Initial commit - QBPOS Help

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<meta name="MS-HAID" content="Workstation preferences">
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<title>Set Up Hardware</title>
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<body>
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<p class="Help-Heading-1" style="background-color: #008000;">Set Up Hardware</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_equipment/compatible_equipment.htm">Compatible Hardware List</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">It is strongly recommended that you use the <a href="../qbpos_equipment/equip_hwsetupwiz.htm">Hardware Setup Wizard</a> to configure your Point of Sale hardware. You can access the setup wizard from the File menu and from individual hardware preferences pages.</p>
<p class="Help-Text">For the most current Point of Sale hardware drivers and installation instructions, click <a href="http://support.quickbooks.intuit.com/support/Articles/HOW12055">here</a>.</p>
<p class="Help-Info-Line">What type of hardware are you setting up?</p>
<p class="Help-Text"><a href="wsprefs_cashdrawer.htm">Cash drawer</a></p>
<p class="Help-Text"><a href="wsprefs_modem.htm">Modem</a></p>
<p class="Help-Text"><a href="wsprefs_barcodescanner.htm">Bar Code Scanner</a></p>
<p class="Help-Text"><a href="wsprefs_cardreader.htm">Card reader</a></p>
<p class="Help-Text"><a href="wsprefs_poledisplay.htm">Customer pole display</a></p>
<p class="Help-Text"><a href="wsprefs_touchscreen.htm">Touchscreen monitor</a></p>
<p class="Help-Text"><a href="wsprefs_pdt.htm">Physical inventory scanner</a></p>
<p class="Help-Text"><a href="wsprefs_pinpad.htm">PIN pad</a></p>
<p class="Help-Text"><a href="wsprefs04.htm">Printers</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_help_and_support/helpandsupport16.htm">Troubleshoot hardware</a></p>
<p class="Help-Text"><a href="wsprefsoverview.htm">Workstation preferences overview</a></p>
<p class="Help-Text"><a href="../qbpos_equipment/equipment_installing.htm">Install supported hardware</a></p>
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<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
<title>Workstation Preferences: General</title>
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</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Workstation Preferences: General</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_company_preferences/sysprefsoverview.htm">Company Preferences</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table style="margin-left: 4.50pt;" cellspacing="0" width="366">
<tr class="hcp1">
<td style="width:27.38%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:72.62%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text"><font class="hcp3">Function</font></p>
</td>
</tr>
<tr class="hcp1">
<td style="width:27.38%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Workstation Number</p>
</td>
<td style="width:72.62%;" class="hcp4">
<p class="Help-Text">Enter a workstation number from 1 - 10. Each workstation in a store must have a unique number.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:27.38%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Security: Automatic Logout</p>
</td>
<td style="width:72.62%;" class="hcp4">
<p class="Help-Text">Select <font style="font-family: Wingdings; font-weight: bold;" face="Wingdings"></font> to automatically log out a user after a specified period of inactivity.</p>
<p class="Help-Text">Define the amount of time, in minutes, after which users will be automatically logged out. <font class="hcp3">Default:</font> 15 minutes</p>
<p class="Help-Text">Note: Setting applies only if <a href="../qbpos_company_preferences/sysprefs04.htm">employee logins</a> are required.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:27.38%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Appearance</p>
</td>
<td style="width:72.62%;" class="hcp4">
<p class="Help-Text">Select <span style="font-weight: bold;">R</span><font class="hcp3">eset Now</font> to reset Point of Sale layouts to the default appearance. Any <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customizations</a> made to column order, size, etc., will be lost.</p>
</td>
</tr>
</table>
<p class="Help-Main-Topic-Links" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_secadmin/secadminoverview.htm">Employees &amp; security overview</a></p>
<p class="Help-Main-Topic-Links"><a href="wsprefsoverview.htm">Workstation preferences overview</a></p>
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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="Workstation preferences">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Workstation Preferences: Documents and Printers</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><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;">Workstation Preferences: Documents and Printers</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_help_and_support/helpandsupport15.htm">Printing FAQs</a> <span style="color: #c0c0c0;">|</span> <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-Text">Use the Documents &amp; Printers page of workstation preferences to specify the default printer, print template and number of copies to print for each document type in Point of Sale. Set these options at each workstation that will print from within Point of Sale.</p>
<p class="Help-Indent"><font class="hcp1">Printer:</font> Select from the drop-down list of <a href="wsprefs04.htm">available printers</a>.</p>
<p class="Help-Indent"><font class="hcp1">Template:</font> Select from a list of available templates to be used when printing the document type. The template determines the print layout of fields for a particular document type and printer. Point of Sale includes several template choices for each document type for use with various printers and for various needs.</p>
<p class="Help-Indent"><font class="hcp1">Copies</font><font class="hcp1">:</font> Enter the number of copies to print each time the document type is printed.</p>
