Wherever possible, we've tried to document buttons, boxes, and the like using blue boxes near the controls themselves.

Things may also be documented using little black boxes that pop up when you mouse over things. These are called tooltips.

As stated above, other functionality should be documented on this page. If it's not, say something!

Items map back and forth according to the table below.

POS	QuickBooks Online
Item Name (31 characters max)	Name
Type (Only Inventory, Non-Inventory, and Service items are supported)	Type (Only Inventory, Non-Inventory, and Service items are supported)
Department	Item Category, for QuickBooks Online files using categories. Sub-categories' names in POS will be their entire path, e.g. Groceries & Gourmet Food:Breakfast Foods:Oatmeal. Otherwise, Not Mapped. Note that two-way item sync turns on two-way department sync. Also note that departments' fully qualified names (such as Electronics:TV & Video:Televisions) will become their names in POS, and POS limits department names to 32 characters (Electronics:TV & Video:Televisio). This means if you change a truncated department name in POS it could come back the other direction and make strange things happen. It would be best to avoid long department names.
Item Description	Description
Size1 (12 characters max)	Contained within purchase description2, using keyword size.
Attribute1 (12 characters max)	Contained within purchase description2, using keyword attribute.
Base Unit of Measure	If Sync base UOMs is enabled for the POS file, this will be contained within the purchase description2, using keyword BaseUOM. Otherwise, Not Mapped.
Reg Price	Sales price/rate
Avg. Unit Cost	Cost
On-Hand Qty	Quantity on hand
Tax	See the section titled "How does sales tax information map back and forth?"
UPC	Contained within purchase description2, using keyword UPC.
Vendor	Preferred Vendor
Order Cost	Cost (When reading from POS, "Avg. Unit Cost" will be preferred.)
Reorder Point (Mapping can be disabled in POS file settings)	Reorder Point (Mapping can be disabled in POS file settings)
Item No. (9 digits max)	Contained within purchase description2, using keyword ItemNO. AFE will ensure that item numbers do not collide in QuickBooks Online, but it does not attempt to make such a guarantee in POS!
ALU	SKU
Alternative Units of Measure	Alternate UOMs must take up one line of the purchase description each. That line must follow the following format: UOM[case] = 12 7.99 22111113444445 case is the UOM name. 12 is the number of base units. 7.99 is the default price for that UOM. It is optional. If you do not specify a price for the UOM, the normal price will be used (multiplied by the number of base units, of course). 22111113444445 is the UPC. You must specify a price if you want to specify a UPC. So at minimum, you must have UOM[case] = 12.
Manufacturer	Contained within purchase description2, using keyword Manufacturer.
Quick Pick Group, History, QuickBooks Options (COGS, Income, Asset), Sync to Mobile, Comments, Print Tags, Unorderable, Use Serial #, Custom Fields	Not Mapped. Changes in POS will not be overwritten, but they will not be saved in QuickBooks Online.
Not Mapped. Changes in QuickBooks Online will not be overwritten, but they will not be saved in POS.	Inventory Start Date, Parent Item (for QuickBooks Online files not using categories), Quantity on PO

1. When you use the size/attribute matrix in POS, you're actually creating lots of different items, and each one will therefore display in POS as a separate item and come over to QuickBooks Online as a separate item.
2. Some notes about purchase-description-defined fields:

   1. When defining a value in the purchase description, you must use exactly one line of the description. If you're using keyword keyword, you must use the form keyword = value. For example, any of the following would work:

        KEyWoRd  =  Value goes here!

      keyword=Value goes here!

   2. You may still use the first line (or any other unused line) of the purchase description to hold actual purchasing information. Also keep in mind that purchase descriptions are nothing more than a default description for lines of an expense. Every time you purchase an item you can have a different description on your expense documents' lines if you like.
   3. As part of the sync process, AFE will add all purchase description keywords with blank values (other than UOM information) to your purchase descriptions for easy updating if they do not exist yet. Something like this:

      UPC =
      ItemNO = 14186
      Attribute =
      Size =
      Manufacturer =

Child customers can be nested arbitrarily deeply, but AFE will only sync to the depth that Ability Business specifies.

Customers' fields map back and forth according to the table below.

