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News Flash – Issues with QuickBooks POS 2013 R5 Update

Published 05/23/2013 | By Ruth Perryman

We’ve had several clients reports problems installing the QuickBooks POS 2013 R5 update.

If you’re getting an Error 121 Permission denied message when you try to update, here’s the solution:

http://support.quickbooks.intuit.com/support/articles/SLN74431


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This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman, CMA, CFE, CFM, MBA

Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

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News Flash – Recent changes, improvements, and fixes in QuickBooks Point of Sale 2013 (R5)

Published 05/22/2013 | By Ruth Perryman

The following changes and improvements were made to QuickBooks Point of Sale 2013 in release R2. Later releases (ones with higher numbers) include all changes in earlier releases.

Unless otherwise noted, these changes apply to all editions of Point of Sale — Point of Sale Basic and Point of Sale Pro.

 

Release (R5)

Sales, Purchasing and Items
  • Improved messaging for reversing receipts that have been sent to QuickBooks
  • Corrected messaging about backorder items
  • Issue corrected with spreading freight among items on a voucher
  • An issue with the “Insufficient Quantity” messaging referencing the wrong   item has been corrected.
  • An issue with accessing physical inventory after changing between stores has   been resolved.
  • An issue with receiving an “Unexpected error” while editing customer info on   sales receipt after printing Customer ID had been resolved
Mobile Sync
  • Help content for GoPayment Basic is now displayed.
  • Department/Category sync
Import/Export Data
  • Can no longer import Department Names and Codes over the allowed character   limit.
MAS
  • Restarting POS will no longer be required after switching between merchant   accounts.
  • An issue with cash back when using the same debit card in one day has been   resolved.
  • An issue with an incorrect time showing up when reconciling POS credit and   debit transactions in QuickBooks has been resolved.
  • An issue with all debit card transactions being grouped together after   sending them from POS to QuickBooks has been resolved.
  • An issue with using multiple merchant numbers within POS for different data   files has been resolved.
  • An issue with customer names not showing up on charges in the MSC has been   resolved.
  • New messaging added to prompt closing POS after processing voice   authorization transactions so they will batch out.
  • Receipt tendering updated to reflect the Discover Network which now includes   Diners and JCB.
  • An issue with how transactions are charging after outages has been resolved
MultiStore Functionality
  • Assemblies built at the Remote store now displays the correct Remote Store   On-hand Quantity.
Customers
  • When scrolling through the Customer List, the correct current customer   reward is updated.
  • Will no longer give an error when adding new customers on different   workstations at the same time.
  • Will no longer give an in-product error when emailing a Customer Order.
General
  • Improved performance when working with larger inventory data.
Security
  • Security check for associate level when editing items is now working as   designed.
Release (R3)

