Re-Sending Sales to Financial - QB POS V9.0
Q & A with Will English
Today’s topic: Re-Sending Sales to Financial - QB POS V9.0
Question from a Colleague: I can’t remember the way to re-send selected sales to financial. One of my customer’s has an issue and needs to re-send selected sales from March. How do we mark those to send to QuickBooks Financial (QBF)?
W: The function is called Recover Data Now. It is under Advanced options in the financial center. Keep in mind that you can only send whole days. If you need to do individual transactions, under the I Want To menu is Show Financial Detail. Once that screen is up, there is an option to resend that transaction. Also keep in mind that with all sales are COGS entries to consider as well.
Colleague: Thanks Will. I don’t want to re-send all transactions, just some selected Sales Receipts. In V.2013 you select a SR in Sales History and under I Want To you can select Show Financial Detail. A pop-up of Financial History appears. On the bottom left you can check or uncheck to send with the next financial exchange. I can’t find that in V.9...I just logged on to the customer computer “server” workstation and it’s there. Thank you!
W: Yes, all the financial stuff must be done on the server computer.
