Huge Savings
Get our price list!
Buy with Confidence
from a Premier Intuit Reseller
Free Shipping
Direct from Intuit
No Sales Tax
(in some states)
Try it free for 30 days

Monthly Archives: July 2012

News Flash – Recent changes, improvements, and fixes in QuickBooks Point of Sale 10.0 (R14)

The following changes and improvements were made to QuickBooks Point of Sale 10.0 in releases R2, R5, R6, R7, R8, R9, R10, R11, R12, R13 and R14. 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 (R14)

Customer Orders
  • Fixed an issue where Tax Exempt customers could still be charged tax when the customer name is entered into a Customer Order from the I Want To list.
  • POS no longer stops responding while taking a credit card deposit when a PIN Pad is attached to the system.
  • Fixed the Access Violation error which occurs when emailing Sales Orders.
  • Now able to sell items on a Customer Order when the order is located using the search option from within a New Customer Order.
General Functionality
  • Resolved an issue preventing reminders from being viewed at Remote stores.
  • Inventory List item will remain highlighted when navigating away from the Item List to make a sale and returning to the Item List.
  • Message “Pin pad not detected” will no longer cause POS to stop responding after taking a deposit on a Sales Order.
  • Minor Stability and performance improvements
Import /Export Data
  • Improved functionality when exporting items containing multiple vendors to Excel.
Inventory
  • Now able to delete items from Client installations.
  • Improved functionality to allow for non-numeric characters to be added to the Style Grid.
  • Now able to set the Group Item price to zero.
MAS
  • Resolved an issue that would cause POS to stop responding after taking a Voice Authorization if a PIN Pad is connected to the system.
  • Made security enhancements to all credit card processing workflows.
MultiStore Functionality
  • Resolved an issue that could prevent skipping or receiving mailbags if the system clock on the Remote system is incorrectly set.
Purchase Orders
  • Fixed an issue where an item marked unorderable could still be added to a P.O.
  • Purchase Orders with 11 or more digits will now show in the P.O. List correctly.
Receipts
  • Resolved the issue where the cursor would not return to the scan/enter item info field after using the Sell Misc Item button on the left pane.
  • Improved functionality when adding a new customer from the receipt. The newly added customer name no longer shows up automatically on the subsequent receipt.
  • The Total Deposit Taken field now reports deposit amount correctly when completing the final sales receipt.
  • Improved functionality when saving a Shipping Address that is edited from a Sales Receipt or a Customer Record.
  • Fixed an issue that would result in an overcharge for cashback when taking tips on back to back receipts.
Receiving Vouchers
  • Improved functionality when adding a new vendor name from the voucher. The newly added name name no longer shows up automatically on the subsequent voucher.
Reports
  • Enhanced funtionality when exporting the gift card list to excel.
  • Newly created manual discounts will now show correctly on the Discount Summary Report.
Release (R13)

General Functionality
  • Resolved a couple of issues which could result in the error “QBPOSHELL.exe has encountered a problem and needs to close” when opening Point of Sale. Added additional error logging.
MAS
  • Made further enhancements to card swipe recognition in order to help reduce swipe errors.
Release (R12)

MAS
  • Improved card swipe recognition to help reduce swipe errors.
Release (R11)

Customers
  • Fixed a printing issue with custom filters where selecting “print all displayed” bring s up the entire customer list for printing.
Customer Orders
  • Resolved an issue where the payment method used on a deposit, did not carry over into the receipt correctly.
  • Resolved an ‘invalid input’ error that resulted from adding a special order item to an existing customer order.
General Functionality
  • The ‘X’ button now functions properly on the Quick Pick window.
  • Fixed an issue where the results display incorrectly when sorting by Active Price, Margin percent or Markup percent.
Inventory
  • Resolved the ‘object reference’ error which occurs when editing a Unit of Measure item.
  • Reorder point values which are cleared (blanked out or zeroed) will now hold their value.
  • Now able to sort the Item list by the column header.
MAS
  • Changing the Merchant number during the setup interview will now prompt to settle pending transactions.
PIN Pad
  • Support added for the Ingenico Telium iPP 3xx series PIN pad.
Receipts
  • Now able to print Held Receipts when accessing them from within the Sales Receipt.
  • Changing from one commissioned associate to another while in a receipt will now apply commission amounts to the appropriate associate.
  • Resolved an issue where POS would hang if the payment method was changed during the course of a transaction. Ex. Select credit as the payment type, swipe a card on the PinPad and select Debit.
Release (R10)

