QuickBooks Point of Sale Basic,Pro and Multi-Store Edition Comparison (feature)

QuickBooks Point of Sale Editions	Basic	Pro	Multi-Store
NEW Save time with Faster Performance: 10 x faster startup time & faster workflows9	✓	✓	✓
NEW Allows better screen readability with improved visual design	✓	✓	✓
NEW Improved Keyboard Shortcuts	✓	✓	✓
NEW Multi-Task by working on different parts of the program (i.e. sales receipt, checking reports, etc.)	✓	✓	✓
NEW Sorting in Key Workflows such as: Ring a Sale, Received Items, Returned Items	✓	✓	✓
NEW Support for backing up files with sizes greater than 4 GB	✓	✓	✓
Seamless credit card processing with QuickBooks Payments8	✓	✓	✓
Answer a few simple questions to start	✓	✓	✓
Use a bar code scanner to ring sales	✓	✓	✓
Set up a payments account (Merchant Account) that lets you accept credit cards right in your software2	✓	✓	✓
Includes over 50 built-in sales, customer and inventory reports	✓	✓	✓
Create and save customized reports quickly	✓	✓	✓
Ring up sales on your smartphone or tablet (iPad®, iPhone®, Android™) 3	✓	✓	✓
Sync sales & Inventory information from mobile device with QuickBooks Point of Sale software	✓	✓	✓
Transfer sales data to QuickBooks Financial software6,7	✓	✓	✓
Automatically track inventory as you sell and receive items	✓	✓	✓
Import inventory items from Microsoft® Excel®1	✓	✓	✓
Track customer contact and purchase info	✓	✓	✓
Import customers' files from Microsoft Excel1	✓	✓	✓
Create customer letters easily with Microsoft Word® integration4	✓	✓	✓
Synch customer data and accounts receivable with QuickBooks Financial software6	✓	✓	✓
Use data from the Customer Center to improve your business decisions	✓	✓	✓
Import vendor information from Microsoft® Excel®	✓	✓	✓
Create and manage staff access to Point of Sale system	✓	✓	✓
Allows discounts, returns, store credit and gift receipts	✓	✓	✓
Track petty cash payouts	✓	✓	✓
Access built-in tutorials for common tasks	✓	✓	✓
Includes practice file for exploring without affecting your own business data	✓	✓	✓
Track work and sales orders		✓	✓
Include pictures of inventory items		✓	✓
Track multiple vendors, UPC codes and serial numbers		✓	✓
Track employee hours and sales commissions		✓	✓
Send time cards to QuickBooks Financial software for payroll processing 5,6		✓	✓
Customize price tags, receipts and more		✓	✓
Generate purchase orders automatically at pre-set inventory levels		✓	✓
Built-in tools to update prices and create discounts across products and departments		✓	✓
Track layaways		✓	✓
Increase traffic and sales by using built-in tools to create promotional pricing of specific items		✓	✓
Capture “ship-to” addresses for creating mailing lists and labels		✓	✓
Ship and track packages using Shipping Manager 5		✓	✓
Set up a Rewards Program to increase sales and reward customer loyalty		✓	✓
Drill-down capability for sales and inventory by store location			✓
Access to sales and inventory reports for each store location and at the “Company” level			✓
Consolidate multi-store data into one file			✓
Track inventory transfers between stores			✓

To get help on QuickBooks Point of Sale

You have reached the maximum allowed number of customers in QuickBooks message while doing financial exchange in POS

When doing a financial exchange in Point of Sale, one can come across the following error:

Error code 140305: You have reached the maximum allowed number of customers in your QuickBooks Financial Software

Reasons for error 140305 in QuickBooks:

There are three possible causes for this error message to appear in QuickBooks Point of Sale:

•    Maximum number of customers list entries reached in QuickBooks.
•    QuickBooks customer list may be damaged.
•    Company file may be damaged.

Resolution: QuickBooks Error Code 140305

One of the following solutions can be considered to resolve this:

1.    Remove unused customers in Point of Sale and QuickBooks.
2.    Upgrade QuickBooks to the Enterprise edition which will effectively double the number of customers the program can contain.
3.    If you discover that the customer list in QuickBooks has not reached its maximum, resort the list to correct possible damage:
a.    From the Customers menu, select Customer Center.
b.    Right-click the Name header and select Re-sort List.
c.    Click OK to confirm the sorting and then attempt the financial exchange again.
4.    Resolve basic data damage.

For Help on Financial Exchange Issues (Errors),Call us at +1+949-371-2151.

