QuickBooks POS: Verify if Documents Were Sent to QuickBooks Accounting

 

Today we are going to show you how you can verify if a document were sent to QuickBooks accounting.

Let’s begin:

1. On you Home screen, go to “Sales History”.
2. On your Sales history screen, add “QB status” on your column.
3. You will see in QB status column that some of your documents are Completed and some are Not yet Posted on your QuickBooks accounting.
   

Let’s go to Receiving History

1. On your Receiving history screen, you will see that you have 2 Unbilled Purchase in QB status column.
   
2. You will see on the Payment column that in order for these two vendors to be Completed in QuickBooks Account they need to set their Billing Information.
3. Go to “I want to” menu, then select “Enter Billing Info”.
4. Enter the “Invoice No.”. Invoice number is some sort of reference number or it could be the packing number. Select “Ok” when you’re done.
   
5. Now you have your invoice number for “Something Company” vendor. The next time we make a financial exchange with this vendor it will already sends that over as an open bill in QuickBooks Accounting.
   

Now, go back to “Sales History”.

1. On your “Financial” menu, select “Update QuickBooks Desktop”.
2. Wait until the update is done.
3. After you update, you will notice that the 3 “Not Posted” remains the same, because this just doesn’t automatically update their QB status.
   
4. We can still check if it was really sent to QuickBooks accounting. Choose one of the 3 Not Posted status, go to “I want to” menu then select “Show Financial Detail”.
5. You have now successfully sent the financial summary to QuickBooks accounting.