What should I know before switching from QB POS to Shopify POS?

Accounting & Taxes
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Things I wish I had known when I was doing the switch from QB POS to Shopify POS. I am coming at this from a standpoint of wasted time. It is not that I regret the switch.

  1. There is conflicting information on how to handle issues when searching Shopify help. For a while I thought I was tripping. I would follow instructions available in one area of Shopify Help and it would not solve the issues. Then, I’d see another solution, etc. Finally, we had a meeting with 2 other tech people to help us overcome a few issues. They both agreed there is conflicting information. So, we had to go the trial and error route to find a solutions.

  2. There are no accurate QB migration videos available for multi-store locations.

  3. There are no thorough staff training videos. One on one staff training from the beginning.

  4. I would have mapped my locations while on the phone with Shopify. The expectation that I would should know store 2 = Qty 1 and store 3 = Qty 2, store 4 = Qty 3 still baffles me. Also, we added a store location that did not have inventory assigned. We should have done that after the QB migration because you cannot have a location without inventory (it adds inventory to that location anyway).

  5. Rather than keeping online store and POS separate (as suggested by Shopify), I should have taken the extra time to go into online store, add other locations and update inventory counts.

  6. Duplicate products appear randomly. I was told entering the barcode in the SKU causes an error message. Not consistently.

We go live tomorrow…

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Thanks for sharing this.

One other thing for merchants to consider if switching over from Quickbooks is with regards to “charge on accounts”. This app can help with this: https://apps.shopify.com/credit-charge-account-on-pos

Here is also another resource on Shopify POS and a walkthrough of performing charges on account: https://docs.google.com/document/d/1B2s6c3vDMzQDbFOQTO6J-fHJAfXOrx2WuoUFMYWpCrw/edit

As well, for merchants who currently sell products in fractional quantities or by weight in Quickbooks, this app helps you accomplish it in Shopify POS: https://apps.shopify.com/pos-fractional-quantities

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Going live went great. Only issue, there was a hiccup with one of 6 cc readers that would not charge. Other than that, the fact there is not a good training video nor training mode for employees to practice ringing up sales caused a few employees to have anxiety.

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