QuickBooks POS: Customer Settings & Preferences

QuickBooks POS: Customer Settings & Preferences

Let’s talk about the Settings and Preferences of our Customers in QuickBooks Point of Sale

Starting with:

1. We’re going to “File” menu → then “Preferences” → click “Company”.

1. Select the “Customers” section.

1. For the first setting, it’s asking you whether you want to use customers with QuickBooks. This means every time you create a new customer in QuickBooks, the customer will also be sent over to QuickBooks Accounting. In this area, tick on “No” for “Use with QuickBooks”. The reason is that QuickBooks has a list limit where once you reach the limit, you cannot create any more customers unless you upgrade to QuickBooks Enterprise.

1. Customer Tracking Options, the second setting, if you want to require a customer on every receipt.

1. QuickBooks Point of Sale is integrated with Constant Contact. Constant Contact is an email marketing Software, you can use this feature to send out email blasts, newsletters or promo codes to your customers.

1. This is a nice built-in feature that you can do some cross comparison and some reporting if you’d like on different customer groups.

Original Article: https://blackrockbusiness.com/quickbooks-pos-customer-settings-preferences/?feed_id=5309&_unique_id=6338566f62f0d