QuickBooks POS: End of Day Financial Exchange with QuickBooks

In a multi-workstation configuration, the End of Day procedure must be run on the Server Workstation to include Financial Exchange.

(Pro) The Financial Exchange option is available only at Headquarters.

To include a Financial Exchange as part of the End of Day procedure:

  1. Make sure QuickBooks is running and your company file is open.

Tip: To avoid this step set up your integrated applications preferences in QuickBooks to allow Point of Sale to automatically login.

  1. In the End of Day window, ensure that the Exchange Data with QuickBooks option is selected in the Financial Exchange with QuickBooks section.

  2. Choose other End of Day options.

  3. Select OK.

Leave a Reply