Ports, files (with location) for firewall configuration in POS

Windows firewall plays a vital role in the communication of QuickBooks Point of Sale company data between the server and client workstation. If the firewall blocks the access of connectivity, Point of Sale automatically configures the firewall for you. If it fails, manual configuration may be needed for third-party security, firewall ports, and files.

When security programs block QuickBooks Point of Sale ports, the following processes can be interrupted:

Electronic Funds Transfer - Intuit Merchant Service credit card processing.

Database Server Manager - (Server installation only) Ability to connect and write to company file

Intuit Entitlement Service - Product license and user validation.

QuickBooks Point of Sale (POS) Configure Computer Firewall Ports

Steps to allow access to the critical ports for QuickBooks POS software

Windows 10, 8.1, 8.0 and Windows 7

1.    Go to Control Panel.

Windows 8.1 and 8: Right-click the Windows button and select Control Panel.

Windows 7: Click Windows Start and select Control Panel.

2.    In the View by dropdown, select Small icons.

3.    Click the Windows Firewall.

4.    On the left side of the window, click Advanced Settings.

5.    On the left side of the window, click Outbound Rules.

6.    On the right side of the window, click New Rule.

7.    In the New Outbound Rule Wizard window, choose Port and click Next.

8.    Enter the necessary port numbers. (see Point of Sale Firewall ports table below)

Note: If a port is both TCP and UDP, you need to enter the port twice (once for TCP and once for UDP).

9.    Ensure to choose to Allow the Connection, click Next and name the new outbound rule.

10. When finished, click Inbound Rules on the left side of the window and follow the same process done with Outbound Rules.

11. Restart the computer and open Point of Sale.

Point of Sale Firewall ports, files, and location 

These are the necessary ports for Point of Sale firewall configuration

  

Port	Port Numbers
TCP(Incoming)	8040, 8443, 443, 2638, 46203, 46216 - 46220, 46225, 46228, 8024, 8025, 8035, 8036
UDP(Outgoing)	2638, 8024, 8035, 8036

Executable Files, Processes, and Paths 

See the table below for a list of ports and which program files access them. 

Default Port	Program File	When Accessed
443	EFTSvr.exe	Throughout operation Merchant Service transactions
8443	EFTSvr.exe	Throughout operation Merchant Service transactions
2638	DataImporter.exe EFTSvr.exe QBDBMgr.exe QBDBMgrN.exe QBPOSDBServiceEx.exe	Conversion from previous version Changing currently running database. Startup Detecting change to QBDatabases.ini Help > Manage my license Throughout operation
46203,46204	EFTSvr.exe QBDBMgrN.exe QBPOS.exe	Throughout operation Changing currently running database
8024, 8025	QBPOS.exe Setup.exe	Web installation License verification Throughout operation

File Locations

Note: In the following paths, XX is the highest number version you see.

Windows 10, 8, and 7 (64-bit):

File	Location
Eftsvr.exe (versions 9.0 and lower)	C:\Program Files (x86)\Intuit\QuickBooks POS XX\
DataImporter.exe	C:\Program Files (x86)\Intuit\QuickBooks POS XX\
QBPOS.exe	C:\Program Files (x86)\Intuit\QuickBooks POS XX\
QBPOSShell.exe (versions 10.0 and higher)	C:\Program Files (x86)\Intuit\QuickBooks POS XX\
QBDBMgr.exe	C:\Program Files (x86)\Intuit\QuickBooks POS XX\DatabaseServer\
QBDBMgrN.exe	C:\Program Files (x86)\Intuit\QuickBooks POS XX\DatabaseServer\
QBPOSDBService.exe	C:\Program Files (x86)\Intuit\QuickBooks POS XX\DatabaseServer\

Windows 10, 8, and 7 (32-bit):

File	Location
Eftsvr.exe (versions 9.0 and lower)	C:\Program Files\Intuit\QuickBooks POS XX\
DataImporter.exe	C:\Program Files\Intuit\QuickBooks POS XX\
QBPOS.exe	C:\Program Files\Intuit\QuickBooks POS XX\
QBPOSShell.exe (versions 10.0 and higher)	C:\Program Files\Intuit\QuickBooks POS XX\
QBDBMgr.exe	C:\Program Files (x86)\Intuit\QuickBooks POS XX\DatabaseServer\
QBDBMgrN.exe	C:\Program Files (x86)\Intuit\QuickBooks POS XX\DatabaseServer\
QBPOSDBService.exe	C:\Program Files (x86)\Intuit\QuickBooks POS XX\DatabaseServer\

 

For Help with Firewall Configuration (Issues)

Contact: +1-949-371-2151