Customize Financial Exchange

Overview | Troubleshoot Financial Exchange

Point of Sale offers several options for customizing the way information is sent to QuickBooks Desktop and, if you imported existing QuickBooks Desktop customers, vendors, and inventory items to Point of Sale, you should review and edit the imported records to take full advantage of Point of Sale features.

Customizing Financial Exchanges

Customize account and payment type mappings

Customize item account and sub-account mappings

Send summarized vs. detailed sales & receiving information

Send original and discounted item sales values

Change where vendor billing information is entered

Change the customer name order for Financial Exchanges

Reviewing Data Imported from QuickBooks Desktop

Imported vendors

Imported items

Departments for imported items

Imported customers

Purchase orders in QuickBooks Desktop

Warning: Inventory items are not exchanged during routine Financial Exchanges. However, customers and vendors are. Any data imported from QuickBooks Desktop financial software during daily exchanges should be subjected to the same review as outlined in the topics above. To avoid data discrepancies and save data review time, it is advised that you add or edit items, customers, and vendors only in Point of Sale after the two programs are sharing data.