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If the nature of your business causes you to make rental items available to your customers, you may follow these steps to accomplish that.

Detailed Instructions

To process rental equipment transactions:

1. Create an inventory item to represent the equipment. Use a cost of zero, a price of zero and a quantity equal to the number of units the company owns.
2. Create a non-inventory item called Deposit on Equipment and assign a price of zero.
3. Create a non-inventory item called Rental Fee and assign a price of zero.
4. Create a receipt with the inventory item representing the equipment being rented on the first line and the Deposit on Equipment item on the second line. While the first line should reflect a price of zero, the second line should reflect the amount of the deposit being made.
5. Record the receipt, taking the payment by credit card, check or cash as is appropriate.
6. When the equipment is returned, locate receipt which was created to reflect the deposit on the equipment and reverse it, thereby making the refund to the customer. If the deposit was placed using a credit card, the reversing process will automatically refund the amount on the credit card. The reversal of this receipt also places the equipment back in inventory so it may be tracked properly.
7. Create a receipt using the non-inventory item called Rental Fee and enter the appropriate amount for the rental charge. Accept payment.

Note: If you are using QuickBooks with Point of Sale, you will usually wish to track rental equipment as a fixed asset in QuickBooks so it may be depreciated. You may wish to seek advice from an accountant on this issue.

Questions about the software? Call us at 800-609-0788.

Many times we are asked if a Sales Order created at one store can be fulfilled at another store, or even the Headquaters location.

Read more: Can a Sales Order created at a remote store be filled at Headquarters or vice versa?

Questions about the software? Call us at 800-609-0788.

It is a common question, can QuickBooks Point of Sale be run on a wireless network. The answer is a little more difficult.

A short answer is, Yes it can be run on a wireless network. The correct answer is, you should not do it!

The QuickBooks Point of Sale software is designed to run on a local area network, or LAN. The speeds on these networks are excellent, and getting better everyday. And the software is designed to keep a constant live connection to it's data.

Read more: Can I run QuickBooks Point of Sale on a wireless network?

Questions? Call us at (800) 609-0788.

We've had a number of people asking how to import items into QuickBooks Point of Sale. QuickBooks Point of Sale (POS) includes an import template that can be used for importing items, customers, pictures and/or vendors. These things can be imported from any Excel file but we have seen occasional problems when the Data Import Template is not used. To access the template click on the File drop-down menu and highlight the Utilities menu (this menu is NOT available in the free version of QuickBooks POS). On the sub menu click on Import. Now the fun begins.

Read more: How to Import Customers, Vendors or Items Into QuickBooks POS

Questions on the software? Call 800-609-0788.

With the addition of the Quick Pick items  in the Free QuickBooks POS and QuickBooks Point of Sale Version 10, we have been asked if there is a way to set your own Quick Pick categories.

Read more: In Free QuickBooks POS, How do I edit the Quick Pick catagories?

Have a question on the software? Call us at 800-609-0788.

In many cases, our clients call and ask how to put the customer Purchase Order number on the receipt.

Read more: I have QuickBooks Point of Sale 10 PRO, how do I put on a customer PO#?

If you have questions, please call us at 800-609-0788.

At the end of the day, week, or month, it would be wonderful to see what items have sold. Yet, when we open the Sales Detail report, we are not seeing the items...

We know that the program does track what is sold, so lets look at how to see the items sold.

Read more: I have the Free POS, how can I tell what items I have sold?

Questions? Call us at (800) 609-0788

The answer to that question lies in another question. What is it that you're selling? An Assembly is a selection of items that are "assembled" to create another item that you sell. As an example, a bicycle shop has all kinds of parts for bicycles. If they take some of those items off the shelf and build a bicycle, that bicycle would be an "Assembly". A Group is a selection of items that are being sold together but not "assembled" such as a buy 3 get one free type sale.

Read more: Should I use an Assembly or a Group in QuickBooks POS?