Customers Orders
  • Resolved an issue preventing users from selling items on a customer order when viewed from the customer history.
Customers
  • Contact info now displays correctly when the Track as Company option is used on a customer record. Now when viewing the customer details, the contact name shows instead of the company name being listed twice.
  • Bill To Street 2 on a customer record is now available for editing.
Financial Exchange
  • Fixed an issue which caused an Unbalanced Payment error during Financial Exchange if shipping is taxed and receipt discount is used on a Receipt.
  • Comments entered on a payout transaction will now show properly in QuickBooks Financial.
General Functionality
  • Enhanced the Suggest PO workflow by changing the vendor drop-down list so it displays in alphabetical order.
  • Fixed an issue where the Generate PO window hides behind Point of Sale when you are creating a PO from the Suggest PO screen.
  • Checking the box for “Show me a list of the Purchase Orders created” on the Generate Purchase Order window now functions properly.
  • Sticky notes will now be cleared properly from the Client WS when it disconnects from the Server WS.
  • Resolved an issue preventing a receipt from being opened from the customer history if it is older than 30 days.
  • Fixed an issue causing sticky notes to be deleted on POS startup when there are no reminders.
  • Fixed an issue where multiple error windows show up if you minimize POS while you are in the Edit window of an item.
Inventory
  • Fixed a display issue where the line item buttons (Qty/Units, Qty+, Qty-, and Remove) continue to show even when the line is no longer selected.
  • The Unknown Field error no longer occurs when editing the price level field for a Unit of Measure item.
  • Resolved an issue where the items that make up a Quick Pick Group are not displayed properly if the Quick Pick Group name has an apostrophe.
  • The ability to add the ratings and trends column to the item list from a Client WS has been added.
Layouts
  • Fixed an issue where a newly created tax code would not display in the Inventory tax code list until POS was closed and opened. Now newly created tax codes display without having to close and reopen POS.
MAS
  • Enhanced functionality so that the Gift Card balance properly clears from the PinPad when checking a Gift Card balance.
  • The Gift Card Account number field has been expanded to twenty (20) characters in the Company preferences.
  • POS will no longer display an invalid exp date when manually entering or swiping a 19 digit credit card number.
Multi-Store Functionality
  • Added the ability to select the Remote Store on HQ Vouchers and Receipts.
Purchase Orders
  • Changed Quick Add item functionality so it no longer adds an automatic on hand quantity of 1.
Receipts
  • Enhanced the search feature on receipts so items with long descriptions, attributes, and sizes show without the text cutting off.
  • Fixed an issue which caused the Sell By Unit of Measure to listed twice when clicking on the Units button.
  • Added the ability to edit customer information on a receipt in the sales history.
  • Resolved an issue which could cause POS to freeze if you use the Open Cash Drawer keyboard shortcut (Ctrl + F8) while the Change window is still up.
  • Added the ability to drill down into the customer history from the customer edit form and from the customer view form in a receipt.
  • Fixed a Return/Exchange issue resulting in the discount amount being added to the return total when a global discount was used on the original receipt.
  • Added the ability to assign associates to item line individually. Previously making a change to the associate on the item line would changes all items lines to that associate.
Receiving Vouchers
  • The style button now works properly when creating a new item style from within a receiving voucher.
  • Scanning the UPC code on a new item now prompts to add the item. If yes is selected, the UPC field will auto-populate with the UPC code.
  • Added the ability to select an associate on a Receiving Voucher.
Reports
  • Resolved an issue causing POS to hang when opening and closing a Work Order from the Work Order Detail report.
  • POS Basic level will now allow users to drill down into customer and item list reports.
Release (R9)

Customers Orders
  • Resolved an issue that could cause Point of Sale to freeze up when selling a Customer Order item that has an assigned serial number.
  • Resolved an issue which would cause a Customer Order to close when entering an invalid value followed by hitting the enter key.
Customers
  • When working from the Customer Detail screen, double-clicking on a receipt now functions properly instead of launching the sales history.
  • Enhanced functionality for 1 day reporting when creating an email campaign and using the No Activity filter.
  • Print ID Card with now print all selected customers properly.
  • Detail view will now refresh correctly after editing/saving a record.
Financial Exchange
  • Fixed an issue which caused an Unbalanced Payment error during Financial Exchange if shipping is taxed and receipt discount is used on a Receipt.
General Functionality
  • Item description now sorts properly when using search from within a document.
  • Resolved the client workstation issue with connecting to the Server workstation after changing company files.
Inventory
  • Fixed the “object reference error” that occurs when adding a column to the item list.
  • Corrected an issue that could occur during the creation of a new Unit of Measure value, where duplicate values would show in the Unit of Measure list if the feature for Unit of Measure was not enabled.
  • Resolved an issue where an “object reference error” could occur during the setup of Units of Measure.
  • Corrected an issue causing code to display improperly when printing tags for all items.
  • Enhanced functionality with the item list’s available quantity so that it shows information specific to the item chosen.
  • Fixed an issue resulting in an invalid date error message when using list edit mode.
  • Resolved an issue which caused the Tax Code column box to show empty when editing the inventory list using list edit mode.
Receipts
  • Selecting a receipt from customer history that is older than 30 days no longer fails.
  • Clearing the default dollar amount when accepting cash payments now functions properly.
  • Restored shift functionality in all search boxes.
  • Search will now show results when entering two characters instead of requiring three character before showing results.
  • Fixed the Receipt Entity error incurred when tendering a receipt at a workstation while using a touchscreen monitor.
Receiving Vouchers
  • Added enhanced functionality when printing tags from vouchers and voucher history.
Reports
  • Changes made to memorized reports will now reflect the updates immediately instead of showing upon the next launch of Point of Sale.
Release (R8)

General Functionality
  • Enhanced search behavior on the Home Screen so that it requires a consistent amount of characters to be typed in order for the search to start.
  • Improved multiple-word search functionality in documents.
  • Selecting a receipt from customer history that is older than 30 days no longer fails.
Receipts
  • Enhanced the Change tax location functionality on Sales Receipts by adding the Exempt tax location to the list of selectable options.
  • Fixed an issue where items are not entered on a transaction properly if you scan an item after manually entering an item on the Sale Receipt.
Receiving Vouchers
  • Fixed an issue where the error “Specified argument was out of the range of valid values” appears when adding a New Vendor from within a Receiving Voucher.
Vendors
  • Fixed the issue where the Receiving Voucher does not display when selecting “receive items for this vendor” from the I Want To menu in the Vendor List.
Release (R7)

