cancel
Showing results for 
Search instead for 
Did you mean: 
Lilly0413
Level 1

Credit Cards transferring from POS to Desktop

I've taken credit card payments and manually put them in QB POS, but they're not transferring over to my QB Desktop. What am I doing wrong?

2 Comments 2
JenoP
Moderator

Credit Cards transferring from POS to Desktop

I'll help with your question about syncing data between the two programs, Lilly0413.

 

Let's do a financial exchange transfer data from POS to QuickBooks Desktop. Here's how:

 

  1. Go to the QuickBooks Desktop Point of Sale Server Workstation.
  2. Select Point of Sale, then click End of Day Procedure.
  3. On the End of Day window, ensure that the Exchange data with QuickBooks check-box is selected.
  4. Click OK.

 

One done, go to QuickBooks Desktop and check if you can already see the credit card transactions in your company file. Let me also share this article with you for additional details about this process: Financial Exchange Overview.

 

Don't hesitate to reply or visit us again in the Community if you need anything else. 

JenoP
Moderator

Credit Cards transferring from POS to Desktop

Hi Lilly0413,

 

Hope you’re doing great. I wanted to see how everything is going about syncing the credit card payments from POS to QuickBooks. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

Need to get in touch?

Contact us