By Nancy Orben, CPA, Senior Manager, Laura Philpot, Senior Accountant, Business Services, and Lisa Totten, Senior Accounting Specialist at Blue & Co.
Attention all not-for-profit organizations!
Are you currently using QuickBooks Point of Sale in your gift shops, ticket sales, or day-to-day business? If so, you may have heard the recent news that Intuit will no longer be supporting any versions of this software.
However, there is no need to be concerned as our team at Blue & Co. is equipped with the expertise to provide the necessary support for not-for-profit organizations affected by the discontinuation of QuickBooks Point of Sale.
We offer a variety of solutions, including data conversion, software implementation assistance, and software/accounting issue resolution, to help not-for-profits like yours navigate through this transition smoothly.
Blue & Co. is here to help you in both evaluating and implementing various point of sale systems and/or Intuit’s recommended solution, Shopify Point of Sale.
In this article, we will guide you through the key areas you need to consider when evaluating a new point of sale system to ensure it meets your unique needs.
Some of the Key Areas You Need to Consider When Evaluating a New Point of Sale System
Integration Available to Your Accounting System
Not all point of sale systems offer integration to both QuickBooks desktop and QuickBooks online.
Many only offer integration to QuickBooks online or the integration is via a CSV file or Excel export and import.
Will your new system bring in any historical data, or will it only allow for the import of customers, vendors, and items?
What type of credit card payment program does the system offer, and what are the corresponding rates for your organization?
Gift Card Balances
How will gift card balances from your prior system be handled, and will your existing gift cards be compatible with the new system?
Which of your existing hardware will work with your new system?
Does the new system offer a way to do physical counts with a bar code scanner?
Bar Code Creation
Is it possible to assign custom item numbers and generate barcode labels for new items during the receipt process using the point of sale system?
Can the point of sale system accommodate multiple price levels for different customer types?
Quantity Discount Pricing
Does the point of sale system support quantity discount pricing, and if yes, does it align with your current discount structure based on individual SKU quantity or total order quantity?
Does the point of sale system have a coupon feature?
Customer Loyalty Program
Does the new system offer a loyalty program with discounts?
Can you import your customer sales to date or a total so that your customers do not lose out on their current benefits?
Contact our Business Services and Software Support Team for Assistance
Please don’t hesitate to contact us if you need any assistance with your software. Our team is always available and ready to help.
Nancy Orben, CPA
Senior Manager Business Services/Software Support
Business Services/Software Support
Senior Accounting Specialist