POS	QuickBooks Online
First Name	First name
Last Name	If the Sync customers' QuickBooks Online company box to POS last name box option is enabled for the POS file, this will map to QuickBooks Online's "Company" box. Otherwise, this will map to the "last name" box, or sometimes display name if POS is requiring a last name to be filled in and there isn't one.
Title	Title
Company	If the Sync customers' fully-qualified names to "Company" box option is enabled for the POS file, this will map to the customer's "fully qualified name", such as Grandpa Customer:Parent Customer:Child Customer. This option was enabled by default for files added after October 2019, in order to ensure visibility to the customer heirarchy from POS. If that option is not enabled, this will map to the "Company" box in QuickBooks Online.
Track As Company	(Whether or not POS's "Company" box is filled in)
Phone	Phone
Mobile	Mobile
E-Mail	Email
Street/"Bill To Address" Street	First line of billing address "Street" box
Street 2/"Bill To Address" Street 2	Second and subsequent lines of billing address "Street" box
City/"Bill To Address" City	Billing address City/Town
State/"Bill To Address" State	Billing address State/Province
ZIP/"Bill To Address" Zip	Billing address ZIP Code
Addresses > Shipping Address > Street	First line of shipping address "Street" box1
Addresses > Shipping Address > Street 2	Second and subsequent lines of shipping address "Street" box1
Addresses > Shipping Address > City	Shipping address City/Town1
Addresses > Shipping Address > State	Shipping address State/Province1
Addresses > Shipping Address > ZIP	Shipping address ZIP Code1
Alt. Phone	Fax
Alt. Contact	Other
Customer Type	If Sync customer types is enabled for the POS file, this will map to Customer Type. Otherwise, Not Mapped. Intuit does not allow QuickBooks Online apps to create new customer types, so unfortunately new customer types must be defined manually in QuickBooks Online!
Customer Notes	Notes
Company Name, or else personal name (Title First Last)	Display name as
Tax-exempt	If "Sync customers' tax-exempt statuses" is enabled for the POS file, this will map to the tax-exempt checkbox. Otherwise, Not Mapped. Note that when using automatic sales tax in QuickBooks Online, Tax-Exempt customers require a "Reason for Exemption" and you may optionally specify "Exemption Details". When customers are (1) added/modified in POS, (2) added as tax-exempt or switched to tax-exempt, and (3) the QuickBooks Online file they are brought over to uses automatic sales tax, they will be brought over with a "Reason for exemption" of "Resale" and blank exemption details. If this is incorrect you'll need to go change it in QuickBooks Online!
Not Mapped	Middle name, Suffix, Print on check as, Use display name, Website, Is sub-customer, parent customer, Billing address Country, Reason for Tax Exemption, Exemption details, Preferred payment method, Preferred delivery method, Terms, Opening balance as of, Attachments
OK to e-mail, Customer ID, Tax Location, Accept Checks, Discount, Addresses other than billing (for now), Do not mail to Bill To address, Use with QuickBooks, Charge Account, Account Limit, "View customer in QuickBooks" button	Not Mapped

1. Note that any time a QuickBooks Online app modifies a customer's information, the "Same as billing address" checkbox above the shipping address in QuickBooks Online becomes unchecked and Intuit does not provide a way for QuickBooks Online apps to check the box again. This means the shipping address will stop automatically updating from the billing address when the billing address is modified.

Vendors map back and forth according to the table below.

POS	QuickBooks Online
Company Name	Company
Title	Title
First	First name
Last	Last name
E-Mail	Email
Vendor Web Site	Website
Street	First part of "Street" box
Street 2	Last part of "Street" box
City	City/Town
State	State/Province
ZIP	ZIP code
Phone	Phone
Mobile	Mobile
Account #	Account no.
Alt. Phone	Fax
Alt. Contact	Other
Inactive	"Make inactive" & "Make active" buttons
Vendor Notes	Not Mapped (Intuit does not expose vendor notes to QuickBooks Online apps)
Not Mapped (Intuit does not expose vendor notes to QuickBooks Online apps)	Notes
Not Mapped (Initially set from either personal name or else company name)	Display name as
Vendor Code, Net due in, Discount percentage is, Discount if paid within	Not Mapped
Not Mapped	Middle name, Suffix, Print on check as, Use display name, Billing rate (/hr), Terms, Opening balance, as of, Business ID No., Track payments for 1099

That depends on how Sales Tax is running in QuickBooks Online. It may be running in three ways:

1. Disabled

   If sales tax is disabled in QuickBooks Online it will be disabled in POS.

