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Data that is shared between QuickBooks and QuickBooks Point of Sale

This table summarizes the data that is shared between Point of Sale and the QuickBooks company file.

Data TypePoint of Sale
to QuickBooks
QuickBooks to
Point of Sale
New and updated customer records
(except account balances)
X X
Payments on account X
Customer account balances and limits X
New and updated active vendors X X
Vendor payment terms X X
Inventory items

optional;
one-time import

Sales receipts, deposits, and sales taxes collected X
Receiving vouchers (receipt of merchandise
from vendors)
X
Vendor billing information optional
Inventory adjustments (quantity or cost) X
Cash drawer pay-outs X
Inventory transfers: freight charges only
(Pro Multi-Store)
X
Time Clock Records (Pro) X

Only new data or data updated since the last exchange is sent when Financial Exchange is run.

In addition, each time a financial exchange occurs, your QuickBooks company file Chart of Accounts, sales tax items/codes/groups, and payment types are read and made available within Point of Sale for selection when mapping (linking) these items between the programs.

Which data is not exchanged?

The following data is not shared in either direction:

  • Inventory items or quantities (except for initial import from QuickBooks to Point of Sale)

  • Employee records

  • Employee tips and commissions

If you have existing purchase orders in QuickBooks when integrating, you can manually re-enter them in Point of Sale. Doing so allows coordinated tracking of purchases, better reporting capabilities, and the ability to create receiving vouchers from these purchase orders when the merchandise arrives.

See also

KB ID# H_V_QB_POS_DATA_SHARED_WITH_CO_FILE
8/28/2014 10:15:44 PM
PPRDQSSWS404 9102 Pro 2013 fbc5b7