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Kristen Hercules
2026-01-27 18:07:54 -06:00
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47
QB_Help_Web/POS_Help/qbpos_company_preferences/companyprefs_avspopup.htm Normal file
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Company preferences">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>companyprefs_avspopup</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-2">How is the cardholder's address verified?</p>
<p>popup topic hidden</p>
<p class="Help-Text">When you manually enter credit card information, you are asked to provide the cardholder's ZIP code and, optionally, the street address. When Point of Sale connects to the Merchant Service, the address information entered is checked against that on file at the cardholder's bank.</p>
<p class="Help-Info-Line">If you have this option enabled (selected):</p>
<ul>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">If the ZIP Code and/or street address does not match, the transaction is not allowed. This affords you a degree of protection against credit card fraud, but may also block some legitimate transactions.</p>
</li>
</ul>
<p class="Help-Info-Line">If you do not have this option enabled:</p>
<ul>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">If the ZIP Code and/or street address does not match, an alert is displayed but you can continue with the transaction at your discretion. This affords less protection against credit card fraud, but gives you more flexibility.</p>
</li>
</ul>
<!--
<p class="Help-Main-Topic-Links">Learn more</p>
<p class="Help-Main-Topic-Links">Credit card fraud prevention tips</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>-->
<p class="Help-Text">Click anywhere to close this window</p>
</body>
</html>

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QB_Help_Web/POS_Help/qbpos_company_preferences/companyprefs_cvc_popup.htm Normal file
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Company preferences">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>companyprefs_cvc_popup</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-2">How is a credit card verified?</p>
<p>popup topic hidden</p>
<p class="Help-Text">A credit card verification is an important security feature for manually entered (non-swiped) credit card transactions. The code helps verify that the customer, presumably the legitimate cardholder, has the actual card in their possession. The use of this feature is optional, but highly recommended.</p>
<p class="Help-Text">The verification process compares the card verification code entered against the card issuer's records.</p>
<p class="Help-Text">This preference controls how you handle transactions that fail the card verification.</p>
<p class="Help-Info-Line">If you have this option enabled (selected):</p>
<ul>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">Transactions where the card fails the verification check are not allowed. You will have to ask the customer for another form of payment.</p>
</li>
</ul>
<p class="Help-Info-Line">If you do not have this option enabled:</p>
<ul>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">You are alerted when a card fails the verification check, but you can choose to proceed with the transaction at your discretion.</p>
</li>
</ul>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Depending on the card issuer, the card verification feature may be referred to as a card verification code (CVC), card verification value (CVV), card identification number (CID), or cardmember ID. All of these terms are synonymous and mean the same thing.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Some card issuers automatically deny transactions where the card verification has failed, regardless of this preference setting.</p>
</li>
</ul>
<!--<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Main-Topic-Links">Learn more</p>
<p class="Help-Main-Topic-Links">Credit card fraud prevention tips</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p> -->
<p class="Help-Text">Click anywhere to close this window</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Company Preferences: Discounts</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
tr.hcp1 { vertical-align:top; }
td.hcp2 { padding-left:1px;
padding-top:1px;
padding-right:1px;
padding-bottom:1px;
border-bottom-width:1px;
border-bottom-style:Solid; }
font.hcp3 { font-weight:bold; }
td.hcp4 { padding-left:1px;
padding-top:1px;
padding-right:1px;
padding-bottom:1px;
background-color:Transparent;
border-bottom-width:1px;
border-bottom-style:Solid; }
font.hcp5 { font-family:"Wingdings 2";
font-weight:bold; }
span.hcp6 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Company Preferences: Discounts</p>
<p class="Help-Text"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Giving Discounts</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table cellspacing="0" width="372">
<tr class="hcp1">
<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text"><font class="hcp3">Function</font></p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Manual Item Discount Reason</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text"><font face="Wingdings 2" class="hcp5">R</font> <font class="hcp3">=</font> <span class="hcp6">Require a discount reason for manual discounts</span>. Select to require the cashier to specify the reason when giving a manual item discount.</p>
<p class="Help-Text">This allows you to track discounts given on <a href="../qbpos_price_manager/pm_discount_reports.htm">discount reports</a>.</p>
<p class="Help-Text">You <a href="../qbpos_price_manager/pm_discount_pricing.htm#Manual_Discounts">define manual discount reasons</a> in Price Manager. The names will then be available for the cashier to select from on the sales receipt.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Print Coupons on Receipts (Pro)</p>
</td>
<td style="width:62.90%;" class="hcp2">
<p class="Help-Text"><font face="Wingdings 2" class="hcp5">R</font> <font class="hcp3">=</font> <span class="hcp6">Print coupons on receipts.</span> &#160;Select and then specify options to print your store coupons with qualifying sales receipts.</p>
<p class="Help-Text">To avoid giving coupons to customers who also qualify for your <a href="../qbpos_customers/cust_rewards_oview.htm">rewards program</a>, select the check box titled <span class="hcp6">Exclude receipts with rewards customer assigned</span>.</p>
</td>
</tr>
</table>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Other Sales Preferences</p>
<p class="Help-Text"><a href="sysprefs07.htm">Sales</a> general sales preferences</p>
<p class="Help-Text"><a href="companyprefs_receiptmessage.htm">Printed receipt message</a></p>
<p class="Help-Text"><a href="companyprefs_shipping.htm">Shipping</a> list of shipping providers</p>
<p class="Help-Text"><a href="companyprefs_tendering.htm">Receipt tendering</a> payment options</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
<p class="Help-Text"><a href="../qbpos_print_designer/printdesigner_oview.htm">Customizing printed receipts and other documents</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Company Preferences: E-mail Documents</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
tr.hcp1 { vertical-align:top; }
td.hcp2 { padding-left:1px;
padding-top:1px;
padding-right:1px;
padding-bottom:1px;
border-bottom-width:1px;
border-bottom-style:Solid; }
font.hcp3 { font-weight:bold; }
td.hcp4 { padding-left:1px;
padding-top:1px;
padding-right:1px;
padding-bottom:1px;
background-color:Transparent;
border-bottom-width:1px;
border-bottom-style:Solid; }
font.hcp5 { font-family:Symbol; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: E-mail Documents</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mailing Documents</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">Specify default settings for e-mailing documents from within Point of Sale.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table cellspacing="0" width="372">
<tr class="hcp1">
<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text"><font class="hcp3">Function</font></p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Default Message Text</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text">Select a document type from the drop-down list at the top of the window and then complete the following settings to apply to that document type. Repeat for each document type you wish to e-mail.</p>
<p class="Help-Text">Enter salutation, subject line, and body text. Point of Sale writes this information to each e-mail it creates, but you can edit individual e-mails before sending.</p>
<p class="Help-Text">You can add information fields (shown in &lt;brackets&gt; at bottom of window) to your subject line or message, in which case the information from the matching fields on the document being sent is auto-filled to the message when it is created. Enter the field name and bracket just as shown.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Create attachment as</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text">Select one of the e-mail attachment formats:</p>
<p class="Help-Text"><font class="hcp3">PDF</font> recipient must have Adobe<font face="Symbol" class="hcp5"></font> Acrobat<font face="Symbol" class="hcp5"></font> Reader installed to view.</p>
<p class="Help-Text"><font class="hcp3">Excel</font> recipient must have Microsoft Excel 2000 - 2007 installed to view.</p>
<p class="Help-Text"><font class="hcp3">HTML</font> can be viewed in web browsers.</p>
<p class="Help-Text"><font class="hcp3">Text</font> plain text format that can be viewed in most text editors or Word processing software.</p>
</td>
</tr>
</table>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">See also the <a href="../qbpos_workstation_preferences/wsprefs_printoptions.htm">workstation preference</a> for being prompted to e-mail each sales receipts.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Main-Topic-Links"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>General Instructions for Editing Company Preferences</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">General Instructions for Editing Company Preferences</p>
<p class="Help-Text"><a href="sysprefsoverview.htm">Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_workstation_preferences/wsprefsoverview.htm">Workstation Preferences</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Warning"><font class="hcp1"><img src="../image/warning_icon_small.gif" alt="" style="border: none;" width="24" height="25" border="0"> &#160;Warning: Undo and Reset Options Affect All Preferences</font><br>
Two powerful options are available from the Preferences I Want To menu: &#160;<span class="hcp2">Undo Changes</span> to discard all changes since your last save, but remain in preferences, and <span class="hcp2">Reset to Default Setting</span> to revert all workstation preferences to their default values. Be aware that these choices affect all workstation preferences, not just the page you are currently viewing.</p>
<p class="Help-Info-Line">To edit company preferences:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the File menu, select <font class="hcp1">Preferences</font> <font style="font-family: 'Wingdings 3';" face="Wingdings 3"></font> <font class="hcp1">Company</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In the left pane, choose the page containing the preference you want to change.</p>
</li>
</ol>
<p class="Help-Indent">Click the icons (or keys) to expand or collapse the preference menu structure, as necessary.</p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Edit the preference settings as needed. Help for each page is displayed in the yellow sidebar to the right.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">S</font><font class="hcp1">ave</font>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select <span class="hcp2">Cancel</span> to leave preferences without saving any changes.</p>