2. Manual

   When QuickBooks Online is using manual sales tax only "taxable" and "non-taxable" items are supported in AFE. In other words, special tax rates are not supported in AFE. Each store must be assigned a sales tax code in the AFE edit page for that POS file, and that code will determine the tax percentage customers are charged when they buy taxable items (and what tax entity receives that money).

   You'll just have two tax categories, Tax and Non.

3. Automatic

   AFE has two ways of syncing QuickBooks Online files using automatic sales tax

   1. For files added to AFE after March 22, 2019:

      First, some background: Automatic Sales Tax in QuickBooks Online means that given (1) a shipping address and (2) a tax category (taxable, nontaxable, or some special category), QuickBooks Online knows what tax percent to charge for each item sale and who to pay it to. You add tax categories to your items in QuickBooks Online of course, but AFE must additionally know all addresses you intend to sell products at. These will become the "shipping" addresses on your receipts, which, as previously stated, determines the tax percentage(s) of items on the receipt.

      You must add these addresses in the "Tax Matrix" of AFE for your QuickBooks Online file. By default, AFE will add the address of your QuickBooks Online file as the first address in the tax matrix, so you may not need to do this if your business only operates at one address. Otherwise, go to the "Tax Matrix" page in AFE for your QuickBooks Online file and click the plus button beneath the grid to add an address. The columns of the new row will get filled in (slowly, as products sync) with all the tax percentages that might get used at that address.

      Once your address is in the matrix, it will appear as a choice in the AFE edit page for the POS file. Assign the proper address to the proper store(s).

      The tax categories for your company will come over as T00, T01, T02, etc. T00 is always non-taxable and T01 is always taxable, default rate. T02 and upwards are assigned to items with special tax categories.

   2. For files added to AFE before March 22, 2019:

      When operating in the old mode, AFE only supports a fixed sales tax percent for each store, paid to the default sales tax entity. You can set this percent in the AFE edit page for the POS file.

      You'll just have two tax categories, Tax and Non.

Note that at the moment only tax percentages are supported. Price-dependent tax, etc. is not supported.

Receipts will come over to QuickBooks Online as one of the following things:

• Sales Receipt - For simple sales.
• Invoice - For more complex sales with either split payments, a link to an estimate (sales order), or a customer account balance change.
  • Payments towards the transaction will come over as payment (positive) and expense (negative) transactions applied to the invoice. In fact, if the whole receipt is only a payment (such as a payment on account situation), there may only be a payment or expense created with no corresponding invoice.
• CreditMemo - Like invoices, but where the transaction total comes out negative.
• RefundReceipt - Like sales receipts, but where the transaction total comes out negative.
• Payment(s) - See note in "Invoice".
• Expense(s) - See note in "Invoice".
• Expense - For cash drawer payouts.
• Deposit - For backwards cash drawer payouts (such as reversed ones).

Header

POS	QuickBooks Online
Customer	Customer
Document Date	Receipt/Invoice/etc Date
Receipt Number	Part of Document Number
Receipt Notes	Part of "Message Displayed on Statement"
(The location assigned in the AFE settings page for the POS file)	QuickBooks Online "Location" (Can also be labeled "Business", "Department", "Division", etc. in QuickBooks Online Options)
(Email previously assigned to customer)	Customer Email
(Billing address previously assigned to customer)	Billing Address
Shipping Address	Goes to the QuickBooks Online Shipping Address box if auto sales tax is not being used. If auto sales tax is being used, the QuickBooks Online shipping address must be the one from the tax matrix to cause taxes to be calculated correctly, so the POS shipping address is just recorded as part of the "Message displayed on statement"
Shipping Date	Shipping date
The payment method used	Payment method
Check Number, if any	Reference no.
Maps according to payment: Payment Account Cash Default Cash In Drawer Deposit Default Customer Deposit Gift Card Default Gift Card Gift Certificate Default Gift Certificate Check, Credit, Debit Undeposited Funds Default accounts can be re-mapped by Ability Business Staff	Deposit to
Not mapped, but defaults to company address	Shipping from
Tracking #	Tracking no.
Promo Code	Will map to custom field* labeled "Promo Code" or "Promo".
Customer PO#	Will map to custom field* labeled "Customer PO Num", "Customer PO#", "PO Number", or "PO#".
Cashier	Will map to custom field* labeled "Cashier".
Associate	Will map to custom field* labeled "Associate".
Not Mapped.	Ship via, Class, Custom fields (other than those discussed above), discount, Message displayed on sales receipt, Shipping, Tip, Attachments

