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QuickBooks Help Blog

QuickBooks POS: Troubleshoot Multi-Store Exchange

QuickBooks Point of Sale v10.0, 2013 (v11.0), and v12.0 Steps to follow when troubleshooting multi-store mailbag exchange issues: Check the Multi-Store Company Preferences section to ensure that stores are set up properly: Choose File > Preferences > Company. Select each of the sub preferences under Multi-Store and inspect the information in the right side to […]


QuickBooks Online: Reports for Tracking Sales and Income

  Navigate to the Review Sales Menu Go to the Reports tab on the left navigation bar.   Choose All Reports and from the All Reports group, choose the Review Sales option.   Sales by Custom Detail Inside the Review Sales menu, click Sales by Custom Detail to open the report window.   Sort Your […]


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 […]