</li>
</ul>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Company Preferences: Integrated Applications</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Company Preferences: Integrated Applications</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a></p>
<p class="help-main-topic-links">&#160;</p>
<p class="Help-Text">This page lists third-party applications that have previously been granted access to your Point of Sale company data.</p>
<p class="Help-Info-Line">To remove an application (which blocks further access to your data):</p>
<ol style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">Highlight the application in the list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">Remove</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">Yes</span> in the confirmation dialog.</p>
</li>
</ol>
<p class="Help-Text"><a href="../qbpos_help_and_support/help_IDN_apps.htm">Learn more about integrated applications</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2"><span class="hcp1">Notes</span>:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Integration with QuickBooks Desktop financial software does not show up in this list and cannot be removed here.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you require employee logins, you can block an employee's ability to log in to Point of Sale from an integrated application. Clear the <a href="../qbpos_secadmin/secadmin01.htm">security right</a> check box labeled <span class="hcp1">Log in from an integrated application</span> (in the General area) for the employees you wish to block.</p>
</li>
</ul>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Company Preferences: Inventory</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
tr.hcp1 { vertical-align:top; }
td.hcp2 { padding-left:1px;
padding-top:1px;
padding-right:1px;
padding-bottom:1px;
border-bottom-width:1px;
border-bottom-style:Solid; }
span.hcp3 { font-weight:normal; }
span.hcp4 { font-weight:bold; }
font.hcp5 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Inventory</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_inventory/invenvoverview.htm">Inventory Overview</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table cellspacing="0" width="372">
<tr class="hcp1">
<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Function</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">I want to associate pictures with my inventory items <span class="hcp3">(Pro)<br>
&#160;</span></p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">Reset automatic item number sequencing when an item number is edited</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">Create reorder reminders based on <span class="hcp3">(Pro)</span></p>
</td>
<td style="width:62.90%;" class="hcp2">
<p class="Help-Text">Select to make the <a href="../qbpos_inventory/inven_itempics.htm">item picture</a> fields available on the item form and a thumbnail available in other program areas.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If selected, editing an item number in inventory resets the auto-numbering sequence to begin with the next available number after the edited number.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Select an available option:</p>
<p class="Help-Text"><span class="hcp4">Available quantity (default):</span> Takes into consideration quantities committed to open customer orders.</p>
<p class="Help-Text"><span class="hcp4">On-Hand Quantity:</span> Does not take customer order quantities into consideration.</p>
<p class="Help-Text">With either selection, Point of Sale looks at your reorder points and considers quantities already on open purchase orders before adding items to the reorder reminders. <a href="../qbpos_inventory/inven434.htm">Learn more</a>.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Inventory Quick Pick Groups</p>
</td>
<td style="width:62.90%;" class="hcp2">
<p class="Help-Text">Click <span class="hcp4">Add</span> to create a new inventory tag for use with the <a href="../qbpos_basic_procedures/basic_quickpick_Item.htm">Quick Pick Item</a> feature. Once defined, you assign the tags to items in inventory and can then use Quick Pick to add them to &#160;sales receipts and receiving vouchers.</p>
<p class="Help-Text">You can use other action buttons to arrange the order or remove item tags.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Units of Measure</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">Multiple Units of Measure <span class="hcp3">(Pro)</span></p>
</td>
<td style="width:62.90%;" class="hcp2">
<p class="Help-Text">Select <font class="hcp5">Add</font> to define a new <a href="../qbpos_inventory/inven_unitofmeasure.htm">unit of measure</a> or <font class="hcp5">Remove</font> to delete an existing one.</p>
<p class="Help-Text">The <font class="hcp5">Move</font> <span class="hcp4">U</span><font class="hcp5">p</font> and <font class="hcp5">Move</font> <span class="hcp4">D</span><font class="hcp5">own</font> buttons allow you to arrange the entries into the order they will appear on the drop-down list on item records.</p>
<p class="Help-Text">Unit of measures defined here are available for use with the multiple unit of measure feature described below.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><span class="hcp4">I want to set up multiple units of measure..</span> Select to use the multiple unit of measure feature to purchase, receive and sell items by different units, such as by cases and individual units. <a href="../qbpos_inventory/inven_uom_multiple.htm">Learn more</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Unit of measure options:</p>
<p class="Help-Text" style="font-weight: bold;">Print unit of measure information in the quantity field on all documents.</p>
<p class="Help-Text">Select to insert the unit in the quantity field on printed documents. <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('companyprefs_uom_printing.htm');return false;">Learn more</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><span class="hcp4">Displaying Units of Measure</span>: Choose whether Point of Sale should add the UOM fields to all documents and lists, or if you want to add them manually as needed.</p>
</td>
</tr>
</table>
<p class="Help-Main-Topic-Links"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Company Preferences: Ratings &amp; Trends</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Ratings &amp; Trends</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_inventory/inven_itemratings.htm">Item Ratings</a> <font color="#C0C0C0">|</font> <a href="../qbpos_customers/cust_ratings.htm">Customer Ratings</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Ratings and trends allow you to view graphical indicators of sales performance in your item and customer lists. Returns are subtracted from sales to calculate net sales for this feature. Select a link above to learn more about this feature in each area.</p>
<p class="Help-Text">Use this page of company preferences to turn on/off the rating and trend feature for each area and specify the value and time periods on which rankings are based.</p>
<p class="Help-Note"><span style="font-weight: bold;">Note</span>: In a networked, multi-workstation configuration, this preference can be set by the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a> only.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table cellspacing="0" width="372">
<tr class="hcp1">
<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text"><font class="hcp3">Function</font></p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Show ratings and trends for items</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text"><font face="Wingdings 2" class="hcp5">R</font> Select if you want rating and trend information calculated for inventory items.</p>
<p class="Help-Text"><font class="hcp3">Based on:</font> Choose a value on which rankings are based. Choices are Profit, Quantity (net sales), or Total Sales (net dollars).</p>
<p class="Help-Text"><font class="hcp3">Time:</font> Choose the number of days in sales history that should be used for calculations. Maximum is 999.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Show ratings for customers <span style="font-weight: normal;">(Basic)</span></p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text"><font face="Wingdings 2" class="hcp5">R</font> Select if you want sales rating information calculated for customers.</p>
<p class="Help-Text"><font class="hcp3">Based on:</font> Choose a value on which rankings are based. Choices are Profit or Total Sales (net dollars).</p>
<p class="Help-Text"><font class="hcp3">Time:</font> Choose the number of days in sales history that should be used for calculations. Maximum is 999.</p>
</td>
</tr>
</table>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Main-Topic-Links"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
</body>
</html>

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<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Company Preferences: Printed Receipt Message</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Printed Receipt Message</p>
<p class="Help-Text"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_recording_sales_and_returns/receiptsoverview.htm">Sales Overview</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table cellspacing="0" width="372">
<tr class="hcp1">
<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text"><font style="font-weight: bold;">Function</font></p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Printed Receipt Message</p>
</td>
<td style="width:62.90%;" class="hcp3">
<p class="Help-Text">Enter text to be printed on all receipts. For example, you might want to use this preference to print your return/exchange policy, &#160;or a thank you message.</p>
<p class="Help-Text">Pro users might include information about your <a href="../qbpos_customers/cust_rewards_oview.htm">rewards program</a>.</p>
</td>
</tr>
</table>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Other Sales Preferences</p>
<p class="Help-Text"><a href="sysprefs07.htm">Sales</a> general sales preferences</p>
<p class="Help-Text"><a href="companyprefs_discounts.htm">Discounts</a> define and optionally require manual item discount reasons</p>
<p class="Help-Text"><a href="companyprefs_shipping.htm">Shipping</a> list of shipping providers</p>
<p class="Help-Text"><a href="companyprefs_tendering.htm">Receipt tendering</a> payment options</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
<p class="Help-Text"><a href="../qbpos_print_designer/printdesigner_oview.htm">Customizing printed receipts and other documents</a></p>
</body>
</html>

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<title>Company Preferences: Receiving</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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tr.hcp1 { vertical-align:top; }
td.hcp2 { padding-left:1px;
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Receiving</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_receiving/vouchersoverview.htm">Receiving Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">Use the Receiving preferences to set various options related to receiving of merchandise from your vendors.</p>
<table cellspacing="0" width="372">
<tr class="hcp1">
<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text"><font style="font-weight: bold;">Function</font></p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Warn when receiving against PO past its Cancel Date</p>
</td>
<td style="width:62.90%;" class="hcp3">
<p class="Help-Text">Alert employee when receiving against a PO that has passed the cancel date. If this preference is not selected, the cancel date is ignored.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Enter vendor billing information in Point of Sale</p>
