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QuickBooks Help Blog

QuickBooks Online: Create a Refund Receipt

  Open a Refund Receipt From the + menu, select Refund Receipt to open a new refund receipt.   Choose a Customer In the refund receipt window, choose a customer from the drop-down suggestions menu.   Select a Payment Method Beneath your customer information, choose a preferred Payment Method from the drop-down suggestions menu to […]


QuickBooks POS: Copy an Employee Record

How to Copy an Employee Record Copying an existing employee record is a quick way to add a new employee with similar information. When you copy an employee record, all of the information except login name and password is carried to the new employee record. You can then edit the new record to make it […]


Recording a Credit Memo in QuickBooks Online

  Open a New Credit Memo From the + menu, select Credit Memo to create a new credit memo.   Choose a Customer In the credit memo window, choose the customer you’re giving credit to by selecting a customer name from the drop-down menu.   Select a Product or Service Beneath the column header labeled […]


Recording Customer Refunds in QuickBooks

  Open a Refund Receipt From the + menu, select Refund Receipt to open a new refund receipt. Choose a Customer In the refund receipt window, choose a customer from the drop-down suggestions menu. Select a Payment Method Beneath your customer information, choose a preferred Payment Method from the drop-down suggestions menu to specify how […]


Sending Invoices To Customers Using The QuickBooks Online Mobile App

Start a new invoice. From the Company Activity screen, tap Menu. Then tap Invoices (+) > New Invoice.   Select the customer from your customer list. Tap Select a Customer. If this is a new customer, tap the plus at the bottom of the screen.   Enter what you sold to them, and save the […]


Returning Merchandise to Vendor

How to Return Merchandise to your Vendor Merchandise being returned to a vendor is recorded on a  voucher in the same way in which you receive items. The only difference is you enter a negative quantity for the returned items. If the merchandise being returned hasn’t been received into your Point of Sale inventory via […]


Create Estimates in QBO

  Navigate to the Estimates From the home screen, click on the + Menu and beneath the column heading “Customers” select Estimate. Enter Estimate Details Enter the prospective customer’s name into the Choose a customer box. Either choose a customer name from the list of drop-down menu options available, or if this isn’t a customer […]


QuickBooks Online: Pay Bills

Don’t have QuickBooks?   Step-by-step instructions 1. Navigate to Pay Bills Menu From the home screen, click on the + menu and beneath the “Vendors” column select the Pay Bills tab.   2.Select Payment Account In the upper left-hand side of the Pay Bills screen, you’ll see a dropdown menu labeled Payment Account. Click on […]


QuickBooks POS: Adding your Logo to Sales Documents

Adding Your Logo: You may or may not remember that one store across from that one building that looked like what’s-her-name’s house, but you may remember their logo. Logos are the language of your company. they remind people that this is that store that looks like so-and-so’s house. You’re just as welcoming as any home, […]


QuickBooks POS: Customer Purchase History

Viewing Customer Purchase History   Customer loyalty is the result of consistently positive emotional experiences, physical attribute-based satisfaction and perceived value of an experience, which includes the product or services. We all love our loyal customers, and we typically know them by name or by face, but do you remember what they bought back in December? […]