<p class="Help-Text">Highlight a document line and select <span class="hcp2">Preview</span> or <span class="hcp2">P</span><font class="hcp1">rint Test Page</font> to view or test that the printer/template combination results in the desired output. If you need to add or configure a printer, select the <font class="hcp1">Hardware Setup Wizard</font> button.</p>
<p class="Help-Text">If you also specify to display the Print dialog on the <a href="wsprefs_printoptions.htm">Print Options</a> page, you can change these settings at the time of printing.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">Shipping Manager Label Printer (Pro)</p>
<p class="Help-Text">If you use <a href="../qbpos_shipping/shipping_shipmgr.htm">Shipping Manager</a>, select <span class="hcp2">Shipping Manager Setup</span> to open this application and set up a printer for your shipping labels.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/printing/basic243.htm">General printing instructions</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_print_designer/printdesigner_oview.htm">Customizing print templates</a> (Pro)</p>
<p class="Help-Main-Topic-Links"><a href="wsprefsoverview.htm">Workstation preferences overview</a></p>
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<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Available Printers/Add Printer</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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span.hcp1 { font-weight:bold; }
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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;">Available Printers/Add Printer</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_equipment/compatible_equipment.htm">Compatible Printers</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Note">This information applies to the <span class="hcp1">Available Printers</span> page of workstation preferences.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">This workstation preference page lists the printers currently installed on this workstation.</p>
<p class="Help-Text">Check the list to see if your printer is installed. If not, select the <span class="hcp1">H</span><font style="font-weight: bold;">ardware Setup Wizard</font> button to install it now. Follow the wizard prompts to complete the installation.</p>
<p class="Help-Text">If you purchased your printer from Intuit (i.e. a supported printer), follow any instructions included with the printer or select from the installation instructions below.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Info-Line">Select a link for more information about installing supported printers:</p>
<p class="Help-Text"><a href="../qbpos_equipment/equipment_install_citizencts300_usb.htm">Citizen CT-S300 Receipt Printer (USB)</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_equipment/equipment_install_tsp600_usb.htm">Star TSP100/TSP600 receipt printer (USB)</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_equipment/equipment_install_tsp600.htm">Star TSP600 receipt printer (parallel)</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_equipment/equipment_install_zebralp2824usb.htm">Zebra LP2824 tag printer (USB)</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_equipment/equipment_install_zebralp2824parallel.htm">Zebra LP2824 tag printer (parallel)</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="wsprefs03.htm">Print option preferences</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/printing/basic243.htm">General printing instructions</a></p>
<p class="Help-Text"><a href="../qbpos_help_and_support/helpandsupport15.htm">Troubleshooting printing</a></p>
<p class="Help-Text"><a href="../qbpos_equipment/equipment_install_inkjetlaser.htm">Setting up an Inkjet or laser printer</a></p>
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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>wsprefs_autoupdate</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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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Workstation Preferences: Automatic Update</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_help_and_support/helpandsupport19.htm">Update Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Point of Sale can automatically check for and download program updates in the background while you continue working in the program. Use this page to set your update preferences.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table style="margin-left: 3.60pt;" cellspacing="0" width="372">
<tr class="hcp1">
<td style="width:35.00%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:65.00%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text"><font class="hcp3">Function</font></p>
</td>
</tr>
<tr class="hcp1">
<td style="width:35.00%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Automatically download updates on this workstation</p>
</td>
<td style="width:65.00%;" class="hcp4">
<p class="Help-Text">To enable automatic download of updates on this workstation, select <span class="hcp5">Y</span><font class="hcp3">es</font>.</p>
<p class="Help-Text">To disable automatic download, select <span class="hcp5">No</span></p>
<p class="Help-Text">Also, select <span class="hcp5">N</span><font class="hcp3">o</font> if this workstation will install updates that have been downloaded by another workstation. See the following settings and the notes below.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:35.00%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Use shared download location</p>
</td>
<td style="width:65.00%;" class="hcp4">
<p class="Help-Text">If this workstation will download updates for other workstations <font class="hcp3">OR</font> if this workstation will install shared update files downloaded by another workstation, select <span class="hcp5">Y</span><font class="hcp3">es</font>.</p>
