Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
Kevin_C
Moderator

Reply to message

I'll provide details about setting up your multi-store in the QuickBooks Point of Sale, @JennJoe88.

 

You can set up multiple stores from one location with features like centralized purchasing, merchandise transfers, information exchange between stores, and company reporting. You'll have to set up a store for the Headquarters store, which is the managing location, and the other store will be set up as your remote store.

 

  1. Follow the New Installation instructions to install the Server Workstation, create your company data (select Headquarters as Store type) and start the Setup Interview.
  2. Select Preferences Company from the File menu. In the Multi-Store section, select the number of stores and enter information for your first remote store: 
    • A 1–3 character store code and a store name 
    • A communication method for sending Store Exchange files to the store 
    • The Point of Sale license number from the remote Server Workstation 
    • Email address, removable media drive or port, or file transfer path for the selected method 
  3. Select Change Password and enter a password to encrypt Store Exchange files. This same password must be entered when setting up each remote store. 
  4. Set up departments, sales taxes, price levels, etc., and enter or import items, vendors, and customers. 

 

After that, follow the same procedure as Headquarters to install a Server Workstation, except choose Remote Store as the store type. 

 

  1. Pick Preferences Company from the File menu and enter the requested information for the Headquarters Store.
  2. Tap Store Exchange > Receive Files from the Stores menu to process the initial Store Exchange file from Headquarters.
  3. Choose Preferences Company from the File menu and review store-specific settings, such as your store's default tax location and default price levels.

 

Once installation is done, select Store Exchange > Send Files from the Stores menu to send each remote store a file with your company data (inventory, preferences, etc.).

 

However, these options aren't possible if you want to set up both stores as headquarters.

 

Let me know if you have more questions about handling multi-store transactions at the QuickBooks Point of Sale. I'm just around to assist.

Need to get in touch?

Contact us