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Lazerbeam
Level 1

Financial exchange between POS QB desktop

After running the financial exchange between POS and QB Desktop, the daily sales receipts show as "need to be printed" in QB Premier Desktop. How do I prevent this from happening? The receipts have been printed through the POS, so they don't need to be printed again once transferred to QBDT.

4 Comments
MaryLandT
QuickBooks Team

Financial exchange between POS QB desktop

I'm here to help remove those to be printed sales receipts, Lazerbeam.

 

QuickBooks Point of Sale only allows you to edit sales receipts before a Financial Exchange. Check out the Financial Exchange Overview to learn more about sharing your information between these two programs.

 

In QuickBooks Desktop, you'll want to open each sales receipt and manually uncheck the Print Later box. Doing this will help ensure you won't print those entries again.

 

I'll take note of this behavior and pass it along to our Product Team. For now, you can visit this page: Product Updates to know the latest features and improvements in QuickBooks POS.

 

Let me know if there's anything else you need. I'm always right here to help.

Lazerbeam
Level 1

Financial exchange between POS QB desktop

I know how to "un-check" the Print Later box in Desktop. There have been over 400 transactions transferred to Desktop in the opening 14 days of our business from POS. It will be extremely tedious to make this change manually and should not have to be done.

 

The issue is why is this happening in the first place? All of the Sales Receipts were printed from the POS during the actual sales transaction. Why are they showing up in Desktop as "Print Later" after the conducting the financial exchange? What setting needs to be made or changed in either POS or Desktop to prevent this from happening during future financial exchanges?

AlexV
QuickBooks Team

Financial exchange between POS QB desktop

Good day, Lazerbeam.

 

I understand that you don't have to print the sales receipts after they are being imported to QuickBooks Desktop. It's best to reach out to our QuickBooks POS Support so they can further assist you with it.

 

Also, here are some of the articles you'll want to check about QuickBooks Point of Sale.

I'll be here if you have other questions. Wishing you all the best!

Lazerbeam
Level 1

Financial exchange between POS QB desktop

This question was already posted in the Quickbooks POS community, yet you're telling me to contact Quickbooks Point of Sale support. Tried that too, and they are no help whatsoever. I'm beginning to wonder why you can talk to someone in in the US for Sales, but anytime "support" in needed, you're stuck with someone in some foreign country with roosters crowing in the background who barely speak any English.

 

I wonder what your competitor's customer support is like? 

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