Quickbooks POS Financial exchange

DianaSB805 · ‎April 27, 2021

I'm using QB POS 19.0 and the Desktop Premier Retail edition. I'm set up to send summarized data from POS to QB during financial exchange which creates only one sales receipt listing all transactions. Is there any way to separate the transactions into two sales receipts :one for cash and another for credit cards?

Because of the amount of transactions I have daily, there's no way I could manage a financial exchange that would send detailed data. But combining all cash and credit card sales on one receipt makes reconciling a nightmare since credit card sales are batched. Even the sales tax gets combined.

I'm hoping there's an easy work around for this problem.

Kristine Mae · ‎April 27, 2021

I'll share a few information, DianaSB805.

Some documents or transactions are consolidated by day, like the receipts that are paid by cash, credit card, debit card, and gift certificate. They are consolidated for a particular day and sent to QuickBooks as a single receipt for the total amount of sales. We're unable to split them.

For more details, you can check this article: Options for sending item description during financial exchange.

If there's anything else that you need, feel free to let us know. We're around to help you. Take care!

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Quickbooks POS Financial exchange

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