196 lines
8.0 KiB
HTML
196 lines
8.0 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>Financial Exchange: Review Imported Items</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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tr.hcp1 { vertical-align:top; }
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td.hcp2 { padding-left:3px;
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padding-top:3px;
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padding-right:3px;
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padding-bottom:3px; }
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font.hcp3 { font-weight:bold; }
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td.hcp4 { padding-left:3px;
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padding-top:3px;
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padding-right:3px;
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padding-bottom:3px;
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background-color:Transparent; }
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span.hcp5 { font-weight:normal; }
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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;">Financial Exchange: Review Imported Items</p>
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<p class="Help-Text"><a href="qbdataoverview.htm">Exchange Overview</a> <font color="#999999">|</font> <a href="qbdata03.htm">Customize Exchanges</a> <font color="#999999">|</font> <a href="qbdata10.htm">FAQs</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">QuickBooks Desktop items of the following types can be imported and are assigned the Point of Sale <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_itemtype">item types</a> shown below.</p>
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<p class="Help-Text"> </p>
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<table style="margin-left: 4.50pt;" cellspacing="0" width="372">
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<tr class="hcp1">
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<td style="width:45.16%;" bgcolor="#E6E6E6" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">QuickBooks Desktop Item Type</p>
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</td>
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<td style="width:54.84%;" bgcolor="#E6E6E6" class="hcp2">
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<p class="Help-Text"><font class="hcp3">Point of Sale Item Type</font></p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:45.16%;" class="hcp4">
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<p class="Help-Text">Inventory Part</p>
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</td>
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<td style="width:54.84%;" class="hcp4">
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<p class="Help-Text">Inventory</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:45.16%;" class="hcp4">
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<p class="Help-Text">Non-Inventory Part</p>
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</td>
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<td style="width:54.84%;" class="hcp4">
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<p class="Help-Text">Non-Inventory</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:45.16%;" class="hcp4">
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<p class="Help-Text">Other Charge</p>
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</td>
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<td style="width:54.84%;" class="hcp4">
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<p class="Help-Text">Non-Inventory</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:45.16%;" class="hcp4">
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<p class="Help-Text">Service</p>
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</td>
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<td style="width:54.84%;" class="hcp4">
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<p class="Help-Text">Service</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:45.16%;" class="hcp2">
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<p class="Help-Text">Assembly</p>
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</td>
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<td style="width:54.84%;" class="hcp2">
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<p class="Help-Text">Assembly  (Pro)</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:45.16%;" class="hcp2">
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<p class="Help-Text">Group</p>
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</td>
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<td style="width:54.84%;" class="hcp2">
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<p class="Help-Text">Group (Pro)</p>
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</td>
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</tr>
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</table>
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<p class="Help-Text">Imported items should be reviewed and <a href="../qbpos_inventory/inven404.htm">edited</a> as needed to take advantage of Point of Sale inventory features. Pay particular attention to reviewing the following fields in the imported item records:</p>
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<p class="Help-Text"> </p>
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<table style="margin-left: 3.60pt;" cellspacing="0" width="372">
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<tr class="hcp1">
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<td style="width:33.87%;" bgcolor="#E6E6E6" class="hcp2">
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<p class="Help-Text"><font class="hcp3">QBPOS Field</font></p>
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</td>
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<td style="width:66.13%;" bgcolor="#E6E6E6" class="hcp2">
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<p class="Help-Text"><font class="hcp3">Description</font></p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:33.87%;" class="hcp4">
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<p class="Help-Text"><font class="hcp3">Item Type</font></p>
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</td>
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<td style="width:66.13%;" class="hcp4">
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<p class="Help-Text">Review <a href="../qbpos_inventory/inven436.htm">item types</a> to ensure your items are properly categorized.</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:33.87%;" class="hcp4">
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<p class="Help-Text"><font class="hcp3">Department</font></p>
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</td>
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<td style="width:66.13%;" class="hcp4">
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<p class="Help-Text">All imported items are assigned to the default department <font style="font-style: italic;">QuickBooks Desktop Financial Software</font>. See the discussion about <a href="financialexchange_reviewdeptcodes.htm">departments</a> and edit them as needed to improve reporting by department.</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:33.87%;" class="hcp4">
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<p class="Help-Text"><font class="hcp3">Attribute</font></p>
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</td>
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<td style="width:66.13%;" class="hcp4">
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<p class="Help-Text">Use this field to describe your items by color, a second size, a pattern, or any other product trait. This field name can be <a href="../qbpos_fields/fields_customize_field_labels.htm">customized</a>.</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:33.87%;" class="hcp4">
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<p class="Help-Text"><font class="hcp3">Size</font></p>
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</td>
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<td style="width:66.13%;" class="hcp4">
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<p class="Help-Text">Use this field to enter item size to facilitate purchasing and reporting. This field name can be <a href="../qbpos_fields/fields_customize_field_labels.htm">customized</a> and used for product attributes other than size.</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:33.87%;" class="hcp4">
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<p class="Help-Text"><font class="hcp3">Price Levels</font></p>
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</td>
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<td style="width:66.13%;" class="hcp4">
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<p class="Help-Text">The item price from QuickBooks Desktop is placed in the <font class="hcp3">Regular Price</font> field for imported items. Prices at other <a href="../qbpos_inventory/inven_pricelevels.htm">price levels</a>, if used, are not calculated for imported items. Manually assign prices or markdown percentages for each price level on the item record, as desired.</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:33.87%;" class="hcp4">
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<p class="Help-Text"><font class="hcp3">UPC Codes</font></p>
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</td>
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<td style="width:66.13%;" class="hcp4">
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<p class="Help-Text">Scan or enter <a href="../qbpos_basic_procedures/basic219.htm">UPC codes</a>, as applicable, if you want to list items on receipts by scanning vendor-printed tags.</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:33.87%;" class="hcp4">
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<p class="Help-Text" style="font-weight: bold;">QuickBooks Desktop Information</p>
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</td>
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<td style="width:66.13%;" class="hcp4">
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<p class="Help-Text">Review and edit the QuickBooks Desktop <a href="financialexchange_itemaccounts.htm">item accounts</a> (COGS, Income, and Inventory Asset) used when posting item sales to QuickBooks Desktop.</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:33.87%;" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">Custom Fields <span class="hcp5">(Pro)</span><br>
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<br>
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<br>
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Style Definitions <span class="hcp5">(Pro)</span></p>
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</td>
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<td style="width:66.13%;" class="hcp2">
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<p class="Help-Text">Data from <a href="../qbpos_fields/fields_custom.htm">custom fields</a> is exchanged, providing the fields are named exactly the same in both programs.</p>
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<p class="Help-Text">To use the <a href="../qbpos_inventory/inven_style_oview.htm">style</a> features, inventory items grouped into a style must be modified so that all members of a particular style have identical <font class="hcp3">Department</font> and <font class="hcp3">Item Name</font> fields.</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:33.87%;" class="hcp4">
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<p class="Help-Text"><font class="hcp3">Other Item Fields</font></p>
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</td>
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<td style="width:66.13%;" class="hcp4">
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<p class="Help-Text">Review and edit other Point of Sale <a href="../qbpos_fields/fields02.htm">item fields</a> to take advantage of features important to your business.</p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"><a href="financialexchange_reviewimporteditems.htm">Return to top</a></p>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="../qbpos_inventory/invenvoverview.htm">Inventory overview</a></p>
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<p class="Help-Text"><a href="qbdata03.htm">Review your Point of Sale setup for Financial Exchange</a></p>
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</body>
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</html>
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