139 lines
5.9 KiB
HTML
139 lines
5.9 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>How QuickBooks Handles Point of Sale Data</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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<style title="hcp" type="text/css">
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td.hcp2 { padding-left:1px;
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</head>
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<body>
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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;">How QuickBooks Handles Point of Sale Data</p>
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<p class="Help-Text"><a href="qbdataoverview.htm">Exchange Overview</a> <span style="color: #c0c0c0;">|</span> <a href="qbdata03.htm">Customize Exchanges</a> <font color="#C0C0C0">|</font> <a href="qbdata10.htm">FAQs</a></p>
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<p class="help-text"> </p>
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<p class="Help-Text"><span style="font-weight: bold;">What's Important to Know About the Exchange of Data?</span></p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">There is not necessarily a one-to-one correspondence of documents in Point of Sale and QuickBooks Transactions can be posted differently to QuickBooks Desktop depending on whether you send <a href="qbdata13.htm">summarized or detailed</a> information and if you have customized the <a href="financialexchange_accoutpaymenttypes.htm">account mappings</a> between the programs.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">You can <a href="financialexchange_verifytransaction.htm">verify the exchange status</a> of individual transactions or <a href="financialexchange_viewqbfstransactions.htm">view linked QuickBooks documents/records</a> from your Point of Sale lists.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><a href="qbfs_exchangereports.htm">Financial exchange reports</a> provide listings of transactions and records exchanged and are another means of verifying successful exchange.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Some transactions/documents created in QuickBooks Desktop are governed by QuickBooks rules. For example, the "To be printed" flag is set on a document created from Point of Sale if it was set on the last document of the same type. And customer <a href="qbfs_poa.htm">payments on account</a> are automatically applied to open invoices (or not) according to your <font style="font-weight: bold;">Receive Payments</font> preferences in QuickBooks Desktop.</p>
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</li>
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</ul>
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<p class="Help-Text">Select a data type from the list below to see a brief description of how that Point of Sale data is recorded in QuickBooks Desktop.</p>
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<table style="margin-left: 1.35pt;" cellspacing="0" width="378">
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<col style="width: 47.885%;">
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<col style="width: 52.115%;">
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<tr class="hcp1">
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<td style="width:47.885%;" class="hcp2">
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<p class="Help-Text"><a href="qbfs_receipts.htm">Sales receipts</a></p>
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</td>
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<td style="width:52.115%;" class="hcp2">
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<p class="Help-Text"><a href="qbfs_payouts.htm">Cash drawer payouts</a></p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:47.885%;" class="hcp2">
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<p class="Help-Text"><a href="qbfs_customers.htm">Customers</a></p>
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</td>
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<td style="width:52.115%;" class="hcp2">
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<p class="Help-Text"><a href="qbfs_poa.htm">Customer account information</a></p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:47.885%;" class="hcp2">
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<p class="Help-Text"><a href="qbfs_vendors.htm">Vendors</a></p>
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</td>
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<td style="width:52.115%;" class="hcp2">
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<p class="Help-Text"><a href="qbfs_receivingvouchers.htm">Receiving vouchers</a></p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:47.885%;" class="hcp2">
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<p><a href="qbfs_vendorterms.htm">Vendor Payment Terms</a></p>
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</td>
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<td style="width:52.115%;" class="hcp2">
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<p class="Help-Text"><a href="qbfs_returnvouchers.htm">Return vouchers</a></p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:47.885%;" class="hcp2">
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<p class="Help-Text"><a href="qbfs_adjustments.htm">Adjustment memos</a></p>
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</td>
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<td style="width:52.115%;" class="hcp2">
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<p class="Help-Text"><a href="qbfs_salestax.htm">Sales tax</a></p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:47.885%;" class="hcp2">
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<p class="Help-Text"><a href="financialexchange_employeehours.htm">Employee hours worked</a></p>
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<p class="Help-Text"><a href="qbfs_transfers.htm">Transfer slips</a></p>
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</td>
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<td style="width:52.115%;" class="hcp2">
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<p class="Help-Text"><a href="qbfs_deposits.htm">Customer orders</a></p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"> </p>
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</body>
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</html>
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