Frequently Asked Questions

QuickBooks Point of Sale System Requirements

Recommended Configurations

• At least 2 GB of RAM (2 GB if running Windows Vista) for a single workstation installation ¹
• 2 GB of disk space (additional space required for data files) ²
• Optimized for 1024 x 768 screen resolution. 15" Touch Screen running at 1024x768 resolution is recommended.
• Windows XP (32-bit only), Windows Vista, or Windows 7 ³
• Internet connection required for patch updates and in-product help.

Financial software integration requires:

• QuickBooks Simple Start 2007, 2008, 2009, 2010 or 2011
• QuickBooks Pro or Premier Editions 2007, 2008, 2009, 2010 or 2011
• QuickBooks Enterprise Solutions Version 7.0, 8.0, 9.0 10.0 or 11.0

Intuit Payment Solutions

• Optional fee-based service, additional terms & conditions apply.
• Requires a QuickBooks Point of Sale Merchant Account through Intuit Payment Solutions, LLC. Application approval and fees apply. Details available at www.payments.intuit.com/posms
• Credit card reader and printer required for credit and debit transactions. PIN pad required for debit transactions.
• Internet connection required.

Security Software
Products have been tested with the following software:

• McAfee Internet Security Suite
• Symantec Norton® Internet Security Suite
• Zone Labs' Zone Alarm Pro
• Trend Micro

Point of Sale is ideal for many types of retailers. Here are a few examples:

Point of Sale is available in three levels:

• Free: For retailers who need to ring sales and accept payments
• Basic: For retailers who need basic inventory, sales and customer tracking
• Pro: All the features in Basic, plus additional inventory and sales features such as:
  • Advanced tracking of products by style and color
  • Serial number tracking
  • Sales orders
  • Layaways
  • Multiple units of measure
  • Committed vs. available inventory
  • Employee commission tracking

Intuit QuickBooks Financial software is small business financial software used by more than 4 million businesses. Use QuickBooks Financial software to pay bills, manage payroll, and create financial statements and reports. Use either product alone, or use the two together, transferring sales and inventory data from Point of Sale to QuickBooks Financial software for a more complete retail management solution.

No. Point of Sale works by itself to easily and accurately track and manage your inventory, sales and customer information. It can also be used together with QuickBooks Financial software⁴ to create a complete retail management suite, including financial accounting.

Point of Sale quickly rings up sales, like a cash register, but also tracks complete inventory, sales and customer information to give you better control over your business. With every sale, your inventory is automatically adjusted so you always know where you stand-what's in stock, what needs reordering. At the end of the day you can quickly and easily transfers sales data into QuickBooks Financial software, saving time and helping to reduce manual bookkeeping errors.

Yes! Simply download the Point of Sale Free version and accept the free 30 day trial now . If you decide to purchase within the 30 day trial period, simply call us to "unlock" your free version to the Pro version (additional fee required). You'll be able to continue using the same installation without having to download, install or set up anything again!

Point of Sale software comes with a QuickBooks 60-Day Money-Back Satisfaction Guarantee. If you're not satisfied, return the product to your place of purchase or to Intuit within 60 days with a dated receipt for a full refund of your purchase price. All QuickBooks-approved retail hardware is covered by a one-year hardware manufacturer's warranty.

Yes, Point of Sale 10.0 is compatible with Internet Explorer 7. If you have questions on earlier version, please see www.quickbooks.com/support/ie7.

A: Yes, Point of Sale software versions 8.0 and higher, POS-approved hardware, and Intuit QuickBooks Point of Sale Merchant Service will run on Windows Vista. However, you may need to take some simple, additional steps when installing POS 10.0 software and hardware to ensure they run on a PC with Windows Vista. Earlier versions of Point of Sale will not run properly on Windows Vista. For more information about running Point of Sale on Windows Vista, please visit our Support Center.

Intuit QuickBooks Point of Sale is designed to be easy to set up; so most retailers can start using the software the same day. Use the simple Setup Interview to get started quickly and easily. Import item, vendor and customer lists from QuickBooks Financial software or Microsoft® Excel⁵ to save hours of manual data entry. QuickBooks Point of Sale 10.0 also includes a User Guide, which leads you through the most important tasks to get you up and running.

A: QuickBooks Point of Sale software has many tools to help you get up and running smoothly, including:

• Quick Start Guide included with your software.
• Ongoing technical support plans.
• Certified QuickBooks Point of Sale ProAdvisors may also be available to help you get the most out of your product. Visit www.findaproadvisor.com.
• Connect with other Point of Sale users and experts to ask questions and share advice. Go to the User Community.
• Intuit Solution Providers - Your local retail business and technology experts can help you with any retail technology questions, and are just a few clicks away. Learn more.

No! You can save hours of manual data entry by importing your company information from QuickBooks Financial software or from Microsoft® Excel. Point of Sale imports data from any QuickBooks Pro or Premier Edition 2007-2011, QuickBooks Enterprise Solutions 7.0-11.0, or Microsoft Excel 2000, 2002, 2003 or 2007. These applications are sold separately.

If you can export information from your current retail management software to either QuickBooks Accounting software or Microsoft Excel, you can then easily import it into Point of Sale. Point of Sale imports data from any QuickBooks Pro or Premier Edition 2007-2011, QuickBooks Enterprise Solutions 7.0-11.0, or Microsoft Excel 2000, 2002, 2003 or 2007. These applications are sold separately.

