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Jacob_STC23
Level 1

Point of sale

I have Quickbooks online and I've been running my store by myself for the last 5 years but now I'm going to have to hire someone as a cashier. I don't really want them to have access to all my book-keeping and all that in Quickbooks so I'm trying to figure out the best p.o.s. system or solution to this I didn't know if something like square would work because I already have a credit card processing company I am with that I like, and didn't know if I could just use the terminal as a passthrough.

Solved
Best answer May 20, 2024

Best Answers
Kurt_M
QuickBooks Team

Point of sale

Jacob, I'm delighted to have you here today. I will provide essential details to help you resolve this matter and find a point-of-sale system that you can integrate into your QuickBooks Online (QBO).

 

You can add the cashier as a user inside your company and provide a specific role, so they'll have limited or controlled access to your data. We'll write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the top-right corner, click the Gear icon and then select Manage users.
  3. Select Add user, then enter the user’s name and email address. A reminder, special characters aren’t allowed other than a period on the user’s name. For the email field, you can use a period and the @ character.
  4. Click the Roles ▼ dropdown, then select the role you want to assign to the user.
  5. Review the features this role gives access to. You can expand each section.
  6. Select the Account management settings you want to manage (if applicable for the chosen role).
  7. Click Send invitation.

 

For more details, please refer to this page: Add and manage users in QuickBooks Online.

 

Regarding the point-of-sale system, there are third-party applications that you can integrate into your QBO company. We'll outline the steps to help you find the app that suits your business needs:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Apps tab.
  3. Select the Find Apps tab.
  4. Enter a keyword in the search bar or click the Browse category button to filter the results.
  5. Once you've found the app, click on it and then select Get app now.

 

In addition, here are some articles to help you handle customer invoice payments and keep track of all the transactions you have inside the program:

 

 

If you have more questions about user management or app integration within the program, the Community team is ready and willing to help you again. Feel free to reach out to us anytime for support. Have a great day!

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1 Comment 1
Kurt_M
QuickBooks Team

Point of sale

Jacob, I'm delighted to have you here today. I will provide essential details to help you resolve this matter and find a point-of-sale system that you can integrate into your QuickBooks Online (QBO).

 

You can add the cashier as a user inside your company and provide a specific role, so they'll have limited or controlled access to your data. We'll write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the top-right corner, click the Gear icon and then select Manage users.
  3. Select Add user, then enter the user’s name and email address. A reminder, special characters aren’t allowed other than a period on the user’s name. For the email field, you can use a period and the @ character.
  4. Click the Roles ▼ dropdown, then select the role you want to assign to the user.
  5. Review the features this role gives access to. You can expand each section.
  6. Select the Account management settings you want to manage (if applicable for the chosen role).
  7. Click Send invitation.

 

For more details, please refer to this page: Add and manage users in QuickBooks Online.

 

Regarding the point-of-sale system, there are third-party applications that you can integrate into your QBO company. We'll outline the steps to help you find the app that suits your business needs:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Apps tab.
  3. Select the Find Apps tab.
  4. Enter a keyword in the search bar or click the Browse category button to filter the results.
  5. Once you've found the app, click on it and then select Get app now.

 

In addition, here are some articles to help you handle customer invoice payments and keep track of all the transactions you have inside the program:

 

 

If you have more questions about user management or app integration within the program, the Community team is ready and willing to help you again. Feel free to reach out to us anytime for support. Have a great day!

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