Initiate a Financial Exchange with QuickBooks

Overview | Customize Financial Exchange | FAQs

There are two ways to initiate a Financial Exchange between Point of Sale and QuickBooks Desktop financial software. Financial exchanges can only be done from the Server Workstation.

(Pro) This option is available at Headquarters only.

To include Financial Exchange in your End of Day procedure:

1. On the Point of Sale Server Workstation, select End of Day Procedure from the Point of Sale menu.

2. On the End of Day window, ensure that the Transfer your days transactions check box is selected in the Financial Exchange with QuickBooks section.

3. Choose other End of Day options, as desired.

4. Select OK.

To run a manual exchange:

- Select U pdate Q uickBooks from the Financial menu or from the Financial Center.

You might manually run an exchange, for example, if you want to do mid-day billings from QuickBooks Desktop and want to be sure that you have up-to-the-minute Point of Sale sales data.

Notes:

- Your QuickBooks Desktop financial software company file must be open or you must have your financial software preferences set to allow automatic access during exchanges.

- If you use remote data sharing, you may need to have your QuickBooks Desktop company file open and the server application running during all financial exchanges depending on how you have configured the program.

- When the exchange is completed, a summary window displays the number of records exchanged and whether any errors occurred. Select V iew Activity Log from this window for help in troubleshooting any errors that are listed.

Related Topics

What data is shared?

How QuickBooks Desktop handles POS data

Troubleshoot Financial Exchange

Financial Exchange Reports