Printing a Packing List in QuickBooks Point of Sale

Printing a Packing List in QuickBooks Point of Sale

How to Print a Packing List in QuickBooks Point of Sale
Did you know that QuickBooks POS has the ability to print a packing list?  There have been questions about this off and on for years.  Here are the steps to take to be able to do that.

Questions?  Talk to our experts at (800) 609-0788.

In versions 10 and 2013 use the following steps:

1.  Create the sales receipt. If you have the customers address in POS already, enter the customer name in the top right corner.

2.  Click the I Want To button.

3.  Select Ship items.  This will open a window where you can enter shipping information.  If you entered the customer name on the receipt and already have their addres in POS this form will be filled in with that information automatically.

NOTE: You can add the Ship Items button to the left button bar by right clicking in the button bar and selecting Customize Buttons.  Select Ship Items in the left column of the customize window and then click on the highlighted arrow to move the button to the right side.  Click Close.

4  If necessary fill in shipping information. and click OK.

5. Just above the Payment method buttons you will see the shipping information and an Options button. Click on Options and then click Print Packing Slip.

6.  Complete the sales receipt as you would normally.

If you have already completed the sales receipt follow these steps:

1.  Open Sales History and click on the saved receipt.

2.  Click on I Want to and select Add/Edit Shipping Info. (This will NOT be an option if you have already exchanged information with your QuickBooks financial program)

3.  Follow steps 4-6 above as necesary.

For version 9 and earlier:

1.  Complete the sales receipt as normal but do not click Take Payment yet.

2.  Select the customer in the lower left corner of the receipt.

3.  Click on Ship These Items and complete the shipping form as necessary and clock OK.

4.  Complete the Shipping Info screen as necessary and click OK.

5.  Now you will see the shipping info mext to the customer info.  Click on the Options button and select Print Packing Slip.

6.  Now you can take payment and complete the sale as you would normally.

If you have already completed the sales receipt follow these steps:

1.  Open Sales History and double-click on the saved receipt.

2.  Follow steps 3-5 above. (You will get a message that this cannot be done if you have already exchanged this data iwth your QuickBooks financial program)

Interested in a merchant account service that will work seamlessly within QuickBooks Point of Sale?  Call us at (800) 609-0788 to find out about any current promotions and to help expedite the application process.  Be sure to ask about Go Payment, Intuit’s mobile app for processing credit cards!