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Nov 5 2019

Financial exchange #polish #currency

#financial exchange

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QuickBooks POS is designed to be used with QuickBooks Financial Software: Pro or Premier Editions (2002 – 2005) or Enterprise Solutions (1.0 – 4.0). QuickBooks POS tracks your daily point-of-sale business, such as sales and inventory-related activities. QuickBooks Financial Software tracks your financial data. Exchanging information between the two programs can significantly reduce your workload because you can track sales activities in QuickBooks POS, then transfer the resulting data directly into your financial software. Theres no need to enter information twice!

There are four situations in which data is shared between the two programs:

1. After installing QuickBooks POS, data can be imported from QuickBooks Financial Software as part of the Setup Interview. This one-time data import transfers existing vendors, customers, and inventory items to QuickBooks POS and saves you the time of having to manually re-enter that information into QuickBooks POS.

2. P rogram preferences are read from QuickBooks Financial Software, including sales tax items/groups, the corresponding sales tax rates, company information (name, address, etc.), account mappings, and payment types. These preferences are read from QuickBooks Financial Software the first time you access the Setup Interview or company preferences in QuickBooks POS, and thereafter each time you return to the Setup Interview or company preferences, making this information available for selection when you define your QuickBooks POS preferences. (Exception: General company information, including name, address, and miscellaneous fields, is only read from QuickBooks Financial Software once.)

3. The End of Day procedure exchanges data between QuickBooks POS and QuickBooks Financial Software, such as sales and receiving data, new or updated customer and vendor information, aggregate adjustments to inventory values, etc. Only data that is new or edited since the last exchange is sent. Depending on the level of detail you want in your financial software, you can specify whether to send item details or summarized data from QuickBooks POS to QuickBooks Financial Software.

4. In the event of a total company file data loss in QuickBooks Financial Software, a Recover feature allows you to send all data within a specified date range to your financial software, including information that has been previously sent.

We strongly recommend using one of the following sequences, depending on the type of user you are. Some of the recommended steps require preliminary work, such as cleaning out unused items in QuickBooks Financial Software or making sure you have the correct sales tax items defined.

If you currently use QuickBooks Financial Software but are new to QuickBooks POS:

1. Make any necessary modifications to the items in your financial software and make sure you have set the appropriate preferences for sales tax information and integrated applications.

2. Install QuickBooks POS and configure with QuickBooks Financial Software as necessary to position the two programs to exchange data. Refer to the Getting Started Guide that came with your QuickBooks POS software for more information.

3. Use the QuickBooks POS Setup Interview to establish communication between the two programs and optionally import your financial software data into QuickBooks POS.

4. Review your QuickBooks POS setup.

5. Use QuickBooks POS to enter subsequent point-of-sale activities.

If you are new to both QuickBooks Financial Software and QuickBooks POS:

1. Install QuickBooks Financial Software and QuickBooks POS and configure the two programs to exchange data as described in the Getting Started Guide that came with your QuickBooks POS software.

2. Set up your QuickBooks Financial Software company file (including sales tax information, if appropriate) using the documentation provided with that software.

3. Use the QuickBooks POS Setup Interview to establish communication between the two programs and optionally import your financial software data into QuickBooks POS.

4. Review your QuickBooks POS setup.

5. Use QuickBooks POS to enter subsequent point-of-sale activities.

If you have just purchased QuickBooks POS but do not plan to use QuickBooks Financial Software at this time, follow the steps in the Setup Interview, but skip the Financial Exchange section. In the future, as a new QuickBooks Financial Software user, you will need to set up your company file and return to the Setup Interview to complete the Financial Exchange section. Reading the financial exchange sections in Help or in the QuickBooks POS Users Guide will help to prepare you for future use of QuickBooks Financial Software.

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