Mastering QuickBooks Point of Sale

    Simply the best and most comprehensive        training for QuickBooks Point of Sale!

  QuickBooks Point of Sales software and QuickBooks financial software represent a
  powerful software combination to run your business. In this ONE course, you learn BOTH
  programs. You start with the basics…like how to move around each program and how to
  setup your company. You even learn to setup the hardware for point of sale.

  You quickly move to everyday transactions in both programs…like selling items from Point
  of Sale and writing checks from QuickBooks financial software. Before you know it, you’re
  learning advanced topics like how to transfer data between the two programs and how to
  customize reports. Discover everything that the programs can do for you.

  If you want to reduce frustration and increase accuracy, this is the training for you!

• 10 hours of comprehensive training (2 full days worth)



• QuickSearch lets you learn only what you need to know



• Simple, easy-to-use interface makes learning a breeze



• Includes valuable additional resources such as a glossary of accounting terms and a keyboard shortcut guide

       The quickest and easiest way to learn       Quickbooks Point of Sale…guaranteed!

  Here’s what you learn in Mastering QuickBooks Point of Sale

  Getting Started

• Setting up your company data files in QuickBooks financial software and Point of Sale
• Setting up the Point of Sale hardware (bar code scanner, credit card reader, receipt printer, and cash drawer)
• Moving around QuickBooks financial software...EFFICIENTLY
• Moving around Point of Sale
• Using QuickBooks financial software and QuickBooks Point of Sale together
• Connecting QuickBooks financial software to Point of Sale
• Setting preferences in Point of Sale
• Using Point of Sale in Practice mode
• Getting help...FAST

  Using Lists

• List Limits
• Different types of lists
• Lists- Point of Sale vs. QuickBooks
• List techniques in QuickBooks: Adding, modifying, deleting, merging, making inactive, sorting, customizing, and printing
• List techniques in Point of Sale: Adding, modifying, deleting, margining duplicates, sorting, and filtering

  Understanding Accounting

• Really understanding your financial statements
• Setting up the chart of accounts
• Changing and fixing the chart of accounts
• Cash vs. Accrual accounting
• Using general journal entries
• Creating and using subaccounts
• Collapsing reports
• Using account numbers
• Creating and using classes to track departments, locations, etc.

  Using Items

• Different types of items (when to use each type)
• Using departments in Point of Sale
• Adding items
• Items styles
• Using units of measure
• Printing price tags
• Using the print designer

  Purchase Transactions

• Adding vendors in Point of Sale
• Setting reorder reminders
• Creating purchase orders
• Creating and editing receiving vouchers
• Distributing dollars across items
• Purchasing and inventory reports

  Daily Sales Transactions

• Adding customers
• Making sales…normal view and simple view
• Holding receipts
• Selling on accounts
• Receiving payments on accounts
• Unholding “held” receipts
• Accepting return items
• Using the Reward Manager
• Cash paid outs
• End of day procedures: store close and drawer count
• Exchanging sales data with QuickBooks financial software
• Making deposits
• Sales reports

  Vendors & Expenses

• Tracking accounts payable
• Transferring bills from Point of Sale
• Entering other bills
• Paying bills
• Writing and printing checks
• Debit card transactions
• Voiding and deleting checks
• Accounts payable/expenses reports

  Payroll

• Setting up payroll
• Entering year-to-date payroll information
• Setting up employees in QuickBooks financial software
• Setting up employee in Point of Sale
• Creating payroll items
• Editing payroll items
• Clocking in/out
• Adjusting time
• Running the weekly timesheets
• Processing paychecks
• Modifying paychecks
• Making tax deposits
• Preparing tax forms (941, W-2, & W-3)
• Payroll reports

  Banking and Sales Taxes

• Reconciling bank accounts
• Locating discrepancies in bank accounts
• Setting up sales taxes
• Paying and adjusting sales taxes

  Security and Multi-user

• Password protecting QuickBooks
• Assigning an administrator
• Setting up users
• Using in single/multi-user modes
• Using the audit trail report
• Creating security groups

  Working with Reports-QuickBooks

• Adding, deleting, resizing, and reordering columns
• Filtering and formatting reports
• Saving reports and creating memorized report groups

  Working with Reports-Point of Sale

• Using the report navigator
• Changing columns, setting filters, and modifying the appearance
• Controlling access levels
• Saving reports
• Working with dashboard reports

  Special Topics

• Backing up and restoring data files
• Creating portable company files
• Year-end tasks
• Conducting physical inventory counts
• Entering and updating inventory counts
• Using the price manager
• Setting a closing date
• Cleaning up your company data files
• Exchanging data with your accountant

  Finding and Saving Time

• Methods to find information
• Memorizing transactions
• Keyboard shortcuts
• Printing labels

  And much more!

  Real Customers…Real Words…Real World Training’s
  Mastering QuickBooks Point of Sale

  It's very intuitive, and the training is aimed at non-accountants.
  G. Druvenga

  I'm Very confident with your tutorial that my business will benefit from this program.
  C. Aide

  Great course!
  R. Westhoff

  The material was well organized and very easy to follow. The last chapters on financial
  reports and business analysis methods was well done.
  F. West