CCS Point of Sale

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
office:reporting:quickbooks_importing [2009/11/20 16:59]
markphsd
office:reporting:quickbooks_importing [2018/12/23 12:11] (current)
Line 12: Line 12:
 These accounts need to be entered: These accounts need to be entered:
  
-Income Account ​"POS Entries"​+  * Income Account "POS Entries"​
  
-Asset Account "POS Entries Asset" 
  
-COGS Account Name "POS Entries Cost of Goods"+  * 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. All Items that are to be imported into QB must have a Barcode.
Line 23: Line 26:
  
 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)
  
Line 28: Line 32:
  
 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.
  
Line 34: Line 39:
 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 ClosingInvoices & 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.
  
  

Navigation

^From the Ground Up!| |[[Getting Started:]]| |[[Installation Guide:]]| |[[Pre Installation:]]| |[[Install CCS:]]| |[[Install New Database:]]| ^Guides| |[[Guides:]]| |[[FAQ:]]| |[[Trouble Shooting:]]| ^Credit Card Setup| |[[Data Cap Epay:]]| ^CCS Administration| |[[ Office:Office - General Management]]| ^CCS Terminal| |[[Office:Terminal]]| ^Hand Held Setup| |[[Hand Held:|Tablet]]| ^Kitchen Display| |[[KDS Software Setup:]]|