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Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
office:reporting:quickbooks_importing [2009/11/20 16:59] markphsd |
office:reporting:quickbooks_importing [2009/11/20 17:01] markphsd |
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COGS Account Name = "POS Entries Cost of Goods" | COGS Account Name = "POS Entries Cost of Goods" | ||
- | All Items that are to be imported into QB Have to have a Barcode. | + | All Items that are to be imported into QB must have a Barcode. |
===== Question and Answer ===== | ===== Question and Answer ===== | ||
A)What will transfer to QuickBooks? | A)What will transfer to QuickBooks? | ||
+ | |||
Invoices, Purchase Orders, Items, Customers (currently during the import of PO's and Invoices) | Invoices, Purchase Orders, Items, Customers (currently during the import of PO's and Invoices) | ||
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A)How does payment on PO's affect QuickBooks? | A)How does payment on PO's affect QuickBooks? | ||
+ | |||
Payment Is not tied to the Quickbooks. | Payment Is not tied to the Quickbooks. | ||
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Items are imported into QB During the import of PO's and Invoices(Receipts) The Item list can also be imported separately from the Invoice & POS | Items are imported into QB During the import of PO's and Invoices(Receipts) The Item list can also be imported separately from the Invoice & POS | ||
- | C)What affect does unchecking "track inventory" have? This is a POS function and it has no bearing on the QB Import. | + | C)What affect does unchecking "track inventory" have? |
+ | |||
+ | This is a POS function and it has no bearing on the QB Import. | ||
===== CLOSING POS ===== | ===== CLOSING POS ===== | ||
- | A)How do you close every day. | + | A)How do you close every day? |
- | B)Does the POS need to also be closed every month, every year? (no) | + | |
+ | The same as normal POS Closing. Invoices & PO's can be imported any time and are marked as imported through the POS in order to not duplicate importing. | ||
+ | |||
+ | B)Does the POS need to also be closed every month, every year? | ||
+ | |||
+ | No. | ||
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