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Point of Sale Transactions missing in QuickBooks Financial.

For those of you using QuickBooks Point of Sale integrated with QuickBooks Financial software, you may notice from time to time that QBF is missing some POS transactions from a prior period. Although this doesn’t happen often, you need to know how to handle it if it does. What could cause this problem? Well according to Intuit, it can be caused by one of the following:

-A backup was restored in QuickBooks after a POS – QB Exchange

-Transactions were manually deleted in QuickBooks

-You are in a different QB file than the one that has the transactions.

What they don’t mention is that sometimes, weird things just happen. If you run into this issue, here are two steps you can take to fix the issue.

1) You can go into POS sales history and search for the receipt #’s that you know are missing. Once you are on the receipt that needs to be resent, click “I Want To” > “Show Financial Data.” Select the checkbox that says “Resend this document during the next financial Exchange.” Do that to all the missing receipts and then do a financial exchange.

2) If you have a whole lot of receipts that are missing and it would take forever to set each one manually to resend, you can choose the option to recover QuickBooks. To do this, go to Point of Sale and in the “Financial” dropdown, choose “Recover QuickBooks.” Click continue on the warning message and enter the date range that was covered by the original financial exchange. Type “YES” in the confirmation window and click Continue to resend the transactions to QuickBooks.

As always, if you have questions or concerns, feel free to contact your CIAS rep for assistance.

This entry was posted in Current Tips and Tricks, QuickBooks Point of Sale and tagged , , , , . Bookmark the permalink.

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