Course Description
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.
Proudly Display Your Achievement
Upon completion of your training, you will receive a personalized certificate of completion to help validate your new skills.
Step-by-Step Courses List
Course Syllabus
- Introduction to Point of Sale
- Creating and Setting Up Point of Sale
- Determine Your Point of Sale Additions
- Navigating and Customizing the Homepage
- Company Preferences
- Setting Up Quickbooks Connection
- Setting Up Sales Tax
- Workstation Preferences
- Additional Features
- Employee Security
- Customers
- Reward Programs
- Vendors
- Setting up Inventory
- Adding Styles Assemblies and Groups
- Working with Inventory
- Sales
- Working with Price Level and Discounts
- Collecting Sales Tax
- Adding Shipping Info
- Tracking Sales and Commission
- Taking Payments and Giving Change
- Recording Tips
- Handling Tricky Sales and Returns
- Working with Sales and Work Orders
- Purchasing Merchandise
- Receiving Purchase Orders
- Managing Inventory
- Reporting Point of Sales
- Quickbooks Financial
- Multi-Store
- Protecting Your Data
- Adding 3rd Party Apps
- 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 POS Benefits
The right POS solution offers many benefits:- Real time inventory reporting
- Sales, returns and other customer data
- Marketing data
- Automatic, custom daily reports for better decision-making
- Happy customers and shorter lines
What you will learn:
- Installing the system
- Company preferences
- Workstation preferences
- Employees and security
- Working with inventory
- Sales tax
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What is Included
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Professional Certification
Exam-focused prep and certification guidance aligned to your learning path.
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ATS-Optimized Resume
Build a resume that highlights your new skills for recruiters and hiring systems.
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Mock Interviews
Practice real interview scenarios with structured feedback from career coaches.
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LinkedIn Optimization
Polish your profile so employers discover your credentials and achievements.
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Job Placement Support
Career guidance and placement resources on eligible programs.
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Practical Labs
Hands-on labs and exercises to reinforce concepts from your courses.
Loved how it explained inventory and sales tracking integration.
Helped me streamline sales and inventory processes efficiently.
Very hands-on — made POS setup with QuickBooks feel effortless.
Helped me streamline sales and inventory processes efficiently.
Loved how it explained inventory and sales tracking integration.