</td>
<td style="width:62.90%;" class="hcp3">
<p class="Help-Text">Select to enter vendor billing information on receiving vouchers in Point of Sale.</p>
<p class="Help-Text">By default, the vendor billing information fields are not available on Point of Sale receiving vouchers, as it is assumed you will track vendor billings in QuickBooks Desktop financial software.</p>
<p class="Help-Text"><a href="../qbpos_receiving/voucher_billinginfo.htm">Learn more</a>.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Printed Voucher Message</p>
</td>
<td style="width:62.90%;" class="hcp3">
<p class="Help-Text">Enter optional default message to print on all vouchers. This message is not displayed on screen.</p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
</body>
</html>

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<title>Company Preferences: Shipping</title>
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border-bottom-width:1px;
border-bottom-style:Solid; }
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padding-top:1px;
padding-right:1px;
padding-bottom:1px;
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border-bottom-width:1px;
border-bottom-style:Solid; }
td.hcp5 { padding-left:1px;
padding-top:1px;
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Shipping</p>
<p class="Help-Text"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_recording_sales_and_returns/receiptsoverview.htm">Sales Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Note"><span class="hcp1">Note</span>: You must have shipping enabled in your <a href="sysprefs04.htm">Select Features to Use preferences</a> for the following preferences to be applicable.</p>
<p class="Help-Text">&#160;</p>
<table cellspacing="0" width="372">
<tr class="hcp2">
<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Function</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Shipping Manager</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text"><span class="hcp1">Use QuickBooks Desktop Shipping Manager</span>. Select the check box to use Shipping Manager.</p>
<p class="Help-Text">With the Shipping Manager you can connect to UPS shipping services online to arrange shipments, print shipping labels, and track the shipments from within Point of Sale.</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Shipping Manager Requirements <img src="../image/expand_icon.GIF" alt="Click to expand topic" title="Click to expand topic" style="border: none;" width="11" height="11" border="0"></a></p>
<div class="droptext" id="POPUP273861765" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 100%;">
<tr class="hcp2">
<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You must have an account with UPS. Links are provided within Shipping Manager to sign up for an account, if necessary.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The workstation(s) on which you will use Shipping Manager must have Internet access.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You must set up Shipping Manager on each workstation that will use it. You can share the same account number on all your workstations.</p>
</li>
</ul>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><span class="hcp1">I do not charge my customer for shipping</span>. With this option, you can use Shipping Manager to arrange shipments, but the shipping charges will not be added to sales receipts.</p>
<p class="Help-Text"><a href="../qbpos_shipping/shipping_shipmgr.htm">Learn more about Shipping Manager</a></p>
</td>
</tr>
</table>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table cellspacing="0" width="372">
<tr class="hcp2">
<td style="width:37.10%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Shipping Providers</p>
</td>
<td style="width:62.90%;" class="hcp5">
<p class="Help-Text">Select <font class="hcp6">Add</font> or <span class="hcp1">Remove</span> to add or delete shipping providers from the list.</p>
<p class="Help-Text">The providers on this list are available in the order listed for selection on sales receipts and customer orders. Use the <font class="hcp6">Move Up/Down</font> buttons to arrange the order of providers and the <font class="hcp6">Make Default</font> button to designate the provider that is suggested when entering <a href="../qbpos_shipping/shipping_info.htm">shipping information</a> on a document.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><span class="hcp1">Important</span>: If using Shipping Manager, ensure you do not include "UPS" in the name of a provider you are adding manually. This string of characters will result in errors when shipping. If adding a legitimate UPS service, select it from the predefined drop-down list in the Add a New Shipping Provider dialog.</p>
<p class="Help-Text">The shipping providers and service levels on this list are available (in the order listed) for selection on sales receipts and customer orders when you are adding shipping information or charges.</p>
<p class="Help-Text">Use the <span class="hcp1">Add</span>, <span class="hcp1">Remove</span>, and <span class="hcp1">Move Up/Down</span> buttons to add, delete, or rearrange the providers to meet your needs.</p>
<p class="Help-Text"><span class="hcp1">Important:</span> Do not include "UPS" in the name of a provider you are adding manually. This string of characters will result in errors when shipping via Shipping Manager. If you need to add a legitimate UPS service, select it from the predefined drop-down list in the Add a New Shipping Provider dialog.</p>
</td>
</tr>
</table>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Other Sales Preferences</p>
<p class="Help-Text"><a href="sysprefs07.htm">Sales</a> general sales preferences</p>
<p class="Help-Text"><a href="companyprefs_discounts.htm">Discounts</a> define and optionally require manual item discount reasons</p>
<p class="Help-Text"><a href="companyprefs_receiptmessage.htm">Receipt message</a> printed on every sales receipt</p>
<p class="Help-Text"><a href="companyprefs_tendering.htm">Receipt tendering</a> payment options</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
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<title>Company Preferences: Receipt Tendering</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Receipt Tendering</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_recording_sales_and_returns/receipt1014.htm">Taking Payments</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_recording_sales_and_returns/receiptsoverview.htm">Sales Overview</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table cellspacing="0" width="372">
<tr class="hcp1">
<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text"><font style="font-weight: bold;">Function</font></p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Payment Methods</p>
</td>
<td style="width:62.90%;" class="hcp3">
<p class="Help-Text">Select the payment methods you accept on sales. Only the payment methods selected will be available on the receipt payment window. Cash cannot be removed.</p>
<p class="Help-Text"><span style="font-weight: bold;">Default payment method</span>: From the drop-down list, select the payment method most frequently used on sales. This default method will be suggested on all new sales.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Card Types</p>
</td>
<td style="width:62.90%;" class="hcp3">
<p class="Help-Text">Specify the credit card types allowed when taking a payment by credit card.</p>
<p class="Help-Text">Only the selected types will be accepted.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Tips</p>
</td>
<td style="width:62.90%;" class="hcp3">
<p class="Help-Text" style="font-weight: normal;">Select to be prompted to collect and record a tip (gratuity) on credit card, gift card, and account charge sales. <a href="../qbpos_recording_sales_and_returns/receipt_tips.htm">Learn more</a>.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Past Due Payments</p>
</td>
<td style="width:62.90%;" class="hcp3">
<p class="Help-Text">Select and enter 30, 60, or 90 days to display past due amounts and block additional charges to a customer's account at that age. Past due amounts come from your QuickBooks Desktop financial software. <a href="../qbpos_customers/cust_pastdueacct.htm">Learn more</a>.</p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Other Sales Preferences</p>
<p class="Help-Text"><a href="sysprefs07.htm">Sales</a> general sales preferences</p>
<p class="Help-Text"><a href="companyprefs_discounts.htm">Discounts</a> define and optionally require manual item discount reasons</p>
<p class="Help-Text"><a href="companyprefs_receiptmessage.htm">Receipt message</a> printed on every sales receipt</p>
<p class="Help-Text"><a href="companyprefs_shipping.htm">Shipping</a> list of shipping providers</p>
<p class="Help-Text"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
</body>
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<p class="Help-Heading-2">How are units of measure printed?</p>
<p class="Help-Text">This is a popup topic and has been hidden</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Documents:</font> If the print unit of measure information in the quantity field on all documents option in company preferences is selected, the unit of measure used for the transaction is inserted in the quantity field on printed documents.</p>
</li>
</ul>
<p class="Help-Indent">&lt;insert image example&gt;</p>
<p class="Help-Indent">You can use Print Designer, if necessary, to resize the quantity field on documents to accommodate your unit of measure. With this preference turned off, the unit of measure is not printed on documents unless you use Print Designer to add the <font class="hcp1">Unit of Measure</font> field to the document(s).</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Price Tags:</font> If a default sell-by unit is specified for an item, tags are printed using the default sell-by units information and quantity.</p>
</li>
</ul>
<p class="Help-Indent"><font style="font-style: italic;">Example:</font> You buy a canned item by the case, but your default sell-by unit is the individual can. There are 24 cans in a case. When printing tags from a purchase order or receiving voucher, the item is listed as one case but tags will print for 24 individual cans.</p>
<p class="Help-Indent">If you do not have a default sell-by unit specified, tags will print based on the base unit specified for the item.</p>
<p class="Help-Text">&#160;</p>
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<p class="Help-Text">Click anywhere to close this window</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Financial</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="sysprefsoverview.htm">Financial Exchange Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Set financial preferences in order to exchange data with your QuickBooks Desktop financial software. Note that there may be a short delay accessing these preferences as Point of Sale connects with your QuickBooks Desktop software and reads existing account lists and other preferences to make them available for selection here.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table cellspacing="0" width="94.757%">
<col style="width: 15.745%;">
<col width="548">
<tr style="height:26px;" class="hcp1">
<td style="width:15.745%;" bgcolor="#D6D6D6" class="hcp2">
<p class="Help-Text"><font class="hcp3">Preference</font></p>
</td>
<td width="548" bgcolor="#D6D6D6" class="hcp2">
<p class="Help-Text"><font class="hcp3">Function</font></p>
</td>
</tr>
<tr style="height:26px;" class="hcp1">
<td style="width:15.745%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Financial</p>
</td>
<td width="548" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
</td>
</tr>
<tr style="height:103px;" class="hcp1">
