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Import QuickBooks data into QuickBooks Point of Sale

If you already have a QuickBooks company file with existing customers, vendors, and inventory when you start to use Point of Sale, you can import that data into Point of Sale. Importing your existing QuickBooks data greatly reduces the data entry time in Point of Sale and gets you up and running more quickly.

Customer and vendor records in QuickBooks that are not marked inactive are automatically imported to Point of Sale when you run your first financial exchange. The import of QuickBooks inventory items is optional. Until you import your QuickBooks items, or specify that you do not want to, Point of Sale reminds you each time you open your Point of Sale item list.

For complete instructions on importing your existing QuickBooks items into Point of Sale, see the Point of Sale in-product Help.

Note: The quantity of items imported into Point of Sale is zeroed-out in QuickBooks and a corresponding general journal entry made to adjust the Inventory Asset account. To balance against these entries, adjustment memos are created in Point of Sale and sent to QuickBooks with the next financial exchange so that your inventory value is unchanged. From this point on, quantities of the imported items are tracked in Point of Sale, and transactional documents created in Point of Sale will update your inventory value accordingly as they are sent to QuickBooks.

Specific item information (quantities, cost, prices, etc.) is not shared between Point of Sale and QuickBooks in routine financial exchanges.

If you have QuickBooks items that you do not import and do not plan to use in Point of Sale, you should track those items in QuickBooks and perform all activities regarding these items—such as purchasing, receiving, reporting—in QuickBooks.

See also

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