How do I transfer my data from Accounts to POS?
- Click the Transfer button on the top toolbar
- Click the Next button
- Check the box next to each piece of information you'd like to transfer and then click the Next button
Tip: If you'd like to transfer everything - click the Select All button
- POS will now automatically open your Accounts Business software in order to access the information you've requested to transfer.
Note: If your company file is password protected you'll need to enter it before POS can proceed with the transfer. Click the OK button to proceed (if applicable)
- Once your data transfer has been completed click the Finish button
Need more help? Start your own conversation!
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