97 lines
7.3 KiB
HTML
97 lines
7.3 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>View Point of Sale Transactions in QuickBooks</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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span.hcp1 { font-weight:bold; }
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img.hcp2 { border:none; }
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font.hcp3 { font-weight:bold; }
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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;">View Point of Sale Transactions in QuickBooks Desktop</p>
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<p class="Help-Text"><a href="qbdataoverview.htm">Financial Exchange Overview</a> <span style="color: #c0c0c0;">|</span> <a href="qbfs_exchangereports.htm">Financial Exchange Reports</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Note"><span class="hcp1">Note:</span> This feature is available from the Server Workstation only and requires that your QuickBooks Desktop financial software be running, even if you have set your preferences to allow routine exchanges when not running. Point of Sale will automatically launch QuickBooks Desktop, if not already running, when you select this option.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Point of sale customer, vendor, and history document lists have active links to the corresponding record(s) and or document(s) created in QuickBooks Desktop financial software. This link helps confirm that a record/document was successfully exchanged and allows you to open the QuickBooks Desktop record/document for viewing.</p>
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<p class="Help-Text">Shown is an example from sales history.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">         <img src="../image/financialhistoryIWT.jpg" alt="Sales History list - View Financial History" title="Sales History list - View Financial History" width="482" height="200" border="0" class="hcp2"></p>
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<p class="Help-Info-Line">To confirm/view a corresponding QuickBooks Desktop record/transaction:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">In the Point of Sale list, highlight the record or document of interest.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">From the I Want To menu, select <span class="hcp1">Show F<font class="hcp3">inancial Details</font></span>.</p>
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</li>
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</ol>
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<p class="Help-Indent">The Financial History window is displayed, showing the exchange status and containing a link to view the document (if successfully sent).</p>
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<p class="Help-Text">          <img src="../image/financialhistory.gif" alt="Financial History window" title="Financial History window" width="339" height="177" border="0"></p>
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<p class="Help-Indent">This window will show one of the following, as applicable:</p>
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<p class="Help-Indent"><font class="hcp3">Documents:</font></p>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font class="hcp3">Sent to QuickBooks Successfully</font> The document has been sent to QuickBooks Desktop.</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"><font class="hcp3">Not sent</font> The document has not been sent yet.</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"><font class="hcp3">Problem sending to QuickBooks</font> The document had an error when trying to send it.</p>
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</li>
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</ul>
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<p class="Help-Indent"><font class="hcp3">Customer and Vendors: <span style="font-weight: normal;">(Basic)</span></font></p>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font class="hcp3">Synchronized with QuickBooks -</font> Record has been synchronized and no changes have been made on the Point of Sale side.</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"><font class="hcp3">Pending Synchronization </font> Record has data to be shared with QuickBooks Desktop (or it hasnt been shared yet but is flagged to do so).</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"><font class="hcp3">Not shared with QuickBooks </font> Customer or vendor is not flagged to be shared with QuickBooks Desktop.</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"><font class="hcp3">Problem Synchronizing with QuickBooks</font> The customer or vendor had a problem exchanging.</p>
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</li>
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</ul>
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<ol start="4">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <font class="hcp3">Open in QuickBooks</font> to view the listed document/records. (QuickBooks Desktop will be launched).</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Other Options on this window include (only one available depending on current status):</p>
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<p class="Help-Text"><font class="hcp3"><span class="hcp1">R</span>esend this record during the next exchange</font> Select this check box to resend the document during the next Financial Exchange. You might do this if you had to restore an older QuickBooks Desktop backup and this document is now missing in QuickBooks Desktop. <font style="font-style: italic;">Note: This may result in the document being listed twice in the financial history window, but the link to the original document will no longer work.</font></p>
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<p class="Help-Text"><font class="hcp3"><span class="hcp1">M</span>ark this document as successfully sent</font> Select this check box if you do not want this document sent to QuickBooks Desktop during the next Financial Exchange. You might make this choice if you restore a Point of Sale backup that was created before the document was sent to QuickBooks Desktop. Sending it again in this case would result in duplicates in QuickBooks Desktop.</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="qbdata10.htm">Troubleshoot Financial Exchange</a></p>
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<p class="Help-Text"><a href="qbdata04.htm">Data recovery in QuickBooks Desktop</a></p>
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<p class="Help-Text"><a href="qbdata02.htm">How QuickBooks Desktop handles POS data</a></p>
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<div style="width: 100%; position: relative;" id="footer">
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<p> </p>
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<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." width="9" height="15" border="0" class="hcp2">  Additional online resources. Internet connection required.</p>
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<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
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<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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</div>
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</body>
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</html>
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