Category Archive : QuickBooks Point of sale Support

When you thought to make some bounded modifications in data of your company file, you can simply import and exports using Microsoft. This is much more reliable method of updating data rather than doing it on your own inside the software. In a manner to import and export successfully you must follow the guideline to resolve the error while either updating or transferring a data file given by QuickBooks Point of Sale Support.

To follow the Import Process

If you want to import in Excel and make a smooth run in your business, you must take care of the following:

  • If you are using Excel, then there should be no blank fields
  • Empty out all rows and columns in Excel
  • Delete all the columns which are hidden
  • You should not use any formulas or special characters

Follow the instructions very carefully, if you are thinking to import the process

  • Before you think to import the data you must check that you have taken complete backup of your company file.
  • Follow a quick scan for the micrososft worksheet
  • Open .csv sheet to check the irregularities in QuickBooks
  • Firstly, make a copy of it and then paste that file which gives you the access to paste
  • Split the lengthy sheets into smaller splits

Method 1: Select your template

  • Close QuickBooks Desktop Point of Sale.
  • Right-click on the Windows Logo button and click on File Explorer.
  • Move in the left window to the location: C:\Users\Public\Public Documents\Intuit\QuickBooks Point of Sale (x.0).
  • To scroll, choose the arrow symbol next to each folder shown.
  • Right-click on QB POS Import Template.xls and click on Delete.
  • Confirm the process of deletion.

Method 2: Set up and import data to Point of Sale

  • In QuickBooks Desktop Point of Sale,
  • Click on File then choose Utilities and then click on Import.
  • In the Data Import Wizard, click on Next.
  • Choose the type of data you want to import then click on Next
  • Click on Default template on how you want to import the data and open the Import Template.
  • If you want to have a different file template for importing:
  • Click on Custom file then choose Next.
  • Search for your saved template. You must check that the worksheet used is correct and on which row the data started.
  • To reconcile the columns from the import template to the Point of sale fields, you may need to map the data manually.
  • Click on Choose File Mapping 
  • Choose Add or Select Mapping 
  • Click on Manage Mappings.
  • Once mapping is completed, click on Save.
  • Choose Next and follow the dialog to import
  • Choose Next and follow the prompt.
  • Once the import wizard have checked the import file, click on Import.
  • Close the wizard.

If still you are stuck while importing you are free to contact us at QuickBooks Point of Sale Support

To know about Export process

In export data you usually save the copy of file in your computer and do all the modifications while you create a new file, transfer the data or update the information. You are required to take a complete backup of your company file.

Follow the below listed steps very carefully to export the data

  • In QuickBooks Desktop Point of Sale, click on File 
  • Choose Utilities and then click on Export.
  • In the Data Export Wizard, choose Inventory Items then click on Next.
  • Type all the required details in the fields:
    • Select destination file – the destination where file will be saved
    • Write records to (sheet) – the fields where the data is required to be entered
    • Begin exporting data to row – the specified row from where data should be started
  • In the Choose export template, you may click on the default inventory template or you will manage the mapping on your own to reconcile the details to be exported from QuickBooks Desktop Point of Sale.
  • Click on Next.
  • Confirm whether the record is ready to export is accurate, then click on Export.

If you are not able to export the data you are free to call QuickBooks Point of Sale Support.

We really hope this content had delivered you the most suitable solution in order to resolve the issue of import or export the data. Contact QuickBooks Point of Sale Support to solve the issue. You can also drop a mail on our mail di at support@helpdeskaccounting.com.

Managing items manually might listen very weird but you tend to do so. But, now if you are using QuickBooks as accounting software then there is no issue you will face. Earlier, individual used to manage this task on their own. But with QuickBooks all became easy to accomplish the task.

Consignment can be defined as an agreement between seller and re seller where payments are only paid when the goods or products are sold by re-seller. When QuickBooks Desktop Point of Sale not able to track the sales for consignment but there are still some features for this solution.

If you are not able to understand contact QuickBooks Point of Sale Support immediately.

