after sale then that is a different process using the charge to account button in the make a sale page. I would be happy to meet with you and schedule a training to go over this together. Feel free to call me at 980-242-2009, thanks! Leah
Great Educational Video! Thank you I was wondering if I can keep my current credit card processor and use Quickbooks for POS. FYI, I am brick and mortar retail electronics repair business
Wonderful question! Yes you can keep your current Merchant Services and still use QB POS. There are definitely benefits to switching over to Intuit MAS that I would be happy to discuss with you. Please email me at LSwain@certumsolutions.com to review those as well as discuss our software discount options.
Thank you for the video. We use Enterprise and would love to have a better way for POS. Do you have a video showing how a return is done in POS? Also have you seen a way to capture customer signatures in person for invoices for desktop? We need that so bad for in our store and when we do deliveries.
Hello Geoff! I don't currently have a video showing how to process returns but that is a great Idea for new content! I will get one out asap! I do know of a companion ap for desktop that allows for signatures in the field on invoices, it also allows you to accept payment in the field. Feel free to call me to schedule a meeting! Thanks! Leah :: 980-242-2009
Katie: Thank you for taking the time to make this helpful video. I have two questions. 1. Are Order# and Invoice# one in the same on the QBO side or are they separate fields? 2. If I botched one of the settings, can the sync be "undone" to return QBO to its prior state before the sync? This, in case I need to change a setting in preparation to re-sync. Again, thanks. - Anthony
Hi Anthony, thank you for the kind note! if you have the backup service on QBO Advanced I believe we could roll it back, but once the data is in QBO it is there. You can filter the audit trail and manually delete the incorrect transactions. As for the ref number, I need to go back to my sandbox and double check, but I’ll let you know tomorrow. You can edit the sync, but it’s a posting action, so it’s generally not reversible except by using the above workarounds. I hope this helps! Katie
Absolutely! When you enter in the detail in the grid it builds out a new item in your inventory list. You can then edit that item to add a unique UPC or change pricing or other identifiers. Email me directly so we can set up a 1:1 free demo to go over any questions and see this feature in action! LSwain@certumsolutions.com
It doesn’t sound like you’d need POS. You’d want QBO or maybe Desktop. If you reach out via contact (at) certumsolutions.com we can help you figure out which is best for you specifically.
Yes if you ask it to print a label without a UPC entered it will generate one for you. I would love to demo it for you, give me a call: 980-242-2009 -Leah
I can send you a free 30 day trial of the software and offer you a discount to purchase the full download. Send me an email: lswain@certumsolutions.com
I believe you are referring to either the item list or the Make a Sale window, both have the same solution: Right click the header bar and select the column you want to add. Feel free to reach out to me directly if needed: 980-242-2009 -Leah
For multistore level you will assign one location to be the HQ Store. All satellite location information feeds into that store in a store exchange file. Once the HQ store has all the store detail in for the day you would use that POS to sync to the QB Desktop Financial software. If we need to discuss in more detail please call me directly: 980-242-2009 -Leah
Yes, you can create estimates using Work Orders or Sales Orders and setting the status field to a custom flow for your business such as Estimate-> Approved->In Progress->Completed. Call for more details: Leah @ 980-242-2009
QB POS runs on a Microsoft operating system. Please send me an email so we can schedule some time to drive into your specific needs! lswain@certumsolutions.com
There are many things that could be causing the negative inventory issue. I would be happy to schedule some time to look over your file and see if we can get it resolved. Please give me a call to set this up at 980-242-2009
Hi. Thank you for tye video. I would like to know if this intergrates with Shopify online? I know Shopify does integrate with Quickbooks but does this software jive with it? Do you have an email address I can connect with you through? Thank you!
Hello! You can connect to Shopify thru 3rd party. If you email lswain [at] certumsolutions.com Leah can discuss your options. Thanks for the comment! Speak soon!
