Help With QuickBooks POS

Handling your customers properly at the point of sale can make a big difference when it comes to ensuring customer satisfaction. QuickBooks Point of Sale, or POS, is a piece of software designed to make the process of dealing with customers easier and more efficient.

  1. Support and Online Backup

    • If you are confused about how the software works or would prefer to have some help from time to time, Intuit offers a support package. With this package, you can access technical support professionals from Intuit when you need them. As part of the support package, you also get an online backup of the information that you put into the program. This ensures that your data is safe and will not be lost.

    Input Data

    • When you start using QuickBooks POS, you may need to enter the information for many customers at the same time. While QuickBooks POS does offer the capability of entering each customer manually, you also have the option of importing your customer files. If you have customer files in another version of QuickBooks or in an Excel spreadsheet, QuickBooks POS provides for the integration of that data into the system -- you simply upload the entire file at once with all of your customer records.

    Processing Cards

    • One of the essential features of QuickBooks POS is the ability to accept credit and debit cards. To use this component of the program, you need a card reader and a debit keypad if you want to accept debit cards. When you make a sale, simply swipe the card through the card reader. If the customer is paying with a debit card, have the customer enter the PIN number into the keypad; you then enter the authorization code from the back of the card to process the transaction.

    Additional Assistance

    • The software comes with a quick start guide and access to a community of other QuickBooks POS users. If you need additional help, Intuit also has a network of QuickBooks POS ProAdvisors who can come to your location and help you get the system set up.

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