Recover Point of Sale Data in QuickBooks Desktop

Financial Exchange Overview | FAQs Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale.

 

You can use this procedure to resend Point of Sale data to QuickBooks Desktop if your financial software company file is damaged or lost.

You should try to restore from a QuickBooks Desktop backup before using the recover feature. However, if your QuickBooks Desktop backup is not current, you could lose the sales data that you have been regularly sending from Point of Sale since the last backup date. The Recover QuickBooks option allows you to resend your Point of Sale data to QuickBooks Desktop for a specified date range.

This procedure should be used in only two situations:

This procedure sends all Point of Sale data for the specified date range to QuickBooks Desktop, whether or not it has been previously sent. If you use this feature for any purpose other than specified above, you may overwrite important information or create duplicate entries in your QuickBooks Desktop company file.

It is suggested that you read the Financial Exchange FAQs for other possible issues and corrections before using this option.

 

 Warning: Depending on the size of your Point of Sale data, the date range you specify, and your computer speed, data recovery may take a considerable amount of time to complete. Once started, the process must be allowed to finish. Errors may result in duplication or missed records if you attempt to stop and restart this process.

 

Notes:

To recover from a total QuickBooks Desktop financial software data loss (no backup):

Use the steps below if you have been unable to restore your financial software data and/or have started a new QuickBooks Desktop company file. All vendors, customers, and transactional data within the specified date range will be sent.

  1. Follow the Prepare QuickBooks Desktop for Financial Exchange topic to prepare the new company for Financial Exchange before selecting Recover QuickBooks.

  2. Select Financial Center from the Financial menu.

  3. In the Financial Center select Show Advanced Options and then click Recover Data Now.

  4. Read the recovery warning, and then select Continue.

  5. Specify a date range. Typically, the date range in this case will be from the date you first started using Point of Sale to the current date.

  6. Type Yes to confirm the recovery.

  7. Select Continue to start the exchange.

To recover if your QuickBooks Desktop backup is out of date:

Use the procedure below if you have an intact QuickBooks Desktop company file but your recent sales activity has been lost due to restoring an outdated QuickBooks Desktop backup. Adjusts the dates in the example below to match your circumstances.

Example: It is March 1. Your QuickBooks Desktop company file is damaged, and the most recent backup you have is from February 27:

  1. Restore QuickBooks from your most recent backup (February 27).

  2. Refer to the QuickBooks help for specific instructions on this step.

  3. In Point of Sale, select Recover Data Now from the Financial Center as explained in the procedure above.

  4. Read the Recovery warning, and then select Continue.

  5. Specify the beginning and ending date for the data to be resent; in this example specify a beginning date of February 28 and an ending date of March 1.

This date range assumes that your February 27 QuickBooks Desktop backup already has the Point of Sale data from that day, so we are resending data starting on the next day.

  1. Type Yes to confirm the recovery.

  2. Select Continue to send the Point of Sale data to QuickBooks.

  3. Resume routine Financial Exchanges.

 

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