Customize QuickBooks POS for Maximum Efficiency

///Customize QuickBooks POS for Maximum Efficiency

To get the most out of your QuickBooks POS Point of Sale system, we recommend you customize your interface to better reflect your company’s needs. When it’s time to ring up a customer, this will allow you to do so efficiently.

QuickBooks POS Customizations

After you have completed the setup interview in QuickBooks POS, consider the following ideas.

Customize “I Want To” Buttons

customize-quickbooks-pos-buttons

Customize QuickBooks POS ButtonsOnly display the buttons that you and your staff absolutely need to complete the job. Look for the Customize link in the lower left hand corner. Use the customize buttons popup to move the desired buttons from Available Tasks to Selected Tasks. You can always click Restore Default if you make a mistake.

quickbooks-pos-button-picker

Customize Columns And Lists

Customize your Point of Sale display to hide unnecessary columns and eliminate scrolling to the left or right. Right click the field label and select Customize. You can then pick and choose the columns you want displayed in the table. Change the order of columns by dragging and dropping column labels. Make them wider or narrower by grabbing the vertical dividing line at the top of each column, similar to working with Microsoft Excel.

Note: These customizations don’t affect reports, but it is possible to customize reports separately.

Hide Unused Tools

To remove options from the Tools list, click File > Preferences > Company > General. Under Select Features to Use, choose options you want to display.

Note: Multi-store users must log in as the administrator at the primary location to make these changes.

Customize Company Preferences

Customize Company PreferencesIt’s important to configure preferences that reflect the way your company will use QuickBooks POS. Click File > Preferences > Company. Decide if you want to require users to log in; create customer layaways; create customer work orders; track employee hours, etc. Anything you don’t need should be deselected to keep your Point of Sale interface simple.

customize-company-preferences

Update Workstation Preferences

Click File > Preferences > Workstation to customize security settings, hardware (such as an inventory scanner, code reader, customer facing display), print settings and automatic updates.

Customize Workstation Preferences

For example, open a Customer List and open the Customer Detail display. Right click or click “Customize”.

workstation-preferences

Add Custom Fields

Custom name your product variation fields in a way that makes sense for your business.

See a video about this

Click File > Preferences > General > My Field Labels and specify field names for customer, vendor, employee and inventory. Customized fields will display in the Detail window.

Taking some extra time up front to set up your QuickBooks POS interface will pay dividends over the long haul. The more effort you make to use intuitive names for common buttons and fields, hide unused navigation items, and customize preferences, the faster your employees will learn the system.

By | 2017-05-02T08:31:14+00:00 March 16th, 2017|Customize Point of Sale, QuickBooks POS Desktop|0 Comments

About the Author:

BlackRock Business is a progressive company centered on helping small and medium businesses alike. Peter Eastvold comes from a background in Network Engineering and Computer Science. Bringing along his tool-set from numerous IT and Computing jobs, he enjoys being informative and helpful, pointing out useful workflows and time saving utilities that can supercharge business efficiency. BlackRock Business has worked diligently to bring others the instruments and training needed to keep their book-systems running smoothly. With the advances of modern technology and the work-anywhere ability of the internet, BlackRock has made a name for itself, helping retailers, manufacturers, firms, and businesses of every kind across the nation.

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