Tag Archives : QuickBooks Point of Sale Tutorial

QuickBooks POS: How to Add and Build Assembly Items

Add and Build Assembly Items An assembly must be defined and then built to make it available to sell. Should I be using a group item instead? (Multi-store) Only Headquarters can define an assembly item. Once defined, both Headquarters and remote stores can build (or break) assemblies as needed; Headquarters for any store; remote stores […]

QuickBooks POS: Unlock to a Higher Level

How to Reach a Higher Level: If you need additional functionality, you can unlock to a higher level of Point of Sale at any time over the phone, for an additional fee. To unlock to a higher license level: Call 1-888-255-9878 select option 3 from the menu and tell the service agent that you want […]

QuickBooks POS: Customer Preferences

Designate The Functionality of your Customer List: Customer preferences allow you to specify if you want so share customer information with your QuickBooks financial software and if you want to require that a customer be recorded on all sales. Recording customers on sales allows you to offer customer-specific discounts, use charge accounts, and to build […]

QuickBooks Point of Sale: Inventory Reports

Inventory Adjustments and Reports   This is a very essential tool to have at your disposal. It allows you to jump directly into your Point of sale machine and perform a multitude of adjustments. For this particular blog, I will show you how to adjust and review your reports very effectively.   1.) Select Reports […]

QuickBooks Point of Sale: Price Changes

How to Change Prices:   1.) From the home page, select Reminders from the Inventory menu.   2.) Select one of the available tabs. Price Changes Tab The Price Change reminders screen displays both the old price and new price when item prices change. Your regular price and the prices at your other price levels are also displayed […]

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 […]

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 […]

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? […]

QuickBooks POS: Handling Gift Card Returns

Gift Card Returns You may encounter a customer doing a return, but used your store’s gift card as the original payment. If using the QuickBooks POS Gift Card Service, you can very easily return this amount to your customer’s gift card. Here are some very convenient steps on how to see this process through. 1.) From […]