The Financial Center
Overview | Customize Financial Exchange | FAQs
The Financial Center provides a single access point to all activities related to exchanging data with QuickBooks Desktop financial software.
To access the Financial Center:
From the Financial menu, select FINANCIAL CENTER.
Or
Select FINANCIAL CENTER from the Navigator.
From the Financial Center, you can:
Confirm the connection and last exchange status, and the names of the company files for both programs
Manually initiate a Financial Exchange (select Update QuickBooks Now)
View the activity log to see results of previous exchanges
The following options are available after selecting Show Advanced Options from the Overview page:
Set up or modify your connection to QuickBooks Desktop with the connection wizard
Import items from QuickBooks Desktop
Recover data (resend for a specified date range) to your QuickBooks Desktop company file in the event of a data loss in QuickBooks Desktop