PCI Compliance

If you take credit cards, you have to be PCI compliant. This is the Payment Card Industry security compliance to protect you and the system against fraud. Typically there is a short form and a long form depending on your store, network and configurations. Most BTCRetailX clients will just need the short form for compliance.

Card Connect / Clover Connect PCI Compliance
If you are a Card Connect / Clover Connect customer, go to:
https://cardpointe.managepci.com/safemaker/login/portal

Verifone/Media Payments Group PCI Compliance|

QuickBooks Point of Sale End of Life by Intuit

Intuit has decided that the cost of running a point of sale software business is too expensive and complicated and will cease operations for the venerable point of sale software on October 3, 2023. The software will continue to work. It will not have support nor will it have any of the integrated services you may use currently including credit card payments thru Intuit, gift card services, consignment, integrated webgility ecommerce integration, and store exchange for multi-store among other functions. This means that if you use QBPOS, you will need a new credit card processor (at a minimum).

As your point of sale representative for many years, I would be happy to review your current setup and see if keeping point of sale makes sense for your business. It may be that you just need a new credit card processor. I’ll guide you in the right direction. If you need a new point of sale system, I can help with that as well. Our BTCRetailX point of sale is a full feature retail management system that has many of the same features you loved in QBPOS including in-depth reporting and integrated credit cards but with the added features of working as the store admin from anywhere in the world, as well as cloud backups and unlimited backoffice users.

Please send me a note below and I’ll reach out and talk about your options. If you decide to switch to BTCRetailX, I will provide a free transition of your product and customer database to the new system. I think you will like BTCRetailX a lot.

Sincerely

Doug Morton
formerly CarolinaPOS/Palmetto Retail/MountainPOS
BTCRetailX

    Hi. Please fill out the form and I will reach out and talk about your options in regards to the QBPOS end of life/support coming this October 2023.
    Thanks
    Doug Morton

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    End of Day Report

    The End of Day process comprises of a drawer count and a report. There are two reports available – End of Day, and Z-out Report.

    New End of Day Process and Reports
    • The End of Day report will includes sales numbers and cash drawer numbers pulled from the Drawer Count function for each or all cashiers.
    • The Z-out report includes sales numbers without a cash drawer count included. This is good for reviewing daily sales totals filtered by cashier and date range.

    To start the end of day process, a cashier needs to click End of Day from the top of the screen and then select Drawer Count. Then count your drawer and enter that amount in Closed Cash. To the right of this field will be the systems calculation of Expected Cash Count. If you cash count is over or below this amount, the system will flag this in the following End of Day report. If you understand why your numbers are not in balance (over/short), then put an explanation in the Notes section and click submit. Otherwise, recount your drawer to find the difference.

    When the Drawer Count page reloads after you counted the cash drawer, the count will show in the list. Click EOD to the far right of the list to load the End of Day report with the counts you just added. Review the report. In order to make any changes, click the back button and then edit the data you submitted prior. Once satisfied, run the report again.

    At this time, you can print the report to add with your till.

    You can run the Z-out report throughout the day to see a summary of your sales. This report can be set with date ranges such as for the last 7 days or last month.

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