<td style="width:15.745%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Use with QuickBooks financial software</p>
</td>
<td width="548" class="hcp4">
<p class="Help-Text"><font face="Wingdings 2" size="2" class="hcp5">R</font> <font size="2" class="hcp6">=</font> Select to allow the exchange of data between Point of Sale and QuickBooks Desktop financial software.</p>
<p class="Help-Text">QuickBooks must be running and the financial company file you intend to share data with open to establish the initial connection. <a href="../qbpos_qb_data_exchange/qbdata05.htm">Learn more</a></p>
<p class="Help-Text"><font class="hcp3">Note:</font> This option must be selected in order for all other financial preferences to be available.</p>
</td>
</tr>
<tr style="height:106px;" class="hcp1">
<td style="width:15.745%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">QuickBooks Company file</p>
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbdata10.htm#qbdata_midtopic_74">Where is my QuickBooks financial company file?</a></p>
</td>
<td width="548" class="hcp4">
<p class="Help-Text">Once connected, your company name and file location are displayed.</p>
<p class="Help-Text">To connect to your QuickBooks Desktop company file, launch QuickBooks and open your company file, then select <font class="hcp3">Set Up QuickBooks Connection Now</font> and follow the on-screen prompts.</p>
</td>
</tr>
<tr style="height:121px;" class="hcp1">
<td style="width:15.745%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Send receipts and vouchers with..</p>
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbdata13.htm">Learn more</a></p>
</td>
<td width="548" class="hcp4">
<p class="Help-Text">Select an option:</p>
<ul class="hcp7">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Detailed item descriptions</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Detailed item descriptions for customer charge account transactions only</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Summarized item totals (no item detail: default)</p>
</li>
</ul>
</td>
</tr>
<tr style="height:96px;" class="hcp1">
<td style="width:15.745%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Order to send customer name to QuickBooks <span class="hcp8">(Basic)</span></p>
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/financialexchange_custnameorder.htm">Learn more</a></p>
</td>
<td width="548" class="hcp4">
<p class="Help-Text">Select the order in which you want customer names sent to QuickBooks Desktop: &lt;Last&gt;, &lt;First&gt; default</p>
<p class="Help-Text">&lt;First Last&gt;</p>
<p class="Help-Text">&lt;Title First Last&gt;</p>
</td>
</tr>
<tr style="height:93px;" class="hcp1">
<td style="width:15.745%;" class="hcp4">
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0; font-weight: bold;"><span class="hcp9">Send discounted items with</span></p>
<p class="hcp10"><a href="../qbpos_qb_data_exchange/qbfs_salesdiscounts.htm">Learn more</a></p>
</td>
<td width="548" class="hcp4">
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">Select an option:</p>
<ul class="hcp7">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Net value (discounts not reported separately)</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Separate original and discounted values</p>
</li>
</ul>
</td>
</tr>
<tr style="height:94px;" class="hcp1">
<td style="width:15.745%;" class="hcp2">
<p class="hcp10"><span class="hcp9">Employee Hours</span> (Pro)</p>
<p class="hcp10">&#160;</p>
<p class="hcp10"><a href="../qbpos_qb_data_exchange/financialexchange_employeehours.htm">Learn More</a></p>
<p class="hcp10">&#160;</p>
<p class="hcp10"><a href="sysprefs01.htm">Return to top</a></p>
</td>
<td width="548" class="hcp2">
<p class="Help-Bulleted"><font face="Wingdings 2" size="2" class="hcp5">R</font> <font size="2" class="hcp6">=</font> Send employee time records from <a href="../qbpos_secadmin/secadmin_timecards.htm">Time Clock</a> to QuickBooks Desktop. Select the hourly payroll item to be used for the time entries created in QuickBooks Desktop. Requires integration with QuickBooks Desktop Financial Software 2009.</p>
</td>
</tr>
<tr style="height:27px;" class="hcp1">
<td colspan="2" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Financial Accounts: Basic</p>
</td>
</tr>
<tr style="height:143px;" class="hcp1">
<td style="width:15.745%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Default item accounts</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/financialexchange_defaultaccounts.htm">View default accounts</a></p>
</td>
<td width="548" class="hcp4">
<p class="Help-Text">Specify a default <font class="hcp3">Income</font>, <font class="hcp3">Cost of Goods Sold</font> , and <font class="hcp3">Asset</font> account for each item type (not all item types use all three accounts).</p>
<p class="Help-Text">With a few <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_qb_data_exchange/qbfs_itemaccounts_limits.htm');return false;">exceptions</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"> related to item Income accounts, all of your QuickBooks Desktop accounts are available for selection from the drop-down list in each field. The default accounts specified are assigned to all items in inventory, but you can <a href="../qbpos_qb_data_exchange/financialexchange_itemaccounts.htm">change the accounts item-by-item</a> in inventory as needed.</p>
</td>
</tr>
<tr style="height:69px;" class="hcp1">
<td style="width:15.745%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Automatically create sub-accounts based on:</p>
</td>
<td width="548" class="hcp4">
<p class="Help-Text"><font face="Wingdings 2" size="2" class="hcp5">R</font> = Select and then specify how sub-accounts should be created and for which item accounts. <a href="../qbpos_qb_data_exchange/qbfs_itemaccts_subaccts.htm">Learn more</a>.</p>
</td>
</tr>
<tr style="height:121px;" class="hcp1">
<td style="width:15.745%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Apply accounts to existing items</p>
</td>
<td width="548" class="hcp4">
<p class="Help-Text">Select to apply the accounts specified above to all existing items in your Point of Sale inventory. The reassigned accounts will take effect with the next Financial Exchange.</p>
<p class="Help-Text"><font class="hcp3">Important: <span class="hcp8">This overwrites any previous item accounts you have specified.</span></font></p>
</td>
</tr>
<tr style="height:86px;" class="hcp1">
<td style="width:15.745%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Financial Accounts: Advanced</p>
</td>
<td width="548" class="hcp4">
<p class="Help-Text">Map custom accounts (except item, see above) for Financial Exchange. Choose <font class="hcp3">Reset to defaults</font> at the bottom of this page to return to the default set of account mappings.</p>
</td>
</tr>
<tr style="height:181px;" class="hcp1">
<td style="width:15.745%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Account mapping</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/financialexchange_defaultaccounts.htm">View default accounts</a></p>
</td>
<td width="548" class="hcp4">
<p class="Help-Text">Each account/field in Point of Sale must be "linked" (mapped) to a QuickBooks Desktop financial software account to which data will be transferred. You can accept the default account mappings or define your own mapping structure by choosing from the drop-down list in the <font class="hcp3">QB Account</font> column.</p>
<p class="Help-Text">Only accounts previously defined in QuickBooks Desktop are available for selection. <a href="../qbpos_qb_data_exchange/financialexchange_accoutpaymenttypes.htm">Learn more</a>.</p>
</td>
</tr>
</table>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">For frequently asked questions about Financial Exchanges, see <a href="../qbpos_qb_data_exchange/qbdata10.htm">Troubleshooting Financial Exchange</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Main-Topic-Links"><a href="sysprefs01.htm">Return to top</a></p>
<p class="Help-Main-Topic-Links"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Merchant &amp; Gift Services</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_merchant_service/cardservicesoverview.htm">Merchant Overview</a> <font color="#C0C0C0">|</font> <a href="../qbpos_gift_card_service/giftcard_oview.htm">Gift Card Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">This topic summarizes the company preferences that apply to credit and gift card transactions processed through the QuickBooks Desktop POS Merchant and Gift Card Services.</p>
<p class="Help-Text">&#160;<a href="../qbpos_merchant_service/mas_multiple_locations.htm">What if I have multiple store locations?</a></p>
<p class="Help-Note"><span class="hcp1">Using another service?</span> If you use another merchant or gift card service, only those preferences marked with an * apply to you.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table cellspacing="0" width="376">
<tr class="hcp2">
<td style="width:36.70%;" bgcolor="#D6D6D6" class="hcp3">
<p class="Help-Text"><font class="hcp4">Preference</font></p>
</td>
<td style="width:63.30%;" bgcolor="#D6D6D6" class="hcp3">
<p class="Help-Text"><font class="hcp4">Function</font></p>
</td>
</tr>
<tr class="hcp2">
<td style="width:36.70%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text"><font class="hcp4">Merchant Service</font></p>
</td>
<td style="width:63.30%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:36.70%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Merchant Number</p>
</td>
<td style="width:63.30%;" class="hcp5">
<p class="Help-Text">Enter the number provided via e-mail from the QuickBooks Desktop POS Merchant Service.</p>
<p class="Help-Text">After entry, select <span class="hcp1">Verify</span> to test your account setup.</p>
<p class="Help-Text"><span class="hcp1">Note</span>: Select the <span class="hcp1">Communication Setup</span> preference page (see below) and confirm your connection setup before verifying your account.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:36.70%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Credit card address verification</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('companyprefs_avspopup.htm');return false;">What is address verification?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp6"></p>
</td>
<td style="width:63.30%;" class="hcp5">
<p class="Help-Text"><font face="Wingdings 2" class="hcp7">R</font> <font class="hcp4">Do not allow manual transactions that fail address verification</font> Selecting this option provides a degree of protection against fraud and chargebacks but may also block some legitimate transactions. You will not be able to complete a credit card transaction if an address verification mismatch occurs. If you clear this check box, you are alerted when a mismatch occurs but can continue with the transaction at your discretion.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:36.70%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Credit card verification</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><a href="companyprefs_cvc_popup.htm">What is card verification?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp6"></p>
</td>
<td style="width:63.30%;" class="hcp5">
<p class="Help-Text"><font face="Wingdings 2" class="hcp7">R</font> <font class="hcp4">Do not allow manual transactions that fail card verification</font> Selecting this option provides a degree of protection against credit card fraud and chargebacks, by blocking transactions where the card verification code does not match card issuer records. If you clear this check box, you are alerted when a mismatch occurs but can continue at your discretion (subject to card issuer regulations).</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:36.70%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">*Debit/ATM setup</p>
