Prepare QuickBooks Desktop for Financial Exchange

Financial Exchange Overview | Connect to QuickBooks Desktop

Before you can share data, you should prepare your QuickBooks Desktop financial software by doing the following:

- Make a backup copy of both your Point of Sale and QuickBooks Desktop files. (Create a unique name for the backup. For example: "POS backup before QB").

- Install QuickBooks Desktop on the same computer as Point of Sale for sharing.

- Turn on the collection of sales tax, if applicable.

- Turn on Inventory, if applicable.

- Clean up QuickBooks Desktop lists (optional, if you plan to import data)

Related Topics

Set QuickBooks Desktop preferences to allow access

Turn on the collection of sales tax

Clean up QuickBooks Desktop lists

Related Topics

Troubleshoot Financial Exchange