About this programme

This course provides participants with practical skills to effectively use QuickBooks Point of Sale (POS) for managing retail operations, tracking sales, handling inventory, and improving customer service. The course covers the full cycle of POS management from system setup and configuration to reporting and integration with QuickBooks accounting. Through guided instruction and case-based exercises, participants will learn to streamline transactions, monitor inventory levels, and generate performance reports that support smarter business decisions.

Duration

5 Days

Who Should Attend

Retail and store managers
Cashiers and sales supervisors
Inventory and warehouse officers
Accountants and finance officers managing POS-linked systems
Business owners seeking to automate sales and stock management

Learning outcomes

What you'll walk away with

By the end of the training, participants will be able to:

Set up and configure QuickBooks POS for retail operations.
Manage daily transactions, customer profiles, and inventory updates.
Generate and interpret financial and operational reports.
Integrate POS data with QuickBooks accounting systems.
Troubleshoot common POS issues and maintain data integrity.

Course modules

What we cover, module by module

Module 1: Introduction to QuickBooks Point of Sale

Overview of QuickBooks POS features and versions.
Understanding system requirements and setup procedures.
Navigating the POS interface and dashboard.
Case Study: Setting up POS for a new retail outlet.

Module 2: Managing Sales, Customers, and Employees

Processing sales, returns, discounts, and payment options.
Creating and managing customer profiles and loyalty programs.
Employee management and assigning user roles.
Case Study: Improving customer tracking and loyalty management using POS.

Module 3: Inventory and Vendor Management

Creating and updating inventory items and categories.
Monitoring stock levels, reordering, and supplier management.
Managing purchase orders and vendor transactions.
Case Study: Automating inventory control for efficient stock replenishment.

Module 4: Reporting, Reconciliation, and Integration

Generating sales, inventory, and performance reports.
Reconciling POS transactions with QuickBooks Accounting.
Understanding key metrics for retail analysis and decision-making.
Case Study: Linking POS data with accounting for financial accuracy.

Module 5: System Maintenance, Security, and Troubleshooting

Data backup, system updates, and network setup.
Managing user access, data security, and error resolution.
Customizing receipts, reports, and system preferences.
Case Study: Addressing common technical issues in POS operation.

Impact

Where the change lands

Organizational Impact:

Streamlines retail operations through automation and real-time data synchronization.
Enhances customer experience with faster, more accurate transactions.
Improves financial visibility and control through integrated reporting.

Individual Impact:

Builds technical proficiency in managing QuickBooks POS systems.
Improves efficiency in handling sales, refunds, and inventory adjustments.
Strengthens decision-making using data-driven reports and analytics.

Dates and locations

Upcoming intakes

Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.

Full calendar

City	Starts	Ends	Delivery	Book
NakuruNext	20 Jul 2026	24 Jul 2026	In-Person	Book
Kigali	20 Jul 2026	24 Jul 2026	In-Person	Book
Accra	20 Jul 2026	24 Jul 2026	In-Person	Book
Kisumu	27 Jul 2026	31 Jul 2026	In-Person	Book
Johannesburg	27 Jul 2026	31 Jul 2026	In-Person	Book
Dakar	27 Jul 2026	31 Jul 2026	In-Person	Book