Can we Share Inventory Between QuickBooks and QuickBooks POS?

by James Antonio

The POS or point of sale is a system where your customers make payments for the product and services that you sold to them. And QuickBooks point of sale system is a retail POS system used majorly by small and medium businesses. Apart from the payment facility it also provides inventory and customer management tools, merchandise planning, etc.

So, let us go right away towards our question, that is, can we share the inventory between QuickBooks and QuickBooks POS? Well, yes, it is possible with the help of the financial exchange process, that allows the sharing of information between QuickBooks and QuickBooks POS. The process is really beneficial as it decreases the workload or duplicates efforts to a great extent as you would not have to enter the same information twice at different places.

Process Steps for Sharing the Inventory between QuickBooks and QuickBooks POS

You are required to follow the below process stepwise to initiate the inventory sharing process between QuickBooks and QuickBooks POS:

Step 1. First of all, go to the edit on the top and click on Preferences.

Step 2. After that, in step 2 you need to go to the left pane, click on integrated applications, and then you need to go to the company Preferences tab.

Step 3. Now under the company preferences tab, from the applications list click on QuickBooks Point of Sale. After that, click on Properties.

Step 4. Under Properties, in the Access right tab, you need to click on the option “Allow this application to read and modify the company file“.

Step 5. In the last step, you need to click on OK in both preferences and properties window.

For Setting up a QuickBooks connection in a POS system, you need to Follow the below Steps:

Step 1. First of all, you need to go the File > then Preferences > Company.

Step 2. After that go to the financials and click on “Set up QuickBooks Desktop connections” in point of sale.

Step 3. You need to click on “Let me choose a new company file” even if you have previously used the connection to QuickBooks. It would not affect your data in any way.

Step 4. Now log in to QuickBooks as an admin once prompted and click on Next.

Step 5. Now QuickBooks point of sale system is activated for sharing the data with QuickBooks financials. You just need to click on Finish to complete the entire process.

For Initiating the Financial Exchange Process, you need to follow the below Process Steps:

Step 1. First of all, you need to click on Point of sale > End of day procedure on QuickBooks POS integrated platform.

Step 2. The End of day screen will appear and you need to click on Exchange data with QuickBooks Desktop if it is not already done.

Step 3. After that, you need to select the desired End of the day option and click on OK to complete the process.

You can also complete this process manually by clicking on the financial menu > financial centre > click update QuickBooks now.

Features of Dancing Numbers for QuickBooks Desktop









How Dancing Numbers Will Help You


Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Receive Payment
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Journal Entry
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items


Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows


  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business



Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies


Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies


Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.

How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.

How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.

How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.

Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.

What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.

How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.

How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

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