The easiest way to transfer daily QuickBooks Point of Sale data to QuickBooks is to include the Financial Exchange option in your End of Day procedure in QuickBooks Point of Sale. The End of Day procedure can perform a number of store-closing
actions, including settling credit card batches, running a Store Close Report, backing up your Point of Sale data, and
exchanging information with QuickBooks.
You can also initiate a Financial Exchange manually at any time from within Point of Sale. A manual exchange does
not differ from that conducted during End of Day; both methods send all data that has not yet been sent to
QuickBooks. You might use this feature, for example, if you want to do mid-day billings from QuickBooks and want
to be sure that you have up-to-the-minute Point of Sale sales data.
When the exchange is completed, a summary window displays the number of records exchanged and whether any errors occurred. Select View Activity Log from this window for help in troubleshooting any errors that are listed.
For more information, search the Point of Sale help system using keyword "Financial Exchange."
Depositing payments to banks after financial exchanges
Data that is shared between QuickBooks and QuickBooks Point of Sale
Customizing financial exchanges
About default financial exchange mappings
Integrating QuickBooks with QuickBooks Point of Sale (Overview)