Setup Interview: Use with QuickBooks

Overview | Requirements of Financial Exchange

Use this page to specify whether you want to share Point of Sale data with QuickBooks financial software.

- Answer No if you do not plan to share data with QuickBooks.

- Answer Yes if you intend to share data with QuickBooks, even if you have not set up your QuickBooks company file yet.

Connecting to QuickBooks

You can connect to QuickBooks now, provided you have the financial company you intend to use with Point of Sale set up. If you do not connect now, Point of Sale will prompt you to do so the first time you access a feature that requires a connection.

To connect now:

1. Leaving the Point of Sale Setup Interview open, start your QuickBooks financial software and open the company file you wish to use with Point of Sale, logging in as a user with Administrator rights.

2. Switch back to the Point of Sale Setup Interview (select from the Windows task bar or press <Alt+Tab>).

3. Select Run QuickBooks Connection Wizard.

The Wizard will walk you through connecting the two programs.

Select a topic link to learn more about Financial Exchange.

Customizing how Point of Sale information is sent to QuickBooks

Importing your existing QuickBooks items to Point of Sale

Setup Interview: Overview