Q&A with Will English:
One of our nursery clients in FL purchased the QuickBooks Point of Sale (POS) V2013 system from us that included an All-in-One POS terminal and the accompanying peripherals. We also performed the installation and training.
They have a retail garden center and a wholesale center. In an effort to have the system ready and the staff trained prior to their projected go-live date, they planned ahead and started the process a few months ago, but there are always some questions that come up once a client actually starts using the system. It’s inevitable. Even though we train them on how to do the overall tasks as well as the ones specific to their business needs, whenever a client begins working with the software, they run into some bumps and need a little guidance to get over them. For example, where to find certain information, they realize they want to run a particular report, there may be a little check box that needs to be marked on a specific screen, etc. Ongoing support is crucial.
Hi Will, We went live this week. I have a few questions.
1. Hourly sales seem to be only in graph form. Is there a way to change that? I only need numbers. The only hourly report is a graph. There are date comparison reports.
2. When we close out financials all seem to drop into undeposited funds. Is there a way to separate which account each one goes to. (credit cards, cash, checks). Cash should go into an account called cash in drawer. We can set up separate “accounts to deposit” but would like to understand why as it will create extra work.
3. When we take a gift certificate, we put it in the total gift certificate amount and then we give back a gift certificate for the difference. We do not give back cash. The report at close out shows that we are over. Is there any other way besides putting in the exact amount of the gift card (GC)? This is a problem. Maybe using store credits with the account payment type.
4. We set the POS up on mine and Marvin’s computers. His seems to work (and I can sign in on his computer). On my computer, I can sign into the POS and when it comes up on my screen, everything is shadowed like I have no access to it. Also the only way to close out of it is to end task (and I don't have them running at the same time). I will need to log in to take a look. How about Monday morning? I will be in Florida for the TPIE conference.* I will try remote first as it is a bit of a drive, but could come onsite if needed.
NOTE: in this situation, Will is going to be within a close proximity of the client’s site so he can go to their location if he needs to. Usually, though, he can perform all of the necessary work by remotely logging into the customer’s system and providing phone support.
Also at the end of the day, when the QuickBooks POS connects to QuickBooks Financial, the customer job says counter sales. I can't seem to find where it is in Financial. I looked under customers and it's not there. I would like it to link up with the customer name that we were using before.
*See our next blog on the TPIE conference