If you are encountering very slow posting to QuickBooks, there are a couple maintenance options which may help speed up your posting.
It is important you follow EACH of these steps in the order they appear below:
- REBUILD THE QB COMPANY FILE:
• Get everyone out of QB.
• In QuickBooks:
Click File > Utilities > Rebuild Data
Click File > Utilities > Verify Data
- REBUILD INDEXES IN EDGE:
• First have everyone close The Edge down.
• Open The Edge on the server computer only.
• Click File > Rebuild Indexes.
• Enter your password and then click Rebuild.
• Wait for it to complete. It may freeze at times but it is running
NOTE: It may present with an error here which you should email to us, it will then continue and complete once the error is closed.
• The process is done when the DONE button is no longer greyed out.
• Click Done to close the process and continue using The Edge as normal.
- In QuickBooks create a new customer, we recommend creating a new customer yearly.
For example: POS Customer 202X.
- Once created in QuickBooks, go back to Edge and navigate to Administrative > QuickBooks > Set up Integration - on the customer drop-down click it and select the newly created customer from Step 3, click OK then OK again.