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miscentralbooks
Level 1

integration of point of sales in quickbooks desktop

Hi everyone, may i request a guide or instruction how to integrate the non quickbooks point of sales system to our quickbooks desktop? 

5 Comments 5
JessT
Moderator

integration of point of sales in quickbooks desktop

Hi there, miscentralbooks.

 

I'll be glad to share the steps to integrate your Point of Sale (POS) to QuickBooks Desktop. Here's how:

  1. Open QuickBooks POS.
  2. From the File menu, select Preference (or from the Edit menu, choose Preferences.)
  3. Check the box next to Use with QuickBooks Financial Software.
  4. Click Set up QuickBooks Connection Now.
  5. Click Next.
  6. Click Finish.

Feel free to post again if you have other questions. Have a good day!

Revscott
Level 4

integration of point of sales in quickbooks desktop

You indicated this is a NON QuickBooks Point of Sale.

 

You would need to contact that particular company to see if they have a ready made integration available.

If not, you would need to see about having one written. A VERY costly alternative.

Erin121
Level 1

integration of point of sales in quickbooks desktop

We have QuickBooks POS and when I do a test customer in POS I am not seeing that customer in QuickBooks. I followed the instructions you gave and when I hit preferences it shows me company or workstation and I do not see what you suggested. Not sure what I am doing wrong here.

Fiat Lux - ASIA
Level 15

integration of point of sales in quickbooks desktop

@Erin121 

Make sure your QB POS year version supports your QBD year version.

Charies_M
Moderator

integration of point of sales in quickbooks desktop

Pleasure to see your post today, Erin121.

 

I agree with Fiat Lux - Asia. You'll want to ensure that your QuickBooks Point of Sale version is supported. To confirm that, you can check this article: QuickBooks Desktop Point of Sale system requirements.

 

If the issue persists, I suggest contacting our QuickBooks Point of Sale Support Team. They're equipped with tools to securely look into your account and check the main cause of this. Please click this link to reach out to our support: Contact Point of Sale Support.

 

In case you have future questions about POS, check out this guide to learn more: QuickBooks Desktop Point of Sale User Guide.

.

Anything else you need help with can be answered here in the Community. Just let me know and I'd be happy to assist. Have a good one.

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