</td>
<td style="width:63.30%;" class="hcp5">
<p class="Help-Text"><font face="Wingdings 2" class="hcp7">R</font> <font class="hcp4">=</font> *<font class="hcp4">Accept debit/ATM card payments</font>. Select to allow customer payment by debit/ATM card.</p>
<p class="Help-Text"><font face="Wingdings 2" class="hcp7">R</font> <font class="hcp4">=</font> <font class="hcp4">*</font><font class="hcp4">Allow cash back up to</font>: Select if you wish to allow cash back to the customer on PIN debit transactions, and specify the maximum cash back allowed (up to $200).</p>
<p class="Help-Text">A PIN pad device is required for PIN debit/ATM transactions through the QBPOS Merchant Service. Configure your PIN pad in the <a href="../qbpos_equipment/equip_hwsetupwiz.htm">Hardware Setup Wizard</a> or &#160;<a href="../qbpos_workstation_preferences/wsprefs_pinpad.htm">workstation preferences</a>.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:36.70%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">*Automatically print and save receipt upon credit, debit, or gift card approval</p>
</td>
<td style="width:63.30%;" class="hcp5">
<p class="Help-Text"><font face="Wingdings 2" class="hcp7">R</font> <font class="hcp4">=</font> If selected, the receipt will be saved/printed automatically after approval for the transaction is received.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:36.70%;" class="hcp5">
<p class="Help-Text"><a href="sysprefs03.htm">Return to top</a></p>
<p class="Help-Text">&#160;</p>
</td>
<td style="width:63.30%;" class="hcp5">
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:36.70%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text"><font class="hcp4">Gift Card Service</font></p>
</td>
<td style="width:63.30%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:36.70%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Gift Card Account Number</p>
</td>
<td style="width:63.30%;" class="hcp5">
<p class="Help-Text">Enter the number provided via e-mail from the QuickBooks Desktop POS Gift Card Service.</p>
<p class="Help-Text">After entry, select <span class="hcp1">Verify</span> to test your account setup.</p>
<p class="Help-Text"><span class="hcp1">Note</span>: If using a dial-up connection (modem) to communicate with the Merchant Service, select the <span class="hcp1">Communication Setup</span> preference page (see below) and change the setting to <span class="hcp1">Direct-dial</span> before verifying your account.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:36.70%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text"><font class="hcp4">Communication Setup</font></p>
</td>
<td style="width:63.30%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text">Applies to Merchant and Gift Card Services</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:36.70%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Use this computer for all credit, debit, and gift card transactions</p>
</td>
<td style="width:63.30%;" class="hcp5">
<p class="Help-Text"><font face="Wingdings 2" class="hcp7">R</font> <font class="hcp4">=</font> All credit, debit, and gift card transactions are authorized and settled through this workstation (workstation must have a modem or Internet connection).</p>
<p class="Help-Text">If the check box is checked and grayed out, this option has already been selected for this workstation. To transfer this function to another Point of Sale workstation, access this preference from that computer and select the check box. The specified workstation must be running and the connection active for other workstations on a network to authorize transactions. <a href="../qbpos_merchant_service/cardservices_communication_setup.htm">Learn more</a>.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:36.70%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Communication Options</p>
</td>
<td style="width:63.30%;" class="hcp5">
<p class="Help-Text">Select an option for communicating with the QuickBooks Desktop POS Merchant and/or QuickBooks Desktop POS Gift Card Service:</p>
<p class="Help-Text"><font face="Wingdings 2" class="hcp7">R</font> <font class="hcp4">= Secure Internet Connection</font> provides an IP-based connection through your Internet Service Provider (ISP). This option requires a persistent Internet connection (DSL, Cable, T1, etc.). Click the <font class="hcp4">internet connection setup</font> button if you need help configuring your connection.</p>
<p class="Help-Text"><font face="Wingdings 2" class="hcp7">R</font> <font class="hcp4">= Direct-Dial</font> supports high-speed and advanced modem technologies, typically using your modem's default settings.</p>
<p class="Help-Text">Read <a href="../qbpos_workstation_preferences/wsprefs_modem.htm">modem setup</a> instructions.</p>
</td>
</tr>
</table>
<p class="Help-Text"><a href="sysprefs03.htm">Return to top</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_tendering.htm">Specifying the credit cards accepted</a></p>
<p class="Help-Main-Topic-Links"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: General</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_secadmin/secadminoverview.htm">Employee &amp; Security Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">The General Page contains preference settings affecting general program usage, rather than a specific area, including the ability to remove features you do not wish to use.</p>
<table cellspacing="0" width="378">
<tr class="hcp1">
<td style="width:36.51%;" bgcolor="#D6D6D6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:63.49%;" bgcolor="#D6D6D6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Function</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:36.51%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">General Options</p>
</td>
<td style="width:63.49%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:36.51%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Require users to sign in</p>
</td>
<td style="width:63.49%;" class="hcp2">
<p class="Help-Text"><font face="Wingdings 2" class="hcp3">R</font> <font class="hcp4">=</font> Require users to login to Point of Sale using the login names and passwords you have assigned.</p>
<p class="Help-Text">Only the <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_secadmin/about_the_security_administrator.html');return false;">System Administrator</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"> can change this setting after it has been turned on.</p>
<p class="Help-Text">Changing this setting requires that a System Administrator password be entered and that all open windows be closed before saving.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:36.51%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Automatically log out users after each sale</p>
</td>
<td style="width:63.49%;" class="hcp2">
<p class="Help-Text"><font face="Wingdings 2" class="hcp3">R</font> <font class="hcp4">=</font> Automatically logs out the current user upon saving a receipt (if users are required to log in).</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:36.51%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Warn when editing documents, items, or customers</p>
</td>
<td style="width:63.49%;" class="hcp2">
<p class="Help-Text"><font face="Wingdings 2" class="hcp3">R</font> <font class="hcp4">=</font> Confirm edits to documents, items, or customers before carrying out the action.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:36.51%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Warn when deleting documents, items, or customers</p>
</td>
<td style="width:63.49%;" class="hcp2">
<p class="Help-Text"><font face="Wingdings 2" class="hcp3">R</font> <font class="hcp4">=</font> Confirm deletions of documents, items, or customers before carrying out the action.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:36.51%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Bring back all one time messages</p>
</td>
<td style="width:63.49%;" class="hcp2">
<p class="Help-Text">Selecting <font class="hcp4">DO NOT SHOW ME AGAIN</font> from a Point of Sale message prevents that particular message from being displayed. Selecting this preference brings back all such messages. This option is then cleared. You may have to close and re-open currently open windows for the messages to show up.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:36.51%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Select features to use</p>
</td>
<td style="width:63.49%;" class="hcp2">
<p class="Help-Text"><font face="Wingdings 2" class="hcp3">R</font> <font class="hcp4">=</font> Select the checkboxes for features you use in Point of Sale. Clear the checkboxes to remove a feature. Related icons, menu options, and information fields are removed from Point of Sale screens. Return here at anytime to change your choices.</p>
<p class="Help-Text">Changing these settings may require you to close any open windows in related areas before saving.</p>
<p class="Help-Text">(Pro) Some choices are interdependent, e.g., if you choose to use customer orders, then customer tracking is a required feature.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:36.51%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Data Safeguard</p>
</td>
<td style="width:63.49%;" class="hcp2">
<p class="Help-Text"><font face="Wingdings 2" class="hcp3">R</font> <font class="hcp4">= By default, a backup is made of your company file</font> once per day when you exit Point of Sale on the Server Workstation. Change this selection to create a backup at a scheduled time instead. Read the information in the help sidebar about requirements for scheduled backups. <a href="../qbpos_data_protection/backup_automatic.htm">Learn more</a>.</p>
<p class="Help-Text">(Pro) <span class="hcp5">Include item images...</span> Select the check box to include item images in your backup file. This option may greatly increase the time to create and size of your backup file.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:36.51%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Store Info</p>
</td>
<td style="width:63.49%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:36.51%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Headings</p>
</td>
<td style="width:63.49%;" class="hcp2">
<p class="Help-Text">Store headings are printed across the top of documents.</p>
<p class="Help-Text">Enter information in the following fields: <font class="hcp4">Store Name,</font> <font class="hcp4">Street,</font> <font class="hcp4">City,</font> <font class="hcp4">State</font>, <font class="hcp4">ZIP,</font> and <font class="hcp4">Miscellaneous 1-3</font>.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:36.51%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Logo</p>
</td>
<td style="width:63.49%;" class="hcp2">
<p class="Help-Text"><font face="Wingdings 2" class="hcp3">R</font> <font class="hcp4">=</font> Select the check box and then click <span class="hcp5">Specify</span> to add one or more logos. Select one of the added logos to print on sales documents. Adding multiple logos lets you switch between them quickly.</p>
<p class="Help-Text">(Pro) You can use <a href="../qbpos_print_designer/printdesigner_oview.htm">Print Designer</a> to print different logos on different documents.</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/printing/basic_printing_logo.htm">Learn more about logos and file requirements.</a></p>
</td>
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<tr class="hcp1">
<td style="width:36.51%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">My Field Labels</p>
</td>
<td style="width:63.49%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:36.51%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Field Labels</p>
</td>
<td style="width:63.49%;" class="hcp2">
