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Quickbooks Point of Sale (POS)

34 Videos
4.16 Hours
97 Test Questions

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Certificate

Dedicated Tutors

Quickbooks Point of Sale (POS)

Course Highlights

Closed Caption

Certificate

Dedicated Tutors

4.16 Hours
34 Videos

Quickbooks Point of Sale (POS)

Course Description

4.16 Hours

34 Videos

Quickbooks Point of Sale (POS)

QuickBooks Point of Sale helps retailers go far beyond the cash register with an easy-to-use, affordable, scalable, customizable, integrated software and hardware system. It handles routine tasks so retailers can pay more attention to running their business.

The solution can track inventory, sales, and customer information, giving retailers more time to think about what to stock, how to price merchandise, when to reorder, and how to serve their customers better.

Intuit developed QuickBooks Point of Sale (POS) as a comprehensive retail management software solution. Its design helps businesses efficiently manage their sales, inventory, customers, and financial transactions in a retail environment. Here’s a detailed overview of QuickBooks Point of Sale:

Sales Management: QuickBooks POS enables businesses to process sales transactions quickly and accurately. It includes features like barcode scanning, invoice creation, and sales order tracking. Businesses can accept various payment methods, including credit cards, cash, checks, and mobile payments, making it convenient for customers.

Inventory Management: One of the core features of QuickBooks POS is its robust inventory management system. Users can track and manage inventory levels, create purchase orders, and receive inventory efficiently. The system also allows for categorizing products, setting reorder points and managing serialized or batched items.

Customer Relationship Management (CRM): QuickBooks POS includes a CRM module to help businesses build and maintain customer relationships. It tracks customer purchase history, stores customer information, and allows for targeted marketing and loyalty programs.

Integration with QuickBooks Accounting: QuickBooks POS seamlessly integrates with QuickBooks Desktop, making it easy to transfer sales, inventory, and customer data to your accounting software. This integration ensures accurate financial reporting.

Reporting and Analytics: Users can generate various reports, including sales reports, inventory valuation reports, and customer sales history reports, to gain insights into their business’s performance. Customizable report templates allow businesses to tailor reports to their specific needs.

Multi-Store Support: QuickBooks POS supports multi-store businesses, allowing them to manage multiple locations from a single system. This includes inventory transfers between stores and consolidated reporting.

Employee Management: The software allows businesses to track employee time and sales performance. It supports various user roles and permissions to control access to sensitive data.

Hardware Compatibility: QuickBooks POS is compatible with a range of hardware, including barcode scanners, receipt printers, cash drawers, and customer displays. This flexibility allows businesses to choose hardware that suits their needs.

Security and Compliance: QuickBooks POS prioritizes security and compliance with industry standards. It includes features like user access controls and encryption to protect sensitive data.

Customer Support and Training: Intuit offers customer support and training resources, including tutorials, webinars, and community forums, to help users get the most out of the software.

Updates and Enhancements: QuickBooks frequently releases updates and enhancements to improve the software’s functionality, security, and user experience.

Mobile Access: Some versions of QuickBooks POS offer mobile access, allowing businesses to process sales and manage inventory from tablets or smartphones.

Customization: QuickBooks POS can be customized to meet the specific needs of different retail businesses, such as apparel stores, restaurants, or electronics stores.

Payment Processing: QuickBooks POS can integrate with various payment processing services, providing businesses with flexibility in choosing their payment gateway.

Loyalty Programs: Businesses can create and manage customer loyalty programs to reward frequent shoppers and encourage repeat business.

In summary, QuickBooks Point of Sale (POS) is a versatile and user-friendly retail management solution that can benefit businesses of all sizes in managing sales, inventory, and customer relationships efficiently. Its integration with QuickBooks Desktop ensures that financial data is seamlessly transferred for accurate accounting and reporting.

Course Syllabus

Course Syllabus

  1. Introduction to Point of Sale
  2. Creating and Setting Up Point of Sale
  3. Determine Your Point of Sale Additions
  4. Navigating and Customizing the Homepage
  5. Company Preferences
  6. Setting Up Quickbooks Connection
  7. Setting Up Sales Tax
  8. Workstation Preferences
  9. Additional Features
  10. Employee Security
  11. Customers
  12. Reward Programs
  13. Vendors
  14. Setting up Inventory
  15. Adding Styles Assemblies and Groups
  16. Working with Inventory
  17. Sales
  18. Working with Price Level and Discounts
  19. Collecting Sales Tax
  20. Adding Shipping Info
  21. Tracking Sales and Commission
  22. Taking Payments and Giving Change
  23. Recording Tips
  24. Handling Tricky Sales and Returns
  25. Working with Sales and Work Orders
  26. Purchasing Merchandise
  27. Receiving Purchase Orders
  28. Managing Inventory
  29. Reporting Point of Sales
  30. Quickbooks Financial
  31. Multi-Store
  32. Protecting Your Data
  33. Adding 3rd Party Apps
  34. Summary of Point of Sale

QuickBooks Point of Sale is a retail point of sale system suitable for various small businesses such as clothing and shoe stores, small franchises, sporting goods stores and gift shops.

It offers inventory and customer management tools, merchandise planning and a tablet-compatible POS. Cloud-based and on-premise deployments are available. QuickBooks Point of Sale provides standard point of sale features such as payment and return processing along with inventory management.

This allows users to keep track of inventory, monitor items that are close to selling out and place orders for items that need to be restocked. The system also saves customer data to help users track purchase history and buying behavior.

Users can configure price tags and receipts, set promotional prices, track layaways, manage rewards programs and ship packages using the Shipping Manager module. The POS system syncs automatically with QuickBooks accounting software. License-based pricing is offered. Support is available through an online knowledge base.

QuickBooks Point of Sale 19.0 is a robust all-in-one POS offering retailers one place to manage inventory more efficiently, accept new payment types, and stay connected with your customers. It’s built for your retail business, online and in-store with seamless ecommerce integration, contactless payments, multichannel inventory management, and a whole lot more.

QuickBooks POS software comes in three feature packed editions: Basic, Pro, and Multi-Store. Each edition does allow you to transfer sales data to QuickBooks Financial software (sold separately), track customers, ring sales, and update your inventory. For more advanced inventory management features such as pictures of inventory items or auto-generated PO’s, you’ll need Pro or Multi-Store.

QuickBooks Point of Sale is made for retailers who need in-store and online support. Take advantage of easy ecommerce integration, contactless payments, and inventory management.

Tracking and product management needs efficient setup to streamline accounting and provide you with tools to make the best decisions for your small business.  MISSION has extensive experience with QuickBooks Point of Sale as well as other POS solutions.

The QuickBooks Point of Sale (POS) training course will provide you with the knowledge and skills required to work with the QuickBooks Point of Sale (POS), which combines customisable integrated software and hardware into a system that goes far beyond the simple cash register.

This QuickBooks Point of Sale (POS) training course will enable you to track inventory, sales and customer information which results in more time to consider other aspects of the business and how to better serve the organisation’s customers.

QuickBooks POS Benefits

The right POS solution offers many benefits:

  1. Real time inventory reporting
  2. Sales, returns and other customer data
  3. Marketing data
  4. Automatic, custom daily reports for better decision-making
  5. Happy customers and shorter lines

What you will learn:

  1. Installing the system
  2. Company preferences
  3. Workstation preferences
  4. Employees and security
  5. Working with inventory
  6. Sales tax

Course Highlights

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Frequently Asked Questions

Instructional methods, course requirements, and learning technologies can vary significantly from one online program to the next, but the vast bulk of them use a learning management system (LMS) to deliver lectures and materials, monitor student progress, assess comprehension, and accept student work. LMS providers design these platforms to accommodate a multitude of instructor needs and preferences.

Online education may seem relatively new, but years of research suggests it can be just as effective as traditional coursework, and often more so. According to a U.S. Department of Education analysis of more than 1,000 learning studies, online students tend to outperform classroom-based students across most disciplines and demographics. Another major review published the same year found that online students had the advantage 70 percent of the time, a gap authors projected would only widen as programs and technologies evolve.

All new learning innovations are met with some degree of scrutiny, but skepticism subsides as methods become more mainstream. Such is the case for online learning. Studies indicate employers who are familiar with online degrees tend to view them more favorably, and more employers are acquainted with them than ever before. The majority of colleges now offer online degrees, including most public, not-for-profit, and Ivy League universities. Online learning is also increasingly prevalent in the workplace as more companies invest in web-based employee training and development programs.

The concern that online students cheat more than traditional students is perhaps misplaced. When researchers at Marshall University conducted a study to measure the prevalence of cheating in online and classroom-based courses, they concluded, “Somewhat surprisingly, the results showed higher rates of academic dishonesty in live courses.” The authors suggest the social familiarity of students in a classroom setting may lessen their sense of moral obligation.

Choosing the right course takes time and careful research no matter how one intends to study. Learning styles, goals, and programs always vary, but students considering online courses must consider technical skills, ability to self-motivate, and other factors specific to the medium. Online course demos and trials can also be helpful.
Our platform is typically designed to be as user-friendly as possible: intuitive controls, clear instructions, and tutorials guide students through new tasks. However, students still need basic computer skills to access and navigate these programs. These skills include: using a keyboard and a mouse; running computer programs; using the Internet; sending and receiving email; using word processing programs; and using forums and other collaborative tools. Most online programs publish such requirements on their websites. If not, an admissions adviser can help.

Frequently Asked Questions

Instructional methods, course requirements, and learning technologies can vary significantly from one online program to the next, but the vast bulk of them use a learning management system (LMS) to deliver lectures and materials, monitor student progress, assess comprehension, and accept student work. LMS providers design these platforms to accommodate a multitude of instructor needs and preferences.

Online education may seem relatively new, but years of research suggests it can be just as effective as traditional coursework, and often more so. According to a U.S. Department of Education analysis of more than 1,000 learning studies, online students tend to outperform classroom-based students across most disciplines and demographics. Another major review published the same year found that online students had the advantage 70 percent of the time, a gap authors projected would only widen as programs and technologies evolve.

All new learning innovations are met with some degree of scrutiny, but skepticism subsides as methods become more mainstream. Such is the case for online learning. Studies indicate employers who are familiar with online degrees tend to view them more favorably, and more employers are acquainted with them than ever before. The majority of colleges now offer online degrees, including most public, not-for-profit, and Ivy League universities. Online learning is also increasingly prevalent in the workplace as more companies invest in web-based employee training and development programs.

The concern that online students cheat more than traditional students is perhaps misplaced. When researchers at Marshall University conducted a study to measure the prevalence of cheating in online and classroom-based courses, they concluded, “Somewhat surprisingly, the results showed higher rates of academic dishonesty in live courses.” The authors suggest the social familiarity of students in a classroom setting may lessen their sense of moral obligation.

Choosing the right course takes time and careful research no matter how one intends to study. Learning styles, goals, and programs always vary, but students considering online courses must consider technical skills, ability to self-motivate, and other factors specific to the medium. Online course demos and trials can also be helpful.
Our platform is typically designed to be as user-friendly as possible: intuitive controls, clear instructions, and tutorials guide students through new tasks. However, students still need basic computer skills to access and navigate these programs. These skills include: using a keyboard and a mouse; running computer programs; using the Internet; sending and receiving email; using word processing programs; and using forums and other collaborative tools. Most online programs publish such requirements on their websites. If not, an admissions adviser can help.

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Description

Quickbooks Point of Sale (POS)

QuickBooks Point of Sale helps retailers go far beyond the cash register with an easy-to-use, affordable, scalable, customizable, integrated software and hardware system. It handles routine tasks so retailers can pay more attention to running their business.

The solution can track inventory, sales, and customer information, giving retailers more time to think about what to stock, how to price merchandise, when to reorder, and how to serve their customers better.

Intuit developed QuickBooks Point of Sale (POS) as a comprehensive retail management software solution. Its design helps businesses efficiently manage their sales, inventory, customers, and financial transactions in a retail environment. Here’s a detailed overview of QuickBooks Point of Sale:

Sales Management: QuickBooks POS enables businesses to process sales transactions quickly and accurately. It includes features like barcode scanning, invoice creation, and sales order tracking. Businesses can accept various payment methods, including credit cards, cash, checks, and mobile payments, making it convenient for customers.

Inventory Management: One of the core features of QuickBooks POS is its robust inventory management system. Users can track and manage inventory levels, create purchase orders, and receive inventory efficiently. The system also allows for categorizing products, setting reorder points and managing serialized or batched items.

Customer Relationship Management (CRM): QuickBooks POS includes a CRM module to help businesses build and maintain customer relationships. It tracks customer purchase history, stores customer information, and allows for targeted marketing and loyalty programs.

Integration with QuickBooks Accounting: QuickBooks POS seamlessly integrates with QuickBooks Desktop, making it easy to transfer sales, inventory, and customer data to your accounting software. This integration ensures accurate financial reporting.

Reporting and Analytics: Users can generate various reports, including sales reports, inventory valuation reports, and customer sales history reports, to gain insights into their business’s performance. Customizable report templates allow businesses to tailor reports to their specific needs.

Multi-Store Support: QuickBooks POS supports multi-store businesses, allowing them to manage multiple locations from a single system. This includes inventory transfers between stores and consolidated reporting.

Employee Management: The software allows businesses to track employee time and sales performance. It supports various user roles and permissions to control access to sensitive data.

Hardware Compatibility: QuickBooks POS is compatible with a range of hardware, including barcode scanners, receipt printers, cash drawers, and customer displays. This flexibility allows businesses to choose hardware that suits their needs.

Security and Compliance: QuickBooks POS prioritizes security and compliance with industry standards. It includes features like user access controls and encryption to protect sensitive data.

Customer Support and Training: Intuit offers customer support and training resources, including tutorials, webinars, and community forums, to help users get the most out of the software.

Updates and Enhancements: QuickBooks frequently releases updates and enhancements to improve the software’s functionality, security, and user experience.

Mobile Access: Some versions of QuickBooks POS offer mobile access, allowing businesses to process sales and manage inventory from tablets or smartphones.

Customization: QuickBooks POS can be customized to meet the specific needs of different retail businesses, such as apparel stores, restaurants, or electronics stores.

Payment Processing: QuickBooks POS can integrate with various payment processing services, providing businesses with flexibility in choosing their payment gateway.

Loyalty Programs: Businesses can create and manage customer loyalty programs to reward frequent shoppers and encourage repeat business.

In summary, QuickBooks Point of Sale (POS) is a versatile and user-friendly retail management solution that can benefit businesses of all sizes in managing sales, inventory, and customer relationships efficiently. Its integration with QuickBooks Desktop ensures that financial data is seamlessly transferred for accurate accounting and reporting.

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