Point of Sale: Resolve common issues with company preferences setup

When company preferences is changed or set up incorrectly, you may encounter one of the following issues:

  • The option to sell gift certificates in Point of Sale is not available

  • Debit is not an available payment method in Point of Sale 2013

  • Change or setup allowed credit card types (especially if you have recently signed up for AMEX card accounts and needs to allow AMEX within Point of Sale)

  • Unable to select Discover or American Express

Detailed Instructions

To resolve these issues, you may need to configure QuickBooks Point of Sale for Desktop company preferences.

The option to sell gift certificates in QuickBooks Point of Sale for Desktop is not available

This may occur if the Gift Certificate payment type is not set up correctly in Company Preferences.

  1. Go to File, click Preferences and select Company.

  2. From the I want to option, select Sales and click Receipt tendering.

  3. From the Payment Methods field, verify if Gift Certificate is checked. If checked, click to clear the preference.

  4. Click Save.

 

  1. Go to File, click Preferences and select Company again. Re-select the Gift Certificate payment type.

  2. Go to the Make a Sale screen.

  3. Test the solution by entering Gift Certificate in the search field. This should result in a successful search

  4. Note: If the issue still persists, reinstall QuickBooks Point of Sale for Desktop.

Debit is not an available payment method in QuickBooks Point of Sale for Desktop

This happens if the Debit/ATM payment type is not set up correctly inCompany Preferences.

  1. From the Hardware Setup wizard and workstation preferences, select the correct pinpad model being used.

  2. After selecting the right pinpad, click File, choose Preferences and select Company.

  3. From the I want to option, select Sales and click Receipt tendering.

  4. From the Payments method field, verify if Debit/ATM card is checked. If checked, click to clear the preferences.

  5. Click Save.

  6. Click File > Preferences > Company > Receipt tendering again. Re-select the Debit/Atm payment type.

  7. Go to the Make a Sale screen and check if the Debit option is now available.

  8. If still not available, go to File > Setup Interview > Payments taband from Payment preferences,click Edit settings.

  9. Select accept Debit/ATM card payments.

Set up or change allowed credit card types

 

To change or set allowed credit card types in QuickBooks Point of Sale for Desktop:

  1. Go to File, click Preferences and select Company.

  2. From the I want to options, select Sales and select Receipt tendering

  3. From the Card Types field, select the cards you wish to accept.

  4. Click Save.

Unable to select Discover or American Express when processing a credit card sale

This occurs when:

  • American Express (AMEX) and Discover are not selected as card types in preferences

  • You have not signed up for AMEX.

  • The CVC security code on the back of the card still needs to be entered.

 

See more: QuickBooks Performance Issues

Also see: How to convert your QuickBooks Desktop file to QuickBooks Online

 

 

Important: If you are processing a Discover card, be sure the CVC security code on the back of the card is being entered. If it isn't, the Authorize button will be greyed out or unavailable.If you are using Intuit Payment Solutions, you can verify if your account is set up to accept AMEX 1.800.558.9558. To set up your card preferences in QuickBooks Point of Sale for Desktop:

  1. Choose File > Preferences > Company.

  2. From the Sales preference, select receipt tendering.

  3. Select the cards you wish to accept and click Save.

Have queries? Contact QuickBooks Point of Sale Phone Number 1(855)441-4417.

 

Source- https://community.intuit.com/articles/1289976-point-of-sale-resolve-common-issues-with-company-preferences-setup