Nice to have you in the Community space, Maxie.
You can use the Financial Exchange process to share information between your QuickBooks Desktop (QBDT) and Point and Sale (POS). This way, it'll automatically update the mapping of your POS. Let me show you how.
Before we begin, I recommend creating a backup copy of your company file. In case we run into some issues, we can easily restore your file. When ready, you can follow the steps below to syncing your QBDT and POS.
- Go to the Edit menu in your QBDT.
- Select on Preferences.
- Choose Integrated Applications then go to the Company Preferences tab.
- From the Applications list, select QuickBooks Point of Sale.
- Select on Properties.
- In the Access Rights tab, select the option Allow this application to read and modify this company file.
- Select OK in the Properties window, and in the Preferences window.
You can also check this link for more details about the process: Financial Exchange Overview.
In case there're transactions missing after the process, you can refer to the steps outlined in this article to resolve issue: Point of Sale transactions are missing in QuickBooks Desktop after a financial exchange.
Should you need more assistance syncing your data, please don't hesitate to leave a reply in this thread.You can always count on me to back you up. Wishing you a wonderful weekend!
