Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hello everyone,
I have a question.
I have a quickbook pos 11 running at store A.
But I have a financial officer who is working remote.
I wanna know how can we use pos backup file (qpb) at the store and merge it when the existing info the financial officer.
This way the financial officer can review the updated info.
Let me also say I'm still a bit inexperienced in QB Pos (more knowledge with QB accountant), so please be kind if I've said something that reflects this.
Thanks in advance for any help.
Solved! Go to Solution.
I'll guide you on how you can merge your QB POS file from your financial officer, boek.
Merging your data so you'll be able to update your company file is so easy and requires only a few steps. You'll want to import and export the information using MS Excel. This is the most effective way, just make sure to follow templates and formats to successfully transfer the file. But before doing so, make sure to create a backup copy of your file. Then, get an existing template or recreate one. To do this follow the steps below:
Next, ensure that the setup is correct to successfully import data to Point of Sales. Here's how:
If you chose to have a different file template for import:
Lastly, to export data:
Please check this article for more detailed information about the process: QuickBooks Desktop Point of Sale: Import and Export Overview.
In addition, POS 19.0 new e-commerce integration helps you save time and grow online sales with seamless integration across online and in-store channels. For your reference, consider reading this article for your guide: What’s new in QuickBooks Desktop Point of Sale 19.0.
Let me know if you have any concerns about merging POS. I'm always right here to help you anytime.
I'll guide you on how you can merge your QB POS file from your financial officer, boek.
Merging your data so you'll be able to update your company file is so easy and requires only a few steps. You'll want to import and export the information using MS Excel. This is the most effective way, just make sure to follow templates and formats to successfully transfer the file. But before doing so, make sure to create a backup copy of your file. Then, get an existing template or recreate one. To do this follow the steps below:
Next, ensure that the setup is correct to successfully import data to Point of Sales. Here's how:
If you chose to have a different file template for import:
Lastly, to export data:
Please check this article for more detailed information about the process: QuickBooks Desktop Point of Sale: Import and Export Overview.
In addition, POS 19.0 new e-commerce integration helps you save time and grow online sales with seamless integration across online and in-store channels. For your reference, consider reading this article for your guide: What’s new in QuickBooks Desktop Point of Sale 19.0.
Let me know if you have any concerns about merging POS. I'm always right here to help you anytime.
As the other tech stated, you can import Customers and Items.
However, you cannot merge files, or import transactions such as sales or receiving vouchers.
Thanks,
Peter Eastvold | QuickBooks Point of Sale Expert
Hi thanks I was hoping merging it directly was indead possible but thanks for your help
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here