PTS/QBPOS-Help
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Initial commit - QBPOS Help

Browse Source
This commit is contained in:
Kristen Hercules
2026-01-27 18:07:54 -06:00
commit e3d556b732
2307 changed files with 219842 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

32
QB_Help_Web/POS_Help/qbpos_interview/iview_companyinfo.htm Normal file
View File

@@ -0,0 +1,32 @@
<!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="Setup Interview">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Setup Interview: Receipt Information</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-1" style="background-color: #008000;">Setup Interview: Receipt Information</p>
<p class="Help-Text"><a href="iview_overview.htm">Setup Interview: Overview</a> &#160;</p>
<p class="help-text">&#160;</p>
<p class="Help-Text">This page of the Setup Interview window is used to enter your company information (name, address, e-mail, web site, etc.) as you want it printed on sales receipts, purchase orders, reports, and customer orders.</p>
<p class="Help-Text">You can also enter your return policy, store hours, or any other information you want to share with your customers.</p>
<p class="Help-Text">&#160;</p>
</body>
</html>

60
QB_Help_Web/POS_Help/qbpos_interview/iview_multistore_connectstores.htm Normal file
View File

@@ -0,0 +1,60 @@
<!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>Set Up Other Stores</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; }
-->
</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;">Set Up Other Stores</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multi_store_overview.htm">Store Exchange Center</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_multi_store/multi_store_exchange.htm">Store Exchange 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">Store Exchange can be set up from the Store Exchange Center using the following guidelines:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Headquarters only:</font> Click &#160;<font class="hcp1">Set up store</font> to enter information for each of your remote stores.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Headquarters only:</font> Enter a store code and name that will be used throughout the program to identify each store.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Specify the <a href="../qbpos_multi_store/multi_store_exchange_methods.htm">communication method</a> you will use to exchange data with the other store(s) and enter an e-mail address, file path, or folder location, based on the selected exchange method.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Enter the license number from the Server Workstation at the other store(s). The license number can be found on the CD jacket or by selecting <font class="hcp1">About Point of Sale</font> from the Help menu at the other stores Server Workstation. If the other store has not installed yet, you can complete this section later by selecting <font class="hcp1">Configure Store Exchange</font> from the Stores menu.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select <span style="font-weight: bold;">Change Password</span> and specify a password used to encrypt the files sent between stores (the same password must be entered at all stores). <a href="qbpos:helppopup.10029">Tips for passwords<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"></a></p>
</li>
</ul>
<p class="Help-Text">Select a <font color="#0000FF">blue</font> link on the left for answers to frequently asked questions.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multi_store_types.htm">Allowed Point of Sale activities by store type</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multi_store_exchange_methods.htm">Methods of Store Exchange</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/store_exchange_info.htm">What information is exchanged between stores?</a></p>
</body>
</html>

43
QB_Help_Web/POS_Help/qbpos_interview/iview_overview.htm Normal file
View File

@@ -0,0 +1,43 @@
<!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="Setup Interview">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Setup Interview</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-1" style="background-color: #008000;">Setup Interview</p>
<p class="Help-Text"><a href="../qbpos_help_and_support/hsoverview.htm">Help and Support</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_basic_procedures/basicsmainpage.htm">How Do I?</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">The first time Point of Sale is started on the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a>, the Setup Interview window is automatically opened. The interview is the fastest way to set up basic Point of Sale options in one place so you are ready to begin ringing up sales fast!</p>
<p class="Help-Text">Not all options are defined in this initial setup. Advanced options that help you customize Point of Sale for your unique business needs can be set up later in <a href="../qbpos_company_preferences/sysprefsoverview.htm">company preferences</a>.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Info-Line">The Setup Interview allows you to define:</p>
<p class="Help-Text"><a href="iview_companyinfo.htm">Printed receipt</a> Enter the company information you want printed on sales receipts including phone numbers, web site, and email address. This information is also printed on orders and reports.</p>
<p class="Help-Text"><a href="iview_salestax.htm">Sales tax</a> Specify if you collect sales tax and, if so, enter your primary sales tax rate and to whom the taxes are paid. You can set up more advanced sales tax options, such as different taxing instructions by merchandise type, price, or location, or paying taxes to multiple agencies later in company preferences.</p>
<p class="Help-Text"><a href="../qbpos_merchant_service/cardservicesoverview.htm">Payments</a> &#160; Learn about and sign up for a QuickBooks Desktop POS Merchant Service account to process credit card and debit/ATM transactions from within Point of Sale. If you already have an account use this page to enter your account number and set service options.</p>
<p class="Help-Text"><span style="color: #0000ff;"><a href="../qbpos_merchant_service/cardservicesoverview.htm">Gift Card</a></span> &#160; The QuickBooks Desktop POS Gift Card Service allows you to sell, redeem, and track the balance of gift cards from within Point of Sale. A QuickBooks Desktop Payments Account is required.</p>
<p class="Help-Text"><a href="../qbpos_equipment/equip_hwsetupwiz.htm">Hardware</a> &#160;Click <span style="font-weight: bold;">Configure/Setup</span> for the Point of Sale equipment you have. The Hardware Setup Wizard will walk you through configuring and testing each piece of hardware.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">You can return to the Setup Interview at anytime by selecting it from the File menu.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><a href="http://www.youtube.com/user/IntuitQuickBooksPOS/videos">Learn more</a></p>
</body>
</html>

