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====== Quick Books Importing with CCS POS ====== ===== Overview ===== We use a component developed by NSoftware that works with the XML Integration of Quickbooks. This means we work within the limits of what Quickbooks & NSoftware allows us. ===== Requirements ===== Quickbooks has several features that need to be setup prior to import: These accounts need to be entered: Income Account = "POS Entries" Asset Account "POS Entries Asset" COGS Account Name = "POS Entries Cost of Goods" All Items that are to be imported into QB must have a Barcode. ===== Question and Answer ===== A)What will transfer to QuickBooks? Invoices, Purchase Orders, Items, Customers (currently during the import of PO's and Invoices) ==== PURCHASE ORDERS/INVENTORY ==== A)How does payment on PO's affect QuickBooks? Payment Is not tied to the Quickbooks. B)When "shop items" such as supplies are entered in a PO where would this be recognized in QuickBooks? 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. ===== CLOSING POS ===== A)How do you close every day. B)Does the POS need to also be closed every month, every year? (no)