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About
Contact
Name
First
Last
Title
Email
Phone
Business Phone
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
Dining
Education
Electronics & Gadgets
Entertainment
Food & Beverage (excl. Alcohol)
Furniture
Gifts & Collectibles
Health & Beauty (excl. Pharma)
Home & Garden
Jewelry
Media & Communication
Other
Services
Sports & Recreation (excl. Firearms)
Stationary & Office Supplies
Toys & Games
Travel & Tourism
Vape
Vehicle & Parts
Winery/Tasting Room
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 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.
Yes
No
Also send me a fourteen-day free trial.
Yes
No
Sign me up for a Shopify Product Specialist to demo and answer my questions.
Yes
No
Sign me up for both, I want to compare on my own.
Yes
No
Also send me a fourteen-day free Lightspeed trial.
Yes
No
If you use QBPOS, what features do you currently use:
Sales Payment Methods (Check all that apply)
Cash
Check
Credit Card
Pin Driven Debit Transactions
Gift Cards
Gift Certificates
Accounts Receivable with QuickBooks Desktop Financial Software
In Store Credit
Customer Deposits
What Item types do you use? (Check all that apply)
Inventory Items
Non-inventory Items
Service Items
Assembly Items
Group 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 Unit 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 Services (QBFS)?
Yes
No
What version of QBFS do you use?
Pro
Premier
Enterprise
If you have multiple stores, do you use class tracking in QBFS?
Yes
No
Do you breakdown your sales, cogs and/or inventory by department?
Yes
No
Do you use custom mapping on individual items to QBFS?
Yes
No
Features Used (Check all that apply)
Payouts
Sales Orders
Work Orders
Layaways