62
QB_Help_Web/POS_Help/qbpos_interview/iview_qbfs.htm Normal file
View File

@@ -0,0 +1,62 @@
<!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>Setup Interview: Use with QuickBooks</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; }
-->
</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;">Setup Interview: Use with QuickBooks</p>
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbdataoverview.htm">Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_qb_data_exchange/financialexchange_requirements.htm">Requirements of Financial Exchange</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Text">Use this page to specify whether you want to share Point of Sale data with QuickBooks financial software.</p>
<ul>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">Answer <font class="hcp1">No</font> if you do not plan to share data with QuickBooks.</p>
</li>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">Answer <font class="hcp1">Yes</font> if you intend to share data with QuickBooks, even if you have not set up your QuickBooks company file yet.</p>
</li>
</ul>
<p class="Help-Heading-2">Connecting to QuickBooks</p>
<p class="Help-Text">You can connect to QuickBooks now, provided you have the financial company you intend to use with Point of Sale set up. If you do not connect now, Point of Sale will prompt you to do so the first time you access a feature that requires a connection.</p>
<p class="Help-Info-Line">To connect now:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Leaving the Point of Sale Setup Interview open, start your QuickBooks financial software and open the company file you wish to use with Point of Sale, logging in as a user with Administrator rights.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Switch back to the Point of Sale Setup Interview (select from the Windows task bar or press <font style="font-weight: bold; font-style: italic;">&lt;Alt+Tab&gt;</font>).</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Run QuickBooks Connection Wizard</font>.</p>
</li>
</ol>
<p class="Help-Text">The Wizard will walk you through connecting the two programs.</p>
<p class="Help-Info-Line">Select a topic link to learn more about Financial Exchange.</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/financialexchange_accoutpaymenttypes.htm">Customizing how Point of Sale information is sent to QuickBooks</a></p>
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/financialexchange_importitems.htm">Importing your existing QuickBooks items to Point of Sale</a></p>
<p class="Help-Text"><a href="iview_overview.htm">Setup Interview: Overview</a></p>
</body>
</html>

59
QB_Help_Web/POS_Help/qbpos_interview/iview_qbfs_q4.htm Normal file
View File

@@ -0,0 +1,59 @@
<!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="Setup Interview">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>iview_qbfs_q4</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">I am having trouble connecting to QuickBooks. How do I fix it?</p>
<p class="Help-Text">This is a popup topic.and has been hidden</p>
<p class="Help-Text">Go through this checklist to be sure all of the essential requirements of connecting are met.</p>
<ul>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Do you have a supported version of QuickBooks: Pro or Premier Editions (2003 - 2006) or Enterprise Solutions (2.0 - 5.0)?</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Is QuickBooks installed on this computer?</p>
</li>
</ul>
<p class="Help-Indent"><font style="font-weight: bold;">OR</font></p>
<p class="Help-Indent">Have you followed the instructions in the Point of Sale QuickStart Guide to install and use QuickBooks on another computer?</p>
<ul>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Have you set up a QuickBooks company file to use with Point of Sale?</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Is QuickBooks running and the company file open before you start the connection wizard?</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">If using the Remote Data Sharing (RDS) option, is the server application running on the computer on which QuickBooks is installed? Learn more about using RDS.</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Is the "Dont allow any applications to access this company file" option set in your QuickBooks Integrated Applications company preferences? If so, the check box for this option must be cleared. How do I?</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Have you moved or renamed your QuickBooks company file? If so, use the connection wizard to reconnect to your company file in the new location or of the new name.</p>
</li>
</ul>
<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>

43
QB_Help_Web/POS_Help/qbpos_interview/iview_salestax.htm Normal file
View File

@@ -0,0 +1,43 @@
<!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>Set Up Primary Sales Tax Rate</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-1" style="background-color: #008000;">Set Up Primary Sales Tax Rate</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Note">This information applies when setting up your primary sales tax rate from the <span style="font-weight: bold;">Setup Interview</span> or upon being prompted when you go to make a sale.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Use this page to set up your primary sales tax.</p>
<ul>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">If you collect sales tax, answer <font style="font-weight: bold;">Yes</font></p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Enter your primary sales tax rate and the government agency to which you pay the collected taxes</p>
</li>
</ul>
<p class="Help-Text">Entering tax information here sets up one <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_taxcode">tax code</a> and one <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_tax_location">tax location</a> for you, with the <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_taxrate">tax rate</a> you specify applied to all taxable items. As you enter/edit your items in inventory, assign this tax code to them so that tax is automatically collected on sales.</p>
<p class="Help-Text">If you need to configure more advanced sales tax options, such as collecting sales tax at different rates for different types of merchandise or services, for sales in different locations, based on item price thresholds, or to pay taxes to multiple agencies, you can set up those tax options later in Point of Sale company preferences.</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/sales_tax/basic222.htm">Learn more about collecting sales taxes</a>.</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_help_and_support/help_taxfaq.htm">Sales tax FAQs</a></p>
</body>
</html>