Moderator

Account management

Thanks for visiting our forum today regarding your POS concern, @wyobookkeeper

 

To sync your client's POS data into QuickBooks, you will need to enable Financial Exchange. This method will help track and post transactions correction on both programs. Please note that the accounts affected by the exchange are pre-set, so you don't need to configure them.

 

Follow the steps below in QuickBooks Point of Sale:

 

  1. Tap the Edit menu, then choose Preferences.
  2. On the left pane, choose Integrated Applications then go to the Company Preferences tab.
  3. Select QuickBooks Point of Sale from the Applications list.
  4. Next, go to Properties.
  5. In Access Rights tab, pick the Allow this application to read and modify this company file option.
  6. Hit OK in the Properties window, and in the Preferences window.

Once done, set up the connection in POS:

 

  1. Go to the File menu then Preferences.
  2. Choose Company > Financial > Set Up QuickBooks Dekstop Conenction Now in Point of Sale.
  3. If you have previously connected to QuickBooks, you may see a screen that says: Continue to use this company file or Let me choose a new company file. Always select Let me choose a new company file.
  4. You will be prompted to start QuickBooks and log in as Admin. Click Next.

  5. QuickBooks Desktop Point of Sale is now ready to share data with your QuickBooks financial software. Hit Finish.

For more information about Financial Exchange, like the process, accounts affected and how it works, see this link here: Financial Exchange Overview

 

If you have any questions about this or need help with other topics in POS or QuickBooks, let me know in the comment below. I'll be right here to help you. Have a good one!