<p class="Help-Text">You can define the field labels for the four item description fields. The field labels you specify are displayed throughout the program, on printed documents, and on reports.</p>
<p class="Help-Text">Choose <font class="hcp4">Restore to Defaults</font> at the bottom of the page to return all labels to the program default values.</p>
<p class="Help-Text">(Pro) You can also define labels for the <a href="../qbpos_fields/fields_custom.htm">custom fields</a> available on customer, vendor, item, and employee records. If integrated with QuickBooks Desktop financial software, the information in customer and vendor custom fields is shared, provided they are named exactly the same in both programs.</p>
<p class="Help-Text">&#160;</p>
</td>
</tr>
</table>
<p class="Help-Main-Topic-Links"><a href="sysprefs03.htm">Return to top</a></p>
<p class="Help-Main-Topic-Links"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Pricing</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_inventory/inven_pricelevels.htm">Price Level Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Use this page to define a price tag code, price level names and markdowns, and the default price level to use on sales. Changing your price level information in preferences does not update item prices of existing items in inventory.</p>
<table cellspacing="0" width="372">
<tr class="hcp1">
<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text"><font class="hcp3">Function</font></p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Default Price</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text">From the drop-down list, specify the default price to suggest for all sales in this store.</p>
<p class="Help-Text"><font class="hcp3">Default:</font> Regular Price</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Price Levels<br>
&#160;</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text">Define up to four optional markdown price levels.</p>
<p class="Help-Text"><font class="hcp3">Name</font>: Assign a custom name to each price level you wish to use.</p>
<p class="Help-Text"><font class="hcp3">Markdown %</font>: Assign a default markdown percent for each price level. The price at each price level is calculated from your regular price by applying the markdown.</p>
<p class="Help-Text">These default markdowns are used to calculate the prices for new items added to inventory. Changes to the default markdowns do not update existing item prices. Individual prices at each level can be manually edited at any time item-by-item in inventory.</p>
<p class="Help-Text"><span class="hcp5">Tip:</span> For no markdown, enter 0%. To do a markup, enter a negative markdown, e.g., -10%.</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_inventory/inven_pricelevels.htm">Learn more</a></p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;"><span class="hcp5">Price Tag Code</span></p>
<p class="help-text">&#160;</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text">Enter a character to replace each number (0-9) when selecting to <a href="../qbpos_basic_procedures/printing/basic291.htm">print cost and last received dates in code</a> on price tags.</p>
<p class="Help-Text">To use this feature, you must select a tag template that includes the cost fields in <a href="../qbpos_workstation_preferences/wsprefs03.htm">workstation preferences</a>. Templates that include the cost fields have "+cost" included in the template name.</p>
</td>
</tr>
</table>
<p class="Help-Main-Topic-Links"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
</body>
</html>

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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Company preferences">
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<title>Company Preferences: Purchasing</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Purchasing</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_purchasing/purchasingoverview.htm">Purchasing Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">Use the Purchasing preferences to set various options related to the purchasing of merchandise from your vendors.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp1">Note</span>: You must have purchase orders enabled in your <a href="sysprefs04.htm">Select Features to Use preferences</a> for the following preferences to be applicable.</p>
<p class="Help-Text">&#160;</p>
<table cellspacing="0" width="372">
<tr class="hcp2">
<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text"><font class="hcp4">Function</font></p>
</td>
</tr>
<tr class="hcp2">
<td style="width:37.10%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Purchase Order Numbering</p>
</td>
<td style="width:62.90%;" class="hcp5">
<p class="Help-Text">By default, purchase orders are sequentially numbered, starting with 1.</p>
<p class="Help-Text">If preferred, you can precede the number with a text string, such as the vendor name, vendor code, or the name of the associate making the PO. You can also change the starting number.</p>
<p class="Help-Text">Follow the instructions provided on the help sidebar on the preference page.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:37.10%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Purchase Order Status</p>
</td>
<td style="width:62.90%;" class="hcp5">
<p class="Help-Text">There are default statuses for use in the <span class="hcp1">Status</span> field on purchase orders:</p>
<ul style="list-style: disc;">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text"><font class="hcp4">Open</font> is automatically assigned to every new order.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text"><font class="hcp4">Closed</font> is automatically assigned to the order once all listed items have been received on a voucher.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text"><span class="hcp1">Pending</span> should be assigned to planning orders that haven't been given to your vendor. &#160;(Pro) And so they are not included when Point of Sale calculates <a href="../qbpos_inventory/inven_avblqty_wndw.htm">available quantities</a>.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text"><span class="hcp1">Suggested</span> is assigned to purchase orders generated by the <a href="../qbpos_purchasing/po_suggestpo.htm">Suggest PO</a> feature. (Pro)</p>
</li>
</ul>
<p class="Help-Text">You can change the name of these statuses, add new ones, and arrange the order they appear in the <font class="hcp4">Status</font> field drop-down list on order forms. <a href="../qbpos_purchasing/po_status_tracking.htm">Learn more</a>.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:37.10%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Purchase Order Instructions</p>
</td>
<td style="width:62.90%;" class="hcp5">
<p class="Help-Text">Enter up to two lines of optional instructions to print on POs. These instructions are not displayed on screen.</p>
</td>
</tr>
</table>
<p class="Help-Main-Topic-Links">&#160;</p>
<p class="Help-Text"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Company preferences">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Company Preferences: Sales</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
tr.hcp1 { vertical-align:top; }
td.hcp2 { padding-left:1px;
padding-top:1px;
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td.hcp4 { padding-left:1px;
padding-top:1px;
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border-bottom-width:1px;
border-bottom-style:Solid; }
font.hcp5 { font-style:italic; }
font.hcp6 { font-family:"Wingdings 2";
font-weight:bold; }
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/* FORCE ALL FONTS TO 13PT - V3 */
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font-size: 13pt !important;
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</style>
</head>
<body><a name="642b3b9347ca42c9b00b820c00c373fa=2"></a><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Sales</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_recording_sales_and_returns/receiptsoverview.htm">Sales Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Sales preferences allow you to define various options related to sales transactions. &#160;</p>
<p class="Help-Text">The <span style="font-weight: bold;">Sales</span> page covers the general sales preferences. Other sales preferences are discussed on sub-pages (select a link for instructions).</p>
<p class="Help-Text"><a href="companyprefs_discounts.htm">Discounts</a> define and optionally require manual item discount reasons</p>
<p class="Help-Text"><a href="companyprefs_receiptmessage.htm">Receipt message</a> printed on every sales receipt</p>
<p class="Help-Text"><a href="companyprefs_shipping.htm">Shipping</a> list of shipping providers</p>
<p class="Help-Text"><a href="companyprefs_tendering.htm">Receipt tendering</a> payment options</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0; font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">Sales General</p>
<table cellspacing="0" width="372">
<tr class="hcp1">
<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text"><font class="hcp3">Function</font></p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Order to display full name field</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text">Choose the order in which to display/print customer names on receipts.</p>
<p class="Help-Text">Example: A record has <font class="hcp5">Sara</font> in the <font class="hcp3">First</font> field, <font class="hcp5">Edward</font> in the <font class="hcp3">Last</font> field, and <font class="hcp5">Ms.</font> in the <font class="hcp3">Title</font> field. If you choose to display the name as last, title, first, Point of Sale will print the name as <font class="hcp5">Edwards, Ms. Sara</font>.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Require a <a href="../qbpos_recording_sales_and_returns/receipt_promo_codes.htm" style="font-weight: normal;">promotional code</a> entry</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text"><font face="Wingdings 2" class="hcp6">R</font> <font class="hcp3">=</font> Requires an entry in the <font class="hcp3">Promo Code</font> field on a receipt before payment can be accepted and the document saved. This field facilitates filtering for viewing or reporting purposes.</p>
<p class="Help-Text">(Pro) This also applies to customer orders.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Require a manual media count for X/Z-Out</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text"><font face="Wingdings 2" class="hcp6">R</font> <font class="hcp3">=</font> If selected, associates are required to manually count each denomination of currency when running a <a href="../qbpos_end_of_day/xz1114.htm">Z-Out Drawer Count</a> report.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">When printing group item on receipt or customer order <span style="font-weight: normal;">(Pro)</span></p>
</td>
<td style="width:62.90%;" class="hcp2">
<p class="Help-Text">Select to print the <a href="../qbpos_inventory/inv_item_groups.htm">group item</a> price only, the individual component item prices only, or both. Default is to print individual item prices only.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Open Cash Drawer</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text"><font face="Wingdings 2" class="hcp6">R</font> <font class="hcp3">=</font> Select the payment types that will open an attached, compatible <a href="../qbpos_workstation_preferences/wsprefs_cashdrawer.htm">cash drawer</a>. Defaults: Cash, Check.</p>
</td>
</tr>
</table>
<p class="Help-Text"><a href="sysprefs07.htm">Return to top</a></p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">Customizing receipt item list columns</a></p>
<p class="Help-Text"><a href="../qbpos_print_designer/printdesigner_oview.htm">Customizing printed receipts and other documents</a></p>