<p class="Help-Text">Otherwise, select <span class="hcp5">N</span><font class="hcp3">o</font>.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:35.00%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Shared Location</p>
</td>
<td style="width:65.00%;" class="hcp4">
<p class="Help-Text">If you answered <span class="hcp5">Y</span><font class="hcp3">es</font> to using a shared download location, specify or browse to the location to which the update files are downloaded (all workstations downloading to or installing from this folder should set this preferences)</p>
</td>
</tr>
</table>
<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">To download updates, a workstation must have an active Internet connection.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Each workstation on a network can download and install updates independently, or one workstation can download the update file to a shared folder on the network from which all workstation can install.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you disable automatic updates, you can still manually check for and download update files by selecting <span class="hcp5">U</span><font class="hcp3">pdate QBPOS</font> from the File menu.</p>
</li>
</ul>
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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>Set Up a Bar Code Scanner</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;
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</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Set Up a Bar Code Scanner</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_help_and_support/help_barcodescanner_faq.htm">FAQs</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Note">This information applies to the <span style="font-weight: bold;">Bar Code Scanner</span> page of workstation preferences.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">If you have a bar code scanner attached to this workstation, select the check box on this preference page.</p>
<p class="Help-Text">Select <font style="font-weight: bold;">Test Bar Code Scanner</font> at the bottom of the page to confirm the scanner is working.</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_equipment/equip_barcodescannerlist.htm">List of compatible bar code scanners</a></p>
<p class="Help-Main-Topic-Links"><a href="http://support.quickbooks.intuit.com/opencms/sites/default/IPH/POS/POSv6_Basic/qbpos_equipment/equipment_install_barcodescanner.htm">Install Bar Code Scanner</a></p>
<p class="Help-Main-Topic-Links">&#160;</p>
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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>Set Up a Card Reader</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 */
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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 * {
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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;">Set Up a Card Reader</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_equipment/equip_cardreaderlist.htm">Compatible Card Readers</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Note">This information applies to the <span style="font-weight: bold;">Card Reader</span> page of workstation preferences.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">It is recommended that you use the <a href="../qbpos_equipment/equip_hwsetupwiz.htm">Hardware Setup Wizard</a> to configure your Point of Sale hardware. You can access the setup wizard from the File menu and from individual hardware preferences pages.</p>
<p class="Help-Text">Select your installed card reader from the drop-down list, then select the test button to check its operation.</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_equipment/equipment_installing_magtek21040110USB.htm">Installing the Magtek 21040110 MSR USB card reader</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_equipment/equipment_install_idinnovcardreaderusb.htm">Installing the ID Innovations MSR USB card reader</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_equipment/equipment_install_idinnovcardreader.htm">Installing the ID Innovations MSR PS2 card reader</a></p>
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<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Set Up a Cash Drawer</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;">Set Up a Cash Drawer</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_equipment/equip_cashdrawerlist.htm">Compatible Cash Drawers</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Note">This information applies to the <span style="font-weight: bold;">Cash Drawer</span> page of workstation preferences.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">A cash drawer must be connected through a 40-column receipt printer. Your receipt printer must be installed and working for the cash drawer to function. If you need to add your receipt printer or cash drawer, select the <a href="../qbpos_equipment/equip_hwsetupwiz.htm">Hardware Setup Wizard</a> button at the bottom of this window and follow the instructions.</p>
<p class="Help-Info-Line">To change your cash drawer setup on this page:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the first drop-down list, select your receipt printer model.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In the second drop-down list, select the cash drawer connection that matches your receipt printer.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Open C</font><font class="hcp1">ash</font> <font class="hcp1">D</font><font class="hcp1">rawer</font> to confirm that your cash drawer opens properly.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">OK</font> or <font class="hcp1">Save</font>.</p>
</li>
</ol>
<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_help_and_support/help_cash_drawer_faqs.htm">Cash drawer troubleshooting</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_help_and_support/help_trblsht_rcptprinter.htm">Receipt printer troubleshooting</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_equipment/equipment_installing_valuline_cashdrawer.htm">Installing the VALU-u Line cash drawer</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_equipment/equipment_install_mscashdrawer.htm">Installing the M-S dash drawer</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_equipment/equip_cashdrawerlist.htm">List of compatible cash drawers</a></p>