QuickBooks offers a wide range of solutions for virtually every business, from those just starting out to those which have grown bigger and more complex. As your business needs change, you can upgrade to other QuickBooks products with more features or more capacity easily and painlessly-all of your data goes with you.
Compare QuickBooks products

Quicken is specifically designed to handle personal finances, while QuickBooks handles small business finances. Each product is tailored (features, reports, and workflows) to meet the needs of those specific audiences. If you prefer to track personal and business income and expenses in the same place, pay your personal bills and business expenses from the same account, and run a small, home-based, Schedule C filing business with no employees, then Quicken Premier Home & Business might be the right solution for you.

A:Point of Sale software works with any QuickBooks Pro or Premier Edition 2007-2011, and with QuickBooks Enterprise Solutions 7.0-11.0. It also works well with QuickBooks Premier Retail Edition 2009-2011 , which contains customized forms and features to help retailers track and report financial information with fewer errors. QuickBooks Financial software is sold separately.

No. You can maintain complete control over both QuickBooks Point of Sale software and QuickBooks Financial software to allow your employees to see only the information they need.

Yes, you can easily import your Peachtree, Microsoft Small Business Accounting, and Microsoft Office Accounting/Office Accounting Express business data into QuickBooks.We've created a special site to provide conversion tools and information to help you easily move from your current accounting software to QuickBooks.8 Visit our Switcher center.

You can use Point of Sale to process credit card payments quickly and easily without a separate credit card terminal. All you need is Intuit QuickBooks Point of Sale Merchant Service. ⁶ Just swipe the customer's card through an optional QuickBooks-approved credit card reader and Point of Sale transmits the transaction to QuickBooks Point of Sale Merchant Service, for authorization, enters the authorization code and card number into the sales transaction, and prints out an itemized receipt for your customer to sign. Apply for QuickBooks Point of Sale Merchant Service by calling (888) 694-5230 or online.

It's easy. All you need is QuickBooks Point of Sale Merchant Service and an integrated PIN Debit Keypad. Apply for the service by calling (888) 694-5230 or apply online.

Not at all. Point of Sale is a great way to manage your inventory, sales and customer information even if you don't use the integrated credit card processing.

You can use any merchant services you like in conjunction with Point of Sale, but in order to obtain the required authorizations for credit card sales, you'll need to manually enter the transaction information into your credit card terminal - an extra step that can introduce errors. And you can't capture the authorization code in the sales record unless you enter it manually. QuickBooks Point of Sale Merchant Service is the only service that allows you to authorize credit card transactions directly from the actual sales record in the software. There's no need to re-enter anything, no extra steps, and it can reduce errors.

QuickBooks Point of Sale Merchant Service integrates seamlessly with Point of Sale software to save you time and help reduce manual data entry and bookkeeping errors. With options for a low discount rate and low monthly fees, and with no monthly equipment charges, QuickBooks Point of Sale Merchant Service is another time and money-saving solution from QuickBooks. You may use another merchant service with Point of Sale, but you will have to manually enter the transaction information into your credit card terminal.

Yes, but your user license permits use on only one computer at a time. For example, you could install a single copy of Point of Sale on both a front register and a back office computer, but you would only be able to use one at a time. To use both at the same time you will need to purchase an additional copy of Point of Sale.

You can connect as many as twenty copies of Point of Sale within one store and all twenty copies can share the same data. Detailed instructions for setting up a networked installation are found in the QuickBooks Point of Sale User's Guide. In a multi-user installation, every copy of Point of Sale must be the same version (ex: Version 10.0) and same level (ex: Pro), and every copy must be purchased separately.

Yes, many retailers do this to save hours of manually updating their books with sales and inventory information. You can transmit information from your Point of Sale application directly into your QuickBooks data file across a local area network. Detailed instructions for setting up a networked installation are found in the QuickBooks Point of Sale User's Guide. If you'd rather not set up a network, you can copy your Point of Sale data file onto a CD, portable memory device or other removable media, and load it onto the computer that houses your QuickBooks Accounting software. In this scenario, both computers would have to have QuickBooks Point of Sale installed.

No, your accountant does not need the sales details in QuickBooks Point of Sale - just the summary of the information that you post to your QuickBooks Accounting software. Just transfer your summarized sales information from QuickBooks Point of Sale into your QuickBooks Accounting software. Then, just as you've always done, send the QuickBooks Accounting software file to your accountant for review.

Every copy of Point of Sale contains the features of all three editions (Free, Basic and Pro). If you decide to upgrade from one version to another, call us. For an additional fee, we'll provide a key code. Just enter this key code into the software as instructed, and the features you want are available instantly - no waiting for an upgrade to arrive in the mail.

In a multiple store installation, every Point of Sale must be the same version (ex. version 10) and level (Pro level only) and you must purchase each copy you install. Call (866)379-6636 to speak to a QuickBooks Point of Sale expert for more information.

Point of Sale Multi-Store 10.0 allows you to manage up to twenty store locations with a single company data file. In a multi-store installation, every copy of Point of Sale must be the same version (example: Version 10.0) and same level (Pro), and you must purchase each copy you install.