<p class="Help-Text"><a href="sysprefs04.htm">Company preference: removing unused features</a></p>
<p class="Help-Text"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
</body>
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<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Company preferences">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Company Preferences: Sales Tax</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Sales Tax</p>
<p class="Help-Text"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_basic_procedures/sales_tax/basic222.htm">Tax Overview</a> <font color="#C0C0C0">|</font> <a href="../qbpos_help_and_support/help_taxfaq.htm">Tax FAQs</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note">Pro Note: If you have multiple stores, sales tax must be set up at Headquarters. Remote stores can select the default tax location applicable to sales at their store on this page.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Use the procedures below to set up the collection of sales tax in Point of Sale. You can add or edit tax codes or locations, and set specific taxing instructions for each. We recommend you set up all of the tax codes you will use in the default tax location first, then add additional tax locations and edit the codes for each as necessary.</p>
<p class="Help-Text">From the File menu, select <span class="hcp1">Preferences &gt; Company</span> and then select <span class="hcp1">Sales Tax</span> from the list on the left.</p>
<p class="Help-Info-Line">To specify that you collect sales tax:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select (check) the <span class="hcp1">C</span><font class="hcp2">ollect Sales Tax <span style="font-weight: normal;">check</span></font> box. Clear the check box if you do not collect sales taxes.</p>
</li>
</ul>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Adding or editing a tax code <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
<div class="droptext" id="POPUP260663055" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<p class="Help-Text">If you use multiple tax locations, adding or deleting a tax code in one location adds or deletes that code in all locations. If the taxing instructions for a code are different in different locations, edit the tax code as appropriate for each affected location. Editing a tax code in one location does not affect that tax code in other locations.</p>
<p class="Help-Info-Line">To add or edit a tax code:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp2">Ad</font><font class="hcp2">d</font> <font class="hcp2">T</font><font class="hcp2">ax</font> <font class="hcp2">C</font><font class="hcp2">ode</font> or <font class="hcp2">E</font><font class="hcp2">dit</font> <font class="hcp2">T</font><font class="hcp2">ax</font> <font class="hcp2">C</font><font class="hcp2">ode</font> within a tax location. You may have to scroll the page to view all of your choices.</p>
</li>
</ol>
<p class="Help-Indent">The Add/Edit Tax Code Wizard is displayed. Select <font class="hcp2">Next</font> or <font class="hcp2">Back</font> to move between pages of the Wizard.</p>
<ol start="2">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter or edit the <font class="hcp2">Tax Code</font> (3-character maximum) and <font class="hcp2">Tax Name</font>, specify the tax rate(s), and set other tax options for this code as appropriate. Select <font class="hcp2">Help</font> (<font style="font-weight: bold; font-style: italic;">&lt;F1&gt;</font>)on any page for more information about the settings on that page.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">When done, select <font class="hcp2">F</font><font class="hcp2">inish</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Specify the default tax code when creating a new department at the bottom of the preference page.</p>
</li>
</ol>
<p class="Help-Indent">The taxing instructions of the specified code, as defined for your default tax location (see below), will be suggested for new departments and to the items in that department.</p>
<ol start="5">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp2">S</font><font class="hcp2">ave</font>.</p>
</li>
</ol>
<ul>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">If a tax code is no longer needed, it can be deleted by selecting <span class="hcp1">Remove</span> to the right of the window.</p>
</li>
</ul>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Adding or editing a tax location <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
<div class="droptext" id="POPUP274156275" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp2">A</font><font class="hcp2">dd</font> <font class="hcp2">T</font><font class="hcp2">ax</font> <font class="hcp2">L</font><font class="hcp2">ocation</font> or <font class="hcp2">E</font><font class="hcp2">dit</font> <font class="hcp2">T</font><font class="hcp2">ax</font> <font class="hcp2">L</font><font class="hcp2">ocation</font>, as applicable. You may have to scroll the page to view all of your choices.</p>
</li>
</ol>
<p class="Help-Indent">The Tax Location Wizard is displayed.</p>
<ol start="2">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter or edit the <font class="hcp2">Tax Location Name</font>.</p>
</li>
</ol>
<p class="Help-Indent">(Pro) If shipping charges in this location are taxable, select the check box for that option and select a tax code to assign to the shipping charges.</p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font class="hcp2">OK</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Add or edit your tax codes for this location, if necessary (see above).</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the default tax location for this store at the bottom of the page.</p>
</li>
</ol>
<p class="Help-Indent">The taxing instructions of the specified location will be the default for all sales.</p>
<ol start="6">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font class="hcp2">Save</font>.</p>
</li>
</ol>
<p class="Help-Text">The first tax location in the list, named <font style="font-style: italic;">Local Sales</font> TAXES, cannot be deleted, but it can renamed or edited to specify additional taxing instructions. Other tax locations can be deleted by selecting <font class="hcp2">Remove</font> to the right of the window.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp1">Basic Note</span>: The tax location <span class="hcp1">Exempt</span> is hard-coded and not displayed in your tax preferences. This location is used for <a href="../qbpos_customers/customers_tax.htm">customers you have marked as tax-exempt</a> and has an automatic 0% tax rate for all tax codes. You can filter sales reports by this hidden tax location.</p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div>
<p class="help-text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/sales_tax/basic_tax_codes.htm">How do I use tax codes?</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/sales_tax/basic_tax_locations.htm">How do I use tax locations?</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/sales_tax/basic284.htm">Sales tax Integration with QuickBooks Desktop financial software</a></p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." width="9" height="15" border="0" class="hcp3"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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<title>Company Preferences: Customers</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Customers</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_customers/customersoverview.htm">Customer Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">Customer preferences allow you to specify if you want to share customer information with your QuickBooks Desktop financial software and if you want to require that a customer be recorded on all sales. Recording customers on sales allows you to offer customer-specific <a href="../qbpos_customers/cust907.htm">discounts</a>, use <a href="../qbpos_customers/cust911.htm">charge accounts</a>, and to build <a href="../qbpos_customers/cust910.htm">customer sales history</a>. It is not necessary to require that a customer be recorded to use these features.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp1">Note</span>: You must have customer tracking enabled in your <a href="sysprefs04.htm">general &#160;preferences</a> for the following customer-specific preferences to be applicable.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table cellspacing="0" width="372">
<tr class="hcp2">
<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text"><font style="font-weight: bold;">Function</font></p>
</td>
</tr>
<tr class="hcp2">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Use with QuickBooks Desktop</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text">Choose <span class="hcp1">Yes</span> if you want information for all new customers to be shared with QuickBooks Desktop by default. You can still change this setting for individual customers on their record.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Customer tracking options</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text"><font style="font-family: 'Wingdings 2'; font-weight: bold;" face="Wingdings 2">R</font> Require a customer entry on receipts. If selected, a receipt cannot be saved until a customer is entered.</p>
<p class="Help-Text">Note that this option is not required to list a customer on a sale.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">E-mail Marketing</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text">If you have an account with the POS e-mail marketing partner, enter your login name and password here. Targeted customer lists you create in Point of Sale can then be sent automatically to the partner. <a href="../qbpos_customers/cust_email_mktg.htm">Learn more</a>.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Customer Type</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text">Create categories of <a href="../qbpos_customers/cust936.htm">customer types</a> for your business. Customer types can then be assigned in the customer record and used for filtering the customer list and reports.</p>
</td>
</tr>
</table>
<p class="Help-Main-Topic-Links"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
</body>
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<title>Company Preferences: Customer Orders</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Customer Orders</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_customer_orders/custorder_overview.htm">Customer Order Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">Layaway, sales order, and work order preferences allow you to define various options related to these customer order documents. There is a separate preference page for each customer order type, but all have the same options as described here.</p>
<p class="Help-Note"><span class="hcp1">Note</span>: You must have customer orders enabled in your <a href="sysprefs04.htm">Select Features to Use preferences</a> for the following preferences to be applicable.</p>
<p class="Help-Text">&#160;</p>
<table cellspacing="0" width="372">
<tr class="hcp2">
<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text"><font class="hcp4">Function</font></p>
</td>
</tr>
<tr class="hcp2">
<td style="width:37.10%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Initial Deposit</p>
</td>
<td style="width:62.90%;" class="hcp5">
<p class="Help-Text">Select how you want to handle the initial order deposit. Subsequent deposits can be for any amount:</p>
<p class="Help-Text"><font size="2" class="hcp6">Do not require or suggest an initial deposit</font>: <font face="Wingdings" class="hcp7"></font> = If selected, no initial deposit is required or suggested when you create a new order.</p>
<p class="Help-Text"><font size="2" class="hcp6">Suggest an initial deposit</font>: <font face="Wingdings" class="hcp7"><br>
