What information is exchanged with QuickBooks Desktop?

How do I?Click to display a popup topic | Overview | Exchange Reports

 

All transactions and data of the following types that has not previously exchanged is sent each time Financial Exchange is initiated. Your Financial Exchange settings may affect what and how data is sent.

 

Point of Sale to QuickBooks Desktop

QuickBooks Desktop to Point of Sale

  • New customers and updated customer information (except account balances)

  • New vendors and updated vendor information (active)

  • New vendor payment terms

  • Sales information (receipts, deposits, sales tax, shipping)

  • Payments on account

  • Cash drawer payouts

  • Receiving information (vouchers)

  • Vendor billing information (optional)

  • Inventory adjustments (memos, aggregated)

  • Employee time records*

  • Multi-store transfer information

* Requires QuickBooks Desktop

  • New customers and updated customer information, including account limit, balance, aging status, and any past due amount

  • New vendors and updated vendor information (active)

  • New vendor payment terms

  • Inventory items (not routinely; must manually import)