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Posted on 2016-09-01
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I need assistance from an individual with quickbooks point of sale knowledge
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Question by:Kevin Grant
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16 Comments
 
LVL 98

Expert Comment

by:John Hurst
ID: 41780120
QuickBooks POS is QuickBooks with some reports adapted to POS and then QB adapted to the hardware.

I use QuickBooks a lot and POS not at all.

Ask your question here and let us see if we might be able to assist.
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LVL 22

Expert Comment

by:CompProbSolv
ID: 41780163
I have set up QB POS for two different clients and they both went away from it fairly quickly.  I was very unimpressed with the organization of the program.  Two of the issues that stick in my mind are that you can't set the first invoice number and that you can't change in which folder the data file resides.  While I realize that these aren't impossible to deal with, they (and other issues) showed the lack of consideration of the real world in the design of the program.

That said, as John offered, if you have specific questions then they may get answered here.
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Author Comment

by:Kevin Grant
ID: 41780504
I need to produce reports for retail customers that have an account in the system. I need to set a monthly credit of $1,000.00 and at the end of each month produce a report for that customer that shows their bill. Also I would like another similar report that shows in that month what was purchased on that account, on which days and in however amount.

Can someone help me achieve this?
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LVL 98

Accepted Solution

by:
John Hurst earned 2000 total points (awarded by participants)
ID: 41780512
You can use Invoices and Statements to bill and track customers. I do not know of any capability in QuickBooks that would provide pre-established credit amounts or limits. There are credit fields in the Customer file that you may be able to adapt to your needs.
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Author Comment

by:Kevin Grant
ID: 41780521
is that available in the POS version or do i need to accompany it with the quickbooks accounting solution?
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LVL 98

Expert Comment

by:John Hurst
ID: 41780532
I have not seen credit limits in POS or Base. You might look up Accounts Receivable in the Intuit Market Place.
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Author Comment

by:Kevin Grant
ID: 41780544
ok so it sounds like this need to be done via the quickbooks accounting software linked to the pos app. ok. now once done where and how do i go into quicbooks to run these reports as described?
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LVL 98

Assisted Solution

by:John Hurst
John Hurst earned 2000 total points (awarded by participants)
ID: 41780549
For base reports, open QuickBooks and click on Reports. There are many categories to assist you.

You can also memorize a report once you have a format you like.
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Author Comment

by:Kevin Grant
ID: 41780705
im not familar with the reports

which one based on my needs would work?
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LVL 98

Assisted Solution

by:John Hurst
John Hurst earned 2000 total points (awarded by participants)
ID: 41780727
There are a vast multitude of QB  reports.

Profit and Loss - you need this to track your operations.
Balance Sheet - to look at your company financial health (income turns into cash, losses turn into debt).
Aged receivables - to see who owes you money.
Aged payables - how far behind are you in paying bills.
Sales by customer.
Transactions by type.
Planning and budgeting tools and reports.

You should look at reports and the many that are there.
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Author Comment

by:Kevin Grant
ID: 41780836
ok sure but was hoping for something a little more specific than a report by report run till is see a something that has info I need or worst yet dont then teach myself to create a quickbooks memorized report
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LVL 98

Expert Comment

by:John Hurst
ID: 41780842
You have to provide a specific request so perhaps we can help. There is no information here to go on.
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Author Comment

by:Kevin Grant
ID: 41780880
ok
i want to provide my Account based customers a report that shows the amount they accumulated in regards to credited purchases that given month.

Then i want a similar report that would show me of an Account based customer their purchases. right down to what was bought, how many and date of purchase.
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LVL 98

Assisted Solution

by:John Hurst
John Hurst earned 2000 total points (awarded by participants)
ID: 41780881
Use Sales by Customer Detail (one of the canned reports). It can give you the detail of each transaction. That is where I would (do) start.
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LVL 98

Expert Comment

by:John Hurst
ID: 41800816
I have given you all the reports you need and they all work. Do you need more information?
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