QuickBooks Desktop Connection Wizard Overview

Financial Exchange Overview | Troubleshooting

The QuickBooks Desktop Connection Wizard can assist you in establishing the connection between Point of Sale and your QuickBooks Desktop financial software.

If you havent already, you may want to read the following topics:

Requirements for QuickBooks Desktop integration

Prepare QuickBooks Desktop for Financial Exchange

The wizard will help you select the QuickBooks Desktop company file with which you will share Point of Sale data and will configure Point of Sale so that it will reconnect to the same QuickBooks Desktop company file automatically in the future. The wizard will also alert you if a condition exists that prevents the connection and help you rectify the problem so you can continue.

The wizard will start automatically when a connection is needed or you can start it manually at anytime in Point of Sale by selecting Set Up QuickBooks Connection Now from:

- The Financial Center (select Financial Center from the Financial menu or from the Navigator), or

- The Financial page of company preferences

If this is your first time connecting the programs, launch QuickBooks Desktop and open your financial company file before selecting Next on the connection wizard page.