79 lines
5.0 KiB
HTML
79 lines
5.0 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>History Documents</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { font-weight:bold; }
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-->
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</style>
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
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font-size: 13pt !important;
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}
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">History Documents</p>
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<p class="Help-Text"><a href="navigation_find/basic_find_general.htm">Find a Document</a> <font color="#C0C0C0">|</font> <a href="basic_historydocs_copy.htm">Copy a Document</a> <font color="#C0C0C0">|</font> <a href="basic_historydocs_reversing.htm">Edit a Document</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text"><font style="font-size: 10pt;" size="2">Updated t</font>ransactional documents, including <a href="../qbpos_recording_sales_and_returns/receipt_sales_history.htm">receipts</a>, <a href="../qbpos_receiving/vouchersoverview.htm">vouchers</a>, <a href="../qbpos_adjustments/memosoverview.htm">adjustment memos</a>, and <a href="../qbpos_multi_store/multi_store_transfers.htm">transfer slips</a> are called <font style="font-style: italic;">history documents</font> and are stored in your document history lists. History documents provide a permanent record of all transactions that have affected your inventory and provide an accurate audit trail of changes.</p>
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<p class="Help-Info-Line">To view your document history lists:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">From the specified menu, select:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp1">Sales History</span> from the Point of Sale menu to view saved receipts</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp1">Receiving History</span> from the Purchasing menu to view saved vouchers (Basic)</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp1">Adjustment History</span> from the Inventory menu to view saved memos (Basic)</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp1">Transfer History</span> from the Inventory menu to view saved transfer slips (Pro)</p>
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</li>
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</ul>
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<ol start="2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Use standard <a href="basic261.htm">sort</a>, <a href="navigation_find/basic_find_general.htm">search</a>, and <a href="basic262.htm">filter</a> procedures to locate the desired document.</p>
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</li>
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</ol>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Your transactional history is used for reporting, to build customer, vendor, and item histories, and can be accessed to view, reprint, or copy a saved document.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">History documents can never be deleted and, with the exception of some informational fields, generally cannot be <a href="basic_edit_documents.htm">edited</a>. But they can be <a href="basic_historydocs_reversing.htm">reversed</a> if necessary to make a correction. Reversing a history document does not remove the original document; rather it creates a new document with the opposite effect.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If integrated with QuickBooks Desktop financial software, all history documents are sent to update your financial records. You can view the linked QuickBooks Desktop documents and transactions related to any Point of Sale history document by selecting the document and then selecting <span class="hcp1">View Financial Details</span> from the I Want To menu. <a href="../qbpos_qb_data_exchange/financialexchange_viewqbfstransactions.htm">Learn more</a>.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">(Pro) All history documents created at remote stores are sent to Headquarters to update inventory and QuickBooks Desktop and are included in Headquarters history lists and reports. Documents made at Headquarters are not sent to remote stores; therefore remote store histories only reflect the documents made at that store.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="../qbpos_getting_started/gstarted_documentsdefined.htm">How documents affect inventory</a></p>
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<p class="Help-Text"><a href="../qbpos_data_protection/companydata_cleanup.htm">Remove old documents</a></p>
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</body>
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</html>
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