Connect QuickBooks POS to Accounting - Sync Quickbooks and QB POS Financial Exchange Sales

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  • čas přidán 6. 09. 2024
  • Connect QuickBooks POS to Accounting - Sync Quickbooks and QB POS Financial Exchange
    Instruction Guide: sheets.blackro...
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Komentáře • 44

  • @andrewhelton6119
    @andrewhelton6119 Před 3 lety +1

    For those watching, I believe in order to edit the appropriate preferences in QuickBooks Desktop you have to be operating in single-user mode. If you currently have multi-user mode enabled, you'll need to switch back to single-user mode temporarily to make the changes indicated in this video. After setting everything up properly, you can switch back to multi-user mode.

  • @digilinemedia
    @digilinemedia Před 6 lety +1

    You made my day with this tutorial. Thanks a million times.

  • @ibrahimmahmoud-ej3hd
    @ibrahimmahmoud-ej3hd Před 10 měsíci

    Hello, thank you for the effort made to explain, but I want to know whether it is possible to create mutual synchronization between the two parties, so that if I edit in QuickBooks for Accounts, the amendment will be made at the point of sale and vice versa, meaning if I sell in QuickBooks for Accounts, QuickBooks at the point of sale will be affected.

  • @anesumbudzi1427
    @anesumbudzi1427 Před 4 lety +2

    Can you do this if the softwares are running on different computers?!

  • @AlbertGabri
    @AlbertGabri Před 2 lety

    Great content. Thank you for these informative videos. Question: we're a wholesale business and we're not charging sales tax. However, we do have a markup on items for which we pay excise tax. I learned how to set up departments in POS and apply the excise tax markup to those items. However, when I'm connecting POS to QB Accounting, it is asking me to turn on the sales tax. Why?

  • @janettomlinson1455
    @janettomlinson1455 Před 4 lety

    Your videos are awesome. So clear, precise and helpful. I am pending for Facebook group, as I have a question about where the daily report is with the detail that shows what was sold as well as the sales' monies detail that you run before Z-out.

  • @kendoralightbourn7170
    @kendoralightbourn7170 Před 4 lety

    Could you tell me why the 'Sales by Item Summary' and the 'Sales by REP Summary' gives to different sales amount? (The sales by rep Summary is the correct amount.

  • @clervalsam
    @clervalsam Před 2 lety

    How can i prevent negative inventory balance in QuickBooks point of sale ?

  • @clifton1776
    @clifton1776 Před 2 lety

    Is it possible to integrate QB POS to QB Online? Currently we are using QB Enterprise desktop, and are thinking about switching to QB Online. However, I can't find if QBPOS and QBO integrate....

  • @knyansa1569
    @knyansa1569 Před rokem

    Is quickbooks international? In other words can it be used in another country ?

  • @josechemist
    @josechemist Před 4 lety

    Why does a iteam created (service item) created in POS does not sync on the desktop?

  • @patriciaferrer7007
    @patriciaferrer7007 Před 3 lety

    Hi! So, we’ve been using quickbooks pos since November, and the owner just decided to get the qb desktop for internar control. My question is, we have already made the accounting for 2020, is there a way to only import o synchronized pos transactions from a specific date? Or if I synchronized now, the pos will send all the info from November up to today?

  • @kimmienguyen9283
    @kimmienguyen9283 Před 2 lety

    Can you show how QB pos sync PO to QB accounting?

  • @salwanalmansury2562
    @salwanalmansury2562 Před rokem

    Should I have my QB enterprise on same computer?

  • @TOY-pd6nb
    @TOY-pd6nb Před 3 lety

    Do Anyone know to do how create designer.. Thank you

  • @elkachanizakariaamine9323

    Thank you so much FOR THIS VIDEO

  • @groovenus
    @groovenus Před 4 lety

    i am having the same issue... some of the receiving vouchers are not making it to financial. Please advise.

    • @Blackrockbusiness
      @Blackrockbusiness  Před 4 lety

      Please watch a video about finding linked documents in QuickBooks accounting.