*Custom Fields Require Quickbooks Online Advanced

Line Items

POS	QuickBooks Online
Ext Price	Amount
Qty	Qty
Item Description	Description
Serial #	Appended to Description
Whether selected tax code is taxable	Tax Checkbox
Item #, Item Name (if overridden), Attribute, Size, Tax Code (other than taxable/non), Unit of Measure, Price (mapped implicitly via "Ext Price"), ALU, Commission assignment, Commission %, Commission Amount, UPC	Not Mapped.
Not Mapped.	#, Rate (mapped implicitly via "Amount")

Receiving vouchers will come over to QuickBooks Online as one of the following things:

• Bill - For most purchases.
• Vendor Credit - For purchases where the transaction total comes out negative.

Header

POS	QuickBooks Online
Vendor	Vendor
Document Date	Bill/Payment/etc Date. Also Due date.
Voucher Number	Part of document number for the voucher (ex. Voucher 150 will be formatted as POSV150 (S01)). If an invoice number is specified for the voucher, that invoice number will be used as the document number.
Comment	Part of "Memo"
(The location assigned in the AFE settings page for the POS file)	QuickBooks Online "Location" (Can also be labeled "Business", "Department", "Division", etc. in QuickBooks Online Options)
(Address previously assigned to vendor)	Mailing Address
Cashier	Not Mapped.
Not Mapped.	Custom fields, Attachments

Line Items

POS	QuickBooks Online
Ext Cost	Amount
Qty	Qty
Item Description	Description
Item #, Item Name (if overridden), Attribute, Size, UPC, Unit of Measure, ALU, Serial #, Price (mapped implicitly via "Ext Price"),	Not Mapped.
Not Mapped.	#, Rate (mapped implicitly via "Amount"), Customer, Class (if enabled)

Purchase orders map back and forth according to the table below. Note that purchase orders are only synced if the Sync purchase orders checkbox is checked in the edit page for the POS file, and the Sync Items as Departments checkbox was unchecked during setup for the POS file.

Header

POS	QuickBooks Online
PO #	Purchase Order #
Vendor3	Vendor3
Should be overwritten upon changing vendor, but see footnote3.	Vendor Email
Should be overwritten upon changing vendor, but see footnote3.	Mailing address
Open/Pending/Suggested vs. Closed ("Open" in POS is default for "Open" in QuickBooks Online)	Open vs. Closed
Instructions	Your message to vendor
Order Date	Purchase Order Date
Discount/Disc %	This will be mapped to a line item in QuickBooks Online!
Fee	This will be mapped to a line item in QuickBooks Online!
Terms (Net Due In, Discount percentage is, Discount if paid within), Payment Due Date, Ship Date, Cancel Date, Associate,	Not Mapped. Changes in POS will not be overwritten, but they will not be saved in QuickBooks Online.
Not Mapped. Changes in QuickBooks Online will not be overwritten, but they will not be saved in POS.	Cc & Bcc email, Ship To, Shipping address, Ship via, custom fields, Permit no., Memo, Attachments

Line Items⁴

POS	QuickBooks Online
Ordered	Qty (will be converted to base units)
Ext Cost	Amount
Received	Received Warning: QuickBooks Online does not expose the "received" quantity of "service"-type items. Therefore, we cannot sync this information.
Item Description	Description
Item #, Item Name (if overridden), Attribute, Size, Unit of Measure, Cost (mapped implicitly via "Amount"), Alternate Lookup, Customer1, Last Rcvd, Cust Order #, Manufacturer, UPC	Not Mapped. Changes in POS will not be overwritten, but they will not be saved in QuickBooks Online2.
Not Mapped. Changes in QuickBooks Online will not be overwritten, but they will not be saved in POS2.	#, Rate (mapped implicitly via "Amount"), Customer1, Closed

1. Line-level customers and customer order numbers are not mapped back and forth because in POS customers are assigned to purchase order lines based on an association with a sales order, whereas in QuickBooks Online customers can be arbitrarily assigned to lines.
2. In order to preserve line item data that exists in only one system (POS or QuickBooks Online), we must match incoming line items with existing ones. We do this by matching lines according to (1) the product being purchased, and (2) the occurence of the product being purchased (first occurence, second occurence, etc.). So if you have two lines on a purchase order purchasing product "LARGE TOASTER", the second occurence of the line selling the item on the incoming receipt will be matched with the second occurence of the line selling the item on the existing receipt.
3. Changing the vendor involves unlinking all linked QuickBooks Online documents, since you can't link to docs with a different vendor.
4. Only item-based lines will be synced from QuickBooks Online. Description-only lines and category lines will not be touched.

