The Financial Center

Overview | Customize Financial Exchange | FAQs

The Financial Center provides a single access point to all activities related to exchanging data with QuickBooks Desktop financial software.

To access the Financial Center:

- From the Financial menu, select FINANCIAL CENTER.

Or

- Select FINANCIAL CENTER from the Navigator.

From the Financial Center, you can:

- Confirm the connection and last exchange status, and the names of the company files for both programs

- Manually initiate a Financial Exchange (select Update QuickBooks Now)

- View the activity log to see results of previous exchanges

The following options are available after selecting S how A dvanced Options from the Overview page:

- Set up or modify your connection to QuickBooks Desktop with the connection wizard

- Import items from QuickBooks Desktop

- Recover data (resend for a specified date range) to your QuickBooks Desktop company file in the event of a data loss in QuickBooks Desktop

Related Topics

Troubleshoot Financial Exchange