Financial Exchange: Review Imported Vendors

Exchange Overview | Customize Exchanges | FAQs

Basic

Non-merchandise vendors, such as utility companies and the agencies to which you pay sales tax, are stored in the vendor list in QuickBooks Desktop. As such, these agencies may have been imported to Point of Sale as vendors.

Do not delete these vendors in Point of Sale. If you prefer not to see these vendors in your vendor list, select the Inactive check box on the vendor records and filter the vendor list to show only active vendors. You may also want to enter or edit other imported vendor information:

- Vendor Website addresses for one-click access (requires Internet connection)

- Ensure the vendor account number and payment terms are what you want applied to purchase orders and receiving vouchers created in Point of Sale

- (Pro) Data from custom fields is shared, providing the custom fields are named exactly the same in both programs.

Related Topics

Vendor overview

Review your Point of Sale setup for Financial Exchange

How QuickBooks Desktop financial software handles POS data