96 lines
4.6 KiB
HTML
96 lines
4.6 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="generator" content="Adobe RoboHelp 2019">
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<title>Financial Exchange: Vendors</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style title="hcp" type="text/css">
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span.hcp1 { color:#c0c0c0; }
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-->
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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: Vendors</p>
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<p class="Help-Text"><a href="qbdataoverview.htm">Exchange Overview</a> <span class="hcp1">| <a href="qbfs_exchangereports.htm">Exchange Reports</a></span> <span class="hcp1">|</span> <a href="../qbpos_vendors/vendorsoverview.htm">Vendors Overview</a></p>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
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</div>
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<p class="Help-Text">Existing <span style="font-weight: bold;">active</span> vendors from your QuickBooks financial software are automatically added to your Point of Sale vendor list with the first Financial Exchange.</p>
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<p class="Help-Text">New and edited vendor records in either program are then routinely sent to the other with each exchange.</p>
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<p class="Help-Text">The exceptions to this are:</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">Vendors flagged as <a href="../qbpos_vendors/vendors_inactive.htm">inactive</a> in both programs are not exchanged</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">If you check the inactive flag when initially adding a new vendor in Point of Sale, that vendor will not be sent to QuickBooks. However, if you list the inactive vendor on a receiving voucher, when that voucher is exchanged, the vendor will be created in QuickBooks.</p>
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</li>
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</ul>
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<p class="Help-Heading-2">Notes:</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">Occasionally, you may end up with duplicate vendors in Point of Sale. This typically happens when two associates enter the same vendor with slightly different spellings. The <a href="../qbpos_vendors/vendors_mergeduplicates.htm">merge vendors</a> feature in Point of Sale can be used to combine the duplicates into a single record and merge their purchase histories. When merging vendor records, you also have the option of deleting the duplicate from QuickBooks (highly recommended).</p>
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</li>
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</ul>
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<p class="Help-Text">You can use these links for more information and illustrations:</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">You can <a href="financialexchange_viewqbfstransactions.htm">view</a> the matching vendor record in QuickBooks for a Point of Sale vendor via a link in your Point of Sale vendor list.</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">Read how vendor payment terms are exchanged <a href="qbfs_vendorterms.htm">here</a>.</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">Read various ways to <a href="qbdata03.htm">customize Financial Exchange</a></p>
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</li>
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</ul>
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<p class="Help-Text"><a href="qbdata02.htm">Overview: How QuickBooks handles Point of Sale data</a></p>
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</body>
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</html>
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