End of Day Financial Exchange with QuickBooks

Financial Exchange Overview | FAQs | End of Day Overview

In a multi-workstation configuration, the End of Day procedure must be run on the Server Workstation to include Financial Exchange.

(Pro) The Financial Exchange option is available only at Headquarters.

To include a Financial Exchange as part of the End of Day procedure:

1. Make sure QuickBooks Desktop is running and your company file is open.

Tip: To avoid this step set up your integrated applications preferences in QuickBooks Desktop to allow Point of Sale to automatically login .

2. In the End of Day window, ensure that the Exchange Data with QuickBooks option is selected in the Financial Exchange with QuickBooks section.

3. Choose other End of Day options.

4. Select OK.

Learn more about...

What information is exchanged?

What do I if an error occurs during an exchange?

How is my Point of Sale data posted to QuickBooks Desktop?.

How do I handle bank deposits after running Financial Exchange?

Can I run Financial Exchange outside of the End of Day procedure?