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<head>
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<meta name="generator" content="Adobe RoboHelp 2019">
<title>Workstation Preference Instructions</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<body>
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<p class="Help-Heading-1" style="background-color: #008000;">Workstation Preference Instructions</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Workstation Preference Overview</a> <font color="#C0C0C0">|</font> <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-Text">Use workstation preferences to set up hardware, print options, and general program options that apply only to this workstation. Each workstation sets their own workstation preferences.</p>
<p class="Help-Text">Changes in some preference settings require you to close all or related windows before saving. Point of Sale will prompt you and give you an opportunity to switch to open windows to save or cancel transactions in progress if necessary.</p>
<p class="Help-Info-Line">To configure workstation preferences:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">From the File menu at the home page, select <span class="hcp1">P</span><font class="hcp2">references</font> <font style="font-family: 'Wingdings 3';" face="Wingdings 3"></font> <span class="hcp1">W</span><font class="hcp2">orkstation</font>.</p>
</li>
</ol>
<ol start="2">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the list on the left, select the page of preferences you wish to edit.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Edit preference settings as needed.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">S</span><font class="hcp2">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="hcp1">Cancel</span> to leave preferences without saving any changes.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Two powerful options are available from the I Want To menu: &#160;<span class="hcp1">Undo Changes</span> to discard all changes since your last save, but remain in preferences, and <span class="hcp1">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>
</li>
</ul>
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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>Set Up a Modem</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 */
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<body>
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<p class="Help-Heading-1" style="background-color: #008000;">Set Up a Modem</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_company_preferences/sysprefs03.htm">Merchant and Gift Card Service Setup</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Note">Point of Sale Desktop does not support modems.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Bulleted">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_merchant_service/cardservices_communication_setup.htm">Communication setup for Merchant or Gift Card Service</a></p>
<p class="Help-Main-Topic-Links"><a href="wsprefs_instructions.htm">Workstation preferences instructions</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multi_store_exchange.htm">Store Exchange overview</a> (Pro)</p>
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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>Set Up Physical Inventory Scanner</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>
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<p class="Help-Heading-1" style="background-color: #008000;">Set Up a Physical Inventory Scanner</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_equipment/equip_pdtlist.htm">Compatible Physical Inventory Scanners</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-Note">This information applies to the <span class="hcp1">Physical Inventory Scanner</span> page of workstation preferences.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">It is strongly recommended that you use the <a href="../qbpos_equipment/equip_hwsetupwiz.htm">Hardware Setup Wizard</a> to configure your Point of Sale hardware. You can access the setup wizard from the File menu and from individual hardware preferences pages.</p>
<p class="Help-Text">This procedure assumes you have followed the <a href="../qbpos_equipment/equipment_installing.htm">instructions</a> to install your physical inventory scanner to this workstation and have assigned a Windows COM port.</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select your scanner model from the drop-down list.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the COM Port number that matches the COM Port you assigned in Windows when installing the scanner.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Use the <span class="hcp1">Test</span> button at the bottom of the page to verify operation of the scanner.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">S</span><font style="font-weight: bold;">ave</font>.</p>
</li>
</ol>
<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_physical_inventory/pi_pdt.htm">Using the scanner for a Physical Inventory</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_help_and_support/help_hdwr_trblshooter.htm">Hardware troubleshooter</a></p>
