58 lines
3.1 KiB
HTML
58 lines
3.1 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="QB data exchange">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Preparing QuickBooks for Financial Exchange</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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</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;">Prepare QuickBooks Desktop for Financial Exchange</p>
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<p class="Help-Text"><a href="qbdataoverview.htm">Financial Exchange Overview</a> <span style="color: #c0c0c0;">|</span> <a href="qbdata05.htm">Connect to QuickBooks Desktop</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Before you can share data, you should prepare your QuickBooks Desktop financial software by doing the following:</p>
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<ul style="list-style: disc;">
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<li>
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<p class="Help-Text">Make a backup copy of both your Point of Sale and QuickBooks Desktop files.  (Create a unique name for the backup. For example: "POS backup before QB").</p>
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</li>
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<li>
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<p class="Help-Text">Install QuickBooks Desktop on the same computer as Point of Sale for sharing.</p>
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</li>
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<li>
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<p class="Help-Text">Turn on the collection of sales tax, if applicable.</p>
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</li>
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<li>
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<p class="Help-Text">Turn on Inventory, if applicable.</p>
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</li>
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<li>
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<p class="Help-Text">Clean up QuickBooks Desktop lists (optional, if you plan to import data)</p>
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</li>
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</ul>
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<p class="Help-Text">Related Topics</p>
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<p class="Help-Text"><a href="financialexchange_qb_integratedappspref.htm">Set QuickBooks Desktop preferences to allow access</a></p>
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<p class="Help-Text"><a href="financialexchange_setqbsales_tax.htm">Turn on the collection of sales tax</a></p>
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<p class="Help-Text"><a href="financialexchange_removellistitems.htm">Clean up QuickBooks Desktop lists</a></p>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="qbdata10.htm">Troubleshoot Financial Exchange</a></p>
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<div style="width: 100%; position: relative;" id="footer">
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<p> </p>
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<p class="Help-Note" style="background-color: #f5f5f5;">  Additional online resources. Internet connection required.</p>
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<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
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<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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</div>
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</body>
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</html>
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