Initial commit - QBPOS Help

This commit is contained in:
2026-01-27 18:07:54 -06:00
commit e3d556b732
2307 changed files with 219842 additions and 0 deletions

View File

@@ -0,0 +1,63 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Gift Card Reports</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
font.hcp2 { font-weight:bold; }
font.hcp3 { font-family:"Wingdings 3";
font-weight:bold; }
-->
</style>
</head>
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Gift Card Reports</p>
<p class="Help-Text"><a href="giftcard_oview.htm">POS Gift Card Service Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_merchant_service/help_troubleshoot_mas.htm">FAQs</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">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.</p>
<p class="Help-Info-Line">To run a gift card report:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">From the Report Center, select <span class="hcp1">P</span><font class="hcp2">ayments</font> as the report <a href="../qbpos_reports_and_sales_charts/reports_types.htm">category</a> and then one of the specific types/reports listed above.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">The selected report is generated and displayed.</p>
</li>
</ol>
<ul>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><font class="hcp2">Gift Card Service</font> <font face="Wingdings 3" class="hcp3"></font> <font class="hcp2">Balance Summary</font> A list of all outstanding gift cards and their balances</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><font class="hcp2">Gift Card Service</font> <font face="Wingdings 3" class="hcp3"></font> <font class="hcp2">Activity Detail</font> Details of gift card activity in a specified date range</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><font class="hcp2">Payment Reconciliation</font> <font face="Wingdings 3" class="hcp3"></font> <font class="hcp2">Gift Card List</font> A listing of transactions using gift cards for payment/refund</p>
</li>
</ul>
<p class="Help-Text">Use the report <span class="hcp1">M</span><font class="hcp2">odify</font> 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.</p>
<p class="Help-Text">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 <a href="giftcard_checkbalance.htm">check the balance from the sales receipt payment screen</a>, which connects to the Gift Card services online server to check the balance.</p>
<p class="Help-Text">(Pro) &#160;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.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_reports_and_sales_charts/reports02.htm">Modify report options</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt_payment_giftcard.htm">Take payment by or sale of a gift card</a></p>
<p class="Help-Main-Topic-Links"><a href="giftcard_returns.htm">Handling returns of gift card purchases</a></p>
</body>
</html>