Prepare QuickBooks for Financial Exchange

Before you can share data, you should prepare your QuickBooks financial software by doing the following:

  • Make a backup copy of both your Point of Sale and QuickBooks files.  (Create a unique name for the backup. For example: “POS backup before QB”).

  • Install QuickBooks on the same computer as QuickBooks Point of Sale 2013 for sharing.

  • Turn on the collection of sales tax, if applicable.

  • Turn on Inventory, if applicable.

  • Clean up QuickBooks lists (optional, if you plan to import data)

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