QuickBooks Point of Sale v10 (2011) Release 2 – 11 Updates

The following changes and improvements were made to QuickBooks Point of Sale 10.0 in releases R2, R5, R6, R7, R8, R9, R10 and R11. Later releases (ones with higher numbers) include all changes in earlier releases.

Unless otherwise noted, these changes apply to all editions of Point of Sale — Point of Sale Basic and Point of Sale Pro.

Release (R11)

Customers	Fixed a printing issue with custom filters where selecting “print all displayed” brings up the entire customer list for printing.
Customer Orders	Resolved an issue where the payment method used on a deposit, did not carry over into the receipt correctly. Resolved an ‘invalid input’ error that resulted from adding a special order item to an existing customer order.
General Functionality	The ‘X’ button now functions properly on the Quick Pick window. Fixed an issue where the results display incorrectly when sorting by Active Price, Margin percent or Markup percent.
Inventory	Resolved the ‘object reference’ error which occurs when editing a Unit of Measure item. Reorder point values which are cleared (blanked out or zeroed) will now hold their value.
MAS	Changing the Merchant number during the setup interview will now prompt to settle pending transactions.
PIN Pad	Support added for the Ingenico Telium iPP 3xx series PIN pad.
Receipts	Now able to print Held Receipts when accessing them from within the Sales Receipt. Changing from one commissioned associate to another while in a receipt will now apply commission amounts to the appropriate associate. Resolved an issue where POS would hang if the payment method was changed during the course of a transaction. Ex. Select credit as the payment type, swipe a card on the PinPad and select Debit.

Release (R10)

Customers Orders	Resolved an issue preventing users from selling items on a customer order when viewed from the customer history.
Customers	Contact info now displays correctly when the Track as Company option is used on a customer record. Now when viewing the customer details, the contact name shows instead of the company name being listed twice. Bill To Street 2 on a customer record is now available for editing.
Financial Exchange	Fixed an issue which caused an Unbalanced Payment error during Financial Exchange if shipping is taxed and receipt discount is used on a Receipt. Comments entered on a payout transaction will now show properly in QuickBooks Financial.
General Functionality	Enhanced the Suggest PO workflow by changing the vendor drop-down list so it displays in alphabetical order. Fixed an issue where the Generate PO window hides behind Point of Sale when you are creating a PO from the Suggest PO screen. Checking the box for “Show me a list of the Purchase Orders created” on the Generate Purchase Order window now functions properly. Sticky notes will now be cleared properly from the Client WS when it disconnects from the Server WS. Resolved an issue preventing a receipt from being opened from the customer history if it is older than 30 days. Fixed an issue causing sticky notes to be deleted on POS startup when there are no reminders. Fixed an issue where multiple error windows show up if you minimize POS while you are in the Edit window of an item.
Inventory	Fixed a display issue where the line item buttons (Qty/Units, Qty+, Qty-, and Remove) continue to show even when the line is no longer selected. The Unknown Field error no longer occurs when editing the price level field for a Unit of Measure item. Resolved an issue where the items that make up a Quick Pick Group are not displayed properly if the Quick Pick Group name has an apostrophe. The ability to add the ratings and trends column to the item list from a Client WS has been added.
Layouts	Fixed an issue where a newly created tax code would not display in the Inventory tax code list until POS was closed and opened. Now newly created tax codes display without having to close and reopen POS.
MAS	Enhanced functionality so that the Gift Card balance properly clears from the PinPad when checking a Gift Card balance. The Gift Card Account number field has been expanded to twenty (20) characters in the Company preferences. POS will no longer display an invalid exp date when manually entering or swiping a 19 digit credit card number.
Multi-Store Functionality	Added the ability to select the Remote Store on HQ Vouchers and Receipts.
Purchase Orders	Changed Quick Add item functionality so it no longer adds an automatic on hand quantity of 1.
Receipts	Enhanced the search feature on receipts so items with long descriptions, attributes, and sizes show without the text cutting off. Fixed an issue which caused the Sell By Unit of Measure to listed twice when clicking on the Units button. Added the ability to edit customer information on a receipt in the sales history. Resolved an issue which could cause POS to freeze if you use the Open Cash Drawer keyboard shortcut (Ctrl + F8) while the Change window is still up. Added the ability to drill down into the customer history from the customer edit form and from the customer view form in a receipt. Fixed a Return/Exchange issue resulting in the discount amount being added to the return total when a global discount was used on the original receipt. Added the ability to assign associates to item line individually. Previously making a change to the associate on the item line would changes all items lines to that associate.
Receiving Vouchers	The style button now works properly when creating a new item style from within a receiving voucher. Scanning the UPC code on a new item now prompts to add the item. If yes is selected, the UPC field will auto-populate with the UPC code. Added the ability to select an associate on a Receiving Voucher.
Reports	Resolved an issue causing POS to hang when opening and closing a Work Order from the Work Order Detail report. POS Basic level will now allow users to drill down into customer and item list reports.

