How do I configure multiple stores with one headquarter store where I can see combined reports of all stores?

I previously configured my four stores as headquarters, I find it hard when I want to generate a combined report. How do I configures my stores to have one headquarter store and three remote stores. The reports I want generate are Internal Store Transfers and a combined cashbook for all stores. I want to generate these reports on the headquarter store. I am using Quickbooks Point of Sale 2013 

Answer

Hello there, parsaloi35,

You can change the store type of your stores so you can integrate them into a multi-store operation. Let me guide you on how to change three of your headquarters to a remote store.

  1. Go to File, then select Preferences.
  2. Choose Company.
  3. Select the Multi-store preference. 
  4. Click Change to Remote Store.

Once done, you need to perform the initial installation/configuration of a new Point of Sale company data file, using the Setup Interview. Here's how to do it for the headquarters: 

For the headquarters, you need to set the number of stores in your company first, then configure Store Exchange Preferences after.

Here are the steps:

  1. Go to File, select Preferences, then choose Company.
  2. Click Multi-Store, then select Store Codes/Classes.
  3. In the Number of Stores section, select the number of stores in your company.
  4. Select Save.
  5. Continue configuring your Store Exchange Preferences by clicking Multi-Store
  6. Select Store Exchange.
  7. Set your preferences, then select Save.

To continue configuring with your remote store, you can check out this article for the detailed steps: Store Exchange Overview.

Moreover, the transfer of inventory has to be done via the headquarters store. Once your remote stores successfully sends transactions to your headquarters, that's the time you can filter reports by stores.

If you're using QuickBooks Desktop, all your transactions will be shared with the system and cash transactions will go in to the "Cash Drawer" account by default and can run report from there as well.

To know more about this, you can refer to this article: Multi-store. This contains sets of articles that are very helpful in setting up a Multi-store.

Please keep me posted how it goes by dropping a comment below. I'll get back to you as soon as I get your response.

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