QuickBooks POS: Charge to Account

Today we’re going to talk about a payment method called Account. It is kind of like a tab or some people would call it a house account. This will allow your customer to have a credit in your store. Here goes:

1. First you have to have a customer assigned in order to charge it to Account. So let’s select a customer on the upper right side of the Sales Receipt window.

1. So maybe you trust this customer or he/she is a loyal customer that usually comes back to your store. You decided to allow him/her to buy an item and charge it to his/her account.

1. Once the item has been added, click on “Account” on the lower left side of the window.

1. Once it is charged to the Account, click “Save”. A pop-up window will appear when it is the first time for the customer to charge to account. Click on “Yes”.

1. QuickBooks Point of Sale will now ask for the Credit Limit that you’re going to give for the customer. Fill-in the desired credit limit for that customer and click on “Use Charge Account for This Customer”.

1. You can now see that the account is being charged now for the item.

1. Once the transaction has been verified. Click on “Save and Print” to have a hard copy of your transaction with your customer.

To check on a customer’s account credit limit:

1. Go to “Customer List” on the home screen of QuickBooks Point of Sale.

1. Select on a customer and click on “Show Detail” on the upper right side of the window.

1. On the Customer’s profile you can now view the credit limit for his/her home account.

Original Article: https://blackrockbusiness.com/quickbooks-pos-charge-to-account/?feed_id=2635&_unique_id=615af96984681