Quickbooks Point of Sale (POS)
$149.00
Learn to run a shop with QuickBooks Point of Sale, from setup and sales tax to inventory, returns and reports. Made for store owners and staff, with 4 hours 16 minutes over 34 videos.
- Login details sent straight after payment
- Self-paced. Study on any device
- StemBoss Certificate of Completion
- 14-day refund promise
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Quickbooks Point of Sale (POS) is a practical course that shows you how to set up and run QuickBooks POS in a retail store. It is for shop owners, managers, cashiers and stock staff who want faster sales and accurate stock. The course runs for 4 hours 16 minutes across 34 videos, with 97 test questions.
What you will learn
- Create and set up a POS company file and install the system
- Set company and workstation preferences
- Connect POS to QuickBooks Financial and set up sales tax
- Control staff access and security
- Manage customers, vendors and a rewards programme
- Set up stock, item styles, assemblies and groups
- Ring up sales, apply price levels and discounts, and take payment
- Handle tricky returns, sales orders, work orders and layaways
- Raise purchase orders and receive stock
- Run reports and work across more than one store
Course outline
- Getting set up: company file, installation, home page, company and workstation preferences
- Money and tax: linking to QuickBooks Financial and setting up sales tax
- People: employees and security, customers, the rewards programme and vendors
- Inventory: setting up stock, item styles, assemblies and groups, and day-to-day stock work
- Selling: sales, price levels, discounts, collecting tax, shipping, commissions, payment, change and tips
- Special cases: tricky returns, sales orders, work orders and layaways
- Purchasing: buying stock and receiving from a purchase order
- Running the business: managing inventory, reporting, QuickBooks Financial, multi-store, data protection and third party apps
Who this course is for
- Small and medium retail business owners
- Store managers who run the till and stock
- Cashiers and front-of-house staff
- Inventory clerks and buyers
- Bookkeepers who support a retail client
Before you start
You do not need to know QuickBooks. A basic idea of how a shop runs, such as sales, stock and returns, will help you follow along.
Jobs this course supports
- Retail Manager
- Store Supervisor
- Inventory Specialist
- Retail Systems Analyst
| Skill level | Beginner |
|---|---|
| Duration | 4 Hours 16 Minutes |
| Videos | 34 Course Videos |
| Questions | 97 Test Questions |
| Prerequisites | No QuickBooks experience needed. Basic retail knowledge helps. |
| Best for | Retail store owners, store managers, cashiers, inventory clerks |
| Topics covered | Company file setup, sales tax, staff and security, customers and rewards, inventory, sales and returns, purchase orders, reporting, multi-store |
| Format | Online video lessons, self-paced |
| Language | English |
| Closed captions | Yes |
| Certificate | StemBoss Certificate of Completion |
What is inside this course
32 modules and 34 lessons. Here is the full outline.
Module 1: Creating and Setting Up Your Point of Sale Company File2 lessons
- Intro To Point Of Sale
- Creating And Setting Up Point Of Sale
Module 2: Installing your System1 lessons
- Determining Your Point Of Sale Additions
Module 3: Navigating and Customizing the Home Page1 lessons
- Navigating And Customizing The Homepage
Module 4: Company Preferences1 lessons
- Company Preferences
Module 5: Financial- Setting up QuickBooks Connection1 lessons
- Setting Up Quickbooks Connection
Module 6: Setting up Sales Tax1 lessons
- Setting Up Sales Tax
Module 7: Workstation Preferences1 lessons
- Workstation Preferences
Module 8: Additional Features1 lessons
- Additional Features
Module 9: Employees and Security1 lessons
- Employees And Security
Module 10: Customers1 lessons
- Customers
Module 11: Rewards Program1 lessons
- Reward Programs
Module 12: Vendors1 lessons
- Vendors
Module 13: Setting Up Your Inventory1 lessons
- Setting Up Inventory
Module 14: Item Styles, Assemblies, and Group1 lessons
- Adding Styles Assemblies And Groups
Module 15: Working with Inventory1 lessons
- Working With Inventory
Module 16: Sales1 lessons
- Sales
Module 17: Working with Price Levels and Discounts1 lessons
- Working With Price Level And Discounts
Module 18: Collecting Sales Tax1 lessons
- Collecting Sales Tax
Module 19: Adding Shipping Information (Pro/MS)1 lessons
- Adding Shipping Info
Module 20: Tracking Sales Commissions1 lessons
- Tracking Sales And Commission
Module 21: Taking Payment and Giving Change1 lessons
- Taking Payments And Giving Change
Module 22: Recording Tips1 lessons
- Recording Tip
Module 23: Handling Tricky Sales Returns1 lessons
- Handling Tricky Sales And Returns
Module 24: Working with Sales Orders, Work Orders, and Layaways1 lessons
- Working With Sales And Work Orders
Module 25: Purchasing Merchandise1 lessons
- Purchasing Merchandise
Module 26: Receiving from a PO1 lessons
- Receiving Purchase Orders
Module 27: Managing Inventory1 lessons
- Managing Inventory
Module 28: Reporting1 lessons
- Reporting Point Of Sales
Module 29: QuickBooks Financial1 lessons
- Quickbooks Financial
Module 30: Multi-Store1 lessons
- Multi-Store
Module 31: Protect your data1 lessons
- Protecting Your Data
Module 32: Adding Third Party Applications2 lessons
- Adding 3rd Party Apps
- Summary of Point of Sale
Your learning path
Where Quickbooks Point of Sale (POS) fits. Build your skills one step at a time.
Frequently asked questions
Does this course cover sales tax?
Yes. You learn how to set up sales tax and how the system collects it on each sale.
Can QuickBooks POS link to my accounts?
Yes. The course shows how to set up the connection to QuickBooks Financial so sales flow into your books.
Does it cover customer rewards?
Yes. One lesson covers setting up and running a rewards programme for your customers.
Can I use it for more than one shop?
The course includes a lesson on multi-store use, so you can see how to manage several locations.
How are returns handled?
A lesson covers tricky sales returns, and another covers sales orders, work orders and layaways.
Do I get a certificate?
Yes. You get a StemBoss Certificate of Completion when you finish the course.
Can I get a refund?
Yes, within 14 days if you have completed less than 20% of the course. See our refund policy for details. Read the refund policy.
