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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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MacBeach
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MacBeach
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02/01/12 6:28am PST
Viewed by asker 02/07/12 11:59am PST

POS 10.0 General - Z-Out Drawer Count Renamed

QuickBooks Point of Sale

We lost our memorized reports for our POS1 and POS2 Z-Out drawer Count the other day when we updated to POS 10 Release 12. A mistake was made while trying to re-create these reports and the master (General) copy of the Z-Out Drawer Count report was accidentally renamed. I wasn't here when it happened, I was trying to walk the person through the process over the phone. The employee that actually renamed the report cannot remember how they did it.
 

I've looked, but cannot figure out how to get it back to the correct name (the report is correct, just the name is confusing). Does anybody know how I can fix this?

 

Thanks!

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jdcampos
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jdcampos
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02/01/12 9:03am PST

The first thing that you want to do is to go into that report. Then when in that report click on the "I want to" button located at the top left hand corner of your screen. From there click on manage my reports. Click on the report you want to rename and then you will see a button below called rename. Follow the steps and you should be good to go.

Hope this helps. If so, please mark as solved and if not don't hesitate to ask more questions.
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MacBeach
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02/01/12 10:36am PST

When I do that all I see are the memorized reports and My Reports.  This is a General report, the default one.  I couldn't see how to rename it. 

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jdcampos
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02/01/12 11:09am PST

You aren't able to change the name on the default report. More than likely you would have generated a z-out report and then saved it under a different name. Follow the same process in going into the report that you need and then click on "I want to">Memorize report>then enter the name that you want to appear for that report. 

This is the only way that I know you can customize the name or heading on a general report.

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EricPOS
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02/01/12 11:27am PST

Agree with jd, I cannot duplicate this issue of changing the main/default report's name.  Double-check if it is changed here: From Top menu, main screen - Reports>Cash Drawer>Z-Out Drawer Count - is it this name or something else?

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MacBeach
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02/02/12 7:43am PST

When I go to Reports—Cash Drawer these are the reports that are shown:

X-Out Status Report

POS 2 Z-Out Drawer Count

Z-Out Store Close

Payout List

 

I want POS 2 Z-Out Drawer Count to just say Z-Out Drawer Count. 

I’m with you, I had no idea you could change the name of the “master” copy.  I’ve tried several times, but all I get is a new report under My Reports, which really isn’t what I’m trying for.  The person who managed to do this has no idea how they did it and I doubt that they’ll be able to figure it out again.

It’s not life or death, but it is confusing (especially to our weekend staff) and frustrating knowing it can be changed, because it is, and not having a clue how to fix it. 

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EricPOS
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02/02/12 8:18am PST
The solution

I would try these things, in the listed order:

  • Try a repair installation of your software through Windows Control Panel.
  • Try the "Reset program to original appearance" option in Workstation Preferences
  • After backing up your company file, try a new test company with nothing in it.  Still the altered name?  If so, we would try completely uninstalling POS, renaming the folders, reinstalling POS, restoring your data backup: support.quickbooks.intuit.com/support/Articles/INF12573

 

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MacBeach
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02/07/12 11:59am PST

Thanks...  Honestly, I'm not sure I really want to try those, they are pretty scary to me. Considering this isn't a daily operating problem I'll just live with it.  Thank you for the help!

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EricPOS
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02/07/12 12:40pm PST
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You're welcome.  If the issue continues to be a concern, we can help here at Tech Support: call 800-348-0254.

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