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Monthly Archives: January 2013

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News Flash – Intuit Mobile Retail Solutions Beta Opportunity

Published 01/31/2013 | By Ruth Perryman

Exciting news! Just saw this on Intuit Live Community:

Are you a GoPayment customer running a retail business? If so, we’d love to have you think about a new product we are currently testing! Experience the product before it’s released and give us feedback on how to make it better. Find out how to participate here:
http://externaltesting.intuit.com/callout/?callid=93AC8E86ECB341F6AF3935AB417A5006

When you click on the link, you get these details:

Hello,
If you own a retail business, we would like to invite you to a 5-6 months beta program, which will help us design Intuit’s new Mobile Retail Solution.

The new Mobile Retail Solution is an iPad-based app that allows you to ring up sales, manage inventory/customers and monitor business performance.

You can start using the app to run your business or test it out as a companion to your current system. Thanks to your feedback, we will continue to improve our app and provide you with the latest updates on a monthly basis.

We only have 100 spots available for this beta opportunity. It’s easy to get started; see if you qualify by completing a brief survey, and simply register as a beta tester. We will then deliver the app to your device.

Applications will be accepted until February 8th.

We began testing this app on January 16th and have limited spots available!

As a token of appreciation for your participation, we are offering a discount on your current GoPayment plan as well as a cash reward at the end of the program.
• Cash reward of $150 after 6 months of participation in the beta program
• We will waive the monthly fee for your existing GoPayment account during the beta period and for an additional 6 months following the official product launch. (A $155 value)

Your feedback is valuable and we hope you enjoy participating in our mobile retail solution beta.

Sincerely,

The GoPayment and Point of Sale teams


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.

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News Flash – Recent changes, improvements, and fixes in QuickBooks Point of Sale 8.0 (R13)

Published 01/30/2013 | By Ruth Perryman

NOTE – if you have a POS merchant account, this update must be installed by Feb 5th in order to avoid interruption in service.

The following changes, improvements, and fixes were made to QuickBooks Point of Sale 8.0. 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 13 (R13)

MAS
  • Security enhancement which provides even more robust protection for merchant services
Release 12 (R12)

PIN Pad
  • Support added for the Ingenico Telium 3xx series PIN pad
Release 11 (R11)

Customer Orders
  • Resolved an issue where resorting items on a PO and trying to remove an item would remove the wrong item.
  • Resolved an issue where adding an item to a PO from the item list and then immediately adding the same item view item number would generate an error
Database
  • Resolved database connection error when logging out without choosing a user from the Simple Receipt screen.
  • Resolved an issue where a database connection error could prevent opening a company file.
  • Resolved an issue where logging in on the Simple Receipt screen could use retain the previous user.
  • Resolved an issue where the Selected Qty field appears blank when it has cursor focus.
Financial Exchange
  • Resolved an issue where selling a very large quantity of a very low priced item could result in an unbalanced payment error when sending data to QuickBooks.
  • Resolved an issue where a charge on account to one customer could apply to another customer with the exact same name in QuickBooks.
MAS
  • When using POS merchant service, resolved an issue where voiding a credit card authorization fails and a zero dollar refund is created.
  • When using POS merchant service, resolved an issue where “no transactions to settle” is reported in end of day even though there actually are unsettled transaction.
  • When using POS merchant service, resolved an issue where restoring a backup could result in an “invalid batch sequence” error.
  • When using POS merchant service, resolved an issue where a backup could be restored with open credit card transactions causing duplicate transactions or errors.
  • When using POS merchant service, unsettled transactions will automatically be settled at midnight to avoid lost payments or additional fees.
  • When using POS merchant service, resolved an issue with the Visa voice auth number not displaying correctly.
Multi Store Functionality
  • Resolved an issue where sales orders at a remote store could result in incorrect suggested PO quantities at the HQ.
Program Help
  • Link to find local Point of Sale help now works correctly.
Release 10 (R10)

Credit Cards
  • QuickBooks Point of Sale has been updated for compliance to revised PCI security standards.
Reports
  • The Sales Tax Detail report now correctly lists taxable group items.
Release 9 (R9)

MultiStore Functionality
  • New Items will now get updated to remote stores after exchanging a Mailbag with the Headquarters store.
Release 8 (R8)

