QuickBooks™ Point of Sale GoPayment Sync Overview

Mobile Sync

QuickBooks™ Point of Sale team at Intuit talk the future of QuickBooks™ Point of Sale and mobile functionality. With the 2013 version, Intuit has certainly delivered. In essence, you can now synchronize the items in your QuickBooks™ Point of Sale item list with devices capable of running the Intuit GoPayment credit card solution. Then, process sales on the mobile device and have that information synchronized with your QuickBooks™ Point of Sale software.

Having said that, I know some of you are envisioning using your iPad to replace workstations. Before you try to go that far, keep in mind that the transaction processing on the mobile device is limited to what you can do in GoPayment – so this creates some significant limitations in what you can do. Still, this is a great new feature and it will be interesting to see where it leads.

Let’s take a quick look of the basics of how Mobile Sync works. I won’t be going into the setup process or showing how devices are linked in this article, but I have it running on both my iPhone and iPad and the initial setup was quite simple. For the purposes of this demonstration, I will use my iPad simply because the graphics are bigger and better and the iPad version supports a few more of the niceties like pictures.

Setting Items to Sync

Once you have the connection established between QuickBooks™ Point of Sale and your device, you will need to edit the items you want to have available on your mobile device in the QuickBooks™ Point of Sale software to set them up to sync. In the item detail view, you can see that there is a new field in the Misc and Shipping section for Sync to Mobile. You will want to check this box for each product you will sync to the mobile device(s). This might be the most manual work you will need to do.

If you want to add a series of them quickly, I recommend adding the “Mobile” column to the list view and editing the check box there. Here I have decided to sync a few cork pullers to GoPayment.

TIP: If you already have items in GoPayment on your mobile device, you may want to decide what you want to do with them before you sync for the first time. Items created in

GoPayment will sync into QuickBooks™ Point of Sale as inventory items. I ended up with items I did not want in my QuickBooks™ Point of Sale file and had to clean them out.

Syncing

You can configure QuickBooks™ Point of Sale to send a sync file based on a time schedule or you can manually push the sync from QuickBooks™ Point of Sale at any time. The sync settings can be found in Company Preferences. I have mine set to sync every five minutes.

If you want to manually push the data out from QuickBooks™ POS, you can do so from the Mobile Sync cloud icon near the Help menu. Optionally, you can choose the Mobile Sync icon from the Navigator.

By selecting the Sync Now button, a file will be sent to the Intuit servers that will be used to update the mobile device.

On the mobile device, I have been unable to find a scheduler to set the timing of the sync, but it seems to update new items from QuickBooks™ Point of Sale when you log in. You can also force the sync by going to the Settings window and clicking on the Sync Items option.

By accessing the “Get Paid” window, I can see that all of the items I had chosen in QuickBooks™ Point of Sale to be synched with my mobile devices are there, including things such as pictures (on my iPad, not on the IPhone) and attibutes.

Now I can make sales of my QuickBooks™ Point of Sale items in GoPayment.

Sales Information Returned to QuickBooks™ POS

Once the sale is processed, it does not seem to require any effort to have that sale come back to QuickBooks™ POS. It seems like GoPayment immediately Point Of Salets the sale information to the Intuit cloud, and when the QuickBooks™ Point of Sale scheduler reaches out, the receipt is automatically added to the QuickBooks™ Point of Sale data file.

Here we can see the sale come to QuickBooks™ Point of Sale and it is even flagged as a Mobile Sale.

Closing Thoughts

I hope this brief glimpse into QuickBooks™ Point of Sale 2013 helps you understand a bit more about this product offering. There are certainly some other cool new things happening in the product that we could not get too. For myself, I am certainly excited about really diving in and seeing just what these new tools can do to make the end users experience the most Point Of Saleitive it can be.


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