QuickBooks Point of Sale - What You'll Learn

Setup & Maintenance

Chapter 1:  Setup

Product Registration (1:15)

Create a New Company File (1:20) 

Setup Interview (7:01)

Company Preferences - General Section (4:47)

Inventory Preferences (1:54)

Pricing Preferences (1:51)

Purchasing Preferences (1:57)

Receiving Preferences (1:34)

Sales Preferences (3:58)

Customer Preferences (1:24)

Sales Orders, Work Orders and Layaway Preferences (2:17)

Workstation Preferences (3:29)

To Import or not to Import my QuickBooks Items (2:20)

Why Would I Import only Selected QuickBooks Items? (2:13)

How to Import QuickBooks Items (5:35)

Working with the Data Import Template - Step 1 (3:14)

Working with the Data Import Template - Step 2 (3:18)

Working with the Data Import Template - Step 3 (2:26)

Using the Data Import Wizard - Step 1 (3:58)

Understanding the Data Import Log (1:06)

Chapter 2:  Working with Departments:

Planning Departments (4:11)

Add a Department (3:39)

Work Within the Department List (4:00)

Copy a Department Record (1:11)

Edit a Department Record (1:46)

Delete a Department Record (1:51)

Department Pricing Demonstration (3:17)

Chapter 3:  Working with Vendors

Vendors Overview (1:15)

Understanding Vendor Fields (2:27)

Edit a Vendor Record (:32)

Copy a Vendor Record (:55)

Delete a Vendor Record (2:02)

How to Make a Vendor Inactive (1:50)

How to Merge Vendors (2:38)

Define Vendor Payment Terms (1:09)

Email a Vendor from your Vendors List (1:20)

Print your Vendor List (1:14)

Chapter 4:  Working with Items

What are Item Types? (2:40)

How to Customize Field Labels (1:19)

Add a New Inventory Item - Part 1 (4:40)

Add a New Inventory Item - Part 2 (4:28)

Add a New Service or Non-Inventory Item (2:42)

Assembly Items Overview (2:21)

How to Add an Assembled Item - Part 1 (3:03)

How to Add an Assembled Item - Part 2 (2:31)

Group Items Overview (2:32)

How to Add a Group Item (4:33)

How to Add a New Style (4:17)

How to Edit a Style (2:26)

What is Order Cost? (1:41)

How to Enter Item Price and Cost (4:43)

Understanding Units of Measure (2:00)

Setting up Multiple Units of Measure (3:15)

How to Add Pictures to your Items (2:45)

How to track items from Multiple Vendors (2:38)

How to Copy an Item (1:41)

How to Edit an Item (1:12)

How to Delete an Item (2:06)

How to Merge Item Records (5:00)

What is Available Quantity? (2:38)

Understanding Item Ratings & Trends (3:29)

Understanding Item History (2:11)

Understanding Item Identifiers (4:08)

Understanding Inventory Reminders (2:11)

Chapter 5:  Working with Purchase Orders

Purchasing Overview (2:26)

Setup Company Preferences - Purchasing (3:17)

Understanding Purchase Order Fields - Part 1 (5:29)

Understanding Purchase Order Fields - Part 2 (2:41)

Create a Purchase Order (4:42)

Edit a Purchase Order (1:12)

Copy a Purchase Order (1:46)

Delete a Purchase Order (2:36)

How to Use Suggest PO Feature (3:12)

Chapter 6:  Receiving Items

Receiving Overview (2:14)

Setup Receiving Preferences (2:09)

Create a Receiving Voucher (4:16)

Receive Items from a Purchase Order (4:51)

Enter Voucher Discounts, Freight, and Fees (1:37)

Enter Billing Information (1:57)

Print Tags from Vouchers (1:28)

How to Hold - Unhold your Receiving Voucher (:51)

Update Item Prices from a Receiving Voucher (2:39)

Edit a Saved Voucher (1:42)

Reverse a Voucher (3:46)

Return Merchandise to Vendors (3:19)

Chapter 7:  Working with Employees & Security

Employees & Security Overview (1:34)

Turn Security On (1:28)

Add an Employee (3:12)

View or Edit an Employee Record (:53)

Delete an Employee Record (1:00)

Log In & Out (2:06)

Track Employee Hours Overview (1:22)

Clock In / Clock Out (1:47)

Track Employees without Requiring Logins (1:16)

Add a New Time Entry (Manager) (:47)

Correct a Time Clock Entry (1:50)

Time Clock Report (1:13)

Time Clock History (2:30)

View or Edit an Employee Group (2:56)

Set your Internet Explorer Security Level (2:17)

