QuickBooks POS Desktop: Configure QuickBooks Financial Before Connecting POS

Configure QuickBooks Desktop Financial Software

Prepare QuickBooks Desktop for Financial Exchange

Before you can share data, you should prepare your QuickBooks Desktop financial software by doing the following:

  • Make a backup copy of both your Point of Sale and QuickBooks Desktop files.  (Create a unique name for the backup. For example: “POS backup before QB”).
  • Install QuickBooks Desktop on the same computer as Point of Sale for sharing.
  • Turn on the collection of sales tax, if applicable.
  • Turn on Inventory, if applicable.
  • Clean up QuickBooks Desktop lists (optional, if you plan to import data)

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top