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<title>Set Up a PIN pad</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;">Set Up a PIN Pad</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_equipment/equip_pinpadlist.htm">Compatible PIN Pads</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Note">This information applies to the <span class="hcp1">PIN pads</span> page of workstation preferences.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">It is strongly recommended that you use the <a href="../qbpos_equipment/equip_hwsetupwiz.htm">Hardware Setup Wizard</a> to add and configure your Point of Sale hardware. You can access the setup wizard from the File menu and from individual hardware preferences pages.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">This procedure assumes you have used the <a href="../qbpos_equipment/equipment_installing.htm">instructions</a> to install your PIN pad to this computer.</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select your PIN pad model from the drop-down list.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Use the test button at the bottom of the window to verify operation of the device.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">S</span><font style="font-weight: bold;">ave</font>.</p>
</li>
</ol>
<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_recording_sales_and_returns/receipts_payment_ccdebithardware.htm">Hardware requirements for Merchant Services</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt_payment_debit.htm">Taking payment by debit/ATM card</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_merchant_service/cardservices02.htm">Configuring Merchant Services</a></p>
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<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<title>Set Up a Pole Display</title>
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<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;">Set Up a Pole Display</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_equipment/equip_poledisplaylist.htm">Compatible Pole Displays</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Note">This information applies to the <span class="hcp1">Pole Display</span> page of workstation preferences.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">It is strongly recommended that you use the <a href="../qbpos_equipment/equip_hwsetupwiz.htm">Hardware Setup Wizard</a> to configure your Point of Sale hardware. You can access the setup wizard from the File menu and from individual hardware preferences pages.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select your pole display model from the drop-down list.</p>
</li>
</ol>
<p class="Help-Indent">In the <font class="hcp2">Connected to</font> field, select the port the pole display is connected to (a serial port, which is also called a COM port, or a USB port).</p>
<ol start="2">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In the <font class="hcp2">Message Displayed Between Sales</font> area, enter text in Line 1 and/or Line 2 and select an alignment option from the drop-down lists. The display will accommodate up to 20 fixed characters per line or 50 scrolling characters if you select <span class="hcp1">S</span><font class="hcp2">croll</font> in the Alignment field.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select an option for the <font class="hcp2">Message Displayed During Sales</font>. Your choice is reflected in the Example window.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Use the test button at the bottom of the page to verify the operation of the device.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">S</span><font class="hcp2">ave</font>.</p>
</li>
</ol>
<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="font-size: 9pt;">
<p class="Help-Bulleted">If you are using a serial connection and the pole display does not display information after this procedure, re-enter Workstation preferences and try a different port connection, e.g. if you initially selected <span class="hcp1">COM</span> <font class="hcp2">1</font>, change the setting to <span class="hcp1">COM</span> <font class="hcp2">2</font> and test again. Repeat this procedure until the pole display functions correctly (or use <a href="../qbpos_equipment/equip_configure_comports.htm">this procedure</a> to verify the port assigned in Windows <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_devicemanger">Device Manager</a> and then select the matching port in workstation preferences).</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">If you are using a serial connection and <font color="#292526">you have an internal modem,</font> <font color="#292526">the modem</font> <font color="#292526">may be assigned to one of your serial ports, causing a conflict if the pole display is plugged into the same port. If your pole display still does not work, try plugging the pole display into another serial port. Repeat the steps above until you have identified the right combination of physical port and serial port setting that results in the pole display working.</font></p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_help_and_support/helpandsupport18.htm">Troubleshooting your pole display</a></p>
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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>Workstation Preferences: Print Options</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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font-weight:bold; }
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<p class="Help-Heading-1" style="background-color: #008000;">Workstation Preferences: Print Options</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_equipment/compatible_equipment.htm">Compatible Printers</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_help_and_support/helpandsupport15.htm">Printing FAQs</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text"><font class="hcp1">Additional Printing Preferences</font></p>
<table style="margin-left: 4.50pt;" cellspacing="0" width="366">
<tr class="hcp2">
<td style="width:32.79%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
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<p class="Help-Text"><font class="hcp1">Function</font></p>
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<p class="Help-Text" style="font-weight: bold;">Prompt for gift receipt with each sale</p>
