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)