Method 1: Set up the seller, item and POS preference

  • Set up the seller
    • In the Purchasing menu, click on New Vendor.
    • Type the name of the Vendor and other information about the vendor.
    • Click on Save.
  • Apply the consignment item.
    • In the Inventory menu, click on New Item.
    • Type a name for the item
    • In the Vendor drop-down menu, select the Seller which you had created
    • Click on Save.
  • Generate a Purchase Order for the item.
  • This step can only be accessed in QuickBooks Desktop Point of Sale. If you want to track the consignment transactions, you can follow these methods:
    • In the Purchasing menu, click on New Purchase Order.
    • In the Vendor drop-down menu, select the seller you had earlier created
    • Choose the Enter Item drop-down menu and select the consignment item.
    • In the Ordered field tab, type the quantity of item.
    • Click on Save.
  • Apply the Receiving preferences to make sure vendor billing information is entered in QuickBooks Desktop Point of Sale.
  • These methods are only applied to only those users who perform Financial Exchange with QuickBooks Desktop. Applying these methods helps us to create the bill for the seller in QuickBooks Desktop once the item is been sold out.
    • In the File menu, click on Preferences tab
    • Click on Company.
    • Click on Receiving then highlight the Enter vendor billing information in Point of Sale.
    • Click on Save.

With this, you might have now able to know to set up the consignments and track its transactions. You are free to call us at QuickBooks Point of Sale Support and drop a mail to us at support@helpdeskaccounting.com. You are free to contact us without any instant delay. Feel free to contact us on toll free number. You will get the service all round the clock and available geographically without any additional cost and delay.

If you are thinking to open QuickBooks Point of Sale on your PC then you must gain the knowledge of attaching some external hardware drivers like barcode scanners, receipt printers, PIN boards and many other.

It is not necessary that you get stuck with some software or feature related issues rather it is important to get complete knowledge on hardware attachments also.

Points to keep in mind while attaching any external drive, go through the given instructions:

  • Be sure about the proper installation of software on your PC, because if QuickBooks is not properly installed then there would surely the occurrence of issues while getting access to it.
  • The operating system you are using  must be updated

Method 1: Install QuickBooks Point of Sale

  • In the File menu, click on Hardware Setup Wizard
  • Choose the type of hardware you are using to install
  • Click on Next, and go through the instructions how to connect with it
  • To set up and test each individual hardware

If you are not able to apply set up, you can contact QuickBooks Point of Sale Support

Method 2: Reinstall the driver

  • Scroll for the path to C:\Program Files (x86)\Intuit\QuickBooks Desktop Point of Sale 18.0\Drivers.
  • Search for the folder for the driver you want to install
  • Now, run the .exe file for the driver you want to install.
  • Go through the on-screen instructions so that you can reinstall the server
  • Once the installation is finished, follow the steps discussed above in method 1.

If you are using Barcode Scanner as a hardware to get attached with

Step 1: Examine the bar code

Step 2: Reset the scanner to the factory default setting

  • Click on Products
  • Choose Barcode Scanners
  • Click on Handheld Barcode Scanner
  • Choose the model of your scanner
  • In the Documents tab, click on Quick Star Guide

This might have solved all your issues of getting an error of attaching any hard drive with your PC to use QuickBooks, but if in case you are not able to do so or the steps explained above you need not to worry. You may immediately contact QuickBooks Point of Sale Support to make your accounting stress free. You can dial our toll free number in no time and throw back a query so that it can be responded to get the maximum result. You can also mail us at support@helpdeskaccounting.com.

Imagine yourself to be in this challenging world. QuickBooks software is used by number of clients to get ease at their work and to reduce manpower. Because handling piles of sheets and bundles of record was a tedious task to do. Thus, Intuit had come up with software especially designed to solve financial accounting tools.

If your data file has a inconsistency in the Inventory Asset account then:

  • The accrual basis Balance Sheet Standard run for all dates shows an amount.
  • The Inventory Valuation Summary and Detail reports for all dates show a dissimilar quantity.

This happens because:

  • Your transactions have the Inventory Asset account which does not have any inventory items.
  • Non zero value items are available for inactive inventory.

