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Learn QuickBooks Point of Sale - Setup & Maintenance
1. Getting Started
QuickBooks Point of Sale Trial, Price Quote, Installation, Download, and Support Information.
Product Registration (1:14)
Create a New Company File (1:20)
Setup Interview (7:00)
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 (3:58)
Understanding the Data Import Log (1:06)
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)
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)
4. Working with Inventory
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 (5:11)
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)
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)
6. Receiving Inventory
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)
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 (1:47)
Time Clock History (2:30)
Time Clock Reports (1:13)
View or Edit an Employee Group (2:56)
Set your Internet Explorer Security Level (2:17)
8. Working with Reports
Reports Overview (2:02)
Create a Report (2:36)
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)
9. Financial Exchange 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)
10. 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)
11. Setup Cloud Exchange for Multiple Stores
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)
How to Delete an Item (2:06)
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