Q & A with Will English
Issue and question from one of Will's colleague's:
I had not updated the store's financial file from QuickBooks Point of Sale (POS) for months due to computer and other issues at the store back-office. I've been doing taxes, payroll, etc. from my copy of their file. (I know -- not the way to do things, but I'm slowly getting the customer up to speed on the procedures and hardware I need him to have). I finally got the customer to put in a back-office computer, with the intent I could get on it when the store is open.
When I tried to update the financial software, only one thing got updated which was his inventory adjustments for product used as samples. Did I do something wrong in setup, or do I just have preferences set up wrong?
William English: So did you transfer the file from your office to their file? Did they synch the file in the meantime? If so, then POS thinks everything has been sent and has been flagged. You can perform a recover QuickBooks to resend the data, but need to make sure that this is what happened and be careful about dates, etc.
Colleague: Thanks. It will be a few days before I'm able to get on the system again. Basically if the system was on auto-sync, which I'm 99.9% I set up, and if I then did a rebuild or restore on the financial side, rolling back to a previous date, POS doesn't know that and only sends over the things it
knows it hasn't sent over before, right? And the way to correct that is to do a custom sync. Is that correct?
William English: When you restored the backup, POS had already flagged the items as having been sent so it would not send them again. You’ll find in the Financial center under advanced options ‘Recover QuickBooks.’ Be very careful, however to ensure you understand what dates are missing and then resend the data. You are welcome to contact our office for a free consultation to ensure that you get this right.
