Lesson 1: Introduction to Point of Sale certification 1 Lesson objectives, 2
QuickBooks Point of Sale certification, 2
Using the certification learning materials, 3
Following the suggested learning path, 6
Learning more about certification, 6 Lesson 2: Overview 7 Lesson objectives, 9
Learning resources, 9
Introducing QuickBooks Point of Sale 6.0, 9
What’s new in version 6.0, 12
Getting around in Point of Sale, 13
Understanding non-tolerant activities in Point of Sale, 19
Learning Point of Sale, 20
Using Point of Sale preferences, 23
Logging in/out, 24
Working with lists and forms, 26
Point of Sale hardware overview, 38
Inventory tracking overview, 38
End of day overview, 40
Reporting overview, 40
Integrating information with QuickBooks financial software, 41
Protecting QuickBooks POS data, 42
Working in Practice Mode, 43
On your own exercises, 45
Review questions, 48
Answer key, 51
Notes, 52 |
Lesson 3: Installing and setting up 53 Lesson objectives, 55
Learning resources, 55
Understanding QuickBooks POS terminology, 55
Planning the installation, 56
Installing the Server workstation, 60
Setting up hardware, 63
Completing the Setup Interview, 64
Setting up sales tax, 66
Installing client workstations, 68
Upgrading from a previous version, 72
Using the Data Import wizard, 77
Setting Company and Workstation preferences, 79
Setting Employee and Security preferences, 80
On your own exercises, 81
Review questions, 82
Answer key, 85
Notes, 87 Lesson 4: Working with departments and vendors 89 Lesson objectives, 91
Learning resources, 91
Working with departments, 91
Working with vendors, 98
Printing department or vendor lists, 108
On your own exercises, 109
Review questions, 111
Answer key, 112
Notes, 113 Lesson 5: Setting up inventory 115 Lesson objectives, 117
Learning resources, 117
Working with items, 117
Handling item cost and prices, 132
Using service and non-inventory items, 136
Printing the item list, 137
Setting inventory reminders, 138
Working with item styles (Pro), 141
Working with assembly items and groups (Pro), 150
On your own exercises, 157
Review questions, 159
Answer key, 161
Notes, 162 |
Lesson 6: Maintaining inventory 163 Lesson objectives, 165
Learning resources, 165
Ordering merchandise, 166
Receiving merchandise, 175
Adjusting inventory costs and quantities , 189
Using price manager, 190
Conducting a physical inventory, 190
On your own exercises, 192
Review questions, 195
Answer key, 197
Notes, 198 Lesson 7: Managing customer information 199 Lesson objectives, 200
Learning resources, 200
Working with customers, 200
Maintaining in-store charge accounts, 209
Viewing a customer’s purchase history, 211
Printing/exporting customer records, 213
On your own exercises, 215
Review questions, 217
Answer key, 219
Notes, 220 Lesson 8: Performing daily point of sale operations 221 Lesson objectives, 224
Learning resources, 224
Understanding receipt basics, 225
Working with receipts, 228
Working with discounts and prices, 237
Recording receipt payments, 241
Collecting sales tax, 259
Handling merchandise returns, 260
Paying money out of the register (pay-outs), 262
Working with sales history, 263
Using Pro level receipt features, 264
Working with customer orders (Pro), 268
On your own exercises, 277
Review questions, 281
Answer key, 283
Notes, 284 |
Lesson 9: Running end of day procedures 285 Lesson objectives, 286
Learning resources, 286
End of day overview, 286
Sending a Merchant Service batch, 288
Exchanging financial data with QuickBooks, 289
Running X/Z-Out End of Day reports, 291
Backing up QuickBooks POS data, 292
On your own exercises, 295
Review questions, 296
Answer key, 297
Notes, 298 Lesson 10: Reporting and customizing 299 Lesson objectives, 301
Learning resources, 301
Working with Point of Sale reports, 301
Filtering report data, 307
Memorizing a report, 308
Managing reports, 309
Running multiple reports, 309
Using Cash Drawer reports, 310
Using Payment reports, 312
Using sales graphs, 314
Customizing the Dashboard, 318
On your own exercises, 320
Review questions, 322
Answer key, 323
Notes, 324 |
Lesson 11: Working with multiple stores 325 Lesson objectives, 327
Learning resources, 327
Multi-store overview, 328
Managing a multi-store inventory, 329
Purchasing and receiving, 335
Transferring merchandise between stores, 337
Working with customers, 341
Recording sales, 342
End of Day and Store Exchange, 343
Running Store Exchange , 345
Setting Company preferences, 352
Employees and security, 353
Running multi-store reports, 353
Downloading program updates, 354
Running multi-store Financial Exchange, 354
On your own exercises, 356
Review questions, 357
Answer key, 359
Notes, 360 Lesson 12: Exchanging data 361 Lesson objectives, 363
Learning resources, 363
Exchange data overview, 363
Accessing information about financial data, 366
Connecting to QuickBooks, 367
Importing QuickBooks data, 369
Reviewing imported data, 370
Managing daily financial exchanges, 372
Customizing financial exchanges, 378
Understanding how QuickBooks handles QuickBooks POS data, 387
Recovering QuickBooks data, 395
Using remote data sharing, 396
On your own exercises, 398
Review questions, 399
Answer key, 401
Notes, 402 |
Lesson 13: Working with employees and security 403 Lesson objectives, 404
Learning resources, 404
Understanding the employee and security features, 404
Working with employees , 406
Working with security groups, 411
On your own exercises, 413
Review questions, 415
Answer key, 416
Notes, 417 Index, 419 |