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Join nowI'm doing my first financial exchange between POS and Desktop but only want data from a certain start date to transfer and no data prior. How do I select the start date?
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Hello, Diana.
I'll guide you on how you can transfer data from a specific date between POS and QuickBooks Desktop.
You can use the Recover Data function to bring in transactions from a specific start date. Here's how:
It should be noted that this is a manual way of transferring the data. Be careful when using this since this might duplicate your transactions or customers list.
You can use the End of Day procedure to bring in the succeeding data after doing the Recover Data process.
Happy to help you out again if you have more questions about your data in the POS program or in QuickBooks Desktop. I'm also open to any other concerns you might have for both platforms.
Hello, Diana.
I'll guide you on how you can transfer data from a specific date between POS and QuickBooks Desktop.
You can use the Recover Data function to bring in transactions from a specific start date. Here's how:
It should be noted that this is a manual way of transferring the data. Be careful when using this since this might duplicate your transactions or customers list.
You can use the End of Day procedure to bring in the succeeding data after doing the Recover Data process.
Happy to help you out again if you have more questions about your data in the POS program or in QuickBooks Desktop. I'm also open to any other concerns you might have for both platforms.
to follow up on jamespaul answer to Diana's question about only wanting data transfer from a specific date, let's say June 1st, subsequent transfers will never bring in data before June 1st. I am need of this as well.
thanks
Bob
Thanks for joining us here today, @rwcjr.
I'll share some information about data exchange. In the steps provided by my peer, you can choose a specific date after clicking Continue. Refer to Step 5: Enter the date range above.
For more POS help resources, check out these guides.
Don't hesitate to swing by anytime if you still have questions or concerns with data exchange. I'll be around for you. Take care and have a good one.
How do I do the exchange when the POS and QB Desktop Pro are not on the same computer?
Hello there, @marlabt.
Thank you for posting here in the Community. Let me share these requirements for transferring or syncing your data from POS to QuickBooks via the Financial Exchange process.
Make sure to meet the following before you may connect QuickBooks Desktop Point of Sale (QB POS) to your QuickBooks Desktop program and share data:
Set the following QuickBooks options to make this possible:
Once done, the data from your POS system will automatically sync with QuickBooks. It will keep your accounting system updated.
If you still have questions or concerns about data Financial Exchange, please stop by at any time. I'll be available for you. Take care and enjoy your day.
Lolly Nino
Are you still there? I have a question
Hello there, Michelle.
For us to provide an appropriate resolution, can you tell us more about your question?
Do you encounter any problems while using QuickBooks Desktop?
Feel free to leave a comment below. Your response would highly be appreciated. We're always here 24/7. Stay safe.
Hello,
I wanted to know if others who had POS v19 upgraded to Enterprise 2024 and if the financial exchange continued to work?
Hello,
I am wondering if companies using POS prior to the discontinuation of the POS program...
If they had upgraded to Enterprises 2024 and if the programs talked? If the Financial Exchange worked?
Hi there, @MichelleCBF. Thanks for joining the thread.
Regarding your first question, companies using QuickBooks Desktop before discontinuing the POS program could still upgrade to QuickBooks Desktop Enterprise 2024. Due to the discontinuation of QuickBooks Desktop POS, Financial Exchange is no longer available.
Moreover, Intuit has partnered with Shopify to bring you a modern retail solution that integrates with QuickBooks Desktop Financial Software. To facilitate this integration, businesses can utilize the QuickBooks Desktop Connector App to migrate their data to Shopify and establish a connection with QBDT.
For more details, you can refer to the resource:: Learn more about QuickBooks Desktop Point of Sale discontinuation.
I've also included these articles as references for Shopify and QuickBooks Desktop integration.
Please feel free to ask if you have any other questions regarding the discontinuation of the Point of Sale program or any other QuickBooks-related concerns. I'll be happy to provide clarification and assistance. Take care.
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