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Point of Sale Questionnaire
Finding the right Point of Sale solution for your business.
Merchant Industry and primary product line
Animals & Pet Supplies
Apparel & Accessories
Art & Photography
Aviation & Aerospace
Baby & Toddler
Banking, Finance, Insurance
Charity, Mom-Profit & Organization
Construction & Industrial
Electronics & Gadgets
Food & Beverage (excl. Alcohol)
Gifts & Collectibles
Health & Beauty (excl. Pharma)
Home & Garden
Media & Communication
Sports & Recreation (excl. Firearms)
Stationary & Office Supplies
Toys & Games
Travel & Tourism
Vehicle & Parts
Yearly Sales Volume (optional)
Do you have an online shopping cart and if so who is it “powered by”
Are you using any third party integrated apps with QBPOS or your shopping cart? If so, what are they?
Approximate timeline for Switching?
Any specific pain points you would like to solve for?
Do you know if Shopify or Lightspeed is the best fit for your needs?
I already know what I prefer and only need to complete the basic contact info
I would like to complete the basic contact information and the “How I use QBPOS questionnaire and have Steve make a recommendation.
Sign me up for a Lightspeed Product Specialist to demo and answer my questions.
Also send me a fourteen-day free trial.
Sign me up for a Shopify Product Specialist to demo and answer my questions.
Sign me up for both, I want to compare on my own.
Also send me a fourteen-day free Lightspeed trial.
If you use QBPOS, what features do you currently use:
Sales Payment Methods (Check all that apply)
Pin Driven Debit Transactions
Accounts Receivable with QuickBooks Desktop Financial Software
In Store Credit
What Item types do you use? (Check all that apply)
Special Order Items
Do you use: (Check all that apply)
The Integrated Shipping Manager
Department structures to help with sales tax holidays taxation
Threshold driven sales tax calculations
Multiple Units of Measure
Custom fields on Items
Custom fields on Customers
Custom fields on Vendors
The Employee Time Clock Feature
Commission calculations and reporting
The ability to print tags directly from a PO or Receiving Voucher
The Zebra bar code printer with Intuit approved labels
Do you Run the integration to QuickBooks Financial Software (QBFS)?
What version of QBFS do you use?
Which version of Enterprise?
If you have multiple stores, do you use class tracking in QBFS?
Do you breakdown your sales, cogs and/or inventory by department?
Do you use fractional quantities when selling or purchasing (for example you sell a product for $2.00 per pound, but you might also sell that same product in half a pound or one and quarter pound)?
Do you use custom mapping on individual items to QBFS?
Do you use enhanced payroll?
Would you be opposed to moving to QuickBooks Online?
Other Features Used (Check all that apply)