Customers
  • Items such as Gift Cards, Gift Certificates and Redeemed Rewards now show in the Customer history.
  • Status (open, closed, pending, etc.) for Customer Orders now visible in the Customer History.
  • Receipt totals in customer history will now show two decimal places on whole dollar amounts.
  • Fixed an issue where the history for customer would display incorrectly after using the Search function on the Home Page.
General Functionality
  • Fixed an issue where newly entered data does not show up in lists after running a Data Cleanup.
  • Enhanced the ability to exit POS from the File Menu after cancelling the login screen during startup.
  • Improved Quick Find functionality after updates are installed.
Import/Export Data
  • Now able to open Excel attachments that have been emailed without the “file is corrupt” message.
Inventory
  • Added the ability to apply a custom filter with saving the filter by first using a unique name.
  • Corrected display issues when using Unit of Measure where the base regular price would show incorrectly.
  • Expanded the date field on the edit item window to show the full date and year.
Multi-Store Functionality
  • Fixed an issue where a newly created customer does not show up in the receipt after completing a mailbag exchange when using the Intuit Service method of file transfer.
  • Fixed an issue when setting up Desktop mailbag exchange – Error 175400. The email address is not valid.
Purchase Orders
  • Fixed an issue where creating new styles from within a document results in the previous item style’s information being pulled into the new item style.
  • Fixed an issue where a Purchase Order opens blank from the Purchase Order list after it has been created
Receipts
  • Enhanced the way discount percentage and original price display when giving a line item discount.
  • Fixed an issue where the Account dialog window does not close and the amount does not update properly when accepting tips on an account payment.
  • Give Discount amount now properly applied when using the pressing Enter on the keyboard.
  • Improved Bar Code Scanning functionality when used in conjunction with large data files.
  • Tip amount for sales transactions now shows in the sale history.
  • Fixed an issue causing the MasterCard number to improperly display after payment approval.
  • Added a new field for discount amount to the qty/price dialog on receipts.
  • Added Num Pad functionality for entering tips when Touchscreen features are enabled.
  • Improved the way newly selected columns display in lists.
  • Improved keyboard functionality by allowing the ESC key to escape out of vouchers and receipts.
  • Improved ability to add new customers from the receipt window by auto-filling the name typed before selecting “add new”.
  • The history for credit card payments now shows the Auth # and Ref #.
Receiving Vouchers
  • The F6 keyboard shortcut now works in Vouchers.
  • Added the ability to change a voucher data from the I Want To menu.
Reports
  • Enhanced performance in load time when changing the Dashboard report to a default other than Total Sales.
Vendors
  • Fixed the issue which caused the Vendor Custom fields to not display properly or not display at all.
Release (R6)

Sales Receipts and Receiving Vouchers
  • Resolved an issue where adding a non-inventory, service or group item on receipts would cause and Object Reference error.
Release (R5)

Sales Receipts and Receiving Vouchers
  • Item columns and details on receipts and vouchers can now be customized.
  • New keyboard shortcuts added to receipts and vouchers (F5 edit item, F6 edit qty/price/discount, F7 edit Unit of Measure, F12 use default payment).
  • Receipt date can now be changed from the I Want To menu.
  • When scanning item that is not in inventory, a notification dialog appears.
  • Preference added to File > Company Preferences > Sales to hide Sell Misc Item button on receipt screen.
  • If the price level or tax location of a receipt is changed, the selected value displayed on receipt.
  • Resolved an issue where scanning a UPC/ALU/Serial Number would close the dialog.
  • Held receipts and vouchers can now be printed.
  • Clicking on a receipt or voucher note now brings up the note edit dialog.
  • Resolved an issue where adding a style could cause an exception error.
  • Resolved an issue when the incorrect shipping date could be calculated.
  • For QBPOS Merchant Service, resolved an issue where Wells Fargo cards swiped using a Cherry keyboard card reader could be declined incorrectly.
  • Improved the message appearing when trying to add a credit card payment beyond the maximum of three per receipt.
  • For QBPOS Gift Card Service, resolved an issue where a gift card transaction was shown as editable.
  • For QBPOS Gift Card Service, resolved an issue where checking the card balance didn’t work when using an Ingenico 2100 PIN pad.
Lists
  • The Item Description field was enlarged.
  • The default list filter for sales history is now 30 days.
  • Item and customer list filters can be customized.
  • Save & New and Save & Edit buttons added.
  • Required fields are now indicated.
  • List values now display Yes/No instead of True/False.
  • Vendor search now excludes inactive vendors.
  • Customer shipping address now displays correctly.
Reports
  • Resolved an issue where reports could incorrectly indicate the ability to drill down into results.
  • Dashboard reports update less frequently to improve system performance.
QuickBooks Integration
  • Resolved an issue where vendor street addresses could be incorrectly put in Street 2 instead of Street 1.
  • Resolved an issue where an unbalanced payment error could result when using a customer reward and a gift card on the same receipt.
Other
  • Cost is blanked out correctly if the current user doesn’t have rights to see it.
  • Resolved an issue where a RPC error would appear upon startup.
  • Ship To and Bill To field titles added to Purchase Orders.
  • Reminder notes are now updated correctly after clearing reminders.
  • Resolved an issue where scheduled backups would not occur.
  • Resolved an issue where an exception error could occur after changing preferences.
Release (R2)

