Check equipment out

Turn a saved reservation into an actual equipment handoff while protecting other customers' holds.

Start with a reservation

Open the reservation from Today or Rentals. Confirm the customer, Going out, Due back, equipment, and quantity.

If there is no reservation yet, create one first. See Reservations and rentals.

Record what actually leaves

  1. Select Check out on the rental.
  2. For serialized equipment, scan or select the actual units leaving.
  3. For quantity-tracked equipment, enter the quantity leaving.
  4. Confirm the checkout.

Equipment must be ready and available for the rental period. A held unit cannot be used for an overlapping reservation belonging to another customer. Cleaning and Repair stock cannot be checked out.

Partial checkout

If only some equipment leaves, record only that equipment. The rental keeps track of the remaining commitment and the quantity already out.

A reservation alone never records a physical checkout. This keeps the equipment record accurate when a customer is late or changes plans.

Later changes

Use Extend rental when the expected return moves later. Availability is checked again. Use Swap unit when one serialized unit is replaced during the rental.

Billing remains in your existing system. Checking out equipment never creates or changes QuickBooks records.