Notes on Linking Transactions

Receiving inventory against a purchase order in POS will create a bill in QuickBooks Online that's linked to the purchase order. However, POS also allows you to reverse these receiving vouchers. This will indeed create a vendor credit in QuickBooks Online, but you'll notice that you cannot link QuickBooks Online vendor credits to purchase orders. Therefore, we can't carry this link over from POS.

Sales orders in POS map to Estimates in QuickBooks Online. They map back and forth according to the table below. Note that sales orders are only synced if the Sync sales orders checkbox is checked in the edit page for the POS file, and the Sync Items as Departments and Summarize Settled Receipts checkboxes were unchecked during setup for the POS file.

Header

POS	QuickBooks Online
SO #/Layaway #/WO #	Doc number. The prefix of the doc number determines whether the estimate will come to POS as a sales order (SO), layaway (LA), or work order (WO). If there's no prefix, it'll come over as a sales order.
Deposit Balance	Not mapped. See "Notes on Sales Order Deposits".
Order Date	Estimate Date
Status	Status POS "Closed" will not overwrite QuickBooks Online "Rejected"
Customer	Customer2
Instructions	Message displayed on estimate
Tax	Tax
Discount/Disc %	This will be mapped to the discount field in QuickBooks Online. If you don't see this field, you probably need to enable it in the QuickBooks Online settings. It will also appear when it's used by AFE QuickBooks Online. When the discount field is visible in QuickBooks Online, there will be arrows next to the discount field which (when clicked) determine whether the discount is applied before or after taxes are collected. If you use this to apply the discount after taxes, the discount will sync to POS as a non-taxable line item to make the math match.
Shipping Amount	This will be mapped to a line item in QuickBooks Online! Any amount in QuickBooks Online's special "shipping" box (if that's turned on) will get lumped in to POS's shipping amount, and will therefore be lumped in to the line item after a round-trip. Note that shipping charges entered in QuickBooks Online might incur sales tax (based on the ship to address), and that charge would therefore disappear after a round-trip to POS, making the shipping sales tax feature unsupported.
Should be overwritten upon changing customer, but see footnote2.	Email
Should be overwritten upon changing customer, but see footnote2.	Billing Address
Promo Code	Will map to custom field* labeled "Promo Code" or "Promo".
Customer PO#	Will map to custom field* labeled "Customer PO Num", "Customer PO#", "PO Number", or "PO#".
Associate, Cashier, Ship By, Price Level,	Not Mapped. Changes in POS will not be overwritten, but they will not be saved in QuickBooks Online.
Not Mapped. Changes in QuickBooks Online will not be overwritten, but they will not be saved in POS.	Cc/Bcc, Send later, Expiration date, Location of sale, Ship via, Shipping date, Tracking no., Custom fields (other than those discussed above), Message displayed on statement, Attachments

*Custom Fields Require Quickbooks Online Advanced

Line Items³

POS	QuickBooks Online
Ordered	Qty (will be converted to base units)
Ext Price	Amount
Item Description	Description
Item #, Item Name (if overridden), Attribute, Size, Unit of Measure, Due, Sold, Price (mapped implicitly via "Ext Price"), Alternate Lookup, Dept Code, Vendor, Cost, Manufacturer, UPC, Serial #	Not Mapped. Changes in POS will not be overwritten, but they will not be saved in QuickBooks Online1.
Not Mapped. Changes in QuickBooks Online will not be overwritten, but they will not be saved in POS1.	#, Service Date, Rate (mapped implicitly via "Amount")

1. In order to preserve line item data that exists in only one system (POS or QuickBooks Online), we must match incoming line items with existing ones. We do this by matching lines according to (1) the product being purchased, and (2) the occurence of the product being purchased (first occurence, second occurence, etc.). So if you have two lines on a purchase order purchasing product "LARGE TOASTER", the second occurence of the line selling the item on the incoming receipt will be matched with the second occurence of the line selling the item on the existing receipt.
2. Changing the customer involves unlinking all linked QuickBooks Online documents, since you can't link to docs with a different customer.
3. Only item-based lines will be synced from QuickBooks Online. Description-only lines and category lines will not be touched.