Transactions to Inventory Asset account which does not have inventory items

To resolve this issue, follow the onscreen steps to remove the issue

Step 1: To make use of the Balance Sheet and Inventory Valuation reports to search for all transactions causing the inconsistency

  • Click on Close all QuickBooks windows so that windows will be closed.
  • Now, Open the Inventory Valuation Detail report.
  1. In the Reports menu, choose Inventory then select Inventory Valuation Detail.
  2. Choose the Dates drop-down menu and select All.
  3. You can easily open the Transaction Detail report from Balance Sheet
  4. In the Reports menu, choose Company and Financial then choose Balance Sheet Standard.
  5. Click on Customize Report.
    1. Set the report date range to All.
    1. Set the report basis to Accrual.
    1. Click on Ok.
  6. In the Balance Sheet report, double click on the Inventory Asset amount, so that the Transaction by Account detail report can be opened.
  7. In the Total By drop-down, click on Item Detail.
  8. Exit to Close the Balance Sheet report.
  9. Open both Transaction Detail and Inventory Valuation reports.
  10. Evaluate the two reports.
    1. Both reports should be equal.
    1. The differences will be at the bottom of the Transaction Detail report in a section titled No Item.
    1. These transactions alter only the Transaction Detail report but do not hinder the Inventory Valuation Detail report.
    1. If the root cause of the inconsistency is not in the No Item section, then evaluate the two reports line by line to find the discrepancy.

Step 2: To search bills or checks that altered the Inventory Asset account without using items

  • In the Reports menu, click on Custom Reports then choose Summary.
  • On the Display tab:
  1. Choose the Dates drop-down and slect All.
  2. In the Display rows by drop-down menu, select Item Type.
  3. Click on the advanced button and under the Display Rows section, click on Non-zero.
  • Move to the Filters tab then set the Account filter to Inventory Asset.
  • Click on Ok.
  • If a No Item row is visible on the report,
  • Click on Edit the transaction by linking an item.

Step 3: Find and correct journal entries that altered the Inventory Asset account without using items

  • In the Reports menu, click on Accountant & Taxes then choose Transaction Detail by Account.
  • Click on Customize Report.
  • In the Display tab, choose the Dates drop-down menu and select All.
  • Move to the Filters tab then modify the following filters:
  1. Account = Inventory Asset
  2. Transaction Type = Journal
  • Click on Ok to run the report.
  • Delete all transactions on the report then re-enter them following these steps.
  1. In the Vendors menu, select Inventory Activities then choose Adjust Quantity/Value on Hand.
  2. Type the adjustment.

Step 4: Search for the correct inventory adjustments that use the Inventory Asset as the adjustment account

  • In the Reports menu, select Accountant & Taxes then choose Transaction Detail by Account.
  • Click on Customize Report.
  • In the Display tab, choose the Dates drop-down menu and select All.
  • Move to the Filters tab then apply the following filters:
  1. Account = Inventory Asset then under Include split detail? 
  2. Choose For detail accounts matching radio button and from the drop-down menu, select Inventory Adjustment.
  3. Transaction Type = Inventory Adjustment
  • Click on OK to run the report.
  • Double click on a transaction you want to edit by selecting a different adjustment account.

Inactive Inventory Items that have non zero value

To resolve this issue, follow the onscreen steps to remove the issue:

Method 1: Reactivate the item

  • In the Lists menu, click on to the Item List.
  • In the Item List window, choose the Item drop-down menu and select Show Inactive Items.
  • All Inactive items will show an “X” in the first column of the list.
  • To reactivate all inventory items, click on the in the first column for each inactive item that shows a number.

Method 2: Regulate the item quantity

  • In the Lists menu, click on Item List.
  • In the Item List window, choose the Item drop-down menu and select Show Inactive Items. All
  • Inactive items will show an “X” in the first column of the list.
  • Balance the quantity for each inactive item that shows a number
    • In the Vendors menu, click on Inventory Activities then choose Adjust Quantity or Value on Hand.
    • Click on the inactive item for which you want to balance the quantity or value.
    • Type 0 in the New Qty field to zero out the inventory or you can also click on the Value Adjustment checkbox and type 0 in the New Value field.
    • Use the drop-down menu in the Adjustment Account field to choose the account to use for the adjustment.
    • Click on Save & Close.

Till now, you are clear with the topic showing balance sheet and inventory reports and Inactive Inventory Items that have non zero value now you will be able to resolve any issue related to this topic. If still error persists, you can contact us at QuickBooks Point of Sale Support and you can also send us an email on support@helpdeskaccounting.com our technical team of experts will revert you positively.