I try to log in and Point of Sale tells me that I need administrative privileges: Point of sale requiring administrative privileges has cropped up recently, here is an approach to help clear it up. The problem is that the user qbposdbsrv doesn’t have enough rights to launch the QBPOS database server. Without the database service running, [...]
Should I use an Assembly or a Group Item? Item assemblies and groups both offer a way to sell a predefined set of items by listing a single item on a sales document. However, the two item types vary in several ways, as outlined below. Key questions to ask when deciding between an assembly and [...]
Accept a return or exchange on QuickBooks POS Description How to process a return or exchange on QuickBooks POS Detailed instructions Click the I Want To ... button. Click Accept Return/Exchange. Search for or select the desired transaction. Select the Return checkbox. Click the Add selected items button. Complete the Return with the appropriate payment [...]
Back up Data at End of Day The End of Day procedure includes an option to back up your data for QuickBooks POS. Note: To include a data backup, the End of Day procedure must be run from the Server Workstation. To back up data as part of QuickBooks POS End of Day procedure: From [...]
Adding Your Logo: You may or may not remember that one store across from that one building that looked like what's-her-name's house, but you may remember their logo. Logos are the language of your company. they remind people that this is that store that looks like so-and-so's house. You're just as welcoming as any home, [...]
Some POS users are experiencing flashing screen at the "Create an E-mail Campaign" screen The screen will flash or hang at the final screen, and the campaign is not created. Workaround: Export Customer List to Excel and then import the list to the Constant Contact website. Detailed instructions: 1. Customer> Create an E-mail Campaign [...]
QuickBooks POS Useful Feature Overview Navigator #1: There is a vastly improved look and feel to the application. What users want to work on is generally in the middle of the screen, while the options for accessing supporting tools balance out the screen nicely to the left and right. The Navigator also adds great new easy access to common tasks. Here you can see the Navigator in the middle, with the Button Bar on the left and the Sticky Notes on the right.
Don't like the "Web Connector" nag screen coming up every time you log into or turn on your PC? As long as nothing is using it, simply remove it from your Windows "Startup" folder.
Navigate to the Company Settings Menu From the home screen, click on the Gear Menu. Beneath the column heading “Settings,” select the Custom Form Styles tab. Edit an existing Form Style On the Custom Form Styles page, you can edit an existing form or create an all new one from scratch. Let’s edit the [...]
Open a Refund Receipt From the + menu, select Refund Receipt to open a new refund receipt. Choose a Customer In the refund receipt window, choose a customer from the drop-down suggestions menu. Select a Payment Method Beneath your customer information, choose a preferred Payment Method from the drop-down suggestions menu to specify [...]
Navigate to the Estimates From the home screen, click on the + Menu and beneath the column heading “Customers” select Estimate. Enter Estimate Details Enter the prospective customer’s name into the Choose a customer box. Either choose a customer name from the list of drop-down menu options available, or if this isn’t a customer you’ve [...]
Add Recurring Transactions Navigate to the Check Menu From the home screen, click on the + Menu and select Check. Fill Out Check Fill out the check exactly the way you want QuickBooks to do it each month. Make sure the words “To Print” appear in the Check No. field on the right of the [...]