You may use the POSQBi in the conjunction with a demo version of the Restaurant Manager software. Doing so will provide the opportunity to see what it can do and how you may be able to take advantage of the power of the popular QuickBooks accounting package and the features it brings to a business.
When you are done, you may want to visit Setup Process for a more detailed information on the set-up procedures and Log-In Data and Sales Data for a more in-depth description of handling login and sales data, respectively.
Before we can start, the following should have been installed already.
Note you must have Rmwin build 17.0.2011.06090 or later for employees password prompts in the POSQBI interface to be associated with RMWin standard employee passwords (previous version used master password). This also requires POSQBI build 20070003 dated May 2011 or later..
If you cannot find these files in the RMWin folder, ask you reseller to download these files for you from www.rmpos.com website.
Use the two QuickBooks company demo and/or template files, namely: CHATCHWS.QBW and CHATCHWD.QBW for simple and detailed chart of accounts, respectively.
These files are provided for demo purposes but may be used as a template when building your own QuickBooks company file. If you already have been using QuickBooks, then chances are, you already have a QuickBooks company file and you might just have to convert them to the 2011 version.
If using a demo Restaurant Manager system, you should start with a clean database by generating a new system using SYSGEN and check on the Sales checkbox.
Warning: Make sure you are using DEMO DATA ONLY when running SYSGEN or you may lose your data permanently.
Use the either the CHATCHWS.QBW (simple) or CHATCHWD.QBW (advanced) company files when mapping the POSQBi to a company file. You should consider the location of these files before mapping POSQBi or QuickBooks to these company files. You may use the rmwin directory or another location. You decision should be based upon the location of the QuickBooks program. For demo pupuses, QuickBooks and the RM demo software will probably be on the same machine.
Use the simple QuickBooks company file for the purpose of showing you how to set-up the interface to keep the demo short. On your live data, feel free to use the detailed version as a template in setting up the interface (POSQBi). Here are the steps: