156 lines
6.2 KiB
HTML
156 lines
6.2 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>Mobile Sync Steps</title>
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<link rel="StyleSheet" href="qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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ol.hcp1 { list-style:decimal; }
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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">Mobile Sync Steps</p>
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<p class="Help-Text" style="font-family: Arial, sans-serif; margin: 4pt 6.5pt 4pt 2pt; text-indent: 1.5pt; font-weight: bold;"><span class="hcp1">Once you have your QuickBooks</span> Desktop <span class="hcp1">Payment Account, you're ready to go.  Follow these steps to activate the Sync feature:</span></p>
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<ol>
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<li class="hcp2">
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<p class="hcp3"><span>From the Navigator screen, click <strong>Mobile Sync</strong>.</span></p>
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</li>
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<li class="hcp2">
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<p class="hcp3"><span>Click <strong>Sign-in</strong>.</span></p>
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</li>
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<li class="hcp2">
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<p class="hcp3">Enter your email and password for your Intuit Payments Account.</p>
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</li>
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<li class="hcp2">
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<p class="hcp3"><span>Click <strong>Sign-in</strong>.</span></p>
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</li>
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<li class="hcp2">
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<p class="hcp3">If you have multiple accounts, click <strong>Select</strong> on the account you want to use.</p>
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</li>
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<li class="hcp2">
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<p class="hcp3">Click <span class="hcp1" style="font-weight: bold;">Close</span>. The Payments screen will now show that you are connected and display your account details.</p>
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</li>
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<li class="hcp2">
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<p class="hcp3">Click <span style="font-weight: bold;"></span><span class="hcp1" style="font-weight: bold;">Edit settings</span> to customize your payment preferences and select the items that apply to your business.</p>
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</li>
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<li class="hcp2">
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<p class="hcp3">On the Navigator screen, click the cloud icon near the top right of your screen.</p>
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</li>
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<li class="hcp2">
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<p class="hcp3"><span>Click <strong>View Sync Preferences</strong>.</span></p>
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</li>
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<li class="hcp2">
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<p class="hcp3">Select <strong>Sync Data</strong> and then <strong>Save</strong>. Auto Sync is now on.</p>
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</li>
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</ol>
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<p class="hcp4"> </p>
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<p class="hcp4" style="font-weight: bold;">To sync specific inventory items to your mobile device:</p>
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<ol>
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<li class="hcp2">
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<p class="hcp3">From the <span class="hcp1" style="font-weight: bold;">Misc and Shipping</span> section of the <span class="hcp1">Inventory Item Detail</span> screen, click the <span class="hcp1">Sync to Mobile.</span><br>
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or<br>
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Click the <span class="hcp1" style="font-weight: bold;">Mobile</span> box next to the Item # on the <span class="hcp1" style="font-weight: bold;">Item List</span>.</p>
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</li>
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<li class="hcp2">
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<p class="hcp3">Click <span class="hcp1" style="font-weight: bold;">Save</span>.<br></p>
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</li>
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</ol>
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<p class="hcp4" style="font-weight: bold;">To complete the sync:  </p>
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<ol class="hcp1">
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<li class="hcp5">
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<p class="hcp6">From your mobile device, click the <span class="hcp1" style="font-weight: bold;">GoPayment</span> app.</p>
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</li>
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<li class="hcp5">
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<p class="hcp6">Launch the <span class="hcp1" style="font-weight: bold;">GoPayment</span> app and sign in to your QuickBooks Desktop Payments Account.</p>
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</li>
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<li class="hcp5">
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<p class="hcp6">Select <span class="hcp1" style="font-weight: bold;">Settings</span>.</p>
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</li>
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<li class="hcp5">
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<p class="hcp6">Turn on <span class="hcp1" style="font-weight: bold;">Items</span>. GoPayment will begin syncing with Point of Sale.</p>
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</li>
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</ol>
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<p class="hcp6"> </p>
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<p class="hcp4" style="font-weight: bold;">To sync more items or receipts:</p>
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<ol class="hcp1">
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<li class="hcp5">
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<p class="hcp6">From the Navigator screen, click the cloud icon.</p>
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</li>
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<li class="hcp5">
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<p class="hcp6">Click <span class="hcp1" style="font-weight: bold;">Sync Now</span>.</p>
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</li>
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</ol>
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<p class="hcp4"> </p>
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<p class="hcp4" style="font-weight: bold;">To view syncing activity:</p>
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<ol class="hcp1">
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<li class="hcp5">
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<p class="hcp6">From the Navigator screen, click the cloud icon.</p>
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</li>
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<li class="hcp5">
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<p class="hcp6">Click <span class="hcp1" style="font-weight: bold;">View Activity Log</span>.</p>
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</li>
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</ol>
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<p class="hcp4"> </p>
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<p class="hcp4" style="font-weight: bold;">To view or change Sync Preferences:</p>
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<ol class="hcp1">
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<li class="hcp5">
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<p class="hcp6">From the Navigator screen, click the cloud icon.</p>
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</li>
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<li class="hcp5">
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<p class="hcp6">Click <span class="hcp1" style="font-weight: bold;">View Sync Preferences</span>.</p>
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</li>
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<li class="hcp5">
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<p class="hcp6">If you make any changes, click <span class="hcp1" style="font-weight: bold;">Save</span>.</p>
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</li>
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</ol>
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<p class="hcp4"> </p>
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<p class="hcp4" style="font-weight: bold;">To turn off Syncing:</p>
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<ol class="hcp1">
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<li class="hcp5">
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<p class="hcp6">From the Navigator screen, click the cloud icon.</p>
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</li>
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<li class="hcp5">
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<p class="hcp6">Click <span class="hcp1" style="font-weight: bold;">View Sync Preferences</span><span class="hcp1">.</span></p>
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</li>
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<li class="hcp5">
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<p class="hcp6">Click <span class="hcp1" style="font-weight: bold;">Do not Sync Data</span>.</p>
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</li>
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<li class="hcp5">
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<p class="hcp6">Click <span class="hcp1" style="font-weight: bold;">Save</span>.</p>
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</li>
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</ol>
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<p class="hcp6"> </p>
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<p class="hcp4"><span style="font-family: Arial, sans-serif; font-weight: bold;">To change sync frequency:</span></p>
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<ol class="hcp1">
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<li class="hcp5">
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<p class="hcp6">From the Navigator screen, click the cloud icon.</p>
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</li>
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<li class="hcp5">
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<p class="hcp6">Click <span class="hcp1" style="font-weight: bold;">View Sync Preferences</span><span class="hcp1">.</span></p>
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</li>
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<li class="hcp5">
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<p class="hcp6">Move the slider to increase or decrease sync frequency.</p>
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</li>
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<li class="hcp5">
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<p class="hcp6">Click <span class="hcp1" style="font-weight: bold;">Save</span>.<br></p>
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</li>
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</ol>
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<p class="Help-Text" style="font-family: Arial, sans-serif;"><a href="http://www.youtube.com/user/IntuitQuickBooksPOS/videos">Learn more</a></p>
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</body>
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</html>
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