This article outlines the procedure about how to manually consolidate transactions in Unify Desktop, which involves initial configuration of the Transactions settings screen to enable manual consolidation and later posting these transactions onto QuickBooks.
To configure the settings
1. From the File menu of the Unify Desktop, click Configure Store.
2. In the left pane of the Download Settings screen, click Transactions.
3. In the Transactions screen:
a. Click Group Orders into batch and create a single transaction.
b. From the Group orders per drop down box, click Manually to enable manual consolidation of orders, rather than automatic consolidation.
c. Click Save & Continue to save the changes, directing you to the Customers screen.
To post orders manually
1. From the Dashboard, click the Inbox tab.
2. Under the Inbox tab
a. Select the list of orders that you want to consolidate and then click Post to QuickBooks.
b. A message notifies that the selected orders would be posted into QuickBooks as a consolidated transaction. Click Yes to proceed.
c. Once the orders have been posted successfully, you can view the confirmation message corresponding to each posted transaction.