Your guide to Quickbooks point of sale

December 03, 2018

When it comes to merging point of sale transactions with your everyday accounting, it’s difficult to imagine an app that can do the job well. With the Quickbooks point of sale app, such smooth streamlining becomes possible. If you’re already a Quickbooks user, you can integrate the app with your current records, which makes bookkeeping a breeze. But, what if you’re not? You will have to purchase a Quickbooks package to use the app, but those available fall within budgets that could suit any business. Not only is it seamless, you’ll have the chance to take your business to the road when you use it on your tablet.

If you’re trying to find the right POS app for your business, it’s worth learning more about what Quickbooks can do. You may find that a combination of the transparent pricing and ease of use makes it appealing.

The Short of it

Price
$$1200 Upfront payment on the cheapest plan
1% - 3.5% Per Transaction

Better pricing can be negotiated for larger businesses.

Available On
Windows
Suitable for
  • Businesses already using Quickbooks for their accounting system.
  • Stores that want to use either a scanner or want to manually enter orders.

What can the Quickbooks point of sale app do?

The Quickbooks point of sale app is a contract-free system you can download to a phone or tablet. It accepts a litany of major debit and credit cards, including American Express, Visa, Discover, and Mastercard. To use it, you'll need a Microsoft OS with Windows 2008 and above. Or, for a smoother experience and more desk space, you can choose the Microsoft Surface Pro 4.

When it comes to ringing sales through, you have two options: enter the barcode manually, or use a scanner that's compatible with the app. The app comes with features such as the ability to build customer profiles, adding discounts, and of course, Quickbooks integration. If you already use the software, this means your accounting becomes automatic. If you configure it in the right way, so will your stock adjustments.

According to Quickbooks, the app processes sales in just over half a second. If you're trying to impress customers, the POS app's speed should help. As you can use it with the Microsoft Surface Pro 4, there's also the option of processing transactions on the move. This is excellent news if you want to visit trade shows, offer services to customers in their homes, or try the app out at a new store.

On that note, there's also the option of adding multiple stores to the software, giving you the chance to expand your business without having to leave the Quickbooks point of sale app behind. As the Quickbooks pricing plan focuses on upfront costs when creating POS licenses, this could mean transitioning to a multi-store business model proves more cost-effective than buying into a new contract.

How can you use it?

The Quickbooks POS app works on Windows desktops, making it easy to access for lots of store owners. However, if your store is small, you want to save desktop space, or you envisage making sales on the road, it's worth considering using a tablet. Quickbooks focuses on one tablet in particular, which is the Microsoft Surface Pro 4. As there are upward of 1.2 billion tablet users worldwide, it's clear this is a form of technology lots of people feel comfortable with. When using the app with Microsoft Surface Pro 4, it's also possible to look at stock wherever you are. This makes life easier if a customer doesn't see what they need on the shelf, especially if you know you can transfer it from another location.

When ringing sales, you can use the latest technologies, which includes contactless payments. Additionally, purchasing the right hardware also gives you the chance to scan barcodes. When your store is busy, this could expedite transactions during hectic periods and prevent a loss of customers. You can complement contactless transactions with barcode scanners, automatic till opening, and rapid receipt printing.

When tracking inventory, you can use reports to highlight your bestsellers and position them appropriately in your store and on your site. This also means you can see what isn't selling and eliminate those items accordingly. You also have the chance to see how well items are performing when you offer discounts, giving you the chance to adjust them.

If you want to tune in to what your best customers want, the customer behaviour apps will serve you well. At an advanced level, you can create customer alerts, provide reward programs, and give out loyalty points. The customer alerts are excellent for letting people know when they can access special reductions, giving you the opportunity to develop a sense of loyalty among the best ones.

Finally, depending on the package you choose, you can also include gift cards. Gift cards have the potential to boost sales during key periods, such as Christmas and Black Friday.

How much does the Quickbooks POS app cost?

The Quickbooks POS app is quite transparent on the pricing front. Like similar products, how much you pay depends on your business’ needs:

  • You can buy the basic POS license for $1200 and you’ll pay $599 per software upgrade
  • The pro plan costs $1700 for the license and $899.95 per software upgrade.
  • The multistore plan costs $1900 per POS license and $899.95 per upgrade.
  • $15 per month if you add the basic Quickbooks accounting software to your business, $35 per month for the Essentials software package, or $50 per month for the pro package.
  • Sales costs: 3.4% per keyed-in transaction, 2.7% per swiped transaction or dip, and 1% for every swipe or dip transaction with a pin.
  • Customer support calls are $59 per single call, $79 a month for unlimited calls, or $589 per year for unlimited calls.

