Setting up the QB POS Store Exchange using the Intuit Service.

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To use the Intuit Store Exchange Service with QuickBooks Point of Sale Multi-Store Level:

These instructions are for the initial installation/configuration of a new Point of Sale company data file, using the Setup Interview. If you upgraded from a previous version or are revising your Store Exchange configuration later, select Configure Store Exchange from the Stores menu to access these same options.

Headquarters Store Exchange Setup (Server System w/registered software)

  1. Set the number of stores in your company.
    1. From the File menu, select Preferences and select Company.
    2. On the left pane, go to Multi-Store and select Store Codes/Classes.
    3. In the Number of Stores section, select the drop-down and select the number of stores in your company.
    4. Select Save.
  2. Configure Store Exchange Preferences.
    1. From the File menu, select Preferences and select Company.
    2. On the left pane, go to Multi-Store and select Store Exchange.
    3. Set your preference to Intuit Service; and select Configure:

You will see the following screen, yours will contain the license number, product code etc.

You will call the support number, and one the service is activated, the agent will provide you with a validation code that you type into the screen.

To fully setup the store exchange, you will also need the license number from your remote store(s).

Remote Store – Store Exchange Setup:

Collect the following information from Headquarters before beginning:

  • The License Number from the Server Workstation at Headquarters (HQ)
  • The Store Exchange password entered at Headquarters (HQ).

To Configure a Remote Store:

  1. Install Point of Sale on the Remote Server Workstation.
  2. Create a new Point of Sale company data file with a unique name when prompted, specifying Remote Store as the Store Type.
    Note: You can also specify a store number, but if Headquarters assigns you a different number, your selection will be overwritten when you receive your first Store Exchange file from Headquarters.
  3. Run the Setup Interview to configure store-specific settings.
  4. When you reach the Other Stores page of the interview, enter:
    1. The License Number for the Server Workstation at Headquarters (from the CD jacket or the Help > About Point of Sale screen at Headquarters)
    2. A communication for Headquarters:
  • Intuit Service: No entry necessary; Point of Sale will automatically connect to the QuickBase site and log in to send/receive files.
  1. The same store exchange password entered at Headquarters (required.)
  2. Complete the Setup Interview to configure other store-specific settings.

It is extremely important that the store exchange password at Headquarters and the Remotes be EXACTLY the same. This includes capitalization and punctuation. If they are not exactly identical, the store exchange will fail.