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Making QuickBooks All Set for Point of Sale integration

Making QuickBooks All Set for Point of Sale integration

Small businesses always need best-of-breed solutions when it comes to managing finances with no hassles. That is why retail industry businesses heavily rely on integration. With QuickBooks, this integration is possible as it lets numerous applications function smoothly and utilize the apps that are not supported by Intuit’s accounting software. QuickBooks Point of Sale (POS) is easy to implement as a standalone software program for retailing activities. Your QuickBooks can successfully become a complete financial management system for all your retail operations by exchanging data with it. It is also likely that QB users might have some intricacies while exchanging data. So, QuickBooks technical support is available for making things happen in the favor of QB users.

Read Also: Making QuickBooks All Set for Point of Sale integration

Today, the point of sale integration matters the most in QuickBooks in eCommerce stores. Before you get ready to integrate with the POS, make sure you do some housekeeping in QuickBooks in advance so that you can have better results. POS is where all retail activities occur and QuickBooks is where the results of these activities become a part of overall financial management. QB users can get benefited from the QuickBooks point of sale (POS) support phone number that helps in data integration from Intuit professionals.

Data exchange

First, data sharing between the two applications is necessary to know the value of the initial steps. Data exchange means transferring data from QuickBooks POS to QuickBooks. From QuickBooks POS, QB also needs some information—purchasing of items, sale tax collection, inventory adjustment, adding new vendors, account payments, etc.

QuickBooks needs to supply the same information to QuickBooks POS. To do so, it is necessary that the customer and vendor databases must be in sync and POS must know customer balances and limits. Two apps execute swaps and syncs when there is a manual or automatic exchange. A successful integration always needs expert advice that comes from QuickBooks technical support providing companies. With QB support, data exchange becomes highly convenient.

So, ensure that the QuickBooks company file is prepared for data sharing with QuickBooks POS. to do so,

  • Open the Edit menu in QB and select Preferences.
  • Click on the Items & Inventory tab, and then Company Preferences. Find a checkmark in the box.
  • If not, click in the small box.

Check, if your QB Chart of Accounts has all the accounts you’ll need. If you don’t find these accounts, you better seek adequate support from QuickBooks professionals.

Read Also: Overcoming QB Integration challenges in eCommerce Stores

QB needs to know if it’s OK to unite to POS. To do so,

  • Go back to Preferences and choose Integrated Applications, then Company Preferences. Make sure there is no checkmark in the company file.

These steps are likely to help you integrate the QB POS with QB. If any issue occurs while doing so, you can ask QB experts to extend a helping hand in the form of QB support for POS integration.