Customize Financial Exchange
Overview | Troubleshoot Financial Exchange
Point of Sale offers several options for customizing the way information is sent to QuickBooks Desktop and, if you imported existing QuickBooks Desktop customers, vendors, and inventory items to Point of Sale, you should review and edit the imported records to take full advantage of Point of Sale features.
Customizing Financial Exchanges
Customize account and payment type mappings
Customize item account and sub-account mappings
Send summarized vs. detailed sales & receiving information
Send original and discounted item sales values
Change where vendor billing information is entered
Change the customer name order for Financial Exchanges
Reviewing Data Imported from QuickBooks Desktop
Departments for imported items
Purchase orders in QuickBooks Desktop
Warning: Inventory items are not exchanged during routine Financial Exchanges. However, customers and vendors are. Any data imported from QuickBooks Desktop financial software during daily exchanges should be subjected to the same review as outlined in the topics above. To avoid data discrepancies and save data review time, it is advised that you add or edit items, customers, and vendors only in Point of Sale after the two programs are sharing data.
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