Gift Card Reports

POS Gift Card Service Overview | FAQs

Users of the QuickBooks Desktop POS Gift Card Service have three gift card reports available in Point of Sale. If you record gift card transactions in Point of Sale but process them through another service, only the Gift Card List report is available to you.

To run a gift card report:

1. From the Report Center, select P ayments as the report category and then one of the specific types/reports listed above.

2. The selected report is generated and displayed.

- Gift Card Service Balance Summary A list of all outstanding gift cards and their balances

- Gift Card Service Activity Detail Details of gift card activity in a specified date range

- Payment Reconciliation Gift Card List A listing of transactions using gift cards for payment/refund

Use the report M odify option if you want to apply report filters or change the appearance of the report. For example, you could filter the balance report to include only cards with a balance over $100 or change the date range to apply to the activity detail report.

These reports are based on the transactions recorded in Point of Sale. To verify the current balance of an individual card, it is recommended you check the balance from the sales receipt payment screen, which connects to the Gift Card services online server to check the balance.

(Pro) If run at a remote store, gift card reports include only the card activity at that store. If run at Headquarters, the reports reflect transactions made at all stores current as of the last completed Store Exchange.

Related Topics

Modify report options

Take payment by or sale of a gift card

Handling returns of gift card purchases