Customer Account Balance Not Showing in POS

Hello there, Alicia1.

This is the kind of impression I want to leave when using the product and contacting our support team. Let me help point you in the right direction about your account balance concern.

When performing a financial exchange, the data is transferred from Point of Sale to QuickBooks Desktop and vice versa. To avoid discrepancies, make sure to add or edit items, customers, and vendors in POS only.

The following information is moved from Point of Sale to QuickBooks Desktop.

• New customers and updated customer information (except for account limits and balances).
• New vendors and updated vendor information
• Sales information (receipts)
• Receiving information (vouchers)
• Inventory cost or quantity adjustments (as a summary adjustment Journal Entry)
• New vendor payment terms

From QuickBooks Desktop to Point of Sale

• New customers
• Updated customer account limits and account balances
• New vendors
• New vendor payment terms

We’ll have to review the setup of both programs (POS and QBDT) to identify the cause of the issue. This requires us to collate personal data to access your account.

To keep your information secure, I recommend contacting our Payments Support Team again. One of our agents will review the case notes from your previous call/chat. Then, perform in-depth troubleshooting to make sure the account balance will show on the receipts.

Click here to get the contact details. You can choose Chat with us for real-time assistance.

I’m adding a link to help with your future tasks. It contains answers to common questions about POS. Also, it contains links that will guide you on how to perform payment related-tasks: QuickBooks Point of Sale (POS).

Feel free to visit the Community again for any QuickBooks concerns. I’ll be happy to glad to lend a helping hand. Have a good one. 

We have been using QuickBooks POS for the past 4 years and this issue just started occurring within the last week. It is happening for all charge account customers and not just new customer's being entered. It appears to be a glitch on the POS side but have yet to receive any sort of guidance on steps to take to fix this. Like I have previously stated, I have reached out to support three times now and have sent almost 3 hours with no resolution. 

Welcome back, @Alicia1.

I want to make sure this gets checked and addressed right away, and I'd like to redirect you to the best support group available to review this matter.

Since this is an unusual issue with QuickBooks Point of Sale, I highly recommend contacting our support team again. I understand that you've already reached them before but they're the best support group who can check this issue further. They can also create an investigation ticket if other users are experiencing the same.

Just in case you want to learn more about the financial exchange in QuickBooks POS, feel free to check out this article: Financial Exchange Overview.

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Thanks for dropping by.

Hey Alicia.

Hope you will be fine.

Have you found solution to the problem *Customer Account Balance Not Showing in POS*.

I have the same problem and unable to solve it.

your response will be appreciated.

thanks

Thanks for joining this discussion and letting us know about your concern, @wajidjan.

You can check the account balance in the customer profile. Here's how:

1. Select Customer, then select Customer List.
2. Find the customer, then select Show Details to see the customers purchase history.
3. Check their balance, then go back to the Customer List.
4. Right-click on any column header, then select Customize Columns.
5. Select Account balance from the list to add it to your customer list.

Also, please note that the customer balance that was entered in QuickBooks Desktop will appear in the Account Balance field.

To ensure your Point of Sale software is functioning correctly, make sure to log in to your computer as a user with admin rights. Then, be sure to do the following before opening the company file:

• Ensure your computer meets System requirements for QuickBooks Desktop Point of Sale to run POS.
• Ensure to run the QBPOS Database Manager vXX.
  1. From Start window button search field, enter services.msc then choose Ok.
  2. From the Services window, right click QBPOS Database Manager vXX and select Start.
  3. If Start is unavailable, select Restart. (XX should be the highest number version you see).
• Restart your computer.

If you're unable to view the balances, please contact our Technical Team this time. Click this link to contact our agents: Contact Payments or Point of Sale Support

Please reach out to us anytime if you need further assistance with the Point of Sale processes. I'd be delighted to share additional insights whenever you need one. Have a nice day and take care.