- #QUICKBOOKS POINT OF SALE CUSTOMER SERVICE SOFTWARE#
- #QUICKBOOKS POINT OF SALE CUSTOMER SERVICE WINDOWS#
The network connection or configuration is not working - Check your network connections and cables on both Client and Server Workstations. The Server Workstation has a different data file open than the one to which a client workstation is trying to connect – Open the correct company data on the Server Workstation or select to connect the currently open data.
#QUICKBOOKS POINT OF SALE CUSTOMER SERVICE WINDOWS#
In order for a client workstation to access the data stored on the Server Workstation, the Server Workstation must be running - Once you are sure the Server Workstation and network are working, enter the Server Workstation computer name (can be found at Windows Control Panel System Computer Name on the Server) and POS company data file name (can be found in the Point of Sale title bar on the server) and then select OK. The data file does not have a unique name - Ensure that the POS data file has a unique name. On subsequent startups, the client workstation will reconnect to this same data. Select the correct data/server and then select OK. Review the list of possible causes and solutions below to correct the problem.Ĭompany data was renamed, moved, or deleted - A list of the data files and Server Workstations found on the network is listed. When encountering connection difficulties on a Client Workstation, the first step is for the user to sign-on to the Client Workstation as an administrator AND that an administrator also sign-on to the Server Workstation. When encountering connection difficulties on a Server Workstation, the first step is for the user to sign onto the computer as a user with Windows Administrator rights. If a workstation cannot locate or connect to the POS company data, you may see an error message similar to that shown below.Īpplication could not find, could not connect to, or could not open company data.
#QUICKBOOKS POINT OF SALE CUSTOMER SERVICE SOFTWARE#
Firewall software must be properly configured to allow Point of Sale components to access needed ports.The Server Workstation must be turned on (but Point of Sale need not be running).There are certain prerequisites to being able to access the Point of Sale data, whether it is being accessed from the Server or Client Workstation. In a networked installation, the connection issues outlined below most commonly apply when a Client workstation is unable to locate or connect to the data on the Server Workstation.
This would include QuickBooks’ ability to create reminder statements, finance charges and so on.QuickBooks Point of Sale must be able to access the POS company data that is stored on the Server Workstation. We have all the QuickBooks capabilities with this invoice that we would if it were originally created in QuickBooks Financial. QBPOS inserts the information here telling us what sales receipt number in QBPOS created this invoice in QuickBooks Financial. You can see the memo at the bottom of the invoice. Then, when a financial exchange is done, usually at the end of each day, QBPOS sends the information about Jane Smith’s purchase to QuickBooks.Ībove is a screenshot of the invoice in QuickBooks created by QBPOS. We must have setup both to integrate with each other, a task which is fairly simple. These functions, tracking customer balances, statements, and so on, can be handled by the QuickBooks Financial (or accounting) software we are familiar with.
But, what about the customer balance? What if we want to send this customer a statement? It also allows the setting of a credit limit.Īt this point the transaction can be completed as normal. This one asks you to confirm that, yes, you want to setup this customer as a charge customer. If this is a new charge customer, a second window opens. It is required that house charges include a customer.Ī simple window opens asking you to confirm the charge and/or enter a payment to be recorded against this customer’s account. The customer has been selected from the customer list. It is only at the point of choosing the payment type that the sale specifically becomes a house charge. In QuickBooks Point of Sale (QBPOS) the process begins like any other sale. And, when these two software packages are used together, we have a complete solution for handling these types of transactions. While the POS software itself does not track these transactions, QuickBooks Financial does. It is possible to give credit to customers in QuickBooks Point of Sale.
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