</font> = If selected, an initial deposit amount is suggested for each new order. Enter the percentage of the total order amount that you want suggested as the deposit amount. When taking the deposit the suggested amount is auto-filled, but can be changed or deleted, at your discretion.</p>
<p class="Help-Text"><font size="2" class="hcp6"><span style="font-size: 8pt; font-weight: bold;">R</span>equire an initial deposit</font>: <font face="Wingdings" class="hcp7"><br>
</font> = If selected, an initial deposit is required for the order. Enter the percentage of the order total to be required. When taking the deposit the required amount is auto-filled. You can enter a larger amount, if you wish, but you cannot reduce or delete the required amount.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:37.10%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Order Status</p>
</td>
<td style="width:62.90%;" class="hcp5">
<p class="Help-Text">There are three default statuses for use in the <span class="hcp1">Status</span> field on customer orders:</p>
<ul style="list-style: disc;">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text"><font class="hcp4">Open</font> is automatically assigned to every new order.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text"><font class="hcp4">Closed</font> is automatically assigned to the order once all listed items have been sold on a receipt.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text"><span class="hcp1">Pending</span> should be assigned to orders used to give estimates or quotes to customers, where the items are not yet committed to sell. Pending orders are not included when Point of Sale calculates <a href="../qbpos_inventory/inven_avblqty_wndw.htm">available quantities</a>.</p>
</li>
</ul>
<p class="Help-Text">You can change the name of these statuses, add new statuses, and arrange the order they appear in the <font class="hcp4">Status</font> field drop-down list on order forms. <a href="../qbpos_customer_orders/custorder_statustracking.htm">Learn more</a>.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:37.10%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Printed Message</p>
</td>
<td style="width:62.90%;" class="hcp5">
<p class="Help-Text">Enter text to print on the bottom of every order.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:37.10%;" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Document Numbering</p>
</td>
<td style="width:62.90%;" class="hcp5">
<p class="Help-Text">By default, orders are numbered sequentially, starting with 1. You can use this preference page to specify text or a POS field that should precede the sequential number or to change the starting number.</p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_customer_orders/so03.htm">Taking deposits on orders</a></p>
<p class="Help-Main-Topic-Links"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
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<title>Company Preferences: Multi-Store</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Multi-Store</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_multi_store/multistore_preferences.htm">Multi-Store Preferences Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
color: #800000;">&#160;</p>
</div>
<p class="Help-Text">These settings apply only &#160;to Pro users that have multiple stores.</p>
<p class="Help-Heading-2">Key Topics</p>
<p class="Help-Text">The table below summarizes the multi-store and Store Exchange preference settings. For more information about setting up your stores from the Store Exchange Center, use these links:</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/store_exchange_configurehq.htm">Configure Headquarters Store Exchange preferences</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/store_exchange_configureremote.htm">Configure remote Store Exchange preferences</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table cellspacing="0" width="372">
<tr class="hcp1">
<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text"><font class="hcp3">Preference</font></p>
</td>
<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text"><font class="hcp3">Function</font></p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Multi-Store</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text">This page summarizes your store type information.</p>
<p class="Help-Text">You can use this page to change a store from Headquarters to remote. Read the information on this page carefully, as changing store types at any time other than the initial installation requires additional steps to protect your data.</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multi_store_changetype.htm">Important information about changing store types</a></p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Store Codes / Classes</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Note"><span class="hcp5">Note:</span> Changing your number of stores requires that all inventory and transactional document windows be closed before saving.</p>
<p class="Help-Text">(Headquarters only) Enter your total number of stores, and then assign a unique alphanumeric code up to three characters for each. This code is displayed throughout the program and on multi-store reports.</p>
<p class="Help-Text">Optionally, assign a QuickBooks Desktop financial software class to each store to allow Profit/Loss reporting by store in your financial software. You must have already <a href="../qbpos_qb_data_exchange/qbdata05.htm">connected</a> to your financial software and have it configured to use classes before this option is available in Point of Sale. <a href="../qbpos_multi_store/multistore_storetracking_by_class.htm">Learn more</a>.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Store Exchange</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">For more information, read <a href="../qbpos_multi_store/multi_store_config.htm">Configuring Store Exchange</a>.</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text">On the <span class="hcp5">Configuration</span> tab:</p>
<p class="Help-Text">Specify a communication <a href="../qbpos_multi_store/multi_store_exchange_methods.htm">method</a> for Store Exchanges with your other stores, then select <font class="hcp3">Configure</font> to enter the other stores license number and e-mail address, file transfer path, or folder location (depending on exchange method).</p>
<p class="Help-Text">In the <span class="hcp5">Store Exchange Notification</span> area, you can set an alert so that you are aware if you have not sent or received a file from another store. Enter the number of days after which you will be alerted.</p>
<p class="Help-Text">On the <span class="hcp5">Options tab:</span></p>
<p class="Help-Text">Select <span class="hcp5">Change Password</span> to enter or revise a <a href="../qbpos_multi_store/ms_config_passwords.htm">password</a> to encrypt Store Exchange files (required). The same password must be entered at all stores.</p>
<p class="Help-Text">Note: If you have multiple POS data files, enter a different password for each file.</p>
<p class="Help-Text">If you want received files placed in a folder other than the default, browse to a new <span class="hcp5">Process-In Folder</span>. Select <span class="hcp5">Revert to Default Folder</span> to return to using the default folder.</p>
<p class="Help-Text">Finally, if desired select <span class="hcp5">Automatically exchange store data...</span> and enter a time for files to be exchanged each day. Read the information provided on the right of this screen for important information.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Store Heading</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text">(Headquarters only) Select a store from the drop-down list and enter store name, address, and miscellaneous information. Repeat for each store. This information is included on printed sales documents.</p>
</td>
</tr>
</table>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multi_store_overview.htm">Multi-store overview</a></p>
<p class="Help-Main-Topic-Links"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Overview</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_workstation_preferences/wsprefsoverview.htm">Workstation Preferences</a></p>
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<p class="Help-Text">Company preferences are used to configure Point of Sale features to best suit the needs of your business. Company preferences define settings and options that are shared by all Point of Sale workstations and all stores.</p>
<p class="Help-Text">From the File menu, select <span style="font-weight: bold;">Preferences <font style="font-family: 'Wingdings 3';" face="Wingdings 3"></font> Company</span>.</p>
<p class="Help-Text">Company preferences are split into the following categories. Select a category for specific information about the options on that page:</p>
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<p class="Help-Text"><a href="sysprefs04.htm">General</a></p>
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<p class="Help-Text"><a href="sysprefs06.htm">Purchasing</a></p>
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<p class="Help-Text"><a href="sysprefs01.htm">Financial</a></p>
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<p class="Help-Text"><a href="companyprefs_receiving.htm">Receiving</a></p>
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<p class="Help-Text"><a href="sysprefs03.htm">Merchant &amp; Gift Services</a></p>
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<p class="Help-Text"><a href="sysprefs07.htm">Sales</a></p>
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<p class="Help-Text"><a href="companyprefs_inventory.htm">Inventory</a></p>
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<p class="Help-Text"><a href="sysprefs08.htm">Sales tax</a></p>
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<p class="Help-Text"><a href="sysprefs05.htm">Price levels</a></p>
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<p class="Help-Text"><a href="sysprefs10.htm">Customers</a></p>
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<p class="Help-Text"><a href="companyprefs_ratings.htm">Ratings &amp; Trends</a></p>
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<p class="Help-Text"><a href="sysprefs11.htm">Layaways</a></p>
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<p class="Help-Text"><a href="sysprefs11.htm">Sales orders</a></p>
<p class="Help-Text"><a href="companyprefs_emaildocs.htm">E-mail documents</a></p>
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<p><a href="sysprefs11.htm">Work orders</a></p>
<p class="Help-Text"><a href="sysprefs14.htm">Multi-store</a></p>
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<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
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<p class="Help-Bulleted">Some company preferences are initially configured as you complete the <a href="../qbpos_interview/iview_overview.htm">Company Setup</a> but can be directly edited at anytime as your needs change.</p>
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<p class="Help-Bulleted">Shared company preferences that affect all stores can be defined at Headquarters only. Store-specific company preferences, such as default payment type, allowed credit card types, default tax location used for sales, and employees and security, are set at each store independently. <a href="../qbpos_multi_store/multistore_preferences.htm">Learn more</a>.</p>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Use <a href="../qbpos_workstation_preferences/wsprefsoverview.htm">workstation</a> preferences to define workstation-specific settings, such as attached hardware setup and printing configuration.</p>
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