Customers
  • Point of Sale now asks if the customer should be removed in QuickBooks when it is is removed from POS.
  • The tax location can now be selected when creating a new customer..
Database
  • You can now specify if you want to use a multi-user database connection when performing company operations.
Financial Exchange
  • There is no longer an unbalanced payment error when a financial exchange updates and existing receipt that has changed.
General Functionality
  • Enabling the Unit of Measure feature and choosing to add the UOM column and buttons to lists and documents now correctly adds the column and buttons where appropriate.
  • The x button on the top-right corner of Point of Sale now correctly closes the program.
Inventory
  • The Unit of Measure pull down for items is now refreshed when the edit item or new item window is closed and re-opened.
  • The QuickBooks options now display correctly in the edit item screen.
  • A unit of measure that has been selected for an item will now be hidden from the menu so it cannot be selected again on the same item.
  • Deleted items will not show in Suggested POs and Receiving vouchers.
Layouts
  • Column widths will now be correctly remembered.
MAS
  • Point of Sale will automatically check for an attempt to resolve unsettled transactions from the day before. If transactions are settled, the following message will be displayed: Unsettled merchant transactions detected There are unsettled transactions detected that are one day old or older.  In order to prevent potential increased fees or loss of payment it is strongly recommended you allow settlement now.
  • Point of Sale will no longer display Socket Error 11004 when attempting to tender a receipt with Merchant Account enabled but no internet connection is currently available.
Price Manager
  • Price manager automatic discounts will now correctly calculate on Sales Receipts.
Receipts
  • The enter key now saves changes when modifying the price or the discount in the Make a Sale window.
Reports
  • Home page reports menu now populates all reports even when the preference to have all users “sign in” is not enabled.
Setup Interview
  • The setup interview now displays the entire receipt message.

Get free QuickBooks support and training!
LinkedIn   Google+   FaceBook

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

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!

News Flash – QuickBooks Accountant 2012 only $199.95 through 7/31/12

For 2 days only, get QuickBooks Accountant 2012 for $199.95, a $300 savings. Offer ends 7/31/2012.

Find and fix client entry errors faster! Save time with 8 powerful tools, found only in QuickBooks Accountant 2012.

Explore all 8 tools today, including the ability to:

  • Reclassify transactions in batch: Quickly reclassify hundreds of transactions from a single window.
  • Write-off invoices in batch: Write off uncollectible invoices to the account of your choosing.
  • Correct sales tax payment errors: Identify multiple transactions that appear to be sales tax payments, but were not recorded with the Pay Sales Tax function, then turn them into sales tax payments with just a few clicks.

For 2 days only, get QuickBooks Accountant 2012 for $199.95, a $300 savings. Offer ends 7/31/2012.

quickbooks point of sale


Get free QuickBooks support and training!
LinkedIn   Google+   FaceBook

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

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!

How to See the Format for Checks in QuickBooks

Hi Ruth. I need the format of AP and Payroll checks to see if there might be a slim chance we can use the ones we have.

There aren’t many options. You can see them by going to File > Printer Setup and selecting Check/Paycheck.


Get free QuickBooks support and training!
LinkedIn   Google+   FaceBook

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

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!

How to Show One Class on the Profit & Loss Report in QuickBooks

Hi Ruth. I want to try to figure out how to show one of our classes (designated donations) on our profit and loss. Thanks for being available for quick questions :-).

Use the Profit & Loss by Class report. If you only want the designated donations class on the report, filter it for just that class.

Once you have the report looking the way you want, don’t forget to memorize it.


Get free QuickBooks support and training!
LinkedIn   Google+   FaceBook

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

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!