205 lines
8.6 KiB
HTML
205 lines
8.6 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>Financial Exchange Overview</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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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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<style title="hcp" type="text/css">
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td.hcp2 { padding-left:1px;
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font.hcp3 { font-weight:bold; }
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td.hcp4 { padding-left:1px;
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background-color:Transparent; }
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</style>
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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;">Financial Exchange Overview</p>
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<p class="Help-Text"><a source="shell" href="qbfs_hdi.htm">How do I?<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"></a> <font color="#999999">|</font> <a href="qbdata03.htm">Customize Exchanges</a> <span style="color: #c0c0c0;">|</span> <a href="qbfs_exchangereports.htm">Reports</a> <font color="#999999">|</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">Point of Sale can be integrated with QuickBooks Desktop Pro, Premier, and Enterprise Solutions. Integration and exchange of data with QuickBooks Desktop, while providing many benefits, is not required.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Point of Sale tracks your daily point-of-sale business: purchasing, receiving, and selling merchandise, and tracking inventory and customers. QuickBooks Desktop financial software helps you pay bills, manage cash flow, invoice customers, and run financial reports.</p>
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<p class="Help-Text">Exchanging information between the two programs, called <span style="font-style: italic;">Financial Exchange</span>, can be done at any time (typically as part of your <a href="../qbpos_end_of_day/eodoverview.htm">End of Day</a> procedure) and can significantly reduce your workload because you can conduct your inventory and sales activities in Point of Sale, then transfer the resulting data directly to your financial software. Theres no need to enter information twice!</p>
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<p class="Help-Text">Several options are available for you to customize how your Point of Sale data is transferred to QuickBooks Desktop so that it works for your business model and how you like to have your retail activities reported.</p>
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<p class="Help-Text">Financial Exchange allows you to get the most from the specialized features of each program by splitting key business activities between them as shown below (this is not an all-inclusive list of the features in either program):</p>
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<p class="Help-Text"> </p>
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<table style="margin-left: 6.75pt;" cellspacing="0" width="384">
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<tr class="hcp1">
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<td style="width:60.94%;" bgcolor="#E6E6E6" class="hcp2">
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<p class="Help-Text"><font class="hcp3">Activity</font></p>
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</td>
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<td style="width:18.75%;" bgcolor="#E6E6E6" class="hcp2">
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<p class="Help-Text" style="text-align: center;"><font class="hcp3">POS</font></p>
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</td>
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<td style="width:20.31%;" bgcolor="#E6E6E6" class="hcp2">
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<p class="Help-Text" style="text-align: center;"><font class="hcp3">QBFS</font></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:60.94%;" class="hcp4">
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<p class="Help-Text">Add/track inventory</p>
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</td>
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<td style="width:18.75%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"><font class="hcp3">X</font></p>
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</td>
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<td style="width:20.31%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"> </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:60.94%;" class="hcp4">
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<p class="Help-Text">Order and receive merchandise</p>
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</td>
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<td style="width:18.75%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"><font class="hcp3">X</font></p>
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</td>
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<td style="width:20.31%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"> </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:60.94%;" class="hcp4">
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<p class="Help-Text">Make sales and collect sales tax</p>
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</td>
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<td style="width:18.75%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"><font class="hcp3">X</font></p>
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</td>
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<td style="width:20.31%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"> </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:60.94%;" class="hcp4">
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<p class="Help-Text">Run sales and merchandise reports</p>
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</td>
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<td style="width:18.75%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"><font class="hcp3">X</font></p>
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</td>
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<td style="width:20.31%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"> </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:60.94%;" class="hcp4">
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<p class="Help-Text">Add customers or vendors*</p>
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</td>
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<td style="width:18.75%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"><font class="hcp3">X</font></p>
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</td>
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<td style="width:20.31%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"><font class="hcp3">X</font></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:60.94%;" class="hcp4">
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<p class="Help-Text">Enter vendor billing info (invoices)**</p>
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</td>
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<td style="width:18.75%;" class="hcp4">
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<p class="Help-Text" style="text-align: center; font-weight: bold;">X</p>
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</td>
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<td style="width:20.31%;" class="hcp4">
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<p class="Help-Text" style="text-align: center; font-weight: bold;">X</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:60.94%;" class="hcp4">
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<p class="Help-Text">Track cost of goods and expenses</p>
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</td>
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<td style="width:18.75%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"> </p>
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</td>
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<td style="width:20.31%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"><font class="hcp3">X</font></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:60.94%;" class="hcp4">
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<p class="Help-Text">Pay bills and sales taxes</p>
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</td>
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<td style="width:18.75%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"> </p>
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</td>
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<td style="width:20.31%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"><font class="hcp3">X</font></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:60.94%;" class="hcp4">
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<p class="Help-Text">Invoice customers</p>
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</td>
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<td style="width:18.75%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"> </p>
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</td>
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<td style="width:20.31%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"><font class="hcp3">X</font></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:60.94%;" class="hcp4">
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<p class="Help-Text">Process payroll</p>
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</td>
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<td style="width:18.75%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"> </p>
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</td>
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<td style="width:20.31%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"><font class="hcp3">X</font></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:60.94%;" class="hcp4">
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<p class="Help-Text">Run financial reports</p>
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</td>
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<td style="width:18.75%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"> </p>
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</td>
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<td style="width:20.31%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"><font class="hcp3">X</font></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:60.94%;" class="hcp4">
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<p class="Help-Text">Banking activities</p>
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</td>
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<td style="width:18.75%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"> </p>
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</td>
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<td style="width:20.31%;" class="hcp4">
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<p class="Help-Text" style="text-align: center;"><font class="hcp3">X</font></p>
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</td>
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</tr>
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</table>
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<p class="Help-Text">POS = Point of Sale QBFS = QuickBooks Desktop financial software</p>
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<p class="Help-Text">*  Recommend doing in Point of Sale</p>
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<p class="Help-Text">** Preference option; controls how receiving information is shared</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="financialexchange_infoexchanged.htm">What data is shared?</a></p>
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<p class="Help-Text"><a href="financialexchange_requirements.htm">Requirements of Financial Exchange</a></p>
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<p class="Help-Text"><a href="qbdata02.htm">How QuickBooks Desktop handles POS data</a></p>
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<p class="Help-Text"><a href="financialexchange_defaultaccounts.htm">Default chart of accounts & mappings</a></p>
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<p class="Help-Text"><a href="../qbpos_secadmin/secadminoverview.htm">Security rights for Financial Exchange</a></p>
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</body>
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</html>
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