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.
Quickbooks has several features that need to be setup prior to import:
These accounts need to be entered:
All Items that are to be imported into QB must have a Barcode.
A)What will transfer to QuickBooks?
Invoices, Purchase Orders, Items, Customers (currently during the import of PO's and Invoices)
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.
A)How do you close every day?
The same as normal POS Closing. Invoices & 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.