Program Help
  • “Find local point of sale help” no longer shows a “page cannot be displayed” message.
Receipts
  • The Simple View screen no longer bounces and the correct item is now highlighted when adding a new receipt using release 7.
Release 7 (R7)

Customer Orders
  • Items are no longer dropped or replaced after sorting items on a saved order and then editing the qty.
  • A date containing one or more slashes “/” in the PO # field on the purchase order no longer generates the message “File could not be created! Possible Cause: It could be in use by another application.”, preventing the document from being emailed.
  • Deleted purchase orders no longer appear on the PO list if the list is access through a Work Order.
Customers
  • Taking debit/atm for payment on account from customer list no longer generates a Wrong Card Type message.
Dashboard
  • Will no longer continually get the message “Some of your changes are still being updated.” when closing out of POS if the store exchange status has been added to the dashboard.
Financial Exchange
  • COGS now post to QuickBooks for items sold at remote stores.
Import/Export Data
  • When importing Customers, the Last Sale field will now import properly.
Inventory
  • Company and Store reorder point edit box only allows entering integer values now.
  • Once the reorder point for a remote is changed from zero, it can now go back to zero.
MAS
  • Gift Card item will now have value added while in simple view using enter items.
  • After tendering a manual Amex transaction and entering a voice authorization code, the value is now sent out in the transaction/settlement request.
  • When collecting tips is enabled, signature capture will now work on the 6580 pin pad.
  • Eft Server no longer locks up in multiple workstation environments with high volume of transactions.
MultiStore Functionality
  • Require Reason for Discounts preference will now properly transfer to the remote stores.
  • Head Quarter’s customer order document numbering preferences are now updated at remote stores.
PIN Pad
  • The Ingenico 6580 PIN pad will now work if you are using Windows 7 as your Operating System.
  • The latest 3010 TDES PIN pad now works with V8.
Preferences
  • The use of the multi store ratings and trends preferences at the remote has been updated.
Price Manager
  • Price Manager (Discount Pricing) has been updated to work properly with non-integer quantity.
Purchase Orders
  • Fixed Access violations when saving documents.
Receipt Printer
  • Added support for the new Citizen CT-S310 printer.
Receipts
  • Save Changes button in the Shipping window on a receipt saves and properly displays the address.
  • Simple view receipts now correctly display the updated price/total on x for $ discounts.
  • Printing receipts while in Simple View will now print gift receipts instead of sales receipts when preferences are set to print gift receipts.
  • track correctly on the Z-out report Why is this being changed? Non tax item with a tax item on the receipt will now track properly on the Z-out report.
  • When doing financial exchange, no longer get message “Status code: 3180, Status message: There was an error when saving an Invoice.” after taking multiple payment types on one receipt.
  • Sales Receipts now handle group items correctly.
Reports
  • Resolved an Access Violation when going into inventory after performing an exchange.
  • Now when description 2 (or web desc) are populated and used on reports, reporting displays properly for current inventory report values and reporting for historical data instead of returning blank.
  • After modifying the Inventory Summary with Activity report by checkmarking option for Include Receiving information as well as including the “Ext Price” column, the report will now display properly.
Reward Manager
  • If consecutive Sales are made to the same customer, the Redeem Rewards message no longer incorrectly displays $0 dollars redeemable.
Synchronization
  • Resolved the issue when uploading to the Web Store and receive the message System Error Code 80 The file exists.
  • Special Characters in the Item Name field no longer causes errors in Web Sync.
Web Ord
  • Web order number will now display on any work order lists in POS if you turned off the use of sales orders, layaways and work orders in POS preferences.
  • Web Return will now add the quantity back to inventory.
Release 6 (R6)

General Program
  • The release contains several customer-suggested improvements.
Release 5 (R5)

Items/Styles
  • Access violation at address 0071E7D1 when entering the Item List has been fixed.
MAS
  • POS will no longer dispaly an Access Violation error message when tyring to use Merchant Account Service in the Simple View.
Release 4 (R4)

