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QBPOS-Help/backups/backup_html_20260109_181155/giftcard_otherservice.htm

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<title>Using Gift Cards from Another Service</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Using Gift Cards from Another Service</p>
<p class="Help-Text"><a href="receipt1014.htm">Payment Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_gift_card_service/giftcard_signup.htm">Sign Up for a Gift Card Account</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If you do not have an account with the QuickBooks POS Gift Card Service, you can still record gift card transactions in Point of Sale, using this procedure.</p>
<p class="Help-Info-Line">Sell a Gift Card</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Start a new sales receipt with or without other items listed.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the <span class="hcp1">Scan or enter item information</span> field of the receipt, begin typing <span style="font-style: italic;">Gift Card</span> and then select <span class="hcp1">Gift Card</span> from the list of items displayed. &#160;The Sell Gift Card dialog is opened.</p>
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<li class="p-Help-Steps">
<p class="Help-Steps">Enter the amount and the gift card number and click <span class="hcp1">Save</span>.</p>
</li>
</ol>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Take payment and print/save the receipt in the normal manner.</p>
</li>
</ol>
<p class="Help-Text">Note: Follow your services instructions for processing the transaction to add value to the card.</p>
<p class="Help-Info-Line">Redeem a Gift Card</p>
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<li class="p-Help-Steps">
<p class="Help-Steps">List the items being purchased on the receipt.</p>
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<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp1">Gift</span> as the payment type and then select <span class="hcp1">Gift Card</span>.</p>
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<p class="Help-Indent">Follow your service's instructions for verifying and using the balance available on the card.</p>
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<li class="p-Help-Steps">
<p class="Help-Steps">Ensure <span class="hcp1">Redeem Card</span> is selected in the Gift Card dialog and edit the amount, if necessary, to reflect the gift card balance being used as payment.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp1">Save</span>.</p>
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<li class="p-Help-Steps">
<p class="Help-Steps">Print/save the receipt.</p>
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<p class="Help-Text" style="text-align: center;"><img src="../image/payment_gc.gif" alt="" style="border: none;" width="317" height="166" border="0"></p>
<p class="Help-Info-Line">When using another gift card service for these transactions:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Point of Sale does not connect to your service to update card balances for the transaction.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Point of Sale does not track the balances of your gift cards.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can view a list of your gift card transactions in the <font class="hcp3">Payments</font> <font face="Wingdings 3" class="hcp4"></font> <font class="hcp3">Payment Reconciliation</font> <font face="Wingdings 3" class="hcp4"></font> <font class="hcp3">Gift Card List</font> report.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Cash Drawer reports (X/Z-Out) will reflect these transactions.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If integrated with QuickBooks Financial Software, the transactions will be sent to QuickBooks and be posted to the appropriate accounts.</p>
</li>
</ul>
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