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Brant
Brant
September 21, 2023
Question

POS financial exhnange

  • September 21, 2023
  • 1 reply
  • 0 views

Will QB POS financial exchange still work after Oct 3, 2023?

1 reply

AlcaeusF
AlcaeusF
September 21, 2023

Hi Brant,

 

Thank you for posting here in the Community. I can share information about the QuickBooks Desktop Point of Sales discontinuation.

 

Intuit will no longer support QuickBooks Desktop Point of Sale as of October 3, 2023. You'll no longer receive security patch updates, and we'll discontinue Payments and Connected Services like Financial Exchange.

 

Additionally, we've compiled answers to frequently asked questions about the discontinuation of QuickBooks Desktop Point of Sale. For more information about the platform, as well as the alternative Shopify POS, check out this link: QuickBooks Desktop Point of Sale discontinuation.

 

Feel free to comment below if you have additional questions about using financial exchange for QuickBooks Point of Sale. We're always here to help. Take care always.

B
BrantWW
September 23, 2023

With the financial exchange between POS 19 and Desktop Pro ending, how do I get a report that contains the information normally sent to Desktop via exchange?

C
ChristineJoieR
September 23, 2023

I'll guide you accordingly, @Brant. There are two ways to perform a financial exchange in Quickbooks Desktop. These are through the end of the day or via manual process.

 

Financial Exchange is a procedure that involves sharing information between these two programs, typically performed either at any time or as part of your end-of-day routine. 

 

As part of End of Day procedure:

 

  1. On the QuickBooks Desktop Point of Sale Server Workstation, choose Point of Sale > End of Day Procedure.
  2. On the End of Day window, ensure the Exchange data with QuickBooks checkbox is selected.
  3. Choose other End of Day options, as desired.
  4. Select OK.

 

Here are the steps to Manual exchange:

 

  1. From the Financial menu, 
  2. Choose Financial Center.
  3. Lastly, click the Update QuickBooks Now.

 

You can also check this page to see the list of files transferred during the exchange: Financial Exchange Overview.

 

Additionally, here's a source containing information about the discontinuation policy of QuickBooks Desktop POS: QuickBooks Desktop Point of Sale discontinuation.

 

Please let me know if you have other concerns while handling your data. We are still here to assist you. Have a pleasant day. 

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