how to active point of sale 2013 quickbooks by phone

QuickBooks has to know that it’s OK to connect to Point of Sale. If you don’t see accounts for Inventory Asset, Cost of Goods Sold and Sales Income, we can help you add these. Some are standard, like Accounts Receivable and Accounts Payable. Next, check to see if your QuickBooks Chart of Accounts contains all of the accounts you’ll need. If there isn’t, click in the small box.įigure 2: This box must be checked if you’re going to track inventory in QuickBooks and share that information with QuickBooks Point of Sale. Make sure there’s a checkmark in the box in front of Inventory and purchase orders are active. Click on the Items & Inventory tab, and then Company Preferences. In QuickBooks, open the Edit menu and select Preferences. The two applications perform swaps and syncs every time there is a manual or automatic exchange.įirst, you’ll need to make sure that your QuickBooks company file is prepared to exchange information with QuickBooks POS. If you have inventory records in QuickBooks, POS will want that information.

The customer and vendor databases need to be in sync, and POS must know what customer balances and limits are. QuickBooks, on the other hand, needs to supply information to QuickBooks POS. For example, what items were purchased, and how much sales tax was collected? What inventory adjustments and transfers were made? Did you add new customers or vendors? Who made payments on their accounts?

So QuickBooks will need a lot of information from QuickBooks POS. Most of the ongoing exchange activity, understandably, will involve moving information from QuickBooks POS (where your retail activity occurs) to QuickBooks (where the results of that activity become a part of your overall financial management). When you learn what data is shared between the two applications, you’ll have a better understanding of why these initial steps are required. But you’ll need to do some housekeeping in QuickBooks before that happens.įigure 1: QuickBooks Point of Sale’s Financial Center contains tools for exchanging data with QuickBooks. By exchanging data with QuickBooks, however, it becomes a complete financial management system for your retail operation. QuickBooks Point of Sale can be implemented as standalone software. There are hundreds of applications that are built to work with QuickBooks they meet needs that aren’t currently supported by Intuit’s accounting software. We’re seeing the early stages of this new world in the integration that’s possible today with QuickBooks.

You’ll be able to choose from best-of-breed solutions to assemble just the mix of financial functionality that your company requires.

Years from now, accounting industry thought leaders tell us, small business accounting will rely heavily on integration. Don’t expect to start ringing up sales until you’ve done some prep work in QuickBooks.

How to active point of sale 2013 quickbooks by phone