End of Day Overview

How do I?

The retail day is over; the doors are locked. It is time to tally up the sales, count the money, exchange information with your financial software, and back up your data before you head home.

When you initiate the End of Day procedure, these tasks are carried out as you specify, prompting you for input as needed.

Note: In a multi-workstation configuration, the End of Day procedure must be run from the Server Workstation if you wish to include a data backup or Financial Exchange.
Pro Note: In a multi-workstation configuration, the End of Day procedure must also be run from the Server Workstation if you wish to include Store Exchange.

To run the End of Day procedure:

1. Select E nd Of Day P rocedure from the Point of Sale menu.

The End of Day window is displayed.

2. Select the individual procedures you wish to run by selecting or clearing the check boxes for each and specifying options:

- Run an End of Day report (drawer count, store close, or status). Select the specific X/Z-Out report type, specify a date (default: today), and optionally select the check box to print the report immediately without previewing. Learn more

- Back up your company data. Specify the default location or an alternate location. Learn more

- Send data to other stores. Learn more

- Settle Merchant Account (send credit and debit card transactions to processor). Learn more

- Exchange data with QuickBooks Desktop financial software. Learn more

3. Select Start.

4. Enter additional information as prompted.

Notes:

- If you have scheduled data backups, you may not want to include another backup in your End of Day procedure.