We upgraded our financial and point of sale software to QuickBooks Point of Sale 2013 and QuickBooks Premier 2013. The upgrades were completed using the guidelines from QuickBooks. QB Premier is single user license but installed on the POS workstation and the accountant's computer in another office. Previous QB software was multiuser license but this option not required for new version. The QB company file is stored on a server but the POS company file/database is on a workstation. QB Database Server Manager is installed on the server.
We have some issues related to the financial interface between POS and QB. I'm posting them in this question instead of separate questions because we believe they are or could be related.
Issue 1: When the end of day procedure is ran, the interface will abort if QB is not open on the POS computer. Prior to the upgrade, QB did not have to be open on the POS computer for the interface to work. If QB is started on the POS workstation, the interface will complete. We have checked all configurations and even reinstalled software to recheck the installation procedure. Could there be a problem with the database server manager, QB or POS? Is the QB Premier single user license a factor?
Issue 2: A sales receipt will not be transferred from POS to QB if a non-tax item, such as labor, is the first item on the sales receipt with other taxable items. If the taxable item is first and then the labor charge, the receipt is transferred as expected. Labor can be the only item on the sales receipt and it will post as expected. The status/error code is 3180 - sales tax item must have a vendor. This does not appear to be a valid reason because the item will transfer if it is the first or only item on a sales receipt. This only fails when a non-tax item is the first item. We have followed the troubleshooting steps on QB but all items were correct.
Issue 3: In checking the troubleshooting steps on issue 2, there was a message that the financial software and POS inventories are not synchronized. We do not have the inventory items in QB that are in POS. All sales are made thru POS. Do we need POS inventory items in QB Premier? We have not entered inventory items in previous QB versions.
We did not have these issues with previous versions of QB and POS. Any information or suggestions for resolving these issues will be appreciated.