61 lines
3.4 KiB
HTML
61 lines
3.4 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="End of Day">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>End of Day Financial Exchange with QuickBooks</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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font.hcp1 { font-weight:bold; }
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font.hcp2 { font-style:italic; }
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span.hcp3 { font-weight:bold; }
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-->
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</style>
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</head>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">End of Day Financial Exchange with QuickBooks</p>
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<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbdataoverview.htm">Financial Exchange Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_qb_data_exchange/qbdata10.htm">FAQs</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="eodoverview.htm">End of Day Overview</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">In a multi-workstation configuration, the End of Day procedure must be run on the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a> to include Financial Exchange.</p>
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<p class="Help-Text">(Pro) The Financial Exchange option is available only at Headquarters.</p>
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<p class="Help-Info-Line">To include a Financial Exchange as part of the End of Day procedure:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Make sure QuickBooks Desktop is running and your company file is open.</p>
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</li>
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</ol>
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<p class="Help-Indent"><font class="hcp2">Tip: To avoid this step set</font> <font class="hcp2">up</font> <font class="hcp2">your</font> <font class="hcp2">integrated applications preferences in QuickBooks Desktop to allow Point of Sale to</font> <a href="../qbpos_qb_data_exchange/financialexchange_qb_integratedappspref.htm">automatically login</a><font class="hcp2">.</font></p>
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<ol start="2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">In the End of Day window, ensure that the <span class="hcp3">Exchange Data with QuickBooks</span> option is selected in the Financial Exchange with QuickBooks section.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Choose other End of Day options.</p>
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</li>
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<li class="p-Help-Text">
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<p class="Help-Text">Select <span class="hcp3">OK</span>.</p>
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</li>
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</ol>
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<p class="Help-Info-Line">Learn more about...</p>
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<p class="Help-Text"><a href="../qbpos_qb_data_exchange/financialexchange_infoexchanged.htm">What information is exchanged?</a></p>
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<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbdata08.htm">What do I if an error occurs during an exchange?</a></p>
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<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbdata02.htm">How is my Point of Sale data posted to QuickBooks Desktop?</a>.</p>
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<p class="Help-Text"><a href="eod_handlingdepositsafterfianacialexchange.htm">How do I handle bank deposits after running Financial Exchange?</a></p>
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<p class="Help-Text"><a href="../qbpos_qb_data_exchange/finacialexchange_initiating.htm">Can I run Financial Exchange outside of the End of Day procedure?</a></p>
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</body>
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</html>
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