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Quick Books Cash Sales in POS

I am new to the QuickBooks world and am having issues with the POS system. When I have a customer pay with cash its not reporting the cash sale to my desktop system. Card transactions transfer fine just not cash. I have the desktop 2018 system. Am I just not seeing it? Is it reporting the sale somewhere else? Help?

Solved
Best answer 04-08-2019

Accepted Solutions
Moderator

Re: Quick Books Cash Sales in POS

Welcome to the Community, DazedandConfused.

 

I've got some insights to help reflect the cash sale in QuickBooks Desktop (QBDT).

 

If you're sending transactions from Point of Sale (POS) to QBDT or it's happening after the financial exchange, missing transactions may be caused by one of the following reasons:

  • A backup was restored in QuickBooks after the financial exchange
  • QuickBooks transactions were manually deleted.
  • A different QuickBooks company file was opened.

Let's try some basic troubleshooting options to resolve this. If there are too many transactions missing, please follow these steps: 

  1. In POS, select Financial and choose Financial Center.
  2. Select Show Advanced Options.
  3. Click on Recover Data Now.
  4. Select Continue.
  5. Enter the date range that was covered by the original financial exchange.
  6. Click on Resend this document during the next financial exchange.
  7. Select Financial and click on Update QuickBooks.

If only a few transactions are missing:

  1. Select Point of Sale and choose Sales History.
  2. Choose the sales receipt that need to be resent in QuickBooks Desktop.
  3. Select I want to and choose Show Financial Detail.
  4. Click on Resend this document during the next financial exchange.
  5. Select Financial and click on Update QuickBooks.

For further guidance, you can also check out this article: Financial Exchange Overview.

 

The cash sale should reflect in QBDT. Please keep me posted on how it goes. I want to make sure this matter gets resolved.

View solution in original post

4 Comments
Moderator

Re: Quick Books Cash Sales in POS

Welcome to the Community, DazedandConfused.

 

I've got some insights to help reflect the cash sale in QuickBooks Desktop (QBDT).

 

If you're sending transactions from Point of Sale (POS) to QBDT or it's happening after the financial exchange, missing transactions may be caused by one of the following reasons:

  • A backup was restored in QuickBooks after the financial exchange
  • QuickBooks transactions were manually deleted.
  • A different QuickBooks company file was opened.

Let's try some basic troubleshooting options to resolve this. If there are too many transactions missing, please follow these steps: 

  1. In POS, select Financial and choose Financial Center.
  2. Select Show Advanced Options.
  3. Click on Recover Data Now.
  4. Select Continue.
  5. Enter the date range that was covered by the original financial exchange.
  6. Click on Resend this document during the next financial exchange.
  7. Select Financial and click on Update QuickBooks.

If only a few transactions are missing:

  1. Select Point of Sale and choose Sales History.
  2. Choose the sales receipt that need to be resent in QuickBooks Desktop.
  3. Select I want to and choose Show Financial Detail.
  4. Click on Resend this document during the next financial exchange.
  5. Select Financial and click on Update QuickBooks.

For further guidance, you can also check out this article: Financial Exchange Overview.

 

The cash sale should reflect in QBDT. Please keep me posted on how it goes. I want to make sure this matter gets resolved.

View solution in original post

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Re: Quick Books Cash Sales in POS

This was extremely helpful. Thank you!

Moderator

Re: Quick Books Cash Sales in POS

You're always welcome, DazedandConfused

 

I'm happy that everything's doing fine by now. Just in case, I'm attaching a helpful user guide for POS: Point of Sale Official User Guide.

 

If you have any questions or concerns in the future about QuickBooks, don't hesitate to post back in the Community. Have a great week ahead.

Frequent Contributor *

Re: Quick Books Cash Sales in POS

Where are you looking for the cash sale reporting? Maybe you are looking in the wrong spot.

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