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businessessentialsinc
Level 2

My client is having trouble syncing his Quickbooks Point of Sale with Quickbooks Pro financial software after updating to Pro 2020? Does anyone know why?

The QuickBooks Point of Sale version is 12.0
1 Comment 1
Nick_M
QuickBooks Team

My client is having trouble syncing his Quickbooks Point of Sale with Quickbooks Pro financial software after updating to Pro 2020? Does anyone know why?

Hey there, businessessentialsinc.

 

I'm more than happy to help you get to the bottom of whats going on. Follow along to integrate your Point of Sale account to your QuickBooks Pro software. Financial Exchange is a process of sharing information between these two programs usually done anytime or as part of your end of day procedure. Before you can connect QuickBooks Desktop Point of Sale to your QuickBooks Desktop software and share data, the following requirements must be performed.

 

Financial Exchange Setup:

  • Install supported versions of QuickBooks Desktop Pro, Premier, or Enterprise on the same computer where POS is installed. Take note that POS v18 will properly integrate with:
    • QuickBooks Desktop Pro and Premier 2016 to 2019
    • QuickBooks Desktop Enterprise 16.0 to 19.0
  • Make a backup copy of both your QuickBooks Desktop Point of Sale and QuickBooks Desktop files. Create a name that will allow you to differentiate the backup such as QBPOS backup before QB.
  • Do the following in QuickBooks Desktop:
    • Turn on sales tax
    • Turn on inventory
    • Set your preferences to allow Financial Exchange without having QuickBooks Desktop open. While financial Exchange should be run while QuickBooks Desktop is open, you can also do this while the program is closed. To make this possible, set your QuickBooks preferences:
       
    1. From the Edit menu, select Preferences.
    2. On the left panel, choose Integrated Applications then go to the Company Preferences tab.
    3. From the Applications list, select QuickBooks Point of Sale then selects Properties.
    4. In Access Rights tab, select the option Allow this application to read and modify this company file.
    5. Select OK in the Properties window, and in the Preferences window.

For more information on the above steps, check out this article about financial exchange

 

If you have any other questions or concerns, feel free to post them here, I look forward to hearing from you. Thank's for your time and have a lovely evening. 

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