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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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Rocko4016
Rocko4016
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Rocko4016
Rocko4016
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02/04/12 10:08am PST
Viewed by asker 02/09/12 4:31am PST

Synchronizing QuickBooks and Point of Sale

US QuickBooks Premier

I have Point of Sale software and Quickbooks installed on my computer, which is not at the Point of Sale. If I make entries into Point of Sale on this computer to see how things work, will it make changes to my QuickBooks company files? 

I am the treasurer of a not-for-profit organization.  Because I am a not-for-profit I have no customers, I create no invoices, etc.  I use QuickBooks to receive donations, keep my banking accounts in order and periodically create statements.  I do not use all of the bells and whistles that QuickBooks offers me.

We have a small retail store in our building where we sell things for the organization.  Our customers are in person, pick up the products on display and pay at the point of sale.  We purchased Intuit Point of Sale software and I am trying to figure out how it best fits in our application.  It looks to me like the Point of Sale Software does everything I need it to do to manage the store.  We have installed the package but we have not implemented it yet.

I live 50 miles away from the store.  I am thinking that the only data that I need for QuickBooks on my computer is the total sales for some period of time that relates to a deposit in the bank.  The Intuit Support people tell me that I have to install QuickBooks and Point of Sale software on both computers but in order to stay in sync I can only use one of them at a time and I have to transmit files back and forth.  I don't think I need all of that Point of Sale data and that the two computers can run independently as long as the sales and deposits remain in sync.

Am I missing something?

Rocko4016 

   

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Banks42
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Banks42
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02/04/12 2:50pm PST

Ted, if you "play" with your pos in practice mode, QB financial will not be affected. Moreover, setting up your pos will involve some pre-planning in order for it to function effectively for you. I would be happy to provide some guidance to you to ensure that you avoid issues down the road.

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RichardTorian
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02/06/12 8:11pm PST

Consider also using your QB at the store where the POS is located.

 

I think the QB license allows QB use on a second computer, as long as only one user is using at both computers.

 

You will get best use out of POS if it is set up to use with QB.

 

Then manually enter the financial statement data tracked on the POS-QB set up into your QB file at your location to track all accounts.

 

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Ted: The basic steps are:

  1. Install your QB fin on your QBPOS server.
  2. Switch to Multiuser mode
  3. Install QB Fin on a second WS on the same network (LAN).
  4. Open QB fin there and you are good to go.
  5. Go to the Financila menu item on your QBPOS and select Financial Center
  6. In the upper left of the Financial Center dialog select Set Up QuickBooks Conection Now. 
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