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ADVREST
Level 1

POS End of Day Reports to merge into 1 How can I do that?

We have a store off premises and POS is on her computer. We supposedly merge everyday her customer info merges but not her sales. How do I get that to sync better? 

1 Comment 1
AlexV
QuickBooks Team

POS End of Day Reports to merge into 1 How can I do that?

Hi ADVREST!

 

You have the option to set up QuickBooks Point of Sale in multi-user mode. With his feature, we can transfer data between your server, the computer that holds your company file, and the remote workstations.

 

The first thing we need to make sure of is that the workstations (remote POS) meet the system requirements for Point of Sale. Then, we need to update folder permission so you can share and access the same file before you configure the Windows firewall. Once done, we can now switch it to multi-user mode by going to the File menu, and select Switch Company File to Multi User Mode.

 

Once everything is set up already, you need to run the end-of-day procedure on the server computer. Here are the links you can check. These will explain more on how to set it up and how the store exchange can help you and your business:

 

Leave a comment below and we'll respond as soon as we can. Have a great day!

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