Adjustments
  • The Value Change field will no longer stay blank after the quantity is changed in the Quantity Adjustment screen.
Customer Orders
  • Point of Sale will now delete the correct item after sorting items on a saved order and then deleting an item.
Database
  • Point of Sale will no longer display “Non-Unique or firewall” when there is a problem with the qbpos.log file.
Financial Exchange
  • When a sales tax group is used and the receipt is sent to QuickBooks the tax is now correctly split to the individual tax items in the group.
  • Financial Exchange has been updated to better handle sub-accounts with long names and multiple levels.
  • Items assigned to same sub account now map correctly. The second item no longer shows under the ‘other’ category after a Financial Exchange.
  • Redeeming a reward on a receipt and also taking a payment on account will no longer result in an unbalanced payment during Financial Exchange.
Import / Export Data
  • Excel import will now use active tax information.
Inventory
  • During the Physical Inventory the Changed Quantity flag will now show during the page edits. The page will not have to be refreshed before the flag shows.
  • Switching the Unit of Measure in the item grid will now update the price on the Pole Display.
  • Point of Sale will now prompt to resend item images after changing the web store image preferences.
  • Item images for webstore have now been renamed to include the item name.
MAS
  • Point of Sale will no longer incorrectly display a warning when a sale is entered but no merchant account number is present.
Price Manager
  • Point of Sale will no longer display a List out of bounds error when creating a price adjustment without a price level.
Receipts
  • Discounts now appear in simple view.
  • Multiple unit of measure now works correctly for scanned items while in simple view.
Web Orders
  • Web orders will now correct display a receipt when filled, even if the promo code is missing.
General Program
  • The release contains several customer-suggested improvements.

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.

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News Flash – Recent changes, improvements, and fixes in QuickBooks Point of Sale 9.0 (R7)

Published 01/29/2013 | By Ruth Perryman

NOTE – if you have a POS merchant account, this update must be installed by Feb 5th in order to avoid interruption in service.

The following changes, improvements, and fixes were made to QuickBooks Point of Sale 9.0. 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, Point of Sale Pro, and Point of Sale Pro-Multi-Store.

Release 7 (R7)

MAS
  • Security enhancement which provides even more robust protection for merchant services
Receipts
  • No longer receive message “No matching items found for: 0HELD” after scanning printed held receipt.
Release 6 (R6)

PIN Pad
  • Support added for the Ingenico Telium 3xx series PIN pad

Release 5 (R5)

Financial Exchange
  • Resolved an Unbalanced Payment error occurring during the Financial Exchange when shipping is taxed and a global discount is used on the same receipt.
MAS
  • Resolved and issue which resulted in an invalid expiration date error when inputting 19 digit credit card numbers.
  • Expanded the amount of allowable characters from six to twenty when setting up the gift card account in preferences.
Receipts
  • Improved the 3700 PinPad functionality so that it returns to a normal state correctly after swiping a gift card to check the card balance.
Reports
  • Fixed an issue which was preventing the excel export of reports when using Windows 7.
Release 4 (R4)

Financial Exchange
  • Resolved an issue where, after financial exchange, the vendor street address 1 switches to street address 2 if 2 was blank.
  • Resolved an issue where an exchange where the new item’s price and tax exceed the original item’s price could cause an unbalanced payment error when sending to QuickBooks.
Gift Certificate/Card
  • Resolved an issue where redeeming a gift certificate and selling a new gift certificate on the same receipt could assign the wrong gift certificate number.
  • Resolved as issue where a combination of customer reward, gift card, and charge account payments could result in an unbalanced payment error when updating QuickBooks.
  • Resolved an issue where redeeming a customer reward might not print out the amount necessary to earn another reward on the printed receipt.
Inventory
  • When adding counts by hand during a physical inventory at a remote store, the expected quantity column now shows the remote store’s quantity rather than the HQ’s.
MAS
  • For POS Merchant Service, added a prompt for automatic batch settlement at midnight to prevent additional fees or loss of funds if the current batch is unsettled.
Purchase Orders
  • Adding new items from a PO using quick add no longer incorrectly sets a quantity of 1.
  • Resolved an issue where reversing a voucher assigned to a PO that had been removed from the system through Clean Up could generate an error.
  • Resolved a display issue when receiving from a PO where the document quantity was blank when the field was in focus.
  • Resolved an issue where converting a blank voucher to a PO could cause an access violation.
SDK
  • Several fixes to the SDK and Add-on functionality enabling 3rd-party enhancements to QuickBooks Point of Sale.
Units of Measure
  • Resolved an issue that could cause an access violation when using units of measure.
  • Resolved an issue where suggested order quantity was not correctly calculated for unit of measure items.
Release 3 (R3)