Notes on Linking Transactions

Selling items against a sales order in POS will create an invoice in QuickBooks Online that's linked to the corresponding estimate. However, POS also allows you to reverse these receipts and/or accept returns. This will indeed create credit memos/return receipts in QuickBooks Online, but you'll notice that you cannot link those things to estimates in QuickBooks Online. Therefore, we can't create these links. Additionally, while QuickBooks Online does have a button to help you create purchase orders from estimates, it does not actually link those either. We likewise cannot link SOs with POs when syncing with POS.

We also cannot link deposits with estimates since deposits are represented using the special "Other Charge - POS Customer Deposit" item and obviously this is not actually an item that exists on the estimate, making it impossible to link the line.

Notes on Sales Order Deposits

Accepting a deposit will create a document that will get synced to QuickBooks Online, and this document will note on one of the line descriptions that it represents a deposit for a sales order. However, this will not affect the customer's balance (like a payment on account would). The POS application is responsible for keeping track of the total money deposited on that sales order, and for subtracting that money from the total when it comes time to sell the items on the sales order. This means that deposits on sales orders will not sync between multiple POS locations syncing to the same QuickBooks Online file.

At the time of this writing, Intuit does not allow QuickBooks Online apps to read, update, or delete "Inventory Quantity Adjustment" documents in QuickBooks Online.

As a QuickBooks Online app, the only way AFE can adjust quantities is by reading an item from QuickBooks Online, adjusting the "Quantity On Hand" of that item, and sending those updates QuickBooks Online. This will implicitly make an "Inventory Quantity Adjustment" document, but we have no control over the Document Number, the memo field of that document, the date/time, etc. The date/time will be the moment the memo gets pushed to QuickBooks Online. We also cannot read it, get rid of it, or update it if our servers get struck by lightning in the middle of a sync and we need to resume the sync process. We also cannot combine all quantity changes into one document, we are forced to make one document per item .

Because of this, it's possible (although very unlikely) that Quantity Adjustment memos from POS could be added to QuickBooks Online twice if the server is interrupted mid-sync . When establishing a workflow for your business, we ask that you keep these limitations in mind. We're very sorry for the inconvenience.

When you sell a gift card for the first time, an item will be created in your QuickBooks Online file called "Other Charge - POS Gift Card" with income account "Gift Cards Outstanding". "Gift Cards Outstanding" will have account type "Other Current Liability".

The "Other Charge - POS Gift Card" item will be used for all gift card transactions from that point forward. Each time you use a unique gift card, the description line on the document created in QuickBooks Online will contain the unique gift card number.

When someone redeems a gift card, the same thing will happen except backwards. There will be a line item on the QuickBooks Online document with the "Other Charge - POS Gift Card" item and a negative quantity.

AFE does not provide a system to verify that gift card numbers are valid, or to track the balance of any gift card number, so make sure you have your own system in place!

You may have noticed that when you create items, receipts, and all sorts of other things in POS they will be assigned numbers. POS keeps a copy of the next available number in those sequences so it knows which one to pick next. Ability Business Staff can change all the numbers that will be picked next, which allows us to ensure that these numbers never collide with each other. This comes into play any time you have multiple POS files, when restoring backups, or when you get a new computer with a fresh POS file. Make sure Ability Business Staff is involved with this process so we can make sure this problem is taken care of.

There are a few issues to consider when restoring a POS file from a backup.

As described in the "How does numbering work with AFE QuickBooks Online" section, numbering can be an issue with POS backups. If you sell items on receipt #105, and then you restore from a backup where the next available number was receipt #100, you may get duplicate receipt numbers 100-105. Ability Business Staff can change all the numbers that will be picked next, so we can get around this problem.

It's also possible that when the backup was taken there were receipts waiting to go over to QuickBooks Online, and after the backup they got synced. Upon restoring from the backup, they may come over a second time, creating duplicates. It would be best to back up your POS file when it's fully synced to QuickBooks Online to avoid this.

If a computer is replaced and a backup of the old POS file is restored to it, the new computer will have a new Client ID once the relay connector is installed. In order to migrate all AFE settings to the new computer properly, edit the Client ID of the old computer in AFE to point to the new computer rather than setting up an entirely new computer in AFE.

If you can't connect your POS system

• Check if the service needs restarted
• Check if POS is in single user mode
• Check if your POS system is in Practice Mode
• Reach out to Ability Business Support

If you can't connect your QuickBooks Online system

• Visit this page and click 'Add Quickbooks Online File'
• Reach out to Ability Business Support

Click here for detailed instructs about troubleshooting your AFE connection