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Connect QuickBooks to QuickBooks Point of Sale

The QuickBooks Connection Wizard is used from within Point of Sale to connect the programs. The connection wizard is automatically launched when a connection is necessary to complete a financial exchange task. You can also launch the wizard manually at any time from the following areas in Point of Sale:

  • The Use with QuickBooks page of the Setup Interview

  • The Financial page of company preferences

  • The Financial Center

You can also enable automatic login when QuickBooks is not running.

To make the initial connection manually:

  1. Start QuickBooks and open your financial company file. Log in as a user with Admin rights.
  2. Switch to Point of Sale and launch the connection wizard from any of the following areas described above.
  3. Follow the wizard's on-screen prompts until the connection is completed.
  4. Close the connection wizard when done.

Once the connection has been established, Point of Sale reconnects to the same QuickBooks company file on subsequent exchanges. It is not necessary to run the connection wizard again unless there's been a change in your configuration, such as when moving, renaming, or creating a new QuickBooks company file. The wizard notifies you that it cannot locate the prior file in these cases and prompts you to enter the new file or location to which you want to connect.

Connect when QuickBooks is not running

Subsequent exchanges can be completed even if QuickBooks is not running if your QuickBooks Integrated Application preferences are set to allow automatic login to Point of Sale.

You may have had the option to enable automatic login when you ran the connection wizard. If you did not have this option from the connection wizard, you can use the following procedure to manually allow automatic login.

Note: This option is not available if you are using Remote Data Sharing. RDS is an alternative method of communication with QuickBooks across a network. If using this option, automatic login is not available. QuickBooks and your financial company file must be running to complete data exchanges. Refer to the Point of Sale in-product Help for more information about the RDS option.

See also

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