Sales, Purchasing and Items
  • Resolved an issue where using more than 11 digits in the PO # field would not save the PO
  • Resolved an issue where editing receipts would incorrectly trigger a time stamp change
  • Resolved issue when generating Purchase Orders using a specific option could result in wrong quantity being suggested
  • Resolved issue selling multiple quantities of a group item and using price level discounts
  • Resolved an issue with ALUs being copied over incorrectly to Purchase Orders under certain circumstances
  • Resolved an issue where under certain circumstances scanning a UPC on the main screen would bring up the incorrect item
  • Resolved issue where sales tax could still be charged when the option to collect sales tax was unchecked
User Interface and Navigation
  • Resolved issue where sizing of POS window could impact how many items were available for selection when using Quick Picks
  • Minor usability fixes when navigating in the Customize Buttons window
  • Resolved an issue with selecting department names after entering a partial name
  • Resolved an issue where filtering on special characters were not returning expected results
  • Resolved an issue where up and down arrow buttons would become unusable when sorting in the ‘Customize Buttons’ window
  • Increased ease of use when removing discounts from receipts
  • ‘Sales History’ button now available to be designed onto Receipts screen
  • Previously available options when viewing Customer Orders from ‘I Want To’ menu have been restored
  • Sticky notes now display messages properly when switching between view types
Payments
  • Resolved issue where upgrading gift card accounts at Remote stores could set account to ‘off’ incorrectly
  • Resolved possible issues with how credit and debit tenders may appear on receipts
  • Resolved an issue where incorrect message may appear using iPP350 PIN pad
  • Formatting has been corrected in debit payments window
  • Resolved issue where voice authorization messages were appearing incorrectly when closing POS
  • Voice Authorization phone numbers now display correctly after upgrading
  • Merchant Number now appears correctly in Voice Authorization Dialog
Mobile Sync
  • Resolved issue with refresh time display in mobile sync window when using the 24 hour sync frequency
  • Resolved a problem where changing tax code name could result in taxable status change when syncing with Go Payment
  • Home screen now available after selecting ‘Mobile’ check box in item list
  • ‘Sync to mobile’ field now more readily visible in Free and Basic levels of POS
Financial Exchange
  • Credit transactions sent via Financial Exchange will now be separated by date header when viewing payments to deposit in QuickBooks
  • Resolved issue where alternate vendor details were not being sent correctly to QuickBooks
Reports and Printing
  • Resolved issue where Inventory valuation report would sometimes not run correctly after modifying date range
  • Reprint options now available in customer history
  • Physical inventory reports display correctly after adjustments are made
  • Clarified messaging when printing tags from vouchers
Security
  • Resolved issue with entering dollar discounts when logged in under the Associate level security
  • Resolved issue with Company Operations being available when logged in under the Associate level security
General
  • Performance improvement with larger lists
  • Resolved error when clicking ‘Visit Now’ button in setup interview under certain circumstances
  • Last received column will now display the last received date correctly
  • Resolved issue where items were not able to be deleted at a client workstation
Release (R2)

MAS
  • Resolved an issue which resulted in a ‘Batch Full-Settle Now’ message during credit card processing.
  • Resolved an issue where credit card transactions were processed as manual instead of swiped
  • Upgraders using direct dial credit card processing will no longer receive the message ‘Cannot establish connection with modem. Check modem setup’.
  • Made security enhancements to all credit card processing work flows.
  • Fixed an issue with manual transactions that resulted in AVS mismatch errors.
SDK
  • Fixed an SDK connectivity issue with the Request Processor.

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This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman, CMA, CFE, CFM, MBA

Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

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News Flash – QuickBooks 2012 Certification will no longer be available after Midnight, Pacific Time, July 15, 2013

Published 05/21/2013 | By Ruth Perryman

Important notice: The QuickBooks 2012 Certification exam, training and course materials will no longer be available on the ProAdvisor Member website or in the Certification Course Locker after Midnight, PT, July 15, 2013.

Keep in mind that you need to be certified in three consecutive years in order to take the advanced certification exam, and this will be your last chance to add the 2012 certification.

Please Click Here to read more.


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This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman, CMA, CFE, CFM, MBA

Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

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How to Delete Sales Receipts in QuickBooks POS

Published 05/20/2013 | By Ruth Perryman
Is there anyway to delete a transaction in QuickBooks POS? I had an employee enter $1650 for the check amount instead of the check number. The transaction amount should have been for about $340.

You can’t delete sales receipts in QuickBooks POS. Instead, you should create a return receipt for the incorrect sales receipt and then re-enter the correct sales receipt.

  • Locate the original receipt in your Sales History.
  • Select Copy Receipt.
  • Select the Return Item button. Leave all items, quantities, prices, etc., the same as the original. Save this new return receipt.
  • Locate and copy the original receipt a second time. Make corrections on this copy to reflect the actual items, quantities, and prices of the sold merchandise and save.

Visit our webstore for huge savings on QuickBooks!

This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman, CMA, CFE, CFM, MBA

Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Web Store | Price List | Free Trials | Newsletter

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