96 lines
4.6 KiB
HTML
96 lines
4.6 KiB
HTML
|
|
||
|
|
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||
|
|
<html>
|
||
|
|
<head>
|
||
|
|
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||
|
|
|
||
|
|
<meta name="generator" content="Adobe RoboHelp 2019">
|
||
|
|
<title>Financial Exchange: Vendors</title>
|
||
|
|
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||
|
|
<style type="text/css">
|
||
|
|
/* FORCE ALL FONTS TO 12PT */
|
||
|
|
* { font-size: 12pt !important; }
|
||
|
|
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
|
||
|
|
</style>
|
||
|
|
|
||
|
|
|
||
|
|
<script type="text/javascript" language="JavaScript1.2">
|
||
|
|
//<![CDATA[
|
||
|
|
var chmfilefullname = "";
|
||
|
|
var chmfilename = "";
|
||
|
|
var chmfilepath = "";
|
||
|
|
var chmfilepage = "";
|
||
|
|
getchmfile();
|
||
|
|
|
||
|
|
function getchmfile(){
|
||
|
|
var ra, sl, a, X, Y, Z;
|
||
|
|
ra = /:/;
|
||
|
|
a = location.href.search(ra);
|
||
|
|
sl = "::";
|
||
|
|
Y = location.href.lastIndexOf(sl);
|
||
|
|
if (a==4) {
|
||
|
|
Y = location.href.lastIndexOf("/");
|
||
|
|
chmfilepage = unescape(location.href.substring(Y+1));
|
||
|
|
if (location.href.substring(0,4) == "file") {
|
||
|
|
chmfilepath = unescape(location.href.substring(8, Y+1));
|
||
|
|
}
|
||
|
|
} else {
|
||
|
|
if (a == 2) X = 14;
|
||
|
|
if (a == 7) X = 7;
|
||
|
|
chmfilefullname = unescape(location.href.substring(X, Y));
|
||
|
|
Z = chmfilefullname.lastIndexOf("\\");
|
||
|
|
chmfilepath = unescape(chmfilefullname.substring(0, Z+1));
|
||
|
|
chmfilename = unescape(chmfilefullname.substring(Z+1));
|
||
|
|
chmfilepage = unescape(location.href.substring(Y+3));
|
||
|
|
}
|
||
|
|
}
|
||
|
|
//]]>
|
||
|
|
</script>
|
||
|
|
<style title="hcp" type="text/css">
|
||
|
|
<!--
|
||
|
|
span.hcp1 { color:#c0c0c0; }
|
||
|
|
-->
|
||
|
|
</style>
|
||
|
|
</head>
|
||
|
|
<body>
|
||
|
|
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||
|
|
|
||
|
|
|
||
|
|
<p class="Help-Heading-1" style="background-color: #008000;">Financial Exchange: Vendors</p>
|
||
|
|
<p class="Help-Text"><a href="qbdataoverview.htm">Exchange Overview</a> <span class="hcp1">| <a href="qbfs_exchangereports.htm">Exchange Reports</a></span> <span class="hcp1">|</span> <a href="../qbpos_vendors/vendorsoverview.htm">Vendors Overview</a></p>
|
||
|
|
<div>
|
||
|
|
<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
|
||
|
|
</div>
|
||
|
|
<p class="Help-Text">Existing <span style="font-weight: bold;">active</span> vendors from your QuickBooks financial software are automatically added to your Point of Sale vendor list with the first Financial Exchange.</p>
|
||
|
|
<p class="Help-Text">New and edited vendor records in either program are then routinely sent to the other with each exchange.</p>
|
||
|
|
<p class="Help-Text">The exceptions to this are:</p>
|
||
|
|
<ul>
|
||
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||
|
|
<p class="Help-Bulleted">Vendors flagged as <a href="../qbpos_vendors/vendors_inactive.htm">inactive</a> in both programs are not exchanged</p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||
|
|
<p class="Help-Bulleted">If you check the inactive flag when initially adding a new vendor in Point of Sale, that vendor will not be sent to QuickBooks. However, if you list the inactive vendor on a receiving voucher, when that voucher is exchanged, the vendor will be created in QuickBooks.</p>
|
||
|
|
</li>
|
||
|
|
</ul>
|
||
|
|
<p class="Help-Heading-2">Notes:</p>
|
||
|
|
<ul>
|
||
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||
|
|
<p class="Help-Bulleted">Occasionally, you may end up with duplicate vendors in Point of Sale. This typically happens when two associates enter the same vendor with slightly different spellings. The <a href="../qbpos_vendors/vendors_mergeduplicates.htm">merge vendors</a> feature in Point of Sale can be used to combine the duplicates into a single record and merge their purchase histories. When merging vendor records, you also have the option of deleting the duplicate from QuickBooks (highly recommended).</p>
|
||
|
|
</li>
|
||
|
|
</ul>
|
||
|
|
<p class="Help-Text">You can use these links for more information and illustrations:</p>
|
||
|
|
<ul>
|
||
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||
|
|
<p class="Help-Bulleted">You can <a href="financialexchange_viewqbfstransactions.htm">view</a> the matching vendor record in QuickBooks for a Point of Sale vendor via a link in your Point of Sale vendor list.</p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||
|
|
<p class="Help-Bulleted">Read how vendor payment terms are exchanged <a href="qbfs_vendorterms.htm">here</a>.</p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||
|
|
<p class="Help-Bulleted">Read various ways to <a href="qbdata03.htm">customize Financial Exchange</a></p>
|
||
|
|
</li>
|
||
|
|
</ul>
|
||
|
|
<p class="Help-Text"><a href="qbdata02.htm">Overview: How QuickBooks handles Point of Sale data</a></p>
|
||
|
|
</body>
|
||
|
|
</html>
|