Customer Orders
  • The POS Sales Order number now shows correctly in QuickBooks Financial once the items are sold.
Financial Exchange
  • POS Sales Tax Group now splits correctly in QuickBooks Financial.
MAS
  • Resolved an issue causing “invalid batch sequence” after restoring a backup.
  • The voice authorization phone number for Discover Card has been updated.
Sales Tax – Manage
  • POS Group Item amounts now show correctly in the Sales Tax Detail report.
Release 2 (R2)

Backup / Restore
  • Opening a back up with unsettled transactions on another machine no longer causes the same batch to be open in two different places, thus preventing an invalid batch sequence and duplicate settlements.
Customer Orders
  • Invalid characters are now replaced with underscores to prevent the message “File could not be created! Possible Cause: It could be in use by another application.” from occurring.
  • Customer PO number now transfers properly to sales receipts from customer orders when selling items.
Customers
  • Taking debit/atm for payment on account from the customer list no longer gives Wrong Card Type message.
Dashboard
  • The “sales year over year” report on the dashboard no longer displays “report was interrupted. refresh dashboard to get results”.
End Of Day
  • The Eft server now forces reading the batch from the database so it no longer returns “no transactions to settle” when there are unsettled transactions.
Financial Exchange
  • Importing the item list from QuickBooks Financial into POS will now keep the vendor assignment that was in QuickBooks Financial.
  • Financial exchange will no longer report an unbalanced payment when the sales tax calculation rounding is different than what is calculated by QuickBooks.
  • Charge on account transaction no longer goes to the incorrect same name when doing financial exchange.
General Functionality
  • You can now query Time Entries for a ClockIn or ClockOut date and TimeCreated and TimeModified are now in the filters.
  • Menu Addons are no longer added multiple times when re-opening a company file.
Helps
  • The getting started guide has been updated.
  • The “Find Local Point of Sale Help” link now displays the correct page.
  • POS installation guide has now been updated.
MAS
  • The EFT server will no longer have difficulty processing payments from multiple workstations at the same time.
  • The phone number displayed on the Merchant Services errors that are not related to connectivity have been updated.
MultiStore Functionality
  • When a sales order is created at the remote and the item used has a blank reorder, the suggest PO option at the Headquarters will now have the correct quantity.
Purchase Orders
  • The remove button when editing a Purchase Order will now correctly remove the selected item in call cases.
  • Adding an item to a saved PO after already adding the same item to the PO will no longer cause a list index out of bounds error.
  • The option to suggest a PO to order items based on past sales will no longer display the errors -143 or -131.
Receipts
  • Coupons will now print only one copy when printed at the end of a transaction that prints 2 copies of the receipt.
  • Payment information is now displayed on pole display when using simple screen.
  • The Save Changes button in the Shipping window on a receipt now writes the new or updated address to the customer record.
  • Clicking enter to finish logging out without selecting a user to logout will no longer display the error -101 or grey out Point of Sale.
  • Simple view no longer incorrectly logs the Cashier and Associate on sales receitps when using auto log out after each sale.
  • It is now possible to manually key a refund to a Discover Card in POS. (The CVC code field is no longer greyed out.)
  • MAS will no longer create a doble charge situation when a void transaction fails to record the void EFT correctly for any reason.

 


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.

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News Flash – Recent changes, improvements, and fixes in QuickBooks Point of Sale 10.0 (R15)

Published 01/28/2013 | By Ruth Perryman

NOTE – if you have a POS merchant account, this update must be installed by Feb 5th in order to avoid interruption in service.

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, R14 and R15. 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 (R15)

General Functionality
  • Ability to enter and edit values in shipping manager restored
Inventory
  • Corrected an issue where the selecting of alternate vendors from the drop down options was not consistent
  • Ability to choose department name from drop down as partial name of department is typed is now corrected
  • When editing an item, no longer receive error ‘State”QBPOS\InventoryItem” not found’
  • Using the enter key after building or breaking an assembly will now work as designed
MAS
  • Merchant number now displays on credit card dialog for voice authorization
  • Security enhancement which provides even more robust protection for merchant services
Receipts
  • Selling a group item with a quantity greater than one will now correctly use discount rate
  • Corrected an issue when a zero priced item entered on receipt would not capture the price after using enter key
  • Using the enter key to enter tip on receipt will now work as designed
Security
  • Security check for associate level adding dollar discount to receipt is now working as designed.

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.

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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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