Prepare QuickBooks Desktop for Financial Exchange
Financial Exchange Overview | Connect to QuickBooks Desktop
Before you can share data, you should prepare your QuickBooks Desktop financial software by doing the following:
Make a backup copy of both your Point of Sale and QuickBooks Desktop files. (Create a unique name for the backup. For example: "POS backup before QB").
Install QuickBooks Desktop on the same computer as Point of Sale for sharing.
Turn on the collection of sales tax, if applicable.
Turn on Inventory, if applicable.
Clean up QuickBooks Desktop lists (optional, if you plan to import data)
Related Topics
Set QuickBooks Desktop preferences to allow access
Turn on the collection of sales tax
Clean up QuickBooks Desktop lists