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Getting Started with Point of Sale Solution Starter, Growth or Pro Software Plans

January 14, 2026

Description

Tasks to complete prior to your training appointment with the Activations team to get started with your Starter, Growth, or Pro Software Plans

What's in this article?

Software Plan: Starter | Growth | Pro
 

Congratulations on choosing Point of Sale solution! A Merchant Activations and Training agent will assist you with the setup of your account; however, we encourage you to complete the following tasks ahead of your training so we can make the most efficient use of your time. 

NOTE: 
If you are using Basics Software Plan, use the Getting Started with Point of Sale Solution Basics Plan instead.

1  Log in to your Merchant Services account in online banking

Your Merchant Services account requires enrollment in Business Advantage 360, our small business online banking. Access your statements, protect your account with PCI Assist, and monitor for any potential disputes/chargebacks from your online banking account. Learn more about accessing Merchant Services in online banking. 

2  Log in to Point of Sale Solution Back Office

The Point of Sale solution has a web-based back office, which gives businesses the power to run their business from anywhere by accessing up-to-the-minute data from any browser. Please check your email account for an email from “Bank of America…" with your login credentials. This email includes the enrollment link and your username.

To log in to Point of Sale Solution Back Office for the first time


  1. Click the link in your enrollment email.
  2. Type in your username, which you will find in your email, and create a password.
  3. When prompted to complete a two-factor authentication, enter the code sent to the email you provided on file.
  4. Write down the new password as you will need it for future access. 

You are now logged into the Back Office. For additional login assistance, check out Point of Sale Solution Back Office Login.


3  Set up Back Office

When logged into the Point of Sale Solution Back Office, get familiar with the system and complete some basic setup tasks:

  1. Take a tour of Point of Sale Solution Back Office and find your location ID. You will need this to log in to the Point of Sale Solution App.
  2. Add your printer(s) or Kitchen Display Solution (KDS) devices in Point of Sale Solution Back Office. Printers include external printers or printers that are integrated into your point of sale.
  3. Set up your employees.
  4. Build your receipt.
  5. Add a test product to your inventory. If you will be using a kitchen printer or KDS, assign a test item to the appropriate printer. A test item in your inventory will help you confirm that setup is working correctly. 

    TIP!
    Our Activations team will assist with loading your menu or inventory. After your welcome call, send your inventory in Word, Excel, or PDF format to menubuild@bofa.com. Put your business name and merchant ID number in the subject line. Your inventory should include the category, item name, price, and any modifiers or variations. If you will have a different inventory for your physical store vs. online store, send an inventory for both.

4  Set up your hardware and connect to internet

When your hardware arrives, you will need to know your network name and password. Remember to connect your devices to the same network to ensure that they communicate. Depending on the hardware you selected, installation will vary. Refer to the hardware setup guides to learn about the device, how to set it up and configure it, and how to take a card payment. 

  1. Set up your devices and connect your devices to the internet through Wi-Fi or another connection type. List of device and peripheral setup guides for Point of Sale Solution.
  2. Login to the Point of Sale Solution App using your Point of Sale Solution Back Office login credentials and the location ID.
  3. Set up devices in Point of Sale Solution App. 
  4. Take a tour of the Point of Sale App.

5  Test a transaction

You are ready to test a transaction. Create an order on your Point of Sale Solution App for your test item.


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