It’s worth noting that the POS license costs are per-user. So if you have four potential users in your store, you should multiply that figure by four. Here’s what you get for each package:

Basic
  • Make sales
  • Take payments
  • Track inventory and customer data
  • Create basic reports
  • Integrate with the Quickbooks software
Pro

All of the basic features, plus:

  • Payroll management
  • Gift card use
  • Reward schemes and loyalty programs
  • Advanced reports
Multi-store

All of the basic and pro features, plus:

  • Multiple stores
  • The ability to manage and transfer inventory between locations
  • Advanced sales reporting between each store

When choosing your package, it’s worth considering where your business is right now and how it is growing. For example, if it’s quite small and experience tells you that you won’t need multiple customer support tickets, you may not need to purchase the unlimited support package. Or, if you need multi-store and your business will continue growing over the next year, it makes financial sense to try the larger packages.

How can you use it?

The Quickbooks POS app works on Windows desktops, making it easy to access for lots of store owners. However, if your store is small, you want to save desktop space, or you envisage making sales on the road, it’s worth considering using a tablet. Quickbooks focuses on one tablet in particular, which is the Microsoft Surface Pro 4. As there are upward of 1.2 billion tablet users worldwide, it’s clear this is a form of technology lots of people feel comfortable with. When using the app with Microsoft Surface Pro 4, it’s also possible to look at stock wherever you are. This makes life easier if a customer doesn’t see what they need on the shelf, especially if you know you can transfer it from another location.

When ringing sales, you can use the latest technologies, which includes contactless payments. Additionally, purchasing the right hardware also gives you the chance to scan barcodes. When your store is busy, this could expedite transactions during hectic periods and prevent a loss of customers. You can complement contactless transactions with barcode scanners, automatic till opening, and rapid receipt printing.

When tracking inventory, you can use reports to highlight your bestsellers and position them appropriately in your store and on your site. This also means you can see what isn’t selling and eliminate those items accordingly. You also have the chance to see how well items are performing when you offer discounts, giving you the chance to adjust them.

If you want to tune in to what your best customers want, the customer behaviour apps will serve you well. At an advanced level, you can create customer alerts, provide reward programs, and give out loyalty points. The customer alerts are excellent for letting people know when they can access special reductions, giving you the opportunity to develop a sense of loyalty among the best ones.

Finally, depending on the package you choose, you can also include gift cards. Gift cards have the potential to boost sales during key periods, such as Christmas and Black Friday.

What hardware can you use with the POS app?

Behind every great POS app is a selection of hardware that makes it shine. Quickbooks is no different in that sense and there’s certainly a big selection to choose from:

  • EVM Ready Pin Pads that protect customer data.
  • Receipt printers that auto print with each transaction.
  • A barcode scanner, with the option of purchasing a Bluetooth-compatible model or a wireless model.
  • An automatic cash drawer that opens when the sale completes.
  • Pole displays so customers can see their costs as you enter or scan each item.
  • Tag printers that update your inventory when you scan the barcodes.

In short, the hardware that works with the Quickbooks POS app makes creating a professional atmosphere possible. Again, if your store is short of space, choosing to use the app with a tablet frees up areas for using the compatible hardware. If you choose hardware with wireless and Bluetooth options, this also means you can create a store-like atmosphere when at trade shows or when you’re selling at a pop-up store.

Does it integrate with any software?

The most important piece of software that the Quickbooks POS app integrates with is Quickbooks itself. If you don’t use the software, doing so will still work to your advantage. It simplifies bookkeeping and basic accounting for those who don’t have an in-house finance department. Additionally, using the app alongside it means you automatically update your stock, which is good news if you have an online store too.

Some of the other software integrations include:

WooCommerce

If you use WooCommerce for your online store, you can sync the product directory with your Quickbooks POS app. If a customer places an order online, your in-store stock will update. As a result, you won’t accidentally sell an item that someone else has paid for to your customers.

BigCommerce

Integrating between your business’ BigCommerce site and the Quickbooks point of sale app is easy. You can add the app via your desktop by heading to the Settings>Accounting section. As a one-click install, it’s an excellent solution if you’re not rushing to manage difficult technical tasks.

Shopify

If you own a Shopify store but you want an alternative to the brand's POS app, Quickbooks integrates with it too. This could be an excellent option for those who already have a store, but would rather not opt into an ongoing contract. Exporting your Shopify orders to Quickbooks is easy and it gives you the chance to manage your stock and calculate taxes at the same time.

With transparent pricing and the option to make quick sales using a tablet, the Quickbooks POS app suits small and medium-sized businesses alike. You have the option to enjoy a 30-day free trial, which is especially useful if you’re not sure which payment plan will suit your business. If you only own one store and you’re torn between the basic and pro packages, this is an excellent opportunity to establish which one works better for you. As one of the few POS apps that provide automatic tax and inventory management, plus the option of automating some payroll transactions, it’s diverse and could make your life simpler. With three online store integrations to choose from, it also provides you with plenty of options.

Share this Post
5G-Header

5G and a new mobile era

A new age of mobile internet is dawning, with 5G smart phones set to hit the market as the network infrastructure rolls …
USB-Type-C

Why is USB-C so good?

When Apple announced the latest iPad Pro housed a USB-C port rather than accommodating the traditional lightning charger…