  • @shawnvliem7842
    @shawnvliem7842 Před 5 lety

    Is it possible to have Quickbooks Accounting on a separate computer from Quickbooks POS, if so how is that setup?

    • @Blackrockbusiness
      @Blackrockbusiness  Před 5 lety

      Yes it is possible, but not recommended, because then you are pushing the POS info through the network. Recommended setup is POS and accounting on Main Register. Then, share the QB Company File folder, and run the QB Database manager. On the second computer, install QB Accounting and access the shared folder. This way, you can still access QuickBooks on the second computer, but the Company File is housed on the Main POS. This is Intuit's recommended setup.

  • @annabelsanoy4924
    @annabelsanoy4924 Před 5 lety

    Hi. We ask your assistance. Some of our recieving voucher is not showing in our financial quick books. How can we update or fix.our vendor payable is not updated in financial our quick book. Did I make something wrong. Thank you.

    • @Blackrockbusiness
      @Blackrockbusiness  Před 4 lety

      You will want to make sure Vendor Billing Info is checked in Preferences --> Company --> Receiving. This will enable bills to show up in QB Accounting after you enter an Invoice Number on the Receiving Voucher.

  • @SimonBrownja
    @SimonBrownja Před 3 lety

    Why does it affect my customer balances when I sync with pos?

    • @Blackrockbusiness
      @Blackrockbusiness  Před 3 lety

      Things that are charged to account in POS will be moved to customer balances.

  • @Kuddles64
    @Kuddles64 Před 5 lety

    After I connect, I try to create an estimate or invoice in Quickbooks Accounting but my products aren't being displayed. Did I do something wrong?

    • @Blackrockbusiness
      @Blackrockbusiness  Před 5 lety

      When you have POS connected to QB Accounting, you are not meant to use items back and forth interchangeably between the two programs. You can still create items in QB Accounting and then make estimates & invoices. But what you should really do is ring someone up in POS, then charge it to account. This will automatically make an invoice in QB Accounting under that person's name. If you need to estimate, you can use POS Sales Order and then edit the Print Template to say "Estimate." From there, you can convert the sales order to the receipt screen, and charge to account --> ending up with an invoice in QuickBooks Accounting. While it is on account (an invoice), customers can pay at the POS, or in QuickBooks, or through a payment link in the invoice email.

  • @timeturorials6730
    @timeturorials6730 Před 4 lety

    Hello sir!
    How to connect the Quickbook POS client to Server quick POS?

    • @AbdulJabbar-pq2fz
      @AbdulJabbar-pq2fz Před 3 lety

      Also,I need to know how to connect client pos with pos server..

  • @luwant6762
    @luwant6762 Před 4 lety

    Hi,is it possible to share data between different versions(UK and UK)?

    • @Blackrockbusiness
      @Blackrockbusiness  Před 4 lety

      Unfortunately I don't have the different versions, but I think the problem lies within different types of tax facilities within the QuickBooks. Therefore I'm not sure it'll actually work.

  • @shaunfilus
    @shaunfilus Před 4 lety

    Is there any way to connect the POS to Quickbook Accounting Online?

  • @BaysideSoundz
    @BaysideSoundz Před 4 lety

    Can I do this if I have POS on one computer and Accounting on another?

    • @Blackrockbusiness
      @Blackrockbusiness  Před 4 lety +1

      It is possible but not recommended. You would also install QuickBooks accounting on the POS computer, and open the company file through a network share.

    • @BaysideSoundz
      @BaysideSoundz Před 4 lety

      @@Blackrockbusiness okay thank you that's something I got to look into, because I've had the Accounting for some years and recently got the work station QB POS and I really need them to be synced so I can track all my sales on the Accounting through the POS

  • @hv0711
    @hv0711 Před 4 lety

    I have the error message, Status code: 3180; Status message:

    • @Blackrockbusiness
      @Blackrockbusiness  Před 4 lety

      If you are having errors, our QuickBooks POS group is an excellent place to ask about them:
      qbposgroup.blackrockbusiness.com

  • @EvolvedApe
    @EvolvedApe Před 3 lety

    Hi, do you offer consulting on this project?