Chapter 8:  Working with Reports

Reports Overview (2:02)

Create / Modify a Report (2:11)

Work Within a Displayed Report (2:39)

Memorize a Report (1:51)

Manage My Reports (2:25)

Export Reports to Excel (1:10)

Report Security - Access Levels (2:28)

View a Chart or Graph (2:17)

All Report Categories and Types (3:16)

Chapter 9:  Financial Exhange with QuickBooks Financial

Setup Financial Preferences (5:50)

Setup Financial Preferences - Basic (3:52)

Setup Financial Preferences - Advanced (8:08)

Set QuickBooks Preferences to Allow Access (3:39)

Prepare QuickBooks Desktop for Exchange (1:53)

Setup Sales Tax for QuickBooks Exchange (1:31)

Financial Center Overview (1:26)

Financial Exchange Overview (1:57)

How to Run a Financial Exchange (2:45)

Handling Bank Deposits after Running Financial Exchange (2:14)

View the Financial Activity Log (1:56)

Verify the Exchange of Individual Transactions (3:31)

Working with POS Inventory Adjustments (2:32)

Daily Operations

Chapter 1:  Sales:  Making a Sale

How to Navigate through the Home Page (3:10)

Understanding Item Identifiers (3:11)

Working with Items on a Receipt (2:21)

Miscellaneous Sale (4:07)

Using Quick Pick (3:43)

Special Orders (3:11)

Sell a Gift Certificate (1:23)

Accepting Returns (2:23)

Understanding Price Levels (1:17)

Changing The Receipt Price Level (1:38)

To Give a Global Discount (1:24)

Record Gratuties (2:25)

Pay Tips to Employees (:54)

To List a Customer on a Sales Receipt (1:15)

Cancel a Receipt (:29)

To Hold a Receipt (1:15)

Unhold a Receipt (1:31)

To Receive a Cash Payment (:35)

To Receive Payment by Credit- Debit Card (1:11)

Redeem a Gift Certificate (1:21)

To Receive a Customer Payment on Their Account (1:24)

Charge a Purchase to a Customer's Account (1:54)

Cash Drawer Payout (2:00)

Chapter 2:  Sales:  Customer Orders

Customer Orders - Introduction (2:50)

Setup Preferences (3:04)

Create a Sales Order for Out-of-Stock Items (3:43)

Create Special Order Merchandise (4:29)

Understanding Layaway Fields (3:55)

Understanding Work Order Fields (3:38)

Sales Order - Out of Stock (2:22)

Create a Sales Order Quote (2:50)

Take a Deposit on a Customer Order (2:00)

Generate Purchase Orders from Customer Orders (1:41)

Fill Customer Order Reminders (2:40)

Fill a Customer Order - Sell Items (2:28)

Search for a Customer Order (1:24)

Customer Orders - Reporting (4:20)

Review Payment History (1:08)

Edit a Customer Order (1:38)

Delete a Customer Order (1:16)

Refund Customer Order Deposits (1:44)

Chapter 3:  Sales:  Customer Management

Customer Management Overview (2:08)

Setup Customer Preferences (1:48)

Add a Customer - Part 1 (3:24)

Add a Customer - Part 2 (4:28)

Customer Purchase History (2:02)

Customer Ratings (3:05)

Merge Customer Records (2:50)

Chapter 4:  Sales:  Sales History

Working with Sales History (2:43)

Chapter 5:  Sales:  Customer Rewards

Track Customer Rewards (2:09)

Setting up your Customer Rewards (3:11)

How to Redeem a Reward (1:30)

How to Modify your Rewards Program (2:02)

Chapter 6:  Sales:  End of Day Procedure

End of Day Overview (2:38)

Setup to Require Manual Count (:58)

Prepare the Z-Out Drawer Count (3:32)

Understanding the X-Out Report (2:39)

Z-Out Procedure - Single Workstation (3:16)

Z-Out Recommendations (1:25)

Cash Drawer Reports - (X-Z Out) (4:18)

Multi-Store

Chapter 1:  Working with Multiple Stores

Overview (2:08)

Setup Store Tracking in QuickBooks (3:17)

Headquarter Store Exchange Preferences (3:54)

Create Company File at Remote Store (1:41)

How to Transfer Merchandise Between Stores (2:20)

Chapter 2:  Setup Cloud Exchange

Store Exchange Methods (3:06)

Setup Dropbox Folders for Store Transfer - Step 1 (1:51)

Setup Headquarters Store Exchange - Step 2 (2:41)

Setup Remote Store Exchange - Step 3 (4:04)

Send the Initial Exchange - Step 4 (1:15)

Receive the Initial Exchange - Step 5 (:51)