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rockmama
Level 1

Integrating data from pos to desktop after years of seperation

I have kept my pos and desktop pro separate for a few years and did double entry. I have recently upgraded to most current versions and want to begin integration. I have not kept up with all double entries the last two years due to employee shortages and illness. Has anyone performed integration with “some “ information already carried over and entered and some not ?

2 Comments 2
LieraMarie_A
QuickBooks Team

Integrating data from pos to desktop after years of seperation

Hi there, @rockmama. I've got the instructions you'll need to bring in your information to QuickBooks Desktop (QBDT).

 

When you connect your QuickBooks Desktop Point of Sale (POS) to your QBDT software, it allows you to share your data from a specific date using the Recover Data function. 

 

Here's how:

  1. Go to Financial, then select  Financial center.
  2. Click Show Advanced Options, then Recover Data Now.
  3. Select Continue. Enter the date range.
  4. Type Yes in the confirmation window and click Continue.

 

Once done, use the End of Day procedure to transfer the succeeding data.

  1. Click the End of Day Procedure on the POS home screen. 
  2. Make sure that the Exchange data with QuickBooks check box is selected.
  3. Click Start.

 

I'm also adding some links you can check. These will help you understand the process of integrating QPOS and QBDT and how to fix if some transactions are missing:

 

Feel free to comment below if you need more help with this integration. I'm always happy to help. Have a good one.

LieraMarie_A
QuickBooks Team

Integrating data from pos to desktop after years of seperation

Hi @rockmama,


Hope you’re doing great. I wanted to see how everything is going about bring in your information to QuickBooks Desktop (QBDT). Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

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