82 lines
4.3 KiB
HTML
82 lines
4.3 KiB
HTML
|
|
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
|
<html>
|
|
<head>
|
|
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
|
<meta name="MS-HAID" content="End of Day">
|
|
|
|
<meta name="generator" content="Adobe RoboHelp 2019">
|
|
<title>End of Day Overview</title>
|
|
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
|
<style type="text/css">
|
|
/* FORCE ALL FONTS TO 12PT */
|
|
* { font-size: 12pt !important; }
|
|
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
|
|
</style>
|
|
|
|
|
|
<style title="hcp" type="text/css">
|
|
<!--
|
|
font.hcp1 { font-weight:bold; }
|
|
span.hcp2 { font-weight:bold; }
|
|
-->
|
|
</style>
|
|
</head>
|
|
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
|
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
|
|
|
|
|
<p class="Help-Heading-1" style="background-color: #008000;">End of Day Overview</p>
|
|
<p class="Help-Text"><a source="shell" href="eod_hdi.htm" id="a1">How do I?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></p>
|
|
<p class="Help-Text"> </p>
|
|
<p class="Help-Text">The retail day is over; the doors are locked. It is time to tally up the sales, count the money, exchange information with your financial software, and back up your data before you head home.</p>
|
|
<p class="Help-Text">When you initiate the End of Day procedure, these tasks are carried out as you specify, prompting you for input as needed.</p>
|
|
<p class="Help-Note"><font class="hcp1">Note:  </font>In a multi-workstation configuration, the End of Day procedure must be run from the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a> if you wish to include a data backup or Financial Exchange.<br>
|
|
Pro Note:  In a multi-workstation configuration, the End of Day procedure must also be run from the Server Workstation if you wish to include <a href="../qbpos_multi_store/multi_store_exchange.htm">Store Exchange</a>.</p>
|
|
<p class="Help-Info-Line">To run the End of Day procedure:</p>
|
|
<ol>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Select <span class="hcp2">E</span><font class="hcp1">nd Of Day</font> <span class="hcp2">P</span><font class="hcp1">rocedure</font> from the Point of Sale menu.</p>
|
|
</li>
|
|
</ol>
|
|
<p class="Help-Indent">The End of Day window is displayed.</p>
|
|
<ol start="2">
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Select the individual procedures you wish to run by selecting or clearing the check boxes for each and specifying options:</p>
|
|
</li>
|
|
</ol>
|
|
<ul>
|
|
<li class="p-Help-Nested-List">
|
|
<p class="Help-Nested-List"><span class="hcp2">Run an End of Day report</span> (drawer count, store close, or status). Select the specific X/Z-Out report type, specify a date (default: today), and optionally select the check box to print the report immediately without previewing. <a href="xzoverview.htm">Learn more</a></p>
|
|
</li>
|
|
<li class="p-Help-Nested-List">
|
|
<p class="Help-Nested-List"><span class="hcp2">Back up your company data</span>. Specify the default location or an alternate location. <a href="../qbpos_data_protection/backupoverview.htm">Learn more</a></p>
|
|
</li>
|
|
<li class="p-Help-Nested-List">
|
|
<p class="Help-Nested-List"><span class="hcp2">Send data to other stores</span>. <a href="../qbpos_multi_store/multi_store_exchange.htm">Learn more</a></p>
|
|
</li>
|
|
<li class="p-Help-Nested-List">
|
|
<p class="Help-Nested-List"><span class="hcp2">Settle Merchant Account</span> (send credit and debit card transactions to processor). <a href="eod_merchantservicebatch.htm">Learn more</a></p>
|
|
</li>
|
|
<li class="p-Help-Nested-List">
|
|
<p class="Help-Nested-List"><span class="hcp2">Exchange data with QuickBooks Desktop</span> financial software. <a href="endofday02.htm">Learn more</a></p>
|
|
</li>
|
|
</ul>
|
|
<ol start="3">
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Select <span class="hcp2">Start</span>.</p>
|
|
</li>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Enter additional information as prompted.</p>
|
|
</li>
|
|
</ol>
|
|
<p class="Help-Text"> </p>
|
|
<p class="Help-Heading-2">Notes:</p>
|
|
<ul style="list-style: disc;">
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
|
<p class="Help-Bulleted">If you have <a href="../qbpos_data_protection/backup_automatic.htm">scheduled data backups</a>, you may not want to include another backup in your End of Day procedure.</p>
|
|
</li>
|
|
</ul>
|
|
</body>
|
|
</html>
|