How to print your own 'Gift Cards' for Quickbooks POS
By: Sergio - 11/17/2015

Quickbooks POS uses a gift card service that requires you to purchase gift cards from Intuit directly. This can be costly, inconvenient and has limitations. I am going to show you how to use your own gift cards (homemade, or [printed professionally][1]) with Quickbooks POS. This is done using a simple method of running them as gift certificates in the software. Here is a very detailed guide on how to do this successfully.

Before you can sell a gift certificate, you need to make sure the gift certificate functionality is turned on in your QuickBooks Point of Sale. To turn on the Gift Certificate function:

* Start by clicking the [FILE] menu in the top left corner.
* Select [PREFERENCES] > [COMPANY].
* In the left-hand column, select [RECEIPT TENDERING] from the Sales section.
* Under Payment Methods, make sure that [GIFT CERTIFICATE] (and Gift Card, if you have the Gift Card Service) check box is selected.
* Click [SAVE].

To sell a gift certificate:

* From the Home Screen, select [**MAKE A SALE**].
* At the bottom of the screen, you will see several tabs labeled with different payment methods. Select [**GIFT**] > [**GIFT CERTIFICATE**].
* Click the box for [**SELL/PURCHASE CERTIFICATE**].
* Enter the [**AMOUNT**] and the [**GIFT CERTIFICATE NUMBER - You can swipe the card at this time instead of typing in the number or scan it in if there is a barcode**].
* Click [**SAVE**]. Your Gift Certificate should now show up as an item you are selling on your Make A Sale screen for the amount you entered on the previous screen. Gift Certificates are non-taxable.
* [**ADD A CUSTOMER**] in the box on the top right-hand side of the screen. (optional)
* Now you will [**CHOOSE THE PAYMENT METHOD**] for this Gift Certificate (and any other items this customer is purchasing), follow the on-screen prompts for that Payment Method.
* When you have accepted payment, [**SAVE & PRINT**].
* On the Print Screen, you can select the check box for [**PRINT A GIFT RECEIPT**].
* Click [**PRINT**].

First we are going to make sure your preferences are correct so that all of your staff can redeem a Gift Certificate properly. We will start by running a report to see the Gift Certificates that we have sold:

* From the [REPORTS] menu, hover over [PAYMENTS} and then select [GIFT CERTIFICATE LIST].
* If you have not redeemed any Gift Certificates yet, this page will be blank. Let’s fix that.
* Select the [I WANT TO…] button in the top left-hand corner, then [SET REPORT ACCESS LEVELS].
* Click the [LOW SECURITY] check box. It is important that this report is accessible to all members of your staff, so that they can see how much is left on the Gift Certificate during the redemption process. Click [SAVE].

Now we are actually going to redeem the gift certificate.

* From the Home Screen, select [**MAKE A SALE**].
* [**SELECT ITEMS**] that your customer would like to buy from the Item List or Quick Pick Groups.
* [**SELECT CUSTOMER**] that is making the purchase. (optional)
* Along the bottom of the screen, there are several payment method tabs. Select the [**GIFT**] tab, then [**GIFT CERTIFICATE**].
    
Now, we don’t know how much is left on the Gift Certificate, or if it has been fully redeemed yet. We need to run the Gift Certificate Report to see how much is left on the Gift Certificate.

* Select the [**REPORT**] menu, then [**PAYMENTS**], then [**GIFT CERTIFICATE LIST**].
* [**LOOK FOR THE GIFT CERTIFICATE NUMBER**] on the list, and see how much credit is still left on the Gift Certificate.
* [**CLOSE THE REPORT**].
   
 Back in the Make A Sale screen, you will [**ENTER THE REMAINING GIFT CERTIFICATE AMOUNT OR THE COST OF THE ITEMS BEING SOLD, WHICHEVER IS LOWER**].
* [**ENTER THE GIFT CERTIFICATE NUMBER or SWIPE THE CARD**] > [**SAVE**].

If the items being purchased cost more than the remaining amount left on the Gift Certificate, there will be a remaining balance due. If the items being purchased cost less than the remaining amount left on the Gift Certificate, there will be a balance left on the Gift Certificate (you can run the Gift Certificate Report again to see the balance left on the Gift Certificate. If you sold items for more than the gift certificate was worth, there will be a negative amount on the Gift Certificate Report).

* If there is a remaining balance due, [ACCEPT PAYMENT AS USUAL], then [SAVE ONLY].

[1]: https://posguys.com/card-printing_60/

How to print your own 'Gift Cards' for Quickbooks POS By: Sergio - 11/17/2015

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How to print your own 'Gift Cards' for Quickbooks POS
By: Sergio - 11/17/2015