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<p class="Help-Text" style="margin-left: 0.45pt;"><font face="Wingdings" class="hcp5"></font> <font class="hcp1">=</font>Select to be prompted to print a gift receipt for each sale (with the item, price, and payment information excluded).</p>
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<p class="Help-Text" style="font-weight: bold;">Prompt to e-mail receipt with each sale</p>
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<p class="Help-Text" style="margin-left: 0.45pt;"><font face="Wingdings" class="hcp5"></font> <font class="hcp1">=</font>Select to be prompted to e-mail sales receipts to your customers, the prompt message also affords an opportunity to capture an e-mail address if you don't already have it.</p>
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<td style="width:32.79%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Pause between printing to allow tearing off of printed receipt</p>
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<p class="Help-Text" style="margin-left: 0.45pt;"><font face="Wingdings" class="hcp5"></font> <font class="hcp1">=</font> The printer will pause briefly before printing the second copy of a receipt. This pause gives users time to tear off the first copy. This option is for users with printers that do not automatically cut off each receipt.</p>
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<p class="Help-Text" style="font-weight: bold;">Print two copies of credit card receipts</p>
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<p class="Help-Text"><font face="Wingdings" class="hcp5"></font> <font class="hcp1">=</font> Automatically print two copies of all sales receipts that are paid for by credit card. If using two-ply receipt paper, you may disable this option.</p>
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<td style="width:32.79%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Print two copies of receipts tendered by account charge</p>
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<td style="width:67.21%;" class="hcp4">
<p class="Help-Text"><font face="Wingdings" class="hcp5"></font> <font class="hcp1">=</font> Automatically print two copies of all sales receipts that are paid for by charge to customer account. If using two-ply receipt paper, you may disable this option.</p>
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<p class="Help-Text" style="font-weight: bold;">Display Print Options dialog when printing</p>
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<td style="width:67.21%;" class="hcp4">
<p class="Help-Text">Select the documents for which you wish to display a dialog allowing you to change print settings or to display a preview before printing.</p>
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<title>Set Up a Touchscreen Monitor</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Set Up a Touchscreen Monitor</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_basic_procedures/navigation_find/basic244.htm">Using a Touchscreen</a> <font color="#C0C0C0">| <span style="color: #000000;"><a href="../qbpos_equipment/equip_compatible_touchscreens.htm">Compatible Touchcreens</a></span></font></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Note">This information applies to the <span style="font-weight: bold;">Touchscreen Monitor</span> page of workstation preferences.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">It is strongly recommended that you use the <a href="../qbpos_equipment/equip_hwsetupwiz.htm">Hardware Setup Wizard</a> to configure your Point of Sale hardware. You can access the setup wizard from the File menu and from individual hardware preferences pages.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text"><font style="font-family: 'Wingdings 2'; font-weight: bold;" face="Wingdings 2">R</font> <font style="font-weight: bold;">=</font> Select to enable the use of a touchscreen in Point of Sale.</p>
<p class="Help-Text">When this option is selected, the touchscreen navigation toolbar and controls are displayed in the customer-facing areas of Point of Sale, such as sales receipts. You must have a touchscreen monitor connected to your computer for this feature to work.</p>
<p class="Help-Text">&#160;</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." style="border: none;" width="9" height="15" border="0"> &#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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<p class="Help-Heading-1" style="background-color: #008000;">Workstation Preferences Overview</p>
<p class="Help-Text"><a href="wsprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_company_preferences/sysprefsoverview.htm">Company Preferences</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Workstation preferences define workstation-specific settings and options, including Point of Sale hardware, printing options, and automatic program updates.</p>
<p class="Help-Text">Use company preferences to define settings and options that are shared by all workstations on a network.</p>
<p class="Help-Info-Line">Choose a workstation preference area for more information:</p>
<p class="Help-Text"><a href="wsprefs02.htm">General</a>: Set automatic logout, appearance, and inventory reminders preferences.</p>
<p class="Help-Text"><a href="wsprefs02.htm">Software Updates</a>: Set options for automatically updating the Point of Sale program files on this workstation.</p>
<p class="Help-Text"><a href="wsprefs01.htm">Hardware</a>: Individual pages to configure your Point of Sale hardware.</p>
<p class="Help-Text"><a href="wsprefs04.htm">Available Printers</a>: View and/or add printers used with Point of Sale.</p>
<p class="Help-Text"><a href="wsprefs03.htm">Documents &amp; Printers</a>: Specify the printer, <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_template">template</a>, and number of copies for each printed document type.</p>
<p class="Help-Text"><a href="wsprefs_printoptions.htm">Print Options</a>: Specify general print options.</p>
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