Financial Exchange: How Do I?

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Initiate a Financial Exchange

View transactions created in QuickBooks

Use the Financial Center

View the Exchange activity log

Troubleshoot Financial Exchange

Recover Point of Sale data in QuickBooks

Setting Up Financial Exchange

Prepare for Financial Exchange

Make the initial connection to QuickBooks

Review and customize my Financial Exchange setup

Import items from QuickBooks

Use Remote Data Sharing (RDS) (Advanced Users)

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