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ahelton
Level 2

Financial Exchange Setup Issue: Inventory Items (POS) syncing as Non-Inventory Items (QBD)

Hi All,

 

I'm attempting to help someone setup the Financial Exchange process between QB POS Pro and QB Desktop Pro. The process worked somewhat, however the information does not appear to be syncing accurately from QB POS to QB Desktop. All the inventory items in QB POS are being listed as "inactive non-inventory items" in QB Desktop. I've double-checked the settings in QB POS and those same items are listed as active inventory items there. Anyone have any ideas on why this is happening? I'm running up against a limit of non-inventory items in QB Desktop as a result.

 

Thanks!

Solved
Best answer January 12, 2021

Best Answers
Tori B
QuickBooks Team

Financial Exchange Setup Issue: Inventory Items (POS) syncing as Non-Inventory Items (QBD)

Hey there, @ahelton

 

Thanks for reaching out to the Community for support. I'm happy to provide some insight into the connection between POS and QuickBooks. 

 

It sounds like you're on the right track. When connecting QuickBooks and POS, this will allow you to send detailed or summarized item information. There's a few things to note when using the financial exchange between POS and QuickBooks. 

 

POS creates an inactive, non-inventory item in QuickBooks for each item sold or received after running a financial exchange. These items are created only once and are tracked in POS. These are made inactive so they don't show in the default QuickBooks list view as they are meant to be used solely for detailed Financial exchange. This is why your client see's the items marked inactive in QuickBooks.

 

To learn more about the connection between POS and QuickBooks, check out Options for sending item description for financial exchange.

 

Additionally, I'm also including our Financial Exchange Overview so you can see further information between the connection of both products. 

 

I hope this helps. Please let me know if you have additional questions or concerns. I'm here any time you need me. You can always reach out to the Community. We've got your back. Take care! 

 

 

 

 

 

View solution in original post

3 Comments
Tori B
QuickBooks Team

Financial Exchange Setup Issue: Inventory Items (POS) syncing as Non-Inventory Items (QBD)

Hey there, @ahelton

 

Thanks for reaching out to the Community for support. I'm happy to provide some insight into the connection between POS and QuickBooks. 

 

It sounds like you're on the right track. When connecting QuickBooks and POS, this will allow you to send detailed or summarized item information. There's a few things to note when using the financial exchange between POS and QuickBooks. 

 

POS creates an inactive, non-inventory item in QuickBooks for each item sold or received after running a financial exchange. These items are created only once and are tracked in POS. These are made inactive so they don't show in the default QuickBooks list view as they are meant to be used solely for detailed Financial exchange. This is why your client see's the items marked inactive in QuickBooks.

 

To learn more about the connection between POS and QuickBooks, check out Options for sending item description for financial exchange.

 

Additionally, I'm also including our Financial Exchange Overview so you can see further information between the connection of both products. 

 

I hope this helps. Please let me know if you have additional questions or concerns. I'm here any time you need me. You can always reach out to the Community. We've got your back. Take care! 

 

 

 

 

 

View solution in original post

ahelton
Level 2

Financial Exchange Setup Issue: Inventory Items (POS) syncing as Non-Inventory Items (QBD)

@Tori B I'm getting an error that says there are too many non-inventory items in QB Desktop, so the financial exchange sync process does not complete. Could you speak to this and what needs to be done to resolve this? Does my client need to upgrade versions?

GlinetteC
Moderator

Financial Exchange Setup Issue: Inventory Items (POS) syncing as Non-Inventory Items (QBD)

It's nice to have you back here, ahelton. I'm here to help you get this resolved.

 

In QuickBooks Desktop, there are maximum number of limits of entries you can make. To learn more about it, here's the maximum entries you can have for each list in QBDT: Maximum number of list entries (list limits and custom fields

 

If you've reached the maximum amount entries, you'll want make unnecessary item inactive or merge them. Otherwise, upgrade your client's QB to Enterprise.

 

To make an item inactive:
     1. From the Lists menu, select Item list.

     2. Look for item and click on the Item drop-down menu.

     3. Choose Make Item Inactive.

 

Keep me posted on how it works. I want to make sure everything is taken care of for you.

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