Release (R9)

Customers Orders	Resolved an issue that could cause Point of Sale to freeze up when selling a Customer Order item that has an assigned serial number. Resolved an issue which would cause a Customer Order to close when entering an invalid value followed by hitting the enter key.
Customers	When working from the Customer Detail screen, double-clicking on a receipt now functions properly instead of launching the sales history. Enhanced functionality for 1 day reporting when creating an email campaign and using the No Activity filter. Print ID Card with now print all selected customers properly. Detail view will now refresh correctly after editing/saving a record.
Financial Exchange	Fixed an issue which caused an Unbalanced Payment error during Financial Exchange if shipping is taxed and receipt discount is used on a Receipt.
General Functionality	Item description now sorts properly when using search from within a document. Resolved the client workstation issue with connecting to the Server workstation after changing company files.
Inventory	Fixed the “object reference error” that occurs when adding a column to the item list. Corrected an issue that could occur during the creation of a new Unit of Measure value, where duplicate values would show in the Unit of Measure list if the feature for Unit of Measure was not enabled. Resolved an issue where an “object reference error” could occur during the setup of Units of Measure. Corrected an issue causing code to display improperly when printing tags for all items. Enhanced functionality with the item list’s available quantity so that it shows information specific to the item chosen. Fixed an issue resulting in an invalid date error message when using list edit mode. Resolved an issue which caused the Tax Code column box to show empty when editing the inventory list using list edit mode.
Receipts	Selecting a receipt from customer history that is older than 30 days no longer fails. Clearing the default dollar amount when accepting cash payments now functions properly. Restored shift functionality in all search boxes. Search will now show results when entering two characters instead of requiring three character before showing results. Fixed the Receipt Entity error incurred when tendering a receipt at a workstation while using a touchscreen monitor.
Receiving Vouchers	Added enhanced functionality when printing tags from vouchers and voucher history.
Reports	Changes made to memorized reports will now reflect the updates immediately instead of showing upon the next launch of Point of Sale.

Release (R8)

General Functionality	Enhanced search behavior on the Home Screen so that it requires a consistent amount of characters to be typed in order for the search to start. Improved multiple-word search functionality in documents. Selecting a receipt from customer history that is older than 30 days no longer fails.
Receipts	Enhanced the Change tax location functionality on Sales Receipts by adding the Exempt tax location to the list of selectable options. Fixed an issue where items are not entered on a transaction properly if you scan an item after manually entering an item on the Sale Receipt.
Receiving Vouchers	Fixed an issue where the error “Specified argument was out of the range of valid values” appears when adding a New Vendor from within a Receiving Voucher.
Vendors	Fixed the issue where the Receiving Voucher does not display when selecting “receive items for this vendor” from the I Want To menu in the Vendor List.

Release (R7)

Customers	Items such as Gift Cards, Gift Certificates and Redeemed Rewards now show in the Customer history. Status (open, closed, pending, etc.) for Customer Orders now visible in the Customer History. Receipt totals in customer history will now show two decimal places on whole dollar amounts. Fixed an issue where the history for customer would display incorrectly after using the Search function on the Home Page.
General Functionality	Fixed an issue where newly entered data does not show up in lists after running a Data Cleanup. Enhanced the ability to exit POS from the File Menu after cancelling the login screen during startup. Improved Quick Find functionality after updates are installed.
Import/Export Data	Now able to open Excel attachments that have been emailed without the “file is corrupt” message.
Inventory	Added the ability to apply a custom filter with saving the filter by first using a unique name. Corrected display issues when using Unit of Measure where the base regular price would show incorrectly. Expanded the date field on the edit item window to show the full date and year.
Multi-Store Functionality	Fixed an issue where a newly created customer does not show up in the receipt after completing a mailbag exchange when using the Intuit Service method of file transfer. Fixed an issue when setting up Desktop mailbag exchange – Error 175400. The email address is not valid.
Purchase Orders	Fixed an issue where creating new styles from within a document results in the previous item style’s information being pulled into the new item style. Fixed an issue where a Purchase Order opens blank from the Purchase Order list after it has been created
Receipts	Enhanced the way discount percentage and original price display when giving a line item discount. Fixed an issue where the Account dialog window does not close and the amount does not update properly when accepting tips on an account payment. Give Discount amount now properly applied when using the pressing Enter on the keyboard. Improved Bar Code Scanning functionality when used in conjunction with large data files. Tip amount for sales transactions now shows in the sale history. Fixed an issue causing the MasterCard number to improperly display after payment approval. Added a new field for discount amount to the qty/price dialog on receipts. Added Num Pad functionality for entering tips when Touchscreen features are enabled. Improved the way newly selected columns display in lists. Improved keyboard functionality by allowing the ESC key to escape out of vouchers and receipts. Improved ability to add new customers from the receipt window by auto-filling the name typed before selecting “add new”. The history for credit card payments now shows the Auth # and Ref #.
Receiving Vouchers	The F6 keyboard shortcut now works in Vouchers. Added the ability to change a voucher data from the I Want To menu.
Reports	Enhanced performance in load time when changing the Dashboard report to a default other than Total Sales.
Vendors	Fixed the issue which caused the Vendor Custom fields to not display properly or not display at all.

Release (R6)

Sales Receipts and Receiving Vouchers

Resolved an issue where adding a non-inventory, service or group item on receipts would cause and Object Reference error.

Release (R5)

Sales Receipts and Receiving Vouchers	Item columns and details on receipts and vouchers can now be customized. New keyboard shortcuts added to receipts and vouchers (F5 edit item, F6 edit qty/price/discount, F7 edit Unit of Measure, F12 use default payment). Receipt date can now be changed from the I Want To menu. When scanning item that is not in inventory, a notification dialog appears. Preference added to File > Company Preferences > Sales to hide Sell Misc Item button on receipt screen. If the price level or tax location of a receipt is changed, the selected value displayed on receipt. Resolved an issue where scanning a UPC/ALU/Serial Number would close the dialog. Held receipts and vouchers can now be printed. Clicking on a receipt or voucher note now brings up the note edit dialog. Resolved an issue where adding a style could cause an exception error. Resolved an issue when the incorrect shipping date could be calculated. For QBPOS Merchant Service, resolved an issue where Wells Fargo cards swiped using a Cherry keyboard card reader could be declined incorrectly. Improved the message appearing when trying to add a credit card payment beyond the maximum of three per receipt. For QBPOS Gift Card Service, resolved an issue where a gift card transaction was shown as editable. For QBPOS Gift Card Service, resolved an issue where checking the card balance didn’t work when using an Ingenico 2100 PIN pad.
Lists	The Item Description field was enlarged. The default list filter for sales history is now 30 days. Item and customer list filters can be customized. Save & New and Save & Edit buttons added. Required fields are now indicated. List values now display Yes/No instead of True/False. Vendor search now excludes inactive vendors. Customer shipping address now displays correctly.
Reports	Resolved an issue where reports could incorrectly indicate the ability to drill down into results. Dashboard reports update less frequently to improve system performance.
QuickBooks Integration	Resolved an issue where vendor street addresses could be incorrectly put in Street 2 instead of Street 1. Resolved an issue where an unbalanced payment error could result when using a customer reward and a gift card on the same receipt.
Other	Cost is blanked out correctly if the current user doesn’t have rights to see it. Resolved an issue where a RPC error would appear upon startup. Ship To and Bill To field titles added to Purchase Orders. Reminder notes are now updated correctly after clearing reminders. Resolved an issue where scheduled backups would not occur. Resolved an issue where an exception error could occur after changing preferences.

Release (R2)

Customers	Point of Sale now asks if the customer should be removed in QuickBooks when it is is removed from POS. The tax location can now be selected when creating a new customer..
Database	You can now specify if you want to use a multi-user database connection when performing company operations.
Financial Exchange	There is no longer an unbalanced payment error when a financial exchange updates and existing receipt that has changed.
General Functionality	Enabling the Unit of Measure feature and choosing to add the UOM column and buttons to lists and documents now correctly adds the column and buttons where appropriate. The x button on the top-right corner of Point of Sale now correctly closes the program.
Inventory	The Unit of Measure pull down for items is now refreshed when the edit item or new item window is closed and re-opened. The QuickBooks options now display correctly in the edit item screen. A unit of measure that has been selected for an item will now be hidden from the menu so it cannot be selected again on the same item. Deleted items will not show in Suggested POs and Receiving vouchers.
Layouts	Column widths will now be correctly remembered.
MAS	Point of Sale will automatically check for an attempt to resolve unsettled transactions from the day before. If transactions are settled, the following message will be displayed:Unsettled merchant transactions detected There are unsettled transactions detected that are one day old or older. In order to prevent potential increased fees or loss of payment it is strongly recommended you allow settlement now. Point of Sale will no longer display Socket Error 11004 when attempting to tender a receipt with Merchant Account enabled but no internet connection is currently available.
Price Manager	Price manager automatic discounts will now correctly calculate on Sales Receipts.
Receipts	The enter key now saves changes when modifying the price or the discount in the Make a Sale window.
Reports	Home page reports menu now populates all reports even when the preference to have all users “sign in” is not enabled.
Setup Interview	The setup interview now displays the entire receipt message.

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QuickBooks Point of Sale v10 (2011) Release 2 – 11 Updates

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