QuickBooks POS: Transfer Data to QuickBooks on Another Computer

The instructions below address a typical configuration where Point of Sale is installed on a computer where sales are performed and QuickBooks is installed in another location on the network, such as a back office.

Detailed Instructions

Important:

• Update all copies of both programs to the most current release.
• Refer to your Windows documentation or consult a qualified computer technician if you need assistance in mapping network drives or setting a folder to share access as required in this procedure.

Set up Integration between Point of Sale and QuickBooks

1. Ensure you have a copy of QuickBooks at both the front and back workstations.

1. Install QuickBooks on both the back office and front register computer. The data file should be located on the back office workstation.
2. Make sure you open the QuickBooks data file from the back office computer.
3. Open the QuickBooks data file from the front register computer and open the data file over your network.
4. Close QuickBooks on the back office computer.

2. Integrate QuickBooks POS with the correct QuickBooks data file.

QuickBooks POS v10-12

1. Open QuickBooks POS and choose File > Preferences > Company.
2. Select the Financial preference, put a check mark on Use with QuickBooks Financial Software and click Set Up QuickBooks Connection Now.
3. Follow the wizard through to completion, ensuring that the QuickBooks file on the mapped network drive has been selected.
4. Click Next then Finish.

QuickBooks POS v5–9

1. Open QuickBooks POS and choose File > Setup Interview.
2. From the list, select Financial Exchange and click Yes.
3. Click Run QuickBooks Connection Wizard and follow the wizard through to completion, ensuring that the QuickBooks on the mapped network drive has been selected.
4. Click Next then Finish.

QuickBooks POS v4

1. Open QuickBooks POS and choose File > Setup Interview.
2. From the list, select Financial Exchange and click Yes to open the browse window.
3. In the Look in field select the mapped drive and double-click your QuickBooks company file. Complete the Financial Exchange section of the Interview.
4. Click Leave then Yes to save the changes.

QuickBooks POS v3

1. Open your data file on the front register computer.
2. Choose Company > Set Up Users then click Add User.
3. Enter POS Remote for the User Name. Do not assign a password. Click Next.
4. Select All areas of QuickBooks and click Next.
5. On the Warning window, click Yes then click Finish.
6. On the User List, click Close.
7. Open Point of Sale and click Company> Interview > Financial Exchange.
   If the browse window does not launch:
   1. Click the button to the right of the Company File Name field.
   2. From the Look in field, choose the mapped drive and click your QuickBooks company file.
8. Complete the Financial Exchange section of the Interview.
9. Click Leave then Yes to save the changes when Financial Exchange is complete.

3. Initiate a Financial Exchange.

• In QuickBooks, choose File > Switch to Single user mode if it is available.
• In QuickBooks POS, choose Financial > Update QuickBooks (for Version 3, click QuickBooks>Update)