QuickBooks POS: Giving Discounts on Sales and Discount Reporting

Today we are going to talk about QuickBooks point of sale discounts and how you can apply them. Let’s begin:

  1. First, we will show you how to make a discount on all your items in Sales Receipt.
  2. Go to “Make a Sale”
  3. Add a few products, just an example. So, we can show you how we can discount them all.
  4. On your right screen is the sample items we will give discounts. And on the left side, click “Give Discounts”.
  1. Choose the amount of percentage here in “Choose Quick Discount” you…

QuickBooks POS: Give Global Discount

Today we are going to talk about giving a global discount. Let’s begin: What is a Global Discount? — Global discount is when you either give a percentage off or a dollar amount off of your entire receipt. We will show you an example on making a global discount:

  1. On your Home screen, go to “Make a Sale”.
  2. On your Sales receipt screen, choose a few different items.
  1. On the blue buttons, select “Give Discount”.

QuickBooks POS: Finding Inventory Items to Delete

Today we are going to talk about finding inventory items that you don’t use anymore and you want it to clean up or clear up your item list. Let’s begin:

  1. On your “Reports” menu go to “Items”, then click “Item List”.
  2. On your Report Center “Item Detail” tab, select “Modify
  1. Modify a Report screen will appear, select “Add or Remove Columns”. Unchecked “Create Subtotals for this field”, then choose “Item #”. Click “Save” and click “Run”.

QuickBooks POS: Find My License Number

Today we are going to show you how to find your license number in QuickBooks point of sale. Let’s begin:

  1. On your Homepage, go to “Help” menu then select “About QuickBooks Desktop Point of Sale”.
  2. Your license number is located here.

Original Article: https://blackrockbusiness.com/quickbooks-pos-find-my-license-number/?feed_id=2565&_unique_id=6149ec04b98eb


QuickBooks POS: Financial Settings

Today we are going to talk about financial settings area. Let’s begin:

  1. On your “File” menu go to “Preferences” then select “Company”
  2. Select “Financial”.
  1. “Send receipts and vouchers with” section.

QuickBooks POS: Creating New Company

Today we are going to talk about creating a new company in QuickBooks point of sale. Let’s begin:

  1. On your “File” menu select “Company Operations”.
  2. On your Start Company screen select “Create new company” then select “Next”.
  1. Enter your Company Name then select “Create”.

QuickBooks POS: Create Vendors

Today we will talk about creating vendors in your QuickBooks Point of Sale. Here’s how:

  1. On your main screen, click on the “Vendor List” icon.
  1. On the Vendor List, click on the “Add” button which you can find on the upper right of the screen.

QuickBooks POS: Create Vendors

Today we will talk about creating vendors in your QuickBooks Point of Sale. Here’s how:

  1. On your main screen, click on the “Vendor List” icon.
  1. On the Vendor List, click on the “Add” button which you can find on the upper right of the screen.

QuickBooks POS: Create Item with Multiple Units of Measure

Today we’re going to create an item that is being ordered by a bundle and can be sold piece by piece using the Multiple Units of Measure feature of QuickBooks Point of Sale. Let’s get started:

  1. Go to “File” menu → then “Preferences” → click on “Company”.
  1. Make sure to add the unit of measure by going to “Unit of Measure” under “Inventory” section.

QuickBooks POS: Create a Report

We’re going to talk about creating a report, now there are a lot of reports for QuickBooks Point of Sale that comes right out of the box. Often times you have something specific in mind that you want to find out in QuickBooks Point of Sale. So you are going to need to create your own report. First, you must have a basic idea of what kind of report that you want to do. Here’s how:

  1. For our guide, we’re going to make an Item List Report as sample and also to make this…

Peter Eastvold - BlackRock Business

BlackRock Business is a progressive company centered on helping small and medium businesses alike. We are